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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: My investment in the Brookfield group of companies (BAM.A, BPY.UN, BIP.UN & BEP.UN) have taken a beating of late, down almost 3.5% collectively in less than a week alone this week. The group has been free falling prior to that. Can you put a finger on the cause?

I know BAM.A issued more shares recently but that alone should not cause the other three to tumble as well. BPY.UN issued a what I would consider a stellar 2015 Q1 results yesterday and yet SP keeps on falling today.

Please enlighten me on the possible causes. I'm totally perplexed on why this Canadian conglomerate stalwart falters so badly of late.

Thanks.
Read Answer Asked by Victor on May 01, 2015
Q: hello 5i:
I am looking at investing in the "Income" part of OUR portfolio, and have been examining POT and AW.UN. POT pays a 4.6% dividend, trades at an 11.1 P/CFL vs a normal 13.8 P/CFL. AW.UN pays a 4.9% dividend, and trades at a 17.4 P/CFL vs a normal 13.1 P/CFL. The numbers I've quoted for normal are long term price/cash flows. Dividends look quite similar, and neither company is growing quickly (though POT should have more potential, I'd think). You have been strong advocates of AW.UN. Help me out here; don't the fundamentals favour POT. Isn't AW overvalued here and POT undervalued (I realize this is only one metric - what else should I be looking at?)
thanks
Paul L
Read Answer Asked by Paul on May 01, 2015
Q: I have started building a position in this fund in my RIF-type account mainly for an income stream as I am retired. Although it is small, it has the major healthcare companies in its portfolio.

Is this the type of fund which you would add to, working toward a full allocation of +/- 5%?

Thanks...
Read Answer Asked by Ronald on May 01, 2015
Q: Hello,
G&M`s Scott Barlow recently advised placing US health and tech ETF`s in a TFSA account. Would you agree, or should equity ETF`s be held in a sheltered account?
Thanks!
Read Answer Asked by Robert on May 01, 2015
Q: Hi all, After the decline today, what are your thoughts on going forward. Janice
Read Answer Asked by Janice on April 30, 2015
Q: Watching the movement of CXI. Bought sml position to check it out. Based on the fluctuing US $ would this be an opportunity to add to my portfolio. CNR should I keep or move to another opp. Dirt was reported by someone on BNN as having reached its plateau. Diversified with an extensive US port. Many thanks
Read Answer Asked by Helen on April 30, 2015
Q: Morning folks: A number of my stocks such as ET,VNR, are tanking. What do you think about selling the losers and going into high quality bonds for the mid to long term. What Canadian bonds would you recommend?
Read Answer Asked by Charles on April 30, 2015
Q: Hi Peter,

I've had success buying stocks of companies that have good management teams. What companies in your growth portfolio would you consider as having very good to excellent management teams.

Thanks
Read Answer Asked by Clinton on April 30, 2015
Q: Does it look like last night's Q1 report is good enough to keep the momentum going for Glu? I have held it since $3 and would like your opinion if it is time to sell. Thank you.
Read Answer Asked by Gayle on April 30, 2015
Q: Can you tell me what the consensus revenue and earnings expectations are for this quarter. Thanks.
Read Answer Asked by wendy on April 30, 2015
Q: Haven't seen any questions regarding Northern Properties in a while, what's you opinion of it now, given the slow down in Western Canada?
Read Answer Asked by steve on April 30, 2015
Q: I would like to get you opinion on the recent press release detailing Orange's new product which is built off of Espial's HTML5 software solution.

No financial metrics were released but would this not be a potential game changer for ESP? I assume Orange is a significantly larger client than Espial's other clients that they have announced contracts with. Will Espial be seeing some revenue from this deal?

What do you think of the company in general?

Thanks
Read Answer Asked by Scott on April 30, 2015
Q: Hi i would appreciate your thoughts on this company.
Thanks
Read Answer Asked by kevin on April 30, 2015
Q: Hi Peter,

So I want to pick up 3 oil/gas names and hold until 3 years. I narrowed on these. Can you please pick best 3 of your choice(on risk adjusted total return metric). Also is it prudent to overweight oil and gas to 25% of your portfolio considering there is an upside if I can hold for 3 years?

Ticker - upside delta based on consensus target price
YGR - 28%
BAD - 13%
PPY - 45%
PNE - 42%
TDG - 32%
CNE -32%
RRX -23%
CKE -23%
TOU -19%
PEY -17%
CPG -21%
BNK - 20%
KEL -20%
TVE -15%
BAD -13%
CJ -12%

Read Answer Asked by Sridip on April 30, 2015
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