Investment Q&A

Q: Good morning,

Any reason you see for today's $1.25 drop in Altagas? The only recent material change seems to be as of Nov 20 with the appointment of Randall Crawford. Any insights are appreciated.

Thank you

Q: tsgi deal with eldorado seems to be an excellent deal, with only a million shares issued on a share count of 270 million, its peanuts yet stock is down, why. dave

Q: At what price is ERI getting a million TSGI shares plus options on more. I see somewhere $23 and change. Is that correct? And are those shares from Treasury or are TSGI shareholders getting diulted? Thanks.

Q: Hi Peter and Ryan: Thanks so much for your calming responses to the current volatility in the markets. This is my third time through a downturn since retiring in 2000. It isn't much fun, but intellectually I know that the market doesn't go constantly down as well as it doesn't go constantly up. Your well thought out reasons helps to remind me of this.
My first question is: in what sector do you place Csh.un.? It works best for me in Income Trusts, as that is why I have it. The TSX places it in Real Estate.
My second question is; is this a good time to purchase an ETF such as VEE and or FEZ? I am overweight in Canada and the U.S. and underweight in Emerging markets and Europe.
Thanks so much. Your advice is wonderful for a small investor such as myself.
Cathy

Q: Hello Peter and Team,
I hold these three securities in my RIF account with over 20% loss.
I am thinking of selling specially MAXR and PHO to replace them with two other securities with more potential upside when and if the market recover.
Please give your opinion and potential replacements.
Raouf

Q: I would appreciate an initial assessment of Tervita (T.TEV) which recently became Canada's largest oilfield waste management and environmental services company following their merger with Newalta Corp.

Q: Hi,

I want to make a longterm buy in tire stock because I think tires will continue to be needed no matter type of car gas or electric. I was considering cooper or goodyear. Which of these look like they are good value builder for a longterm hold. Or can you suggest some other stock along these lines. Thanks.

Regards
Shyam

Q: What do think of tsgi now? Is it time to buy full position at current price? Thanks always

Q: We have been long term holders of keyera and still in a positive position but sliding fast would you continue to hold or just sell?

Q: I am looking for a gov't bond etf /fund to hedge away some equity risk. Can you recommend a liquid gov't bond etf for US treasuries?

I would also be interested in a similar version for Can gov't bonds, if you thought it would produce similar results.

Currency is not an issue.

Thanks, Greg

Q: I would appreciate your comments regarding the TSGI press release issued this morning -"The Stars Group and Eldorado Resorts Enter Agreement for Online Betting and Gaming Market Access".

Thank you, Peter

Q: Hi there, this is not exactly a stock related question but more of a general investment question. Between buying an investment condo property in Toronto (25% down) versus investing in the stock market (with no investments with margins), which do you feel would have a greater return over 15 - 20 years? Thanks!

Q: For a tfsa, just starting in 2019, what 3 eft would be best?
MJE

Q: In the preferred share space I own both cpd and Ecn.pr.a. I am down a fair amount on both. Does the market really affect prefs that much. I bought because of the reset feature . Assuming higher interest rates the reset rate would be higher. No indication yet of falling rates in which case I would sell CPD and take my losses. On the other hand minimum rate reset preferred guarantees a specific rate protection on falling interest rates while at the same time having a possible increase in the reset rate if interest rates rise. Looks to me the best of both worlds. My investment is for income. Final question , will price go back to par on reset date.
Can one expect the the closer to reset the closer the value will be to par.

Q: How will the close of The GM plant in Oshawa affect Magna ? Is it just redirecting parts supply to another plant or is it a real cost / slash of revenues ?
Paul

Q: I know you removed Pivot (PTG) from your Growth Portfolio several months ago to redeploy into a stock offering better potential. It seems to have bottomed out around the $1.00 area during this current bout of volatility/tax loss selling and has now risen to $1.29 area. Looks like the tax loss selling may have concluded for this stock ? Are vale investors stepping in ? Can I get your opinion of this company and its potential moving forward.

Thanks

Dave

Q: DHX seems to take two steps up one step back every day. I have been burnt on this stock before, so I do not want to give back what I have earned. Do you have a strategy for letting a winner like this run or do you set a target and exit? Stop losses would probably not work given the lack of liquidity. Thanks

Q: Could you give me four or five market leaders that have fallen off the cliff in this recent market downturn, preferably TSX stocks, that have the ability to bounce back fairly quickly, thanks?

Q: Toy is looking like another TSGI. The stock has been on a steady downward slope since July, now down around 30% give or take. On the basis of projections for 2019 the shares are trading at about 21 times projected earnings. Sales are expected to increase by about 7% in 2019, with earnings growing at around 10%. What is a reasonable multiple that the shares should be trading at? Unless there is something on the horizon that will increase growth, a 21 times earnings multiple seems too high for the expected sales and earnings growth. Something closer to 10 times would seem more appropriate. And if so, there is a lot more hurt to come by continuing to hold the shares. Is there anything that I am missing? Why do you think that the current price is justified? Why should shareholders continue to own the shares? And why this continued weakness heading into the Christmas season?

Q: Hi 5i Team.

I have positions in the three ETFs listed above representing financial and Canad/US real estate sectors. The ETFs are at a reasonable cost and provide good yields. What is 5i's opinion about these three ETFs.

Thanks

Iqbal