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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: I would like to add these companies to my portfolio.
They seem expensive, but I assume over the long term you are good with any of them at these levels.

In what order would add these. Is one of them better value at this point?

I have some tiny positions in XTC, BB, BOS, and was planning on selling these. I also have a 1% position in DHX. Should I just get rid of these tiny positions and consolidate into one or two of the names above.

Cheers.
Read Answer Asked by Colin on November 24, 2016
Q: I am a retired, conservative, dividend-income investor. I am looking to top up my industrial holdings. I own WSP, which I could add a bit more of. I am looking for another industrial company that pays a dividend > 2.5%...tough to find one.

What are your current thoughts on the etf ZIN-T? What do you think of the holdings and their participation in the current updraft, due to the anticipated spending on infrastructure?

A 2nd option is TFI, but it has had such a jump?

Do you have any other suggestions for a dividend-paying industrial for me to consider?

Thanks, Steve
Read Answer Asked by Stephen on November 24, 2016
Q: I picked up some AC in the spring with the intention to hold into the new year. The stock and the sector seem to be on a roll at the moment and really started to lift when Buffet bought into the sector. Buffet is anything but fly by night so I am thinking of holding a little longer. What is the street calling for on Air Canada? Could you give me some price targets? Could you also comment on the Buffet purchase and what it is that he might be seeing?
Read Answer Asked by Gerald on November 24, 2016
Q: I currently hold full positions in GIB, Engh and KXS and a 1/2 position in SYZ and am looking to add another 1/2 position. I can't decide between topping up SYZ, adding a new 1/2 position in CSU or selling SYZ and go with a full position in CSU. Part of me would like to stay more concentrated (I am very comfortable with the 3 full holdings) but I guess at the end of the day, I am wondering if the hoped for outperformance of SYZ outweighs the very solid expected growth of CSU. While I like the added benefit the SYZ dividend provides, I do not currently need the income.

I am interested in your opinion as to my options. Appreciate the insight.

Paul F.
Read Answer Asked by Paul on November 24, 2016
Q: I'm interested in Profit Margin. In layman terms "what does it mean"? Is it the same as Net Margin (TD Webbroker shows Profit Margin, other sites show Net Margin)? Would using a minimum profit margin of 10% or above safely allow for negative events to the balance sheet? Why would I want to invest in companies with low TTM profit margins such as PBH(3.64%), BEP.UN(1.36%), PKI(.97%) etc? Why do companies such as TCN(329.69%), BPF.UN(85.67%) and AW.UN(66.55%) have such high profit margins? Should I consider a 5yr average? Thanks
Read Answer Asked by LARRY on November 24, 2016
Q: TFI has had a great run recently. I am not complaining (!), but...
The stock was languishing earlier this year and dipped below $20 in Feb. Now it is $34. I know about the new acquisition however I hardly think the company has improved its value by 70% over these past 9 months or so. What is the cause of this run? Can't see how Trump is going to help them. They are now at 15 or 16 x 2017E. I am patient and not overweight on the stock despite the gains. What to do?
Read Answer Asked by john on November 24, 2016
Q: This is a comment to Ian's question regarding the 1K investment for his son. I was just thinking that 13 stocks for a 1K portfolio is likely working against him.At $7 per trade (avg),he would be paying $91 in fees and starting his portfolio down 9-10%.I would think holding 3 to 4 top picks and building out your portfolio as you add more money would be more efficient.If i'm over stepping feel free to not post. This was only meant as constructive criticism.
Read Answer Asked by Adam on November 24, 2016
Q: Good Morning Peter, Ryan, and Team,
Do you still recommend ABT for income oriented accounts and, if so, is the recent price of near $6.00 a good entry point ??? Thank you, DL
Read Answer Asked by Dennis on November 24, 2016
Q: Good afternoon, I had moved everything to cash, believing that we were overdue for a bit of a correction, and also because I did quite well on atd and ccl. . Do you think a correction will occur when the honeymoon is over with Trump? I know no-one has a crystal ball, but do you think it is likely? If no, would you be content with the above choices for a moderate risk? I plan to keep my US in cash for now.
Thanks as always.
Read Answer Asked by steve on November 24, 2016
Q: I hold HCG and MFA in TFSAs at 1.4 and 1.8 percent, respectively, of my & my husband's total portfolio. (combined calculation as recommended by 5i!) They are both down close to 30% since I bought them. Given their percentages, should I just leave them, or should I take my loss in one or both, and move on? Thanks for your help and support.
Read Answer Asked by M.S. on November 24, 2016
Q: Hi Peter and Team,
What is your view on Baytex Energy buying production assists in the Peace River Region of N. Alberta in a deal worth 65 m?
Is it positive or negative in terms of their operations and financial status. To my understanding their debt level is high.
Your comments appreciated.
Read Answer Asked by Pui on November 24, 2016
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