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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'm looking for a new play in the materials/resource sector and SJ seems to be viewed positively both at 5i and others. However, I see it has traded sideways since mid-2015, and EPS dropped to 1.98 in 2018 from 2.42 a year earlier.

What is the reason for sideways trading and drop in EPS? Are they behind the company?
What are the short and long term catalysts for SJ?
I see its free cash flow is variable from year to year, what accounts for this?
I'm thinking of moving my position in MX to SJ.
Read Answer Asked by Cameron on April 25, 2019
Q: I have received material from Methanex from the current management/Board as well as the dissident shareholders who wish to place 4 new Board members on the Board. What would you recommend to do in this case, vote with the current management/Board, or vote to replace some of the current Board with the 4 new nominees? I only have a small position in MX.
Read Answer Asked by Jerry on April 15, 2019
Q: I was wondering if you could recommend some stocks that trade on the tsx that pay dividends in US money. I believe pif does, could you name some others.
Read Answer Asked by Anthony on April 09, 2019
Q: I've read both letters to shareholders over this board fight and would appreciate your view and possible outcomes to shareholders. My first opinion is that this activist shareholder wants an immediate , short term return of capital, and that their 4 nominees are not qualified.

Thx,
Chris M.
Read Answer Asked by Christopher on April 01, 2019
Q: Looking at investing in these Canadian companies paying US $ dividends for a non registered account to help with my snowbird expenses.
Would be 15% of total stock/bond portfolio of mainly banks, utilities, reits, pipelines. Age 69.
Appreciate your opinion on these. Any others?
Would you equal weight or what individual % would you allocate? Any other thoughts?
Thanks. Derek
Read Answer Asked by Derek on March 25, 2019
Q: I continue to try and learn by reading reports, analyst ratings etc. Tudor Pickering has recently released ratings for MX as a hold and price target of $59, currently at $79 and change, and TRP as a buy with a Price target of $62 currently $60.79. This does not make any sense to me. Why hold a stock they estimate will loose $20, and buy a stock that will gain only $1.21.
Please explain if possible, am i missing something?
Read Answer Asked by Mike on March 21, 2019
Q: Good morning. I've been riding this loser CHE.UN for some time and have noted your previous comments on same. I think I should sell now and take my lumps. Where should I reinvest in this sector, with dividends and potential for growth. Thanks
Read Answer Asked by alex on March 19, 2019
Q: My question revolves around Peter's webinar and the thought we should know when to sell our losers. I bought the above just before the decline last year. All outpaced (negatively)the market decline considerably. During the recent market rally 2 have not participated with the market, the others have basically market performed. Leaving the value at this point -23%. There have been some misses in the last reports for these companies. As an investor what am I looking for now to continue to hold these positions or be a seller.
Thank you,
Mike

Read Answer Asked by Mike on March 07, 2019
Q: I own all of the above in roughly equal weights in my TFSA. I am attempting to replicate your Balanced Equity Portfolio. I am also trying to get more defensive. I think I am overweight in the Info Tech sector. I am looking at a 5 year hold. I have cash to buy another position. What would your advice be - hold the cash or make a purchase. If purchase what would be your recommendation for defensive position?

Thanks for your help.
Read Answer Asked by Ron on February 22, 2019
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