Investment Q&A

Q: AIM.PR.C - these have taken a beating. With the current high yield and likely about 5% on re-set in 2019 do you think it is "worth" adding to an existing modest allocation, for income?
Thanks.

Q: Your opinion on AGT, please. Thx.

Q: Hi,

Can you comment on Rock Energy - its gone down significantly, is there an opportunity to buy?

Thanks
Mike

Q: I know you don't specifically cover US stocks. But I've been watching Netflix and waiting for a good entry point as I think it's a good brand that will innovate and stay on top of the industry they are in. The stock is currently rallying and the information I got from Investopedia is that Netflix will have exclusive rights to Disney Marvel, Pixar and Lucasfilm films starting this fall. As an uneducated investor I'm wondering is this a good time to buy or is this simply a frenzy based on a news release that will cool down and the stock will return to trading around $90.00? I know you can't predict the future, but the educated opinions I have received from 5i have me up in 8 out of 10 stocks I have purchased this year.
Thanks

Q: Dear Gentlemen,
I want to add 2.5% from 10.5% to 13% in the Industrial sector.
At the moment I have the following companies in different accounts
BDI 0.5% (-75%)
MDA 2.4% (-3%)
ATA 1.1% (-20%)
STN 2.7% (-1.3%)
WSP 3.8% (+13.6%)
adding on one or two on these companies or add a new one SIS ?
Your recommendations ?
Thanks
Best Regards

Q: What is the end game on this recent run up? Will its run stop when it hits a higher PE? Looks like it will blow through $4, but I'm just not sure why? I have a nice profit, but technically see no reason to sell yet...

Poor management aside, what would you say is the "fair value" of WIN?

Cam.

Q: Hi Peter & Co.,
I sent in a question yesterday regarding Dream Industrial REIT (DIR.UN), however the answer I received was geared towards Dream Office REIT (D.UN). Could you please let me know your thoughts on DIR.UN, and whether or not the industrial space is preferable to the office space at this time? thanks,
Brian

Q: Could I please have your opinion on this company. It looks cheap to me, nice dividend, company has been buying back shares. A recent insider trade caught my attention although part of it looks like a swap with another insider.

thanks Tom

Q: I bought at .30 and been pretty disappointing. It's in my tfsa for growth purposes. Should I move into another name? if so what would you recommend?

Q: Bought some shares of ASC this am and watched the stock climb 20%. What can you tell me about Athabasca Nuclear Corp? The company has a leading position in the Nemaska lithium deposit (Whabouchi Lithium District) and is currently arranging private placement to raise capital.

Would this seem a good way to play the Lithium/Uranium sector as a long term play on increasing need for electric car batteries and nuclear energy down the road. 180,00 Tesla fans have already put down desposits to reserve the Model 3 (expected to be delivered late 2017). reservations

Q: On May 20th, I emailed you a question about the share offerings, each unit being at .375 cent, at the time I didn't realize that the company was doing a 10 to 1 stock swap. I didn't know about it until yesterday, when I saw the change of pricing through BMO Investor Line. I assume the people that bought the units at .375 cents was already based on the 10 to 1 share swap, and that is why there was such a demand for these units, but this was back on May 5. Can you explain this to me & really what took place.

Q: For a conservative income account, which of these two equities do you favor? Is there an alternative in the residential category you would prefer? Thank you, Barrie

Q: Hi, is there any new regarding DCI? the last two days the price spiked by 8-9% with higher than the average volume.

Q: I am interested in buying BIP on the TSX in a non registered account. I would like to know how the 5.35% dividend will be taxed?

Q: Hi Peter & Team!
Please could you provide some company names that should grow really well over the next 10 years and have great management teams. Thanks.

Q: Cathedral Energy Services (CET) and Enterprise Group (E)

The above two companies are two very small contrarian bets on a recovery in the energy market within my portfolio that are becoming smaller everyday. I am looking at consolidating the two holdings into a single one. Cathedral seems to have smart management, communicates well with its shareholders and is working on managing their balance sheet during the downturn. On the other hand, Enterprise has had some recent "C" suite insider buying. Should I maintain both positions, or consolidate into one? If I consolidate into one, which one do you like better and why?

Thanks!

Q: Morning,

Just a question regarding how you determine returns for the model portfolios. Is it based on time weight return (Modified Dietz method), or is it a money weighted return (XIRR).

I'm trying to figure out how to determine my returns on my own portfolios, and have been using XIRR since the beginning, which do you use or suggest for a DIY investor?

Thanks.

Q: On Ron's question about short interest on CXRX, it is important to note the settlement date on the website is May 13. This is the same day Concordia released first quarter earnings and then the stock price has increased significantly. I suspect there was some short covering and the next update to the website for short interest will be key.

Q: Can you tell me when Enghouse will be announcing their earnings and what is expected in the way of results? Are you still positive on this security? Thank You.

Q: Wow. At this moment, MTY is up 16 % at 41.72 and at one point reached 46.25 on the announcement of the Kahala transaction. I saw the announcement and thought I might take a position until I saw the huge reaction. Could you give your opinion on this transaction and the best approach to take on accumulating a position if advisable. Thanks.

Ross