Investment Q&A

Q: Could you please provide an update on CTH and comment whether an early stage investment would be more appropriate in CTH verses GUD.
Many thanks, Nancy

Q: There has been much talk lately about sector rotation. Can you tell us sectors that are being sold and what sectors the money is going into. Is this due to where we are in the economic cycle . Are we still in the "recovery" cycle. Thanks again for your great service

Q: Hi there,

I have owned this company for sometime and the results have been consistent over a long period of time. It has dropped recently - it would appear that is in sympathy with the Autoparts industry as a whole. Does this make sense and would you continue to hold if you owned. Thanks

Q: I own some BAM.A shares and would it be wise to add a further position or diversify and start a position in OCX at this time or wait for a pullback in these shares.
Thank you

Q: I am underwater 4.1% on VET and 6.7% on DRG.UN. Is this because of the recent crisis in France? We do need the income, but is this the time to sell, or should I hold? If I sell, I'll have over $70,000 to invest. Can you give me some dividend paying Canadian names to look at. We already have all the major banks,MST,SRU,AX,HR,DRG,HOT,CSH reits, BIP.UN,BEP.UN,PKI,NFI,NWC,EMA,NPI,FTS,BCE,T > Many thanks.

Q: I am a 72 year old income investor. I currently have 17% of my portfolio in "Pipelines/Utilities" including ENB 5.8%; TRP 2.7%; IPL 2%; PPL 2.7%; ALA 2.9%; VSN 1.2%; all held for several years. My questions are 1. How do I allocate each of these between Pipelines and Utilities? 2. Would you recommend consolidating some of these to fewer names? Thanks for your great service.

Q: I have to ask as I am still holding my WIN (wrong symbol for sure). You mentioned holding until the shareholder base changed and new investors buy in. How long do you think this process will take and do you expect it to recover to over $1.50 in the short term? In hindsight, I should have sold on news and joined the rush out. Management should be fired for what they have done to this company.

Q: I have held Questor all the way down. Should I be letting it go? Or hold on for a recovery. Down 80% on it.

I am sure it is being hurt since it is energy related, but it is down more than straight oil companies, and that I don't understand.

Q: Hi there,

I wanted to comment on one of your member's comments on his losses on individual 5i stocks. I too have been a member for a very long time and the one thing I have learned is to stick with a disciplined portfolio approach rather than just trying to pick stocks from your portfolios. This has led me to consistently better overall results over a number of years. Some stocks have gone done at times and recovered at other times. But it is the 'stick with it' portfolio approach which has led to better than market returns. Thanks for all that you do.

Publish at your own discretion.

Q: Hi Peter In your response to ? if the market is working .Not so in the case of IPL had a bang up Q and raised the Div .Yet got hammered by the market .Investors don't seem to see that a pipeline makes the same money transporting $40 oil as 100 $ oil.
Not a ? just my morning rant
Kind Regards Stan

Q: Pfizer is planning to merge with Allergen & move head office to Dublin ---Inversion Tax laws in US --come into play . Question ---How likely this will occur & do you think it will affect the deal & stk $
Thanks ---don

Q: Is it not incumbent for any firm such as SeekingAlpha making accusations to have solid evidence prior to making accusations in support of short selling? Should there not be recourse against both the accuser and possibly the promotors of a class action law suit. If there is no back up evidence of wrong doing, shareowners should consider legal action? How reputable is SeekingAlpha?

Can you provide guidance as to whether I should take my losses in stride?

Thank you

Q: Good morning...was wondering if your read the article in Financial Post "How Canada is becoming the orphan equity market nobody wants"...would appreciate your thoughts...

Thanks

Q: My biggest (>40%) on paper “losers” in a non-registered account are: SGY, TOU, PHM, SCL, and AVO. They are each between 1% and 2% of the portfolio.

My biggest (>100%) on paper “winners” are : CSU and ATD.B.

I don’t have any capital gains to offset this year since I have not sold anything. Does it make any sense to trigger a tax loss for the sake of it since it could be used in the future (and nothing to carry the loss back to either)? If I sold any of the above “losers” I probably would not be in any hurry to buy them back, if at all. I can hang onto them as I still kind of believe they are still good, but you refer to the opportunity cost of holding onto them. Not sure if I should create a loss for the sake of it, and maybe take some profits on the winners since they are up quite a bit.


Paul J.

Q: Peter and team I see TD had some sort of offering to buy stock in PNE about two weeks ago , is this a good thing , I already have some PNE , could you give an up date on what you think of the stock.
Thanks
Jim.

Q: Hi:
last time someone asked this question was in April
I wonder how one would compare A&W (ranked B+) compared to PZA.un ?
I am looking for dividends income and safety of capital
(almost 65) thanks!

Q: 5i discusses how CSU has 80 employees looking for potential acquisitions.Are these employees, whose sole job is to scout for potential acquisitions.

Q: I know the Amaya insider trading investigation has gone quiet since last summer, but I think your updated report on the company ought to have mentioned it as a Key Risk since no one knows where it is going or how long it will take or how it will influence regulators in jurisdictions where they hope to open up the business. The CEO's computer was seized by authorities after all.

Q: Huge tax loss selloff today and now trades at 40% discount to NAV. I have owned this for about 7-8 years and am strongly considering averaging down (I own a basket of REITs). The selloff seems way overdone, would you agree? Thank you.

Q: any reason why BB is strongly up today?