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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 want to add to the Income Portfolio and I am wondering what the best addition would be. Over the past 3months SPB WSP and AGU have been the stronger performers while KWH has under performed. Am I better to add to the weaker one and maintain the percentage share of the portfolio or go with strength. If you were adding to the portfolio today which would you choose?
Thanks
Mike
Read Answer Asked by michael on October 30, 2017
Q: I have about 12% of my portfolio in MSI , was thinking of reducing it to 6% & with the proceeds from the sale buying the new RBC etf RUE.Currently I don't have much exposure to the United States except indirectly through TD & SIS.Your thoughts & comments on this would be appreciated.
Thanks,
Dave
Read Answer Asked by Dave on October 30, 2017
Q: Hi,

I have a few questions:

1) What is your comment on the current price of JKHY? Is it too expensive or overvalued?

2) Amazon's price rose almost by $130 this week. Is it too expensive now? Should I wait for pullback to add more or sell half position?

3) What do you think Apple's growth prospects are? Is it worth it to buy now?

4) What is your comment on OCLR?

5) I still have a number of question credits left in my account for this year's membership, will they carry over into my next year of membership (I have already purchased next year's membership)?

Thank you!
Read Answer Asked by Lai Kuen on October 30, 2017
Q: I have small position in CELG (about 2%). With the recent weakness in the last week, would you suggest holding onto it, or even buying more? If I were to sell is there another healthcare stock you would suggest?
Read Answer Asked by Curtis on October 30, 2017
Q: Hi Peter,
Thank you for your prompt response to my previous question on SQM. I have some follow-up questions on SQM.
1) Does the government of Chile have an ownership position in SQM?
2) Do insiders own shares of SQM and if so have they been adding to or reducing their positions?
3) You noted in response to a member question that the government of India has been pressuring POT to sell their SQM shares. If POT sells their shares do you think SQM's share price will go down or is the market strong enough to absorb the new float?
4) Does SQM carry excessive debt?
5) Does SQM have a good record of matching or beating estimates?
6) Do SQM's deposits have generally good grades or are they almost exhausted and marginal?
...and finally...
7) Do you feel investors are too early on lithium or is demand actually growing?
I realize I am asking a lot of questions on one company so please deduct as many question credits as you think appropriate.
Thanks,
Jim
Read Answer Asked by James on October 30, 2017
Q: Please comment on the dividend. My online broker reports 8% yield, you report 3.5%. I guess the broker is including a special dividend. If possible, please share the regular and special dividends of the past 3 years, and share your view on the future dividend prospects. Thanks for your invaluable service. Frank
Read Answer Asked by Frank on October 30, 2017
Q: Hello Peter and team,
My portfolio now closely mirrors the BE Portfolio only missing NFI. I have cash for two full positions.
XTC’s valuation seems interesting and it has gained traction recently. Would it be time to initiate a position or wait and see how the NAFTA negotiations evolve?
Thank you, Ronald
Read Answer Asked by Ronald on October 30, 2017
Q: Should I trade AQN for RNW?
I am a senior dividend investor, and would ask for your opinion about this trade, along with whatever positive or negative comments come to mind.
As background, I have a ¾ position in RNW and ¼ in AQN. RNW pays 6.81% and AQN pays 4.22%. AQN is forecasting 10% growth per annum till 2021. RNW has nothing on the horizon, now that South Hedland is up and running, with nothing seen to be coming from ‘daddy’ (Transalta), so perhaps no growth in the short term.
However – even at 10% growth the dividend at AQN will only be 6.76% in 5 years, still less than RNW today even if their dividend remains the same. I surmise that both dividends are safe (would you agree?), and am really thinking “bird-in-hand” makes more sense than future promises. I do realize that if prospects remain the same, AQN may experience more growth, and I may be forfeiting some capital gain (this is in an unregistered account), but a 2.6% differential is a lot to give up for future ‘possibilities’. Since the companies are in the same business – more or less – I also have difficulty seeing any differential in risk one versus the other.
Of note, RNW has earnings on Tuesday. Would you wait until after the earnings release to make this trade, or would you make it now?
I look forward to your comments.
Also, thanks for the 2 year renewal option. I will be taking advantage of that to keep enjoying your very superb service!Thanks! ... enjoy your day!
Paul
Read Answer Asked by Paul on October 30, 2017
Q: Hi team,
Great investment service. I seem to have trouble using a credit (a great problem) as when I am composing a question, I check the new Q&A and another subscriber has already asked a similar one on that security. So I get my question answered for free. I guess I will have to go outside Canada to use one.

The only time I invested in a company in China was in Sino-Forest about 7-8 years ago. It was an Action List Buy from TD. A few days later it was in freefall and I was down 25% before I could get out.

Eight years later, I am now considering BABA as another investment based in China. Most analysts are very enthusiastic about BABA as potentially having a bigger impact on e-commerce than AMZN. However, they always warn about the political risks of BABA. What exactly are the risks? Sino-Forest was a fraud. I don’t think BABA is a fraud. What else could happen? Could the Chinese Government nationalize the company or part thereof?
Also, earnings are coming out Thursday evening. I don’t usually like to step into a stock just before earnings. You could get a pop or a drop. So, what are all these political risks with BABA that the analysts allude to and would you purchase before earnings release, or if at all?

thanks
dave
Read Answer Asked by Dave on October 30, 2017
Q: My question is on diversification for my kids. With smaller amounts of money I find it a struggle. My daughters are 4 and 6. In one RESP there is 155 shares of DR. In the other RESP there is 155 shares of CRT.UN I also have a TFSA account where I keep there money from birthdays Christmas etc. There they have 543 shares of DIV and 90 shares of KWH.UN Cash for them is starting to add up again for them. Thinking very long term do I add a new position for them or sell all and start fresh? What do you recommend?

Thanks Jimmy
Read Answer Asked by Jimmy on October 30, 2017
Q: I am comparing FDN, IGV, VGT,and BST - all hi tech ETFs . BST has performed the best this year and pays a healthy dividend . Aside from some Apple and Google I am barely into the US Tech sector . 1. Should I just buy "something" and hope for the best ? 2. Do you have a favourite tech ETF ? 3. Am I too late for the party ?.
Read Answer Asked by Thomas on October 30, 2017
Q: I note Rosenberg’s article in the globe this morning in which, among other things, he likes energy stocks at the moment. Do u agree with his assessment and if so would u purchase individual stocks or an ETF and would u focus on producers or service providers and in which geographical area? Can you provide specific recommendations. Thx
Read Answer Asked by Patrick on October 30, 2017
Q: Hello 5i, Can I get your assessment on Dol? It seems fully valued at this point. I have a 1/4 position and wondering when to to pull the trigger on this to buy more or should I but more. I like to hold for a few yrs or until the story does not make sense anymore. Is that the case for Dol?
Read Answer Asked by pietro on October 30, 2017
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