Investment Q&A

Q: How this company can offer a dividend of 8.25% when the ratio is 157% for D/E, total debt of 350% and interest coverage of only 1.09?

Still the P/E is at 29 for a company that seems in poor financial situation.

Q: Trinity has dropped from 52 week high of 50 to 41, i know you liked it in the past do you still recommend. Dave

Q: Hi Team,
I am getting very tempted to buy some stocks that have sold off(pembina, td bank etc...). I keep telling myself to be patient and wait for some evidence of buying however, there seems to be some good opportunities to at least start a position or add to an existing one.

Seeing this great clip from Warren Buffett is also influencing my decision (clip #4) http://thereformedbroker.com/2014/10/02/warren-buffetts-tv-appearance-october-2nd-2014/.
I am normally against averaging down, but I have noted that it can work well with GOOD QUALITY companies in case the correction still has legs. Anyways, could you and the team recommend how you handle the correction and give 2 names from each sector that look attractive for a long term investor.
Thanks again guys

Q: Storm Resources seems to be resisting the current pullback in share price that many energy companies have suffered. Apparently the market likes the fundamentals of the company but do you think this strength will continue once the next quarter results roll in, given a continued weak commodity price environment?

Q: Hi 5i Team;

I'm thinking of buying this because it has a high yield (6.86%). Would you recommend buying it or is there a better buy with this yield?

Thanks
Larry

Q: Peter and team:
What do you think of xlk as a broad brush play on the technology sector? Is there a Canadian equivalent? (either Canadian companies or American companies in can. funds). Could you briefly touch on how etf's are handled vs. pure stocks @ tax time?

Thanks for such a great service!

Phil

Q: What are your thoughts on Diageo?

Q: I bought FRU with an eye on income. With the current excitement in the market, the drop in FRU share price and the recent precipitous decline in oil prices, should I be worried about the 14 cent payout or is this just a 'hang on' time?

Q: I was considering investing in Cogeco for the telecom side, what is opinion on that? I already have some Telus which are not doing great but not too badly thanks to dividents. But cogeco I was thinking of as a growth stock also Cogeco has CGO or CCA does it matter which one? I was thinking of CGO because I understand they are thinking of entering the wireless sector.

Q: hi i have alot of these share over a dollar for years now do you know this co. or could you please tell me where to go toget some buy sell hold info thanks a lot

Q: As a relative newcomer to this industry (fracing sand), and holding no stocks in this area, would now be a good time to step in given the recent pullback in share prices?

If the answer is "yes", would you have a preference for HCLP over EMES or SCLA, or would you advocate a basket approach and buy all 3?

Thanks for your guidance and help with this.

Q: which company and why?

Q: I have been under water with this fund since 09, it pays a good dividend but will there be an improvement now that Bill Gross is gone? Thanks, Jack

Q: What are your thoughts on ABX : NYSE

Q: What do you think of this stock at this time? It has traded down. Volume has been huge. Do you think it ripe for tax loss selling come Dec.? Worth waiting for? Odd that this is the first Q on this stock!

Nice new Q format.

Q: Hi, I noticed that you recommended a Vanguard Canadian index ETF called VCE in your answer to another questions. Vanguard also has one called VCN which seems to cover Canadian large, medium and small cap. Which one do you think is better and why? I already own many of the stocks in your portfolio and am just looking to add diversification.

Q: I have some US cash to invest. VZ was a BNN top pick the other day. I am also interested in COST. I would appreciate your opinion.

Thank you as always
Craig

Q: hi , would you have a opinion on this company. thanks

Q: Model Portfolio
I have been out of the market due to circumstances and travel. I am now prepared to re-enter the market and wish to be relatively passive. Since your team do all the research work with excellent returns over-all I want to invest in your Model Portfolio now.

I have questions about the approach to investing at this time.
1) Are you still recommending each and every holding in the Portfolio?
2) Weighting: Should I apply equal weighting per holding at this time?
2) Even though we have had a minor correction, would it be wise to dollar cost average into the portfolio - say between now and ??? mid-December... weekly perhaps.

Thank you for all your great work and I look forward to a response.

Q: Please update your recommendation for gib.a
And thank you for our excellent service.
My subscription renewal is on the way!