Investment Q&A

Q: I have the above securities as well as RBC Cdn Equity Inc-D shares, Sentry Cdn Income, Sentry Global REIT. I am a retired conservative dividend income investor with a company pension, CPP, annuities and Fisgard Capital for fixed income.

I currently own ECI and will sell and look for a Consumer stock to replace it (not interested in BIP...I have a full slate of Utilities). I filtered several candidates using fundamental metrics (P/E, beta, P/BV, P/CF, P/S) and technical metrics (200 dma, etc), as well as yield and price targets (for what they are worth).

I will keep my CGX and PBH. I'm looking for a long term hold (conservative, liquid stock with a good and growing dividend). My short list of candidates include CLIQ, CTC.a, PLC, TCL.A. I already flushed ADW.A, KBL, RSI and since I already have 1 food stock, I flushed L and NWC.

Please provide your insights into the appropriateness of these Consumer stocks (CLIQ, CTC.A, PLC, TCL.A) for my portfolio, given my circumstances and existing stock positions.

Are there other securities I should consider, even those that I have flushed?

Thanks for your help...Steve

Q: I sold my complete position in Whitecap sometime ago. With a good quarter reported today and the market yawning I am considering buying back in to this company. I feel it is starting to look attractive again at this level.
What is your view on the results and what would you consider as a percentage entry level.

Q: Every so often I take a look at Torstar. Does today's earning report do enough to actually make it investable? Thank-you.

Q: Hello, in a recent answer to a question on chemtrade, you referred to it as a cyclical stock. Please explain what a cyclical stock is and why you consider this stock in this manner. Also I assume, it is in a downward cycle currently, when would you guess the upward cycle would begin.

Q: What do you think about RSI as an income investment? They have a nice dividend and seems to be a recession proof type of company.

Q: Hi Peter and Ryan,
What is your take on Electro Scientific Industries qtr report and the guidance, do you see positive sign for the future? Should I continue to hold this stock?

Thank you for your great service!

Q: EIF a year later seems to have weathered the short report put out by Cohodes for now.How many shares are currently short ? and with earnings out next week what are the market consensus?? Thx

Q: hello
would you suggest I purchase these companies in my RRIF

Q: I know Shopify is closely related to Amazon. Can you explain how can Shopify be negatively impacted by Amazon please.
Please comment on Square earning release .
Thanks

Q: why is agt is trading above offering price of $18.00?

Q: http://www.windaction.org/posts/48530-contractors-for-amherst-island-wind-turbine-project-owed-millions#.W2JM1tJKgdVI have a question about 956

In light of this report, would you have any change of thought on AQN? Is this something to be concerned about? Thanks.

Q: Made a good profit in my TFSA by selling ECI today. Would appreciate your thoughts on a decent replacement for income (4% yield or better) but with reasonable security of the dividend. Thanks.

Q: I have a question about CGI, which I've held since 2013, so I've done very well with them, but they don't have a dividend policy, so I'm feeling that the capital gain that I have is being lazy and not working for me without any divvy income to offset. If I was going to sell half, what would you suggest would be a good 3 to 5 year replacement to consider? I tend to favour medium to large caps, and mostly dividend payers. I also have Open Text and Syzlogist as other tech holdings, in a fairly diversified portfolio that includes international and US etf's. I currently do not have any resource/energy (I was thinking Vermillion) or consumer (I was thinking Loblaws or Metro, Dollarama looks expensive still)holdings.

thank you,

Q: Good morning Peter n your wonderful team,
I sold my J&J shares recently due to the outstanding lawsuits against the company, I think of replacing it with Pfizer. What is your opinion on future of Pfizer’s earnings, growth n dividends, cash flow, pipelines of drugs, balance sheet etc. Or can you please suggest one or two drug companies that will provide some growth plus dividend income?

Thank again for your insight! Asked by Rossana.

Q: What are your thoughts about the convert that Canaccord Genuity is releasing?

Q: Hi,

I own HBI and took a licken today on news they will not renew their contract with target onth eir champion brands. Would you continue to hold this stock or look elsewhere?

Thank you

Q: I hold 2000 shares of ECI with a significant unrealized capital gain in a taxable account. I read in an RBC report that the offering of exchangeable shares "intent would be to provide a taxfree rollover" . Could you provide some explanation of how this would work. Thanks.

Ross

Q: West Fraser Timer and Interfor have both been highly volatile for some time, presumably due to tariff fears. I was not concerned with the declines as long as they recovered. However, both have now plunged significantly and are not showing signs of bouncing back. Is there anything to be overly concerned about here?

Q: I now have roughly equal positions in IAG, SLF and MFC, with the total somewhere between 8 and 9 % of portfolio. I bought these primarily for the dividends. However, MFC has lost value relative to SLF - and IAG has lost even more. Why are MFC and IAG underperforming SLF to such a degree? Thanks.

Q: I was lucky enough to load up on this last week. My largest holding. On the TSX I see the market cap as of yesterday's close ~ $165 million for QTRH.TO. They were awarded ~$188 million CAD today in their lawsuit against Apple. To me, this should be up over 100% tomorrow just based on that. Im sure the market will also give a higher value to current cases and other patents now also. Shorts will also get destroyed. Thoughts? Anything I'm missing? Also, may I please have your longer term views of the company. Thank you.