Investment Q&A

Q: Hi:
TransAlta Renewables seems to be in a slow death spiral over the last 3 months. Any
idea what is putting downward pressure on the stock?
Thanks: Jerry

Q: With free trade between Europe and Canada, which port city's will benefit(Montreal, Halifax)? Also what should we be looking for to benefit from this, shipping companies, port terminals, rail, warehousing,....? Any ideas on this?

Q: Hello,

With the recent take over of NYX i am not sure what to do with the money. Should i tender the deal with SGMS? Or deploy the cash else where? I currently own JPJ.L in the gaming industry. Could you recommend a few stocks that you would purchase? I was thinking SIS.TO. Thank you

Q: Is Colabor turning around like Empire (EMP.A)?
Cheers There is a lot of insider buying which is a good sign.

Q: Hello;

Do you agree that oil has turned the corner and is heading up? for example USO is up, DTO is down

Q: how would you rate this company and it s prospects for the future?

Q: Hi Peter and team,
What is your opinion on this US stock? Is it a good investment?

Thank you for your advice as always.
Pui

Q: Advise on effects of current restructuring on price of units & payout od div

Q: Please give me your current view of tnt.un is div safe is this a good entry point thanks

Q: Is this company worth a look? Whats your take on this company as of Sept 2017. Looks like a change in the board of directors was announced in August. The stock was on a downward decline since Jan. I don't see any recent news on DXD. The only reason I am watching this is due to GUD investment.

Thanks, Brad

Q: Please comment on Aquila's report of the latest round of drilling. The results seem generally positive but lacking a "home run".
Thanks,
Jim

Q: Hi 5i,

For a 3-5 year hold what would your choice be between the following companies:

1) Methanex vs Agnico Eagle

2) Covalon Technologies vs Intrinsyc Technologies

Much appreciated as always,

Jon

Q: Hi 5i,

I noticed that both ZCL (3.68%) and SIS (2.56%) have decent sized dividends for relatively growth oriented companies. Assuming I have flexibility amongst my registered and non-registered accounts would you recommend these two stocks being in my non-registered account to benefit from the dividend tax credit or in my registered accounts given the higher growth rates of these companies?

Thanks as always,

Jon

Q: Hi what are your thoughts on Posera Ltd PAY.TO
Thanks..

Q: Hello, I am interested in a comparison of GC and TSGI. I own TSGI, and I am comfortable with it, but now that you have put it into the BE I am wondering if I should sell half and take a position in GC, or sell all of TSGI and take a position in GC with the proceeds.
Thank you.

Q: Hi 5i, today with the Canada EU free trade agreement taking effect there is a 20% export tariff on canadian seafood to the EU coming off. I would think that this should be a very good thing for both clr and hlf and with both stocks fairly beaten up at this time do you think that this is a good time to initiate a position in either one of these stocks or both, what would be your preference and would would be an appropriate weighting disregarding asset allocation ? 3-5%?

thanks Tom

Q: I am retired with no pension. I invest primarily in Canadian Dividend stocks and have in effect created my own "pension income" that is taxed at a "low rate" thanks to the Dividend Tax Credit. With our current Federal Government's massive deficit spending and their recent plan to implement "tax fairness" measures directed at private corporations I am very worried that there next tax grab will include elimination or reduction of the DTC despite the fact that the DTC compensates for taxes paid by the corporation and that dividends are paid out of retained after tax profits. If this were to happen, I think there would be a significant negative market reaction since I think the DTC creates considerable demand for Canadian dividend payers. Do you agree and if so which sectors or type of companies do you think would be most impacted? Thanks

Q: To clarify your answer to my Sell side question:
1.When you say dropping a company(stock),do you mean dropping from the different portfolios you have or not?
2.When you say dropping coverage, do you mean when the company (stock) goes below C plus or what is your indicator for you in dropping coverage?
Thank you, Herbert

Q: I am thinking of adding a small position (2%) in the energy services sector for my balanced portfolio to bring total energy sector exposure to 15%. Pason Systems is debt free, gives a decent yield of 3.6% and seems interesting as a mid size company while waiting for an uptick in the energy sector. It has not been discussed much in the Q&A. Or would you consider High Arctic Energy Services, currently in your growth portfolio, to be still a better match than Pason for a balanced portfolio despite the much smaller size?

Q: As an add on to my earlier CRH question. Can you also comment on the lack of growth from Q3 last year to this upcoming Q3 even though they had many acquisitions. Is this due to the decrease in cases caused by the Hurricanes? More importantly 20% drop in Ebitda, what does the cause of this appear to be?