Investment Q&A

Q: Michael Hainsworth made an allusion this afternoon on BNN's Market Call that Concordia will be meeting with potential lenders on October 1, in NY. I can't seem to find anything on this item, including CXR's own website. How does this figure into the greater scheme of things at CXR?

Is your advice, overall, to "hold" on this stock? I was in at $49, with a full position, so the stock is still "up" for me, at this point .... but who knows for how long?

Thanks for your help.

Q: Hi Peter,

Can you confirm whether or not CXR was able to complete the stock offering at $65 before things fell apart? If not, is the financing at risk given market conditions? Would this limit CXR's ability to close on the acquisition?

Mike

Q: In a registered account, what do you think about a switch from CPG into WCP? I already have a little WCP in non-registered accounts, but very little oil/gas stocks overall (fortunately!)

Q: Just had my 'stink' bid filled today at 60 cents. Did I make a mistake and should I turn around and sell it.

So far this has been one of the best shorts in the market?

Trading like it's going out of business.

Q: Teck is down another 8% today and I'm showing a 4.6% yield. Is it time to start easing in to a 1/2 position here? I have no other mining names and half position would be less than 2% of portfolio.

Q: please comment on the result of DHX.B

Q: Please comment on CFO departure.

Q: Interested in making a small investment in a small gold company such as Lake Shore Gold. You had quite positive things to say about it back in May and was hoping you could provide an update as to it's prospects for the next year or so. Thx!

Q: 5I Team,

I'd appreciate hearing your views on Royal Gold both on a company and sector level.

Thanks.
Scott

Q: Hi 5 i team

I was curious about TMA, is the div safe? Why has it been crushed lately? Any info you can share would be greatly appreciated.

Q: I see in this article from the Globe
http://www.theglobeandmail.com/report-/national-bank-to-crack-down-on-conflict-of-interest-trading/article26555169/%3bjsessionid=hJT9WJyQ77z18hQ2MV7ncJK7kDtSwB81KJWy7cLypqQTQfFh2JDc!1889603102/?ts=150928082500&ord=1
That the National Bank plans to reach your level of "conflict free" advice by not allowing trading by staff.
Nice to see others reaching for the bar you have set!

Q: What are your thought on this ETF? Is there a similar ETF but not hedge?
Dolores

Q: Can you give me a list of 5-10 small cap companies that have initiated dividends in the past year or two? Where can I find this info other than yourselves or bloomberg? thanks!

Q: Hi Gang

I am presently overweight in Financials. I hold BNS, TD, SLF and BNS. Of these, my BNS has been the weak sister in the past 2 years. I am thinking of selling my BNS because it will trigger the lowest capital gains, and with the proceeds purchase DH. My thoughts are this will keep me in the "area" of banking, but also improve my diversification since I am much lower in the Tech area . I realize I will sacrifice some dividend income, but am prepared to do that if my overall reasoning is logical. I am aware BNS is supported by you, but so is DH.

Your thoughts please.

Thanks

Q: If Canada enters into the Trans Pacific Trade agreement, as our current government is determined to do, a side effect will be on our dairy industry as cheaper US products will start to be allowed into our country. How do you see this effecting Saputo? (SAP-T)

Q: For someone about to retire, would you recommend FTS or EMA? Yield is important, but so is some growth, especially when interest rates start to increase, resulting in bonds competing with dividend stocks in income portfolios. Do either of these stocks have any exposure to increased regulation of coal-fired generation?
Thanks

Q: Hello 5i,

Good morning. I'm looking to add to positions primarily within the small cap/growth porfolio. What companies does your research suggest are great buying opportunities right now? My investment objective is to maximize returns over 20+ years and I'm looking for your 8 highest conviction names primarily within the growth portfolio (or balanced portfolio if there is a particularly great opportunity)

I'm not interested in a diversified list, but rather what 8 names present the best risk/return metrics over the long term with attractive entry points right now. I already own Stantec and Home Capital Group as core holdings and have no problem holding stocks that have under-performed provided the fundamentals are still intact. Thank you!

Q: I am a retired, conservative dividend income investor, with a well diversified portfolio of stocks, ETFs and mutual funds (AD, AQN, ALA, BCE, BNS, CGX, CPG, RY, SLF, WCP, WEF, WSP, XIT, ZLB, RBC Cdn Eq Inc, Sentry Cdn Inc, Sentry REIT, Insured Annuities, Fisgard Capital).

I currently have just under 5% invested in health care, primarily in TD Health Sciences, with some in Alaris Royalty's group of companies.

Question # 1 = what percent of my overall portfolio would you recommend for health care?

I have been waiting to top-up TD Health, which has just retreated to its 200 mda. Is the momentum of the health care sector waning, is it nearing the end of its seasonally strong period, or is it reacting to the Hilary Clinton comments, thereby creating a great buying opportunity? Bottom line = is now the time to top-up TDB?

Thanks for your help,
Steve

Q: Hi there, I caught a segment on BNN a few days ago in which Bill Harris mentioned that his company had bought LIF.UN and explained why he thought it was a good buy. Would you please review this company and give us your opinion.
Thanks!

Q: Hi Gang
For someone that has no exposure to biotech and in view of the sector down swing. Where would I take an aprox. 3.5% position
today ?

Thanks much.