Investment Q&A

Q: Following-up on a question about Blackberry debentures: if my broker matches my bid with an in-house ask, does the TSX find out about the trade? I'm wondering because, according to tmxmoney.com, the debentures haven't changed hands since Jan 25, nor do quotes show any ask. If they're this tightly-held, then there doesn't seem to be much point adding to the bid unless there's unreported in-house trading going on.

Of course, I could set my bid farther above par, but with the debs at 3.75% and the share price stagnant for the past three years, it seems as likely that I'd lose money. I understand that some debt is, essentially, privately-held; fine - I'm just trying to understand what's possible.

Q: Can I have your opinion of DRA.UN and whether you think it is a good hold for a patient investor or are there better choices around? I am up over $1 in a fairly short time. Thanks.

Q: PIH continues to drop yet the potential for LED products remains strong.
Any info on why?
Ths
Sherrill

Q: I am considering investing in Alimentation Couche Tard and, as always, would appreciate your input.

Motley Fool Canada highly esteems Couche Tard, their thesis being that the convenience store space is highly fragmented and that Couche Tard, as the biggest player and with skilled management, can capitalise on this situation. They seem to think that the stock price will dramaticaly increase in ten years or so, because of this. Would you see this as a reasonable thesis?

I noticed in your responses that at first you seemed a little concerned about the recent drop in price because of the miss because of lower gasoline prices. But, if i am not mistaken, you later on seem to think that this is not a big problem and will be rectified. Is that a reasonable description of your views?

thanks very much and as always, we appreciate your great service

Q: cannot find any reason for trading halt on svi, can you help. dave

Q: Hi 5i Team,

Would you prefer NDM or MUX in the gold space, and why?

Thx again!

Q: Good morning. Paramount's valuations are very low. I haven't found any recent news. Is it worth considering? Would appreciate any info. Thanks.

Q: Is it possible to list the top ten defensive stocks on the TSX. Thanks Doug

Q: any updates on recommending SYZ ?

Q: Byd had a good Q4 and good 2016. Q1 forecast a little weak because of warm winter and currency conversion ie out of their control. Why is the stock down so much this morning? Thank you.

Q: Please share estimated 2017 EV/EBITDA for both GH and GC.

Currently GH seems to be losing its premium valuation as the oil price "head-fake" under $50 stirs fear selling.

My thesis is that the GH share price should recover quickly on light volume when oil shows some life on larger than expected US inventory drawdowns this spring and early summer.

Care to provide your take on this cloudy diamond?

Q: Hi !
I am looking for a US stock with a good dividend and good growth potential in the industrial or tech sectors. CLCT and STX look interesting in this regard. Your opinion ? Any other suggestion ?

Thousand thanks,

Jacques

Q: Residential/senior living REITs
I would like to add to this sector but I already have enough Can. Aparts CAR.UN and Chartwell CSH.UN. I could add to Sienna SIA. Fo you have another suggestion?

Q: With no news (that I can find), and with fundamentals looking good (I thought) what accounts for the massive drop in MX price over the past couple of weeks ? Looks to me like it has broken through support at $58 on volume. The next support level seems to be around $51. Thoughts ??

Q: Can you comment on their recent acquisition of California Closets and how quickly this will be accretive to earnings? The market seems to like the purchase but this continues to be a very expensive stock on a PE basis. I show 63X trailing earnings. Is there some other metric I should be using for this stock?

Q: When buying stocks strictly as a source of dividend retirement income, should you be
concerned about the stock price volatility as long as the dividend remains safe and is
sustainable? I am basically searching for dependable income and not stock price
appreciation.

Q: Recent question from Blake - your 4Q EPS of 56c (expected) seems high. I find 43c the most common mid-point and up to 50c highest.

Q: Please give your latest thoughts on Sirius XM Canada XSR.
The question database is sparse, so some background and updated info on present situation and future prospects would be appreciated.
It now has a 5%+ dividend rate that looks attractive, but is it sustainable?

We have bought two new cars within the last three years and on both occasions have declined to enter into a contract with them to supply digital radio, so I wondered how many others felt the same way about Sirius, when there are so many free radio stations to listen to. Maybe one has to be a really picky listener with a particular leaning in audio to get the best out of this service?

Q: Hi I am looking to further diversify my portfolio. I have about 70 percent in the market and that is the highest I want to go. I have some tips, xbb and hfr and too much cash but having hard time with rates rising to go to bonds. The xhy seems to go with market, I was wondering about individual bonds or will they trade closely with market. I was looking at them. How does one choose the right duration, if it is over valued it could get called? and I loose money. There seems so many when I look at my investorline I don't know where to start. any ideas?

Q: During significant market corrections in the past, how much have dividend payouts by listed companies been affected? I am planning for retirement and wanted to know if I should use the current value of my dividends (mostly large cap companies) as annual income or whether I should plan that the dividends could decrease. If they could decrease, what would be an approximate percent drop to use in my plan? Thanks!