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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: I have been holding TOU for the past year so I am still underwater even though it has recovered a bit this year. I recently reduced my position by about 25% thinking that the recovery in the energy sector would be short lived and I wante d to take some money off the table and maybe add later at a lower price.

Since then, TOU and other low cost gas producers have continued to go up so now I am a bit confused considering that nat gas prices continue to be weak. Can you please shed some light on the current dynamics in the nat gas market and your outlook for TOU.

Thank you.

Read Answer Asked by John on May 13, 2016
Q: Peter,

I recently bought shares in Vecima networks. The company reported today with highest revenues and earnings "in recent history". (below)

This company seems to have a lot going for it including low P/E ratio, growing earnings and revenue streams and nice dividend and occasional unannounced surprise dividends.

Two questions: [1] what is the company's specific market niche as a broadband provider (what does it do that other companies doesn't) or is its growth just a function of growing need for bandwidth, streaming, data. [2] What would it take to bring this company out from under the radar and capture the attention of more analysts/investors?

Thanks for your excellent service!



Read Answer Asked by David on May 13, 2016
Q: I have been holding, and hoping, for Air Transat (trz) for over 2 years now. My loss on paper is 30%.
Does it make sense to hold further for a recovery or is it better to bite the bullet and redeploy in the same sector ? But where ?

Many thanks,

Jacques
Read Answer Asked by Jacques on May 13, 2016
Q: Can you give your opinion on MRG.un. The recent quarterly generated a nice pop in the stock, but debt is higher than I like. POR is excellent. Yield is good, and distribution is mostly ROC. But I'm not sure how much growth there will be?
Do you expect them to grow the stable of assets and the cash flow very much?
Read Answer Asked by arnold on May 13, 2016
Q: I've had my eye on this one for a while. Too bad I did not buy when I came upon it? I tend not to buy small companies that are valued on growth because the landscape is littered with companies that fall faster then they rise when things do not go right. This comp. seems incredibly over valued to me: TTM PE of 27, FPE of 25, 7x book value. Even with an ROE of 20 & PEG ratio over one? It's EPS is very small - so, earning on a cash basis must be a fair bit higher. I'd like to buy - maybe? I prefer dividend growers as well. How liquid is the stock which is important to me because I like to hold good size positions. I did well with BAD & ACQ which were growth stocks: 3 x my money - so, I do like a bit of growth.
Read Answer Asked by James on May 13, 2016
Q: If you could give me your thoughts on these 2 etf's RSX.US and FXI.US, as they seem to be cheap, and they pay a decent dividend. Russia seems to be a play on energy and going through a recession, and China a play on manufacturing, also slowing down, can these two countries be added to a portfolio for growth long term(5-10years)? Your thoughts! Also will I have to pay 15% withholding to the Americans for these 2 country specific ETF's, and is their a way to avoid paying the Americans dividend withholding for other country specific ETF's?
Read Answer Asked by Nino on May 13, 2016
Q: Hi 5 I -- I don't know what happened: I thought I had input Alterra in the drop-down menu -- Alterra Power, AXY is the first question. Here is the re-submitted portion, in its entirety.

"The last comment I can find on this company is August 2015. May I have your updated views? I am thinking of a 2% position. Also -- Rick Rule talked about Ivanhoe Mines on BNN last night as if it were the Second Coming. Is it worth all the hype? Notwithstanding the nice price movement it has had in the last few months. What weight does it deserve in a portfolio of "mid-to-high risk tolerance". Thanks. (Please take 2 credits, for 2 questions.)"
Read Answer Asked by Sylvia on May 13, 2016
Q: A recent article by Thane Stenner in ROB suggests private equity as a natural hedge to swings in public equity and that the "smart money" which he implies is High Net Worth individuals are shifting more assets to private from public. For someone who is presently an aspiring member to the HNW club what would you suggest to participate in this area? I am currently holding both OCX and BAM, and looked at CVG (too illiquid), all of which have some fingers in this pie. Thanks, J.

link to article:
http://www.theglobeandmail.com/globe-investor/investment-ideas/high-net-worth-investors-taking-cautious-approach/article29775556/
Read Answer Asked by Jeff on May 13, 2016
Q: Could you please explain the US index "BIXX" & what it is intended to represent. Thank you.
Read Answer Asked by Robert on May 13, 2016
Q: Hi,
Im a young, passive investor. Im looking for long term strong TFSA growth to eventually convert into TFSA retirement income. I am new to investing and don't really have a grasp on all the concepts yet.
Can you offer an opinion/advice/education on the pros and cons of investing in ETFs that are Canadian dollar hedged vs. non. Which you you recommend for long term consistent and strong growth.? The two listed are what Im thinking for gaining some US exposure, unless you are able to recommend something better?

Thanks!
Read Answer Asked by david on May 13, 2016
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