Investment Q&A

Q: Hi Peter and Team,
I recently purchased more shares of GS for my husbands RRSP during it's recent pullback at $28.46 as all the research I have done indicates that it is a good stable company with good growth, dividend and the potential for additonal special dividends or take. I was pleasantly surprised to see the bounce it today to $31.66 on the reported news that they were acquring another firm. I would like your opinion on this acquisition and would you continue to hold this stock? I know you like to hold for the long term but a 11% return in 11 days is tempting unless you see further upside.
Thanks for all the sound advice you provide.

Q: I have some cash in my TFSA. What do you think of Brookfield Infrastructure and the current price as an entry point.


Thanks

Q: Since I already owned SVY Savannah when Eric Nuttall had it as one of his top picks, I bought more. I think I have the wrong driller, all the others seem to be moving up. In order of best of breed should I switch out of Savannah and go for PHX, WES, CDI, XDC, AKT.A, TCW, PD or FRC. Could you please rank for me. Thanks for everything.

Q: Thanks for the report on MRC. You commented that FFO deceased in last qtr due to increase interest & corp expense. Why is this not a reason for concern?

Q: Hi Peter & Team,
Opinion on BIP.UN or ZGI please for long term income. Thanks

Q: Hi team:
last time some members raised a question on PWF is in late Feb
I hold this for dividend income and hopefully some capital gain
It has been declining for awhile
Is there any fundamental reasons for this decline?
For a long term hold for dividend income, would you give it a
B or B plus recommendations ? Thanks

Q: Hi Peter:
I hold this: MFR.UN.T
in my RRSP portfolio
what you say it is of decent hold as an income generating
investment; if not what would you suggest ?
thanks!

Q: Do you have any comments regarding Tucows (TC)? It has done very well over the past two years, yet seems to be under the radar.

Q: Could I please get your detailed analysis of Xpel’s (DAP.U.v) latest earnings just released? Thank you.

Q: Air Transat (TRZ.B):

After a collapse in share price in March to $8.10, Transat's share price has been gradually recovering and then today was up over 6 percent to close at $9.40. To partially assess risk reward I look at average analysts' one year price targets which for Transat are either $15.47 (Globe) or $15.50 (Thompson R), offering significant possible upside potential. At $9.40 it is still selling at less than BV with no debt (that I can determine). It is a small position for me (about 1.5 %) but I am contemplating increasing that to perhaps 2 %, but I have no insight as to why the price has moved up. I was wondering what thoughts or recent info (in addition to your March report), you might have. Thanks.

Q: Hi ,

In a registered account, what ETFs would you recommend for the fixed income part of a portfolio. I currently own XBB and CBO , and am looking for alternatives to diversify from bonds. Which one of your recommendations would be your first choice to add to these? Thank you

Q: I see AJX took a nice kick in the shorts today after reporting they would not be as profitable for 2014 as had been expected. Can you add your thoughts to owning this "contra" selection. Thanks in advance, Mike

Q: Hi. I read a lot about the financial markets. I am a senior. Things I read are about making money in the Market is luck. I have also come across literature that if buy a stock and it immediately goes against you, you sell. Here is my latest case. US - EPO within 3 or 4 days of June the 2nd it reached 25.7. Bought on a dip of 25.27. 2 days later June 2nd it is down to 24.4.

TKM - within 3 or 4 days of June 2nd it reached 14.6 plus. Bought it on a dip of 13.9. 2 days later June 2nd it is down to 13 (I sold it).

TKM also trades on the US (I bought Canadian version) and XPO both have good upside potential according to Seeking Alpha.

PTS (Points) within 3 days of June the 2nd it hit 28.1. Bought on a dip of 27.1 by June 2nd down to 25.6. Points 5i seemed to like it. Could you tell me how you would have gone about making these buys because they all went south. Dennis

Q: How do you feel about AG Junctions AJX results for the long and short term?
Thank you.

Q: What are your thoughts on PKT (Parkit)?

Q: Hi Team,

TKM is still drifting lower. With about $8 in Cash and a good pipeline of drug candidates, Monsanto agreement etc. what do you think about the company. What is the maximum risk to this stock given the cash they have.

Q: I would like to purchase an energy ETF and I am considering Vanguards VDE-N or I shares XEG-T. Would you have a preference for one over the other or would you suggest splitting the total dollar amount invested 50/50? With thanks, again. Bill

Q: Hi Peter and Team,

What are your thoughts on Winmark Corporation, WINA?

Q: CF.Agreed with your answers to Helen today.CF been on a tear since report of strong results on Feb 5($6.87) & your review on Jan 10($7.29).Thinking of buying tomorrow prior to release of results after market close on Jun 6.Worried that above already priced in expected result.Your normal good advice.Thanks a lot

Q: Hi Peter, and 5iResearch Team,
Would XLE, Energy Select Sector SPDR fund be the best way to invest long term in the US Energy Sector. Is the valuation of this sector still reasonable. It seems that US oil companies have a significant edge now and I think the US Dollar fundamentals may prove to be better than the Canadian dollar? Your thoughts?
Thank you very much!
Linda