Investment Q&A

Q: As a follow up to my question Dec 2nd about energy:
1. What is the difference between ENF and ENB?
2. My scepticism about energy, particularly upstream, is due to direct impact and volatility arising from commodity markets, in turn strongly affected by politics. This may now be compounded by low expectation of growth. Comments?
3. Philisophically, I don't like Superior Propane (SPB) much. When I bought it, it was as I recall in a single industry - propane. It since added divisions for specialty chemicals and construction products which seem wholly unrelated and lacking synergy with the core business. I vaguely recall their recently selling or planning to sell one of these unrelated divisions. In principle, I have a problem with companies expanding into unrelated businesses, unless their stated mission is to be a diversified investment vehicle. Comments?

Q: Good afternoon. What are your thoughts on holding physical gold (or silver) bullion as opposed to owning gold/silver stocks, ETFs or other paper? Also, do you have any information and/or opinions on Silver Gold Bull Canada (https://silvergoldbull.ca/) operating out of Calgary?

Thanks as always for your terrific service.

Q: Concussions have been a major topic in sports and would like to know if there any companies that have developed/developing a product or service for the treatment of brain injuries.

Q: I appreciate you view on the Hudbay minerals announced offer to buy any or all of its outstanding US$920 million aggregate principal amount of 9.500% senior notes due 2020. I own some of these bonds and I feel their offer is not attractive enough to redeem. What is the risk of not tendering? Do you think HDB can survive to pay those bonds?I don't mind holding the bonds until maturity, unless you think that HBM will not survive until then?If I tender what would would be reasonable replacement.

Thamks,

Q: Would I be eligible for the dividend and the special dividend if i picked up some ET stock today?My understanding is yes until the ex dividend date.

Q: I’m looking to add the equivalent of about 1 full position to consumer cyclicals.

I currently hold DHX.B (2.9%), AW.UN(3.4%), QSR(2%), CGX(2.4%). Right now I care about total returns and I lean towards profitable companies which pay, and regularly increase, dividends. I am not opposed to swapping out companies or adding in new ones though I do tend towards the buy & hold philosophy.

Your thoughts on this list, other options in the sector and where to introduce the new cash would be appreciated.

Thanks,

Gord

Q: I am not sure if my question was cut of. I did it on my phone. I would like to get your perspective on the number of companies that should be in various portfolios e.g. Income portfolio, growth portfolio and capital appreciation portfolio. For example 20 - 5% each, 10 - 5% each and 20 - 2.5 % each or some other combination.
mike

Q: The stock price is dipping ever since the company announced the forecast for 2017 which was not bad. Is it worth holding/ accumulating at the current price

Q: Hi !

How do you figure out the exact dividend percentage you receive when you bought a stock at different dates, different prices, and different quantities ?

For example, I bought 1000 Savaria (sis) at 7.90 on Jun.7, 2016, 500 at 11.30 on Nov. 11th, 500 at 10.70 on Nov. 11, and 500 today at 10.52

Many thanks,

Jacques

Q: I am retired and looking for income the above have not been to great for past few years
Could you suggest others that may be better
Others that I have that are not doing any better are tog,mtl,
I realize you dot have all that you would need for a proper reply
Any suggestion would be welcome thanks Pat

Q: My 20 year old son has asked Santa for a book about investing this Christmas. He has a sizeable investment account, having received inheritance gifts from both his grandfather and uncle. Do you have any suggestions? Thank you.

Q: Peter, these are stocks that I believe you have recently suggested for growth. Some have had decent pullbacks in price. Can you please rank these, based on today's prices, for purposes of long-term capital and income gains in a TFSA. And, if you have an alternative current favourite to add, please add it to the rankings. Thank you!

Q: Can you please list the pros and cons of investing in these two REIT's ? And if you had to invest in one of them which would you choose and why?

Q: I have a portfolio consisting of mostly stocks, but also some etf's (ex IWO, ZPR, etc...) and BRK.B. Could you offer some advice on how the ETFs and conglomerate companies fit in to overall sector allocations? For example, in my case I have very little consumer discretionary exposure via stocks, but obviously some through IWO & BRK.B. I'm trying to figure out the best way to measure these for sector allocation purposes.

As always, thanks for the great service.

Q: I would like to invest in robotics both in Canada and the U.S.; could you provide some names that you think are invest-able? Thank you!

Q: What do you think of the wisdom of buying PXMV to add to my US exposure? Esp its steadiness in a Trump universe, and fees?

Q: I purchased 1000 shares HR Reit approximately 6 months ago . I am down about 6% , now wonder if I should hold, sell or add more?. I am looking for long term growth and income. Please advise, Thank you Phyl Greenaway

Q: How do you feel about VET?

Q: I have a question about xtc few headwinds here good for me to wait till bad news to come to buy or keep and hold long term thanks

Q: Hi Peter and gang,

Stock price of BAM.A had dropped by just under 10% from 3 years ago, just wondering what's happened to this stock. Would it be a hold, buy or sell now on this company? Your comments going forward would be much appreciated.