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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: in a recent reply to another member you stated you did not see CXI as a sell at the time. My question; is it a buy, please give some detail

Thank you
Read Answer Asked by carey on November 27, 2015
Q: Good Morning, I'm topping up our TFSA's and am wondering if you could give me your top pick or two for a TFSA in the tech,healthcare, and consumer sectors. I currently own Constellation in my TFSA but don't have any healthcare. I'm looking to replace Dorel with something with better growth in the consumer sector. I'm also light on financials in my TFSA (I hold a bit of home capital) so if you think that's a better place to add new money I'm open to that as well. If this counts as two questions that's fine!
Thanks, for your advice. Rod
Read Answer Asked by Rod on November 27, 2015
Q: Peter and team: Enhouse has moved nicely in the past quarter. In your opinion is it too late to increase my position?
Read Answer Asked by John on November 27, 2015
Q: Seems like this Company is growing Revenue and Income. Analysts have a very large growth in earnings for 2016. Good yield at 6.7% without return of capital I believe. Looks like the latest annual payout is around 70%, and I think quite sustainable. Debt due to acquisition rather than capital and dilution. Would You buy at this price for a long term hold or do you expect more downside in the near future.
Read Answer Asked by Al on November 27, 2015
Q: Hi
I am looking at adding a preferred share but do not know a lot about preferred shares. What are your thoughts on BPO series T.
thanks
Joe
Read Answer Asked by Joe on November 27, 2015
Q: I hold some XHY in my margin and TFSA. The Canadian dollar has come down since I purchased about 2 months ago. The prediction is for a lower dollar. How risky is this downward slide , should I sell now? I just bought for the increased yield.Thank you,Phyl
Read Answer Asked by Phyllis on November 27, 2015
Q: Have a nice div., above the 50DMA, increased div. but the p/b shows as -3.41. How can a stock have negative p/b value? Please explain, would you recommend to buy, perhaps an alternative. Also, how will the stock react to an interest increase? Many thanks, J.P Burlington
Read Answer Asked by Joseph on November 27, 2015
Q: Could you please provide your comments and future prospects of this company.
Thanks
Read Answer Asked by satish on November 27, 2015
Q: Hi 5i,

I have held ZWA in our RRIF,s for income for a couple of years. Recently added some ZWH which has a higher yield. Both are doing fine. What would you think of using just ZWH for the higher yield? These ETF,s do not represent total US exposure. Most US is held in other accounts.
Best regards, and thanks for your service.
Ted
Read Answer Asked by Ted on November 27, 2015
Q: Hi Team,

In my kids RESP (ages 8 and 11) after trimming ESL, ATD, dividends and recent contributions there is enough for another position.
They hold now ATD,ESL,CGX,IPL,MG,BIN,SYZ,DHX,XEG,XFN,XRE,XSU.
Can you suggest another couple of names to consider either for diversification needs or for maybe some US exposure. I was thinking maybe Disney or Apple.
I am guessing we have about 8 more years until the funds are needed.

Thank you,

Brent
Read Answer Asked by Brent on November 27, 2015
Q: I am sitting on some US Dollars in a cash account and am putting together a small portfolio of USD dividend paying stocks that are also quite stable i.e lower downside risk, not likely to go out of business. So, essentially long term holds.

This portfolio already includes US listings like Apple and RAI. Most of the other stocks that I am considering, know best and am comfortable with are Canadian companies that also have US listings. Examples would be BCE,Telus,TRP, BNS,TD, ENB etc

My question is: does this make sense? Are there any guidelines to follow when making this kind of a decision?

Most of the stocks under consideration are already in my CAD portfolio. This would be a matter of increasing my weightings which would still be at acceptable levels.

I also see this as a relatively "safe" way to build up a cash reserve of US dollars via the dividends.

Any help you can provide to help me work through this process will be greatly appreciated.

Thank you.

Read Answer Asked by Donald on November 27, 2015
Q: Hi Friends! I know many people avoid the airline stocks because of their cyclical and often unstable status. I believe the forward PE is actually very low on Air Canada and I believe many of the problems that have plagued them have been sorted out other than they still carry a lot of debt. Is perhaps now one of those times where holding the stock may be an opportunity for some gains in the short-medium term? Ian
Read Answer Asked by Ian on November 27, 2015
Q: i have been reluctant to buy telcos because of customers reducing or dropping tv packages at ever increasing rates.i would very much appreciate your opinion on this and how it could affect future earnings and growth profile for bell and telus . thanks for the great service!
Read Answer Asked by keith on November 27, 2015
Q: Is it possible that the recent weakness in gaming stocks is partly the result of the U.S Gov. position on Fan Duel and Draft Kings . If the Gov. action is succesfull it will mean the end of these two large companies and probably the end of the Fantasy Sport business in the U.S. More than 5,000000 people play this daily in the U.S and there is billions in revenue at stake. What do you think?
Read Answer Asked by michael on November 27, 2015
Q: Hi Peter and Staff
I have my own ETF built of REIT type investments so no position is large.I have done well on Tricon but with some analysts concerned with their last quarter and many blowing the horn for HOT.UN, I wonder if I should split my Tricon in half to pick up some HOT.UN . Dividends are not needed not but must admit it looks nice versus TCN unless TCN is going to really pick up some big gains on their cheap real estate down the road when I still hold it? Would you just stick with Tricon or split it with HOT.UN ? and why?
Thanks for all you do
Dennis
Read Answer Asked by Dennis on November 27, 2015
Q: I would like your opinion of selling NA (my current holdings of NA are 13.3% of a total CDN-Margin A/C dedicated to financials of 42.9 (RY & TD). The only other holding is CNR (56.2%)... I know it is way overweight for a single holding, but suffice to say I know this and am prepared to carry this risk (it has worked out well for 20 years)
My thoughts are to buy BCE (1000 shares) & EIF (1000 shares) to diversify a bit from financials. I currently hold no telecoms, and I like the dividend paid by EIF (assuming it is fairly secure).
Your thoughts would be greatly appreciated.

P.S. My capital gains on NA would be offset by losses on BB.

Thanks in adavance,
Scot
Read Answer Asked by Scot on November 27, 2015
Q: Hi Peter and Staff
Bought some of this on your recommendation. Under water a little bit..thesis still intact? TD and Scotiabank both agree with you but nothing happening yet.
Thanks for all you do
Dennis
Read Answer Asked by Dennis on November 27, 2015