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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: Peter and team,

Is BEP.UN the "best" way to play our lovely politicians' relentless drive toward renewable energy? It seems the way that public policy and public opinion is going, people are going to move toward renewable power regardless of economics. Would BEP.UN continue to observe significant growth from this?

I am very scared to invest in any solar manufacturers or battery producers because they all seem so risky.

Thoughts?
Read Answer Asked by Marc on April 20, 2016
Q: Hi Guys. I bought AFN last June @ $46.60. It fell like a knife bottoming end of Feb to $25 and then began rising nicely until 6 days ago, hitting $39. Now 4 straight days down and back to $37. It reports Apr 28. All the gain-back off the low is evaporating, the ag industry (fertilizer at least)seems out of favour (AFN had been bucking the trend), and I worry it is headed right back down. It does have the cash to continue the 6% div. It doesn't seem to be making money, ROE is terrible & book value seems high at 4.5x. Should I get out now while the loss is "only" 20%, wait for the Q1 result and then decide, or simply hang on and when it nears bottom again buy some more on the hope the company will either make some money or that something will act as an upward catalyst someday? Thanks for your thoughts & suggestions.
Read Answer Asked by Mark on April 20, 2016
Q: I like HCG for its decent and growing dividend as well as low P/E multiple and O.K. growth prospects. However, I have been trimming it to get it down to a 5% position. What stock with a decent dividend and valuation profile would you recommend as a replacement? I already have full positions in BNS, NA, TRP, OTC, CNR, MDA, ATD, HCG as well as 2/3 positions in BAM, FTS and AD plus a 1/2 position in T and some broad US ETFs. I really appreciate your service and the recent changes to the site are excellent.
Thanks
Read Answer Asked by Hans on April 20, 2016
Q: My portfolio has roughly 13% exposure to materials, with about 8.5% being in the precious metals group. In general, I do feel that the precious metal sector will do well into the foreseeable future, due in significant part to increased global money supply, expanding sovereign debt, etc. The majority of my exposure to the group is divided between AEM, SMF and BTO. My concern with SMF and BTO is mainly jurisdictional: they have been doing much better as of 2016. My question is whether I would be better off selling my positions in SMF and BTO and buying a company with assets in politically safer jurisdictions (like AEM, or perhaps another company you could suggest), or whether it would be more prudent to keep my allocation as is. I have no reason to question the management of SMF or BTO, but I have learned with experience that there is significant benefit for a mining company to have its properties in areas where there will be no ambiguity as to how the extracted resources will be treated.

As always, I appreciate any wisdom that you have to offer. Thanks so much, and I look forward to your response.
Read Answer Asked by Domenic on April 19, 2016
Q: Hi,

XSR bumped up after a news report of a potential offer that may be forthcoming. In the time since that article, most high yielding equities have rallied significantly. I'm wondering if a "potential" bid is not acting as a cap now on XSR? Thoughts? If it was announced that no deal is forthcoming, would you expect the stock to fade, rally, or stay around the current price?

Regards,

Robert
Read Answer Asked by Robert on April 19, 2016
Q: Peter and Team,

Any thoughts on why Savaria has been popping this morning? I am looking at it up 5.73% right now with no obvious news anywhere.

I like the name. LIke it long term. Bought it as 2.5% - 3.0$ weithing and its now 4.3%. How big a position is too big for a name like this. I would normally be comfortable with 5%.
Read Answer Asked by Marc on April 19, 2016
Q: I am looking to take advantage (through leverage) of the OIL world as it slowly moves toward a profitable revival & for a 6 -12 month trade to include: TVE, SGY, BTE, PPY, CJ & TOG. Would appreciate your opinion on these as well as any others that meet your criteria with particular emphasis on their current financial condition.
Read Answer Asked by Robert on April 19, 2016
Q: Hi Peter & Ryan, I am looking to increase my weighing in the tech sector and already hold DH and ET along with a few others. I would like to buy more of one of these. Which one would you favor at this time DH or ET. Thanks, Mario.
Read Answer Asked by Mario on April 19, 2016
Q: Just wondering if the next step in website improvements would be to post the real time share prices for stocks in our watchlist much the same as the globe investor website. I have used this site for many years for this purpose however over time they have reduced the amount of information you can get on any particular company. I would much rather pay you the fee as your service is far superior to the information that they offer.

Thanks
Read Answer Asked by Bradley on April 19, 2016
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