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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:
I hold PEY, TOU, and VET as "energy stocks" in a sector balanced portfolio.

I am down about 10% on PEY, and was thinking of making a switch to HWO. I realise one is natural gas and the other "oil services" company, but I would consider both under the energy sector of my portfolio.

What are your thoughts on this switch.

Thank you as always for a great service.

Phil
Read Answer Asked by Phil on January 19, 2017
Q: I have about a 4% position in each of the above. Would it be too much exposure to add a 4% position in Open Text?

Thanks

Dave.
Read Answer Asked by David on January 19, 2017
Q: I am setting up a dollar cost averaging couch potato portfolio with low cost mutual funds (td e-series etc). I will be contributing money into this portfolio every month from my salary. The portfolio will consist of 25% canadian index, 30% US, 30% internatonal, 10% Emerging Market, 5% Nasdaq. My time horizon is 15 years with above average risk tolerance. The question I have is if I need to include bonds in this mix. I feel that stock will do well in the next 15 years amidst an interest rate increasing environment. I am hoping to achieve an avearge of 9% to 10% return per annum over the 15 year period. Please let us know if it is a sound plan. Thanks for the great service.
Read Answer Asked by Ron on January 19, 2017
Q: As you may know, Iridium launched 10 new satellites into orbit this past saturday. At the same time, they announced a JV with Aireon whereby Aireon would be selling aircraft tracking solutions, incorporating/utilizing the Iridium satellite signal. Flyht Aerospace already has a great hardware/software platform to do this using the same Iridium system of satellites. How can this be a positive development for Flyht Aerospace? Even NAV Canada has invested in Aireon!? How/why would Iridium do that to their customers and why would NAV Canada do that to Flyht?
Read Answer Asked by Jim on January 19, 2017
Q: I think CCL.B, RPI.UN, WPK and ITP are sort of i the packaging/labelling business so somewhat related. How would you rate these companies based on earnings potential and management competence & ability to do what they promise over 5 yr period? Also separately rate each relative to their balance sheet please.
Thank you.
Read Answer Asked by John on January 19, 2017
Q: Last year I believed that oil reached too far of a low and would rebound and luckily I was rewarded. My allocation into this was a measured risk with BTE, MEG and BXE. This year, while I think we will see higher prices, I do not believe the growth will be as great, perhaps hitting $60-65 by the end of the year as an optimist.

I am seeking to follow a similar pattern (1 pure gas play, 2 oil companies). I am not overly concerned with dividends nor risk (I don't believe a large plummet to $40 WTI is going to occur either). What I am concerned about is owning companies that are spending capex to drill and take advantage of these increased prices.

VII vs PEY is what I have narrowed things down to for nat gas, just curious where you see them going forward especially related to capacity increases. TOU is too much of a 'safe play' for this account.

Furthermore, are VET and WCP (intl and North American) some of the best in breed, or am I overlooking some other gems? CPG, as an example, doesn't make my cut because of their focus on maintaining rather than expanding. BTE and MEG will be okay but I think they're too focused on survival and debt rather than expanding. This is for my TFSA only so I am focused on growth.
Read Answer Asked by Tim on January 19, 2017
Q: Could you provide an approximate percentage break-down of BAM.A's component segments - ie renewables, real estate, infrastructure, other?
Harder to find than I would have thought.
Thank-you
Read Answer Asked by William on January 19, 2017
Q: I am a long term holder of Spectra in my US acct. I am pleased with the takeover by Enbridge, especially with the long term dividend growth guidance. Do you know if I will be given a choice of US or Can listed stock? If I receive US stock would I get the dividend tax credit, and if not can I switch to Can stock without triggering a gain? What do you think of Enbridge at today's levels?
Read Answer Asked by Geoff on January 19, 2017
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