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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: What are you some of your recommendations for $US denominated bond etfs? Should I be selecting short, intermediate or long term bonds (or broad-based)?
Read Answer Asked by Eugene on January 07, 2015
Q: I've been watching GUD for the past couple of months looking for an entry point, and hasn't seemed to pull back at all with the rest of the market. I know you advise against timing the market, but do you think now would be a good time to jump in? Or do you think there will be more volatility in the short term? Also, what 2-3 other growth companies outside of oil and gas would you recommend for a TFSA with a 3 year investment horizon?

Thanks
Read Answer Asked by Jordan on January 07, 2015
Q: I have been researching Ridley, and have noticed that they seem to have paid generous dividends (all by way of special dividends, annually) all (well, three years, anyway) in excess of per-share net income and very close to or sometimes exceeding per-share cash flow.
That doesn't appear to be sustainable -- or what am I missing or misinterpreting?
Have the last three years merely been a "catch-up" to investors for prior years without dividends?
I understand that dividends under a policy such as theirs (i.e. special dividends) is less certain than a regular quarterly or monthly stream, but how much comfort level can we take on future dividends from RCL?

Thanks for doing your part in distinguishing investors in quality companies from "investors" in the market!
Read Answer Asked by Lotar on January 07, 2015
Q: Happy New Year! We have exposure to the above Banks. After these 2 day's of decline I am concerned about the future and we are considering selling them now and coming back later. Would you consider this the right move OR would you advise to stay the course. Some of this Bank money will be used mid summer for a new house build so we need to make as few mistakes as possible right now. Thx for any help you may be able to give.
Read Answer Asked by Dave on January 07, 2015
Q: What is the best method for an average investor to hedge these low energy prices for our benefit at the pump long term
Read Answer Asked by Eric on January 07, 2015
Q: I realize that forecasting the bottom of oil prices is not possible, but just for fun, if you think oil will see $40 and possibly less, would you sell your various oil holdings now - bte, cpg, sgy etc, even if you have a 50%+ loss??
Read Answer Asked by Mark on January 07, 2015
Q: You have not been asked about IVW for some time. It has done nothing for years and now at $0.05 it seems to be at a multi-year low. Provided it can survive until economies around the world begin to pick up, it may be a good "bottom fishing" opportunity. Do you have a current view on this Company?

Don
Read Answer Asked by Donald on January 07, 2015
Q: Follow-up to Matthieu's question:
My layman's understanding of the car dealerships has always been that they make relatively little profit on actual car sales but rather on follow-up service and repairs. If that is the case, it would seem to me that any "temporary" (e.g. < 2 years)reduction in Alberta car sales should not have a drastic effect on dealership profitability. Consequently, I do not understand why ACQ stock is being hammered so severely in the current environment. On the contrary, it now seems to be a good buying opportunity.

I would appreciate your comments. Thanks!
Read Answer Asked by Gregory on January 07, 2015
Q: What is the criteria for choosing a stock for a DRIP portfolio ? Assuming the company I consider has a 5i Research report, What attributes should I be looking for (low debt, clear growth plans etc. )

Thanks!
Read Answer Asked by Alon on January 07, 2015
Q: Would you consider this fair value or expensive?...looking at it for the
Risky part of the portfolio...
Thank you
Glen
Read Answer Asked by Glen on January 07, 2015
Q: In the Dec 2014 model portfolio results, the last column "Current Allocation" does not reflect the information in the Notes section (e.g. AYA is shown as 7.5%, but the Notes say it was reduced to 5%). Shouldn't the "Current Allocation" column reflect the changes that were made to the portfolio on Dec 31st?

In the Sep 2014 model portfolio you do reflect the changes identified in the Notes (i.e add WCP and FM) in the list of stocks showing their weighting.

Shouldn't the reports be consistent in reflecting or not reflecting what changes were made as identified in the Notes section?

Paul J.

p.s. It is not necessary to keep this private. Publish if you feel others would benefit from the answer.
Read Answer Asked by Paul on January 07, 2015
Q: In your opinion, what five Canadian oil companies will survive the downturn in oil prices. Thanks
Read Answer Asked by Michel on January 07, 2015
Q: I want to feel comfortable with my holdings when interest rates eventually begin to rise. Could you simply categorize the following industries into one of three categories. 1) Greatly affected negatively. 2) Affected moderately negatively 3) Not much effect 4) Will affect positively.

Financial - Banks, Insurance, Investment co's

Utilities - Gas/electrical , Pipelines, telcos

Manufacturing ( includes technology )

Consumer - Durables & discretion

Resources - Gold + Materials + Oil & gas.

Pref shares

Any general comments also welcome.

Many thanks

Paul C
Read Answer Asked by paul on January 07, 2015
Q: I own Genworth Financial (GNW.US) in TFSA account, and it reported very poor earning last quarter and its cash reserve has been down unexpected significantly. Genworth is scheduled to report in February, and I am afraid it will be another disappointing quarter. Since I can't claim it as capital loss, do you think I should cut my loss to move on other companies or wait for its turn around? I like Starbucks and Michael Kors quite a lot; however, Starbucks valuation is very high, and Michael Kors has just been downgraded by Credit Suisse today.Does it make sense for me to switch from Genworth to Starbucks or Michael Kors at this time? Thanks for your great tips always!
Read Answer Asked by Rebecca on January 07, 2015
Q: Congr for great results--29.3%(after 34.1% in 2013),which beat 10.4% for TSX Note you reduced weighting in AYA & used proceeds to add to WCP,BDI & FN.Why not BNS,which together with CM & NA were 3 of the most battered big 6 can.banks the last month.Repotedly,some funds in US was selling can banks today & lately.Thanks for your usual great advices & services.Peter,welcome back from your vacation.
Read Answer Asked by Peter on January 07, 2015
Q: Bill Gross and his successor at Pimco are talking deflation and that many asset classes will suffer. It sounds scary. What are your thoughts? Thank you.
Read Answer Asked by Francis on January 07, 2015
Q: How can I find out how long are those accormodation contracts? Can customers terminate the contracts in 2015? Thx
Read Answer Asked by Shawn on January 07, 2015
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