Investment Q&A

Q: I have been a holder of Transforce for several years. My thesis for hanging on to it is that the company participates to some degree in the growth of ecommerce. I believe strongly in the future of ecommerce, but find it hard to find reasonably priced companies in that area to invest in. That is why I have invested in a shipper rather than the Amazons of the world. My questions are:
1) do TFI earnings in fact have a significant correlation to ecommerce or is that more apparent than real?
2) is FDX a buy right now on the ecommerce thesis? always seems out of my valuation and dividend is so low!
3) are there any other companies out there that you would recommend that fit into this theme (they don't have to be a shipper, I have looked there only because I like earnings and a dividend in the stocks I buy)
Cheers and good luck fellow investors!

Q: HR.UN is down below the point at which it announced a share buyback (on June 4.) Is this a 'sell' signal?

Q: TSX has accepted a Notice of Intention, whereby Chartwell will purchase 10% of public float in open market. Interpret if you will. This goes into effect today. Price has been diving since broke support at the end of May. Should put floor on stock?
Thanx

Q: Any reason why Enbridge has been going down in the last 4 days. Is there an apparent reason?

Thanks

Q: For a yield investor does electricity producers/distributors currently offer a safer alternative than pipelines. They seem to offer around the same yield but in the current environment do pipes carry more inherent risk. While pipes are more volume than price sensitive some predict volumes could be impacted by a prolonged period of lower oil prices (what do you think the odds of this are?). So is BEP, VNR and BIP.UN generally a safer yield choice than PPL, IPL and ALA for example? Thanks...

Q: Hi,

I have a 6.5 % position in this stock and am underwater about 2%. What do you think of it long term? Buy, sell or hold?

Q: Would appreciate your overview of Guestlogix's closing of a CDN$9 Million Credit Agreement with a 12% interest rate and issuance of 2,400,000 warrants at $0.796 and how they have said they are going to use the funds. Thank you.

Q: Could you please update your comments on Titanium. Is there anything forthcoming to explain the large increase in its stock price last week? Do you think the change in government perhaps is now putting more emphasis on their technology?

Thank you

Q: I recently came across this company and wanted to get your thoughts with regards to buying and holding it for 3 to 5 years. How would they compare to White Wave and Whole Foods Market.
Thanks.

Q: Hello 5i,


I need help in finding a good stock tracking software, one that considers different currencies and dividends also, as they are included in my portfolio. Is there software available specifically for this purpose. I do not need one with budgeting and all that other stuff. Your help will be much appreciated.


Thanks,

Q: In the "Internet of Things" play, which one would you prefer, SW or NXPI.US. Both these stocks are volatile so would you wait for a better entry point (on which ever stock you advise)?

Q: What's your prediction if or when a stock split will occur? CSU is over $500 a share which makes it difficult to purchase a board lot.

Q: I own JPM and BB&T and have noticed some nice gains in U.S. banks. As a broader-based U.S. financial instrument, would this be a good buy for both decent growth and a juicy yield?
Thanks

Q: Peter, With all the talk of cyber security, I would like to make an investment in that space. I know of no way to do that on a Canadian market, but maybe you do. Is there an ETF which covers this sector? Between the big players like Fire Eye, Palo Alto, Cisco or others, how would you play it? Or would you avoid this area all together due to valuations?

Q: Peter and His Wonder Team
I am not sure if you can help with this one because I know you do not cover American stocks. It is a small company and suddenly rose 17.4% yesterday. Can you see any news coming through that might explain this.If you cannot help I totally understand! Thanks as always for your great service!
Dr.Ernest Rivait

Q: I was hoping you could provide a rough outline as to how you would determine the inclusion of each sector in a balanced portfolio, and what weights you would allocate to each sector. I have reviewed each of the portfolios you have constructed, but I am still unclear, in some cases, as to which companies belong to which sectors, and what the ideal weighting for each sector is (e.g. financials, manufacturing, resources). I did read the descriptions of the sectors in the balanced equity and income portfolios (noting that your sector weight distribution varies between the portfolios), and understand the different goals of each, but I was wondering if you could either directly state, or point me to the appropriate resource which describes appropriate weights (or ranges of weights) of sectors within a balanced portfolio. If this question proves to be too broad for this forum, I will gratefully accept any guidance you would have to offer. Thank you for your time and efforts.

Q: Good Morning Peter. Thanks for your great service and am learning a lot from your reports and questions. Reply to my question may take more than regular of your time and efforts, hence feel free to deduct double the quota of question from my account.
I am a 41 year old, medium risk taker, can hold / wait for a 3-5 year horizon and looking primarily for growth. I started my portfolio back in 2012 , currently total investment over my tfsa, rrsp and resp is about 150k. I have not made any profits with this money in this 3 years thanks to my investments in BDI, Autocanada, HNL ,Entrec,Goldcorp and avigilion to name a few. I have sold most of my losing stocks, but not under water at this time. My current portfolio include Avigilion (3.4%), Wi-Lan(2.2%), Knight Thearauptics (3.8%) , CYB (2.25), Canaccord Financial CF(2%), CHP.UN.TO (2.1%), CIX (2.2%), SYZ (1.5%), RX (1.9%), ENT(0.6%). I also have mutual funds / Portfolios of banks like MAW106(10%), MAW150 (3.5%),RBF1025(3.8%), TD Monthly income TDB622(2.5%) , RBF209(14.4%) and RBF459(5.6%). I have couple of ETF’s VIG and IWO (total at 5%). I have cash and cash equivalents at about 29%.
I am planning to invest some of my cash , cash equivalents money and want to sell RBF209 and RBF459 and invest in individual growth stocks. Based on above , can you suggest me some growth stocks/mutual funds / etf’s to invest please? Do you see any stocks that I need to get rid of at this time?

Q: After its recent runup, is there much more upside to ATS?

Q: What do you think about CLR? Can you please comment on its relationship with interest rates and how defensive of a stock you think it is?
Thank you.

Q: My portfolio is primarily stocks. Only bond position is XHY at 2.5% of portfolio. Want to add considerable fixed rate/bond holdings to get some balance. Could you make some suggestions. Thanks.
Dave