Investment Q&A

Q: Good morning,

With the increase in the interest rate by a .25% today and with a plan to increase by the same amount in each of every quarter in 2016, will this affect BCE and Telus since they are companies that are, usually, negatively affected by an high interest environment? I own both of them, BCE 5% and Telus 4.4%. I own them for their safety and increases of their dividends. Should continue to hold them?
Thank you

Paul

Q: Hi Peter & Team!
Thanks for all the great information and objective opinions. What do you think about Corus Entertainment (CJR.B), it has been so beaten up that the dividend itself makes it an attractive buy. So is the dividend safe and is there a chance the stock could recover (it's happened before!!). Thanks.

Q: I am sitting on dead money in exchange traded funds and gold. Do I sell and lose a lot of money to reinvest or do I attempt to ride it out? My only source of income is my investments.

Q: Thank you for your work, this has been a difficult year. Hopefully things will settle down next year.
As tax loss selling draws to a close, what do you see as compelling value.

Q: In view of US Fed plan to gradually increase their bank rate to 1.375% by end of 2016 would you pls advise a few TSX stocks in addition to the above that would profit by that scenario. I already have NFI also.
( Thks for ESL & SJ by the way). Happy Xmas to all you guys.

Q: Hello,

This may be out of scope, but I would appreciate your opinion on WNDW.

Thank you for the great service.

Tim

Q: Do you think the latest news in their drug approval is any reason to start a small speculative position.
Thanks

Q: Two Harbors appears to be a solid buy right now. What am I missing if anything?

Q: Hello.

I've decided to change my investing strategy for 2016. I'm investing in a combination of Canadian perpetual and rate reset preferred shares and a small portfolio of yielding blue chip CDN stocks.
I'm having trouble finding resets that I actually like. There are a handful that seem to be bargains but most of them reset in the following 1 or 2 years. I'm looking for ways to hedge against rising interest rates should they increase over the next 5 years. Could you provide a strategy of a particular security that would accomplish this. I was thinking of owning a large position in a 1 to 5 yr term bond ETF or shorting one of the more liquid preferred ETF's as a hedge. Neither idea I like very much. Your thoughts???

Q: You have previously discussed allocating higher weightings to particular companies with strong growth prospects, a strategy which I like to employ in my own portfolio (i.e. I am comfortable holding as much as 20% of my portfolio in a single name). I have favoured FSV and XTC for the past few years, and have seen great results. I am looking to take profits and bring those two positions down from around 35% of my portfolio to 20% (10 each). Currently DH looks like an attractive candidate for an overweight position of 15%. Is this a company you would be comfortable overweighting heavily? Or are there other companies you would prefer at the moment (maybe 1-2 others)? Risk tolerance wise, I am looking for aggressive growth, and can hold for as long as 5-10 years.
Thanks
Alex

Q: Hi Team,
Thank you for the quick reply on my earlier question about IT. I have a follow up please: Do you think this is now a "wait and see" situation for investors? Do you have any guidance on what shareholders should do now?
Best regards,
Michael

Q: Methanex-MX going down since June. Can you explain what is happening with the company and stock and your recommendations. Currently down 30 % in my RIF. Thank you. Merry Christmas

Q: Hello, Are there any better names to consider in the financial areas? Any idea as to how long this stock remain neutral/negative? Thanks, Lavern

Q: Hi Team,
Any idea what happens next with IT? Will it start trading again today? Will the company issue a press release?
Thank you.

Michael

Q: In this falling oil price environment, why does Huskey stock not react more like a Suncor rather than some mid-tier oil producer?
Is Huskey not insolated to some degree because it has downstream operations that should help the balance sheet. Is this all about the lack of a cash dividend payment?
Huskey stock has fared worse that many smaller producers.

As always, thanks

Q: I recently sold HSE, and am considering buying some "green energy" stock. What are you favourite companies in this category?

Q: Does Shaw's acquisition of Wind Mobile increase the likelihood of Shaw being taken over by one of the big three ? Thanks.

Q: Hi,

Why is it that BEP is rising despite another down turn in oil? And why is it that in a previous question you preferred ENB to BEP? They are such different companies. Finally, would you recommend either of these companies now for a two year hold?

Q: Hello team,

First, I would like to echo the sentiments of gratitude expressed by other members. I wish a happy holiday season to all the 5I team and their families. Thanks to your advice, my daughter's RESP has done very well.

My question now relates to ESL, SJ and Byd.un, the returns on these 3 vary from 60 to 88% and I wonder if I should sell them and replace them with some beaten down names or hold the cash. We have another 3 years before she starts college (Fall 2018).
Please suggest 4 to 5 names if you think replacement is appropriate.

Thank you for all you do for your subscribers.

BK

Q: This is a note of appreciation rather than a question. I bought Enghouse in March 2012 for an average cost of $14 after your A- rating the previous December, for a return of over 400%. Many, many thanks, especially in this market.