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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: PBH is a consistent top recommendation from the balanced portfolio. But are there risks from Amazon as they are also getting into the food business?
Most of the other food manufacturers and retailers have been negatively affected by the Amazon threat, but PBH so far has not. Could this change?
Read Answer Asked by Curtis on September 22, 2017
Q: Hi I have held this stock for about three years so am up about 20%. I understand this type of company is often valued based on net asset valu or book value. . If that is the case it is very undervalued. Is this the case of a great company but just an ok stock? Should I continue to own(sector allocation is not an issue).and if not anything else in the sector you prefer?. Thank you. Bill
Read Answer Asked by Bill on September 22, 2017
Q: Why is Encana, a gas producer, rising so fast; while the price of Gas (UNG) is struck at the bottom. Does Encana has any other valuable asset.

CPF (Cdn Forest Product) is rising as a consequence of hurricanes, forecasting demand for lumber. Which is better Cdn stock or ETF.

Thanks
Read Answer Asked by Shah on September 22, 2017
Q: Is there any hope here? They acquired Hitco in the last couple of years and apparently inherited problems. They have contracts with Boeing, Bombardier, Lockheed Martin.... a backlog of work for $600,000,000 and $58,000,000 financing received recently.
Majority shareholder in Holland I believe. Why isn't this moving?
Thanks!
Tesa
Read Answer Asked by teresa on September 22, 2017
Q: Jim Rogers is calling for the worst bear market ever. In a recent interview, he said the following:

“When we have the bear market, a lot of people are going to find that, ‘Oh my God, I own an ETF, and they collapsed. It went down more than anything else.’ And the reason it will go down more than anything else is because that’s what everybody owns…”

“… If somebody can just take the time to focus on the stocks that are not in the ETFs, there must be fabulous opportunities in those stocks because they’re ignored… Some of them have got to be doing very, very well. And nobody’s buying them, because only the ETFs buy stocks.”

I’m curious to know what you think of these comments. Is he right that ETFs are bound to fall much more than stocks? Are some more at risk of a plunge than others? Also, if “ignored stocks” are better investments than the ones in ETFs, can you name a few examples? Thanks.
Read Answer Asked by Brian on September 22, 2017
Q: Hi Peter and Team,

In our grandchildren's RESP (ages 15 and 16) I have been using accumulated dividends to 'top up' the above ETFs, as I'm able to do so commission-free through Scotia iTrade. The portfolio is balanced, with the majority of holdings from the 5i portfolios. Can you suggest a strategy as to which ETF(s) I should invest this extra cash at any given time? Since the 16-year-old is in grade eleven, and the 15-year-old is in grade ten, is it safer to use CLF and/or CBO, even though their charts don't look so great, as compared to CDZ and CUD?

Thanks in advance for your valued advice.
Read Answer Asked by Jerry on September 22, 2017
Q: In the financial sector, specifically banks, what dividend stocks do you prospect to have higher growth rates in the long run. Narrow down on a few stable growth stocks in the sector.
Thank You!
Read Answer Asked by James on September 22, 2017
Q: I am a trader by obligation rather than by choice as I spend an important part of my time trading micro caps.
For obvious reasons these companies mostly have little or none revenues, expectations is all what is left.
However, there is another way of being sensitive to the balance sheet is expenses, and i am particularly sensitive to burn rates because that may be a key to future share offering with or without the dreaded warrant.
I just read this document: http://avc.com/2017/09/some-thoughts-on-burn-rates/?utm_source=Daily+AR&utm_campaign=871270e2bd-RSS_EMAIL_CAMPAIGN&utm_medium=email&utm_term=0_c08a59015d-871270e2bd-140326233
Would you give me your opinion on its value for future reference.
Thanks
CDJ
Read Answer Asked by claude on September 22, 2017
Q: I bought PGF and BTE on a big dip in April and neglected to sell on the multiple dips after that..... The recent rally has me back to a less painful loss. What the hell is causing this rally? I will likely sell once this level off but the fundamentals just don't seem to support the influx of money into these highly leveraged companies. I had written it off as dead money for the next few years and lesson learned ( again) to sell when you call momentum wrong. Not an analyst on the planet has oil going up to numbers that BTE and PGF need to cover their dept let alone make a profit in the next 12-18 months. So I guess my question is what is driving this rally in highly leverage energy stocks.


Read Answer Asked by Tom on September 22, 2017
Q: NWL has declined sharply in recent weeks due to (1) Hurricane Harvey on its U.S. manufactured resin businesses, and (2) bankruptcy proceeding of Toys R Us, which NWL is one of their top suppliers. NWL has issued revised 2017 guidance due to the impact of Harvey but, in my opinion, it's not material. Is the selloff overblown? Is it a good entry point now, or is it catching a falling knife? Welcome your thoughts. Thank you.
Read Answer Asked by Robert on September 22, 2017
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