Investment Q&A

• iShares S&P/TSX Global Gold Index ETF (XGD)
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• Sentry Select Primary Metals Corp. Class A Shares (PME)
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Q: Good Morning,I am thinking about putting a gold investment in my TFSA. Could you please give me your thoughts on PME,its'cash flow,strength of the company, and the likelihood that the dividend will be cut.If you have other gold investment thoughts I would appreciate hearing them.
Thank you,Bob

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Read Answer Asked by Bob on January 04, 2017

• Cominar Real Estate Investment Trust (CUF.UN)
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Q: I am down on CUF.UN. Should I hold or wait it out. Holding it for the dividends. 5% of my portfolio in an RRSP. Can you explain why it would be down?

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Read Answer Asked by John on January 04, 2017

• Aimia Inc. (AIM)
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• Cue Health Inc. (HLTH)
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• NYX Gaming Group Limited (NYX)
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Q: I bought these stocks during tax loss season. What is your outlook for each? Hope for a January bounce and get out? Or hold for a bit?

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Read Answer Asked by Scott on January 04, 2017

• Miscellaneous (MISC)
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Q: To start off with about 4 stocks from the income, balanced and growth portfolio... What 4 stocks would you recommend from each of the portfolio .. I'm growth oriented ..

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Read Answer Asked by DEXTER on January 04, 2017

• Algonquin Power & Utilities Corp. (AQN)
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Q: What are your thoughts about AQN as a stock. I'm thinking of adding it to my TFSA. I already own FTS, CU and BEP.UN, although they are in my RRIF account. I am currently retired and looking for income. Is there a maximum percent you would recommend for utility stocks?

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Read Answer Asked by Sharon on January 04, 2017

• CES Energy Solutions Corp. (CEU)
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• PHX Energy Services Corp. (PHX)
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Q: Hi Peter and Staff
Had a basket of them before the oil crash- sold off BDI, CFW,NAL PD and PHX at bottom to see big pickups in 3 of them . I want to hold small positions in 4 . Assuming oil does not hit above $60 and HWO and FRC are 2 in your view (correct me if wrong ) which other two from BDI,CEU,ESI,NAL,PD,PHX,SVG or TDG

Thanks for all you do
Dennis

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Read Answer Asked by Dennis on January 04, 2017

• ARC Resources Ltd. (ARX)
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• Peyto Exploration & Development Corp. (PEY)
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• Tourmaline Oil Corp. (TOU)
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Q: Which of these 3 has the best prospects of going forward in 2017?

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Read Answer Asked by Dennis on January 04, 2017

• TELUS Corporation (T)
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• Fortis Inc. (FTS)
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• Brookfield Renewable Partners L.P. (BEP.UN)
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• Algonquin Power & Utilities Corp. (AQN)
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Q: WORKING ON GETTING THE SECTORS BALANCED--HAVE 3 UTILITIES AND ONLY ONE TEL COM--WANT TO ADD SEVERAL THOUSAND TO EACH SECTOR---WHAT DO YOU SUGGEST?
THANKS AND HAPPY NEW YEAR

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Read Answer Asked by peter on January 04, 2017

• CPI Card Group Inc. (PMTS)
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Q: Since I last queried about it nearly 5 months ago, has your (negative) opinion changed with respect to CPI Card Group as a good risk/reward speculative investment?

Thanks!

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Read Answer Asked by Gregory on January 04, 2017

• iShares 1-5 Year Laddered Corporate Bond Index ETF (CBO)
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• iShares Core Canadian Universe Bond Index ETF (XBB)
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Q: For a person with no bond or preferred share exposure. What would be your top 3 or 4 holdings to add at this time? Keep up the good work, you guys do a great job.

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Read Answer Asked by HEATH on January 04, 2017

• Vanguard U.S. Aggregate Bond Index ETF (CAD-hedged) (VBU)
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Q: I have bought XUS to benefit from stock growth and to hedge against a drop in the Canadian dollar. It has worked on both counts. I am becoming a little more conservative and wonder if there any similar ETFs on the bond side that are available in Canadian dollars but invest in US bonds.

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Read Answer Asked by Ken on January 04, 2017

• Owens Corning Inc New (OC)
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Q: Hope you've had a good holiday season thus far. Just picked up a copy of money sense and noticed they are recommending Owens Corning as a top buy in the US. I did a quick scan on the company and found the following: valuation looks ok, growth has been good but the consensus going forward doesn't look compelling. They have been paying a dividend and buying back stock but I don't see much in terms of driving up the value going forward. What's your view? Is this company a good investment?

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Read Answer Asked by Rob on January 04, 2017

• Mosaic Capital Corporation (M)
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Q: I understand there has been a large infusion of money from Fairfax into Mosaic. What, in your opinion, does this do to the prospects for Mosaic common stock?
Thanks Jim

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Read Answer Asked by jim on January 04, 2017

• Black Diamond Group Limited (BDI)
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• Horizon North Logistics Inc. (HNL)
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Q: Which stock has the greater upside in your opinion ? Thanks.

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Read Answer Asked by John L on January 04, 2017

• Maxar Technologies Inc. (MAXR)
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Q: Howdy 5i,

Can you please provide Bloomberg estimates for MDA's CF/Share for 2017 & 2018?

Would you have any concern about the business facing protectionist policies from the US with their country's new leadership?


Thank you for your opinion and info?

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Read Answer Asked by malcolm on January 04, 2017

• Miscellaneous (MISC)
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Q: What would your top three pics be (in order of preference) for 2017 in the each of the Industrial and Materials sectors?
And a Happy New Year to all your team.

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Read Answer Asked by Arthur on January 04, 2017

• Anheuser-Busch Inbev SA Sponsored ADR (Belgium) (BUD)
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Q: Could you provide some insight about BUD, Anheuser-Busch InBev. Why were they dropped so much start from end of October? Was this because of acquisition or bad earning or any other concerns?

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Read Answer Asked by Adam on January 04, 2017

• S&P/TSX Composite Index (TSX)
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Q: It's never easy to find this piece of information or so it seems. Could you advise from your Bloomberg terminal or elsewhere?

Thanks

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Read Answer Asked by Kim on January 04, 2017

• Pembina Pipeline Corporation (PPL)
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• AltaGas Ltd. (ALA)
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• Enbridge Income Fund Holdings Inc. (ENF)
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Q: My only energy holdings are equal positions of ALA, ENF and PPL. These total 7% of my equity portfolio and are held in a registered account (RRIF). In your view does this represent an over-concentration in the energy sub-sector, and if so which of the three would you sell? I could sell ENF or PPL at a profit, but would incur a loss by selling ALA. Thank you.

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Read Answer Asked by Barrie on January 04, 2017

• Bank of Nova Scotia (The) (BNS)
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Q: Thoughts on selling BNS at these levels for a cap. gain of $15 ooo, which is/will be offset by cap. losses. It represents 5% of our portfolio & the only Cdn bank we own.
Thanks,
Ted

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Read Answer Asked by Ted on January 04, 2017