Investment Q&A

Q: As these 2 Brookfield stocks are closely related, which one would you prefer at this time. Returns for the last year seems to be quite a bit higher for BRF.PR.A. Tnx

Q: I am interested in Blockchain technology. Can you discuss some of the leading corporations developing that technology in North America? Thanks for your comments.

Q: Hi,

Just came upon this article from Motley Fool, any merits to this comparison between CRH and VRX?

http://www.fool.ca/2017/04/24/is-crh-medical-corp-a-valeant-pharmaceuticals-intl-inc-2-0/

Q: With BMO and RY recently announcing they will securitize and sell uninsured Canadian Alt A mortgages, does this indicate that Cdn banks are following in the same foot steps of US financials leading up to 2008 financial crisis? What is your view on what this portends for Cdn financials and the Cdn housing market?

Thanks

(http://www.wealthprofessional.ca/business-news/big-six-bank-to-enter-fray-with-new-product-224397.aspx)

Q: the shorts were right on valeant, right on concordia, right on home capital, right on dh corp, maybe they are also right on crh medical, by the price action it certainly seems like they are right, just maybe you have this one wrong. please comment. dave

Q: Hi Peter and Team,
Home Capital Group Inc said founder and former CEO Gerald Soloway will step down from the board once a replacement is found. Is things at HCG get worse? Is HCG, stock price bottomed?
Thanks

Q: thoughts on the news this morning , what do you think the shorts might do?

Q: Kinross has been moving slowly up.What is causing it going up.Is it the cash on hand or maybe purchase in the wings.Any news Tks 5 i

Q: They are asking for a 4 to 1 or 6 to 1 ratio for shareholders to vote. Management is also asking for better deal for themselves.What is 5i opinion on these type of moves.With this share consolidation will it remain speculative or will it be good eventually.Is this another PGF

Q: I own three reset preferreds that were purchased at the issue price. All are underwater by large amounts. AIM.PR.C is trading at $17.52 yielding 8.8%, AZP.PR.B is trading at $19.20 yielding 7.2%, and DC. PR. B is trading at $16.20 yielding 8.8%. With the dividend tax credit the yield averages is well over 10%. How financial stable are those three companies? Are the yields adequate for the risk being taken? Are those shares sells or holds for income?

Q: Hi Peter and Gang,

Just wondering what your views are on Canadian banking industry going forward and if the 5 big Canadian banks are a buy, hold or sell.

Thanks,
Harry

Q: Hello,

I know you replied to an earlier question on pivot that their last quarter was "ok". Over the last month the market fas responded with a 30% plus move to the upside. Interested in your thoughts on its recent price action?

Regards,

Robert

Q: Hi, this company had a rough third quarter and it's share price has since consolidated to what seems to me like a reasonable level. Given it's future potential for VR , it's new and unique home theater product/content offering due to launch soon, one could see some upside potential in this stock. Considering it is not a profitable company and the stock is in a downtrend, you recommend starting a position , or wait after earning release in June ? Thanks !

Q: Hi Peter,

I have a 5% position in Blackberry. Can you please let me know your take on this stock.

Thank you,
Tom

Q: Can you give an update on D-box, they seem to be on a downward spiral. How much of their business is reliant on movie goers, and are their industrial applications not making any advances( no news). Also what was the reason for their big drop in Feb. of this year and what is a reasonable time frame to wait for some upward growth. Thank you.

Q: I am interested in an american telecom for RRSP

I was considering Verizon or AT&T

Please provide your thoughts on which one is presently the better buy based on
A. valuation
B. dividend growth
C. earnings

and the magnitude of the difference ( my perception is that the difference is small, but I would appreciate your thoughts.)

I would also be happy to consider any alternatives to these 2 in the telecom sector that you think has better upside. longterm hold.

thanks

Q: Coming off a bad year what is your outlook for this company?

Q: Would you please comment on this small thin trading company.

Q: A follow up on your recent response regarding XHY and BSJK.
What is the difference in risk factors comparing these two funds if interest rates rise as expected over the next 2-3 years.
I would expect BSJK to act like a single bond held to maturity ( 4% annual return with 100% of the principal returned in 2020 ). XHY yields 5.3% but rising rates could substantively reduce its value, resulting in a net loss if redeemed in 2020. Am I understanding this correctly?

Q: Hello,

I assume that VFV and ZSP are identical EFTs provided by Vanguard and BMO respectively. Their MER, asset allocations, sector breakdown are close to identical.

However I notice the following anomalies (VFV vs ZSP):
1) Dividends of $0.238 CAD vs $0.145 with yields of 1.565% and 1.789% respectively. Why the difference in dividends?

2) Portfolio turnover rate of 13.18% vs 31.90%. Why would there be a difference in turnover rate?

3) Benchmark: S&P 500 CAD vs S&P 500 TR CAD. What does the "TR" mean?

3) Market price (NAV?) of $56.33 vs $34.94: Is this due to dividend reinvestment and inception date?

If one were to buy one of these, which would you prefer and why?

Thank you for your excellent and unbiased opinion and service