Investment Q&A

• Miscellaneous (MISC)
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• iShares S&P/TSX Canadian Preferred Share Index ETF (CPD)
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Q: Preferred shares and fixed income

Hi 5i team : I own only common stocks in my portfolio and since I am a mature person that is near retirement, I have the feeling that my exposure to common stocks is very high. So far, to mitigate my risk, I keep daily of the market changes, so I do not get caught in a drastic downturn.
To get more protection, I have thought in buying some preferred shares , but I know nothing about them to start a position.
Are the P.S. a good way to go ?, if so, what should I learn about them and how (references, books, etc), also what would be a reasonable percentage of my portfolio to have in P.S.?
thanks for your help
Alex

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Read Answer Asked by Alejandro (Alex) on July 28, 2016

• StorageVault Canada Inc. (SVI)
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Q: Can you comment on this company. It has been moving up and just announced a financing. What is the valuation and any insight on the mgmt? Thanks

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Read Answer Asked by Scott on July 28, 2016

• Open Text Corporation (OTEX)
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Q: Hey guys. Comments about earnings. Looks like slight miss but forecast looks good. Thanks. Chris

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Read Answer Asked by christopher on July 28, 2016

• Aphria Inc. (APHA)
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Q: Hi Peter;
Can you comment on APH Aphria's 4th quarter and year end results for the year ended 31 May 2016. I am up $2,000 plus.
Buy, hold or sell?
Cheers
Ron

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Read Answer Asked by Ron on July 28, 2016

• Calfrac Well Services Ltd. (CFW)
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• Trican Well Service Ltd. (TCW)
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Q: I have a position in both TCW and CFW, which both are Well services. They had been rising nicely until a few weeks ago, but are currently on a downward slope. Is it time to bail out, or do you think they will rebound soon?

Thanks for your prompt advice!

Ken Morin
Momentum investor

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Read Answer Asked by Ken on July 28, 2016

• Protech Home Medical Corp. (PTQ)
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Q: TD Waterhouse shows a Buy reco (from a hold prior) with a price target of $27 ??? Maybe it should have been for Pulte Homes and not Patient Home Monitoring ?

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Read Answer Asked by Robert on July 28, 2016

• Colabor Group Inc. (GCL)
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Q: My wife purchased this stock 4 years ago and the stock has seen a lot of downside and the dividend has been cancelled. Should we hold on to this or sell at a $6,000 loss and move on? Thanks.

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Read Answer Asked by Brian on July 28, 2016

• Gildan Activewear Inc. (GIL)
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Q: Can you comment on GIL quarterly update please? Are you surprised that price of the stock went down so much in reaction to the news?

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Read Answer Asked by Robert on July 28, 2016

• Stryker Corporation (SYK)
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Q: Hi everyone. I hope you are staying cool. Stryker has had a dip of 4% or so because it missed Q3 analyst estimates. But today it added to the dividend. Is there anything more to be concerned about? Or just ride it out for awhile. much thanks as always...

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Read Answer Asked by El-ann on July 28, 2016

• Miscellaneous (MISC)
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Q: Hallo I5, can you tell me why has AD been selling off, the Q report didn't look so bad, is this a good time to add to my 300 shares(cost $28.00). Also please tell me if the above preferreds BCE.pr.k and BPO.pr.r are god time/price to buy and how would their price be effected if interest rates are increased.
many thanks, J.A.P, Burlington

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Read Answer Asked by Joseph on July 28, 2016

• Alaris Equity Partners Income Trust (AD.UN)
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Q: Hi Peter and Team,
Any comment on Alaris baesd on AD'Q2 result and conf. call?. Is AD worth "B" rating now? Is it good entry point?

Thanks

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Read Answer Asked by Victor on July 28, 2016

• Alaris Equity Partners Income Trust (AD.UN)
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Q: Did anything of substance come out of the conference call?

I was hoping the CC may calm some nerve but the selling persisted through out the day. Based on the volumes it sure looked like some of the major institutional holders may be bailing out on AD.

Anyway, should us small retails follow suit? I'm about 12% in the hole and it would take two years of "coupon clipping" just to get even, so to speak.

What's your take on all these?

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Read Answer Asked by Victor on July 28, 2016

• BMO MSCI Emerging Markets Index ETF (ZEM)
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Q: I'm considering adding a 3% emerging markets component to a growth portfolio. The two ETFs I am looking at are ZEM (C$) and EEM (US$). They both track the same index, ZEMs MER is about half that of EEM and its dividend is slightly higher. It is however, much smaller with a 157M market cap vs. 27.8 for EEM. Is the size differential a concern?

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Read Answer Asked by Ken on July 28, 2016

• Alaris Equity Partners Income Trust (AD.UN)
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• Exchange Income Corporation (EIF)
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Q: Hello, Since eif and ad have both been ranked about even do you see eif facing the same demise as ad. I bought alaris the day before earnings release and took a serious haircut. As I write this am wondering if there is any relation to ex dividend and earnings release for Alaris. Thanks lots

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Read Answer Asked by Alan on July 28, 2016

• Constellation Software Inc. (CSU)
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Q: Hi, would appreciate to share comments on CSU earnings. Looks like a beat on Revenue and EBITDA bur short on EPS. Organic growth is positive.Your insight is much appreciated. Thanks

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Read Answer Asked by rajeev on July 28, 2016

• Virtu Financial Inc. (VIRT)
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Q: I know you do not follow this company in depth but I was hoping you might do some digging. I have held this company for a while trading around it. Do you see any issues with growth or profit. Recent announcements seem to be positive going forward. I am looking to reload at current levels as winter months seem to be the time to lighten up.

Virtu Financial Inc.. symbol VIRT

Thank you again

Jason N

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Read Answer Asked by JASON on July 28, 2016

• Miscellaneous (MISC)
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Q: Hi, Where in the market would you store cash in the short term (3-6 months) so that a small return can still be achieved while waiting to get back into the stock market?

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Read Answer Asked by Bob on July 28, 2016

• BLVD Centres Corporation (BLVD)
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Q: Could you please give me your overview on CXV-T. This stock has been a dog to say the least. Is there a problem with the balance sheet or the company overall. After speaking with the company they seem to relate that things are progressing but slower than anticipated.

Jason

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Read Answer Asked by JASON on July 28, 2016

• Pembina Pipeline Corporation (PPL)
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Q: The share price of PPL has been dropping in 10 of the last 11 trading days (about 5% so far). Any reason for this daily SP walk down?

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Read Answer Asked by Victor on July 28, 2016

• Air Methods Corporation (AIRM)
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Q: Air Methods / Nasdag
Does the recent pullback for this stock appear to be a good entry level in your eyes ?

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Read Answer Asked by darcy on July 28, 2016