Investment Q&A

Q: Hi Peter and Ryan,

There are a few informative finance sites that have been an excellent resource for me over the years, so I wanted to share with fellow 5i members:

The first is Milliondollarjourney.com, which has articles about just about everything and tracks an individual's journey to $1mm net worth by the age of 35.

The second is mrmoneymustache.com, which provides great insight into how to better think about making and enjoying money while on the journey to financial freedom.

The third is a newer site - everydaycapitalist.com. It appears to be taking a similar approach to the million dollar journey, but is more aggressive in that the writers (two everyday working professionals) are tracking their progress towards having $3mm by the age of 40.

Share if you feel these sites may add value to other 5i members as well. 5i of course still ranks at the top of this list :)

Q: Hi Peter & Ryan, I'm looking for some suggestions on a solid pick to add in the healthcare sector. I currently hold PHM, GUD & PLI... Something paying a dividend would be great. Also I don't mind if it's a Canadian or US company. I was thinking of Johnson & Johnson, but would love to hear your thoughts. Many thanks. Mario

Q: Could you clarify Joe's suggestion re buying an interlisted large cap like RY in CAD and then having the broker move it over to the US side. Is there no currency exchange on the value of stock transfer? Sounds too good to be true going into USD! But hope it is. Thanks.

Q: What is your current opinion of Cequence Energy. I have heard it describe on BNN in the past as a stock that you just put in your portfolio and forget about it. I know they have a strong balance sheet and excellent assets, but other than the general sector weakness, has anything changed at the company? I am not risk adverse and an considering this for a long term hold. Your thought would be appreciated.

DON

Q: The new report on HCG has the 5 year ROE blank, yet assigns an A. TD rates this number at 22% (TTM); would you agree? Also aren't the brokers deeds of falsifying data fraudulent and actionable by the company? There ought to be some recourse for HCG to recover commissions paid out in good faith. Thanks, J.

Q: What affect does a bought deal subscription receipt offering have on the price of the stock? Curious because DIV is closing on one.
Thank you for all of your great info.

Q: Your recent report on hcg omitted 5 year roe. Can you please provide.

Q: Hello Chaps,
Anyone asked about Enbridge's 2nd Quarter Report? Your comments please and thank you.
Rick

Q: Good morning. With Boston Pizza yielding 7.2% is it time for a slice? I'd be very happy with a total annual return of 8 to 10% over the next five years. Thanks and have a great day!

Q: Arch has recently had some high percentage price volatility gyrations.While it has, understandably, dropped considerably over the last few years in the face of the supply growth of natural gas, drop in price of oil, etc. do you feel this price volatility could be indicative of underlying fundamentally-derived "bottoming"?

Q: I see that Quorum Info Tech. (TSXV: QIS)is now on your watch list of interesting companies. They just released Q2 results and they appear very good. What is thoughts about the results?

Q: Could you please comment on Melcor results and their outlook?

Thanks,
Milan

Q: can you give me your opinion on srx and tog recent result is the divident save for tog

Q: Good Morning Peter,
In our Banking positions we currently own RBC, TD, and BNS... we own the smart reit (old CWT) have been watching BEI and NA for sometime now and would like your opinion on which stock you would purchase for Retiree for a long term hold.

Thank you,
Charlie

Q: CPH continues to get punished. I hold a small position. With a forward PE of over 40, it seems CPH is overvalued even at $9.

Q: Hi Agent. Would Telus stock be a good Portfolio investment. Eddie.

Q: Yield on BDI is nearly 9%. Do you believe that the dividend will be cut in the next year.

Q: Hi Peter and team,

HWD has held up well in the recent volatility. Would you see this as a decent entry point for further upside.

Thanks

Q: Peter and Team,

Given the economy is looking a little weak here, does it make sense to keep exposure to automotive stuff by focusing on repairs rather than new car purchases by switching from Magna to Boyd or perhaps reducing Magna to half a position and have Boyd be the other half?

Q: I bought half a position on the recent dip but it seems to have recovered. Would you buy another half now or wait for another dip? I suppose this is one of those technical analysis questions and its probably like asking what the result of a coin toss is in advance but I thought you might have better insight than me on picking an entry point. I tend to be terrible at it.