Investment Q&A

Q: Hi Guys,

Would you sell First Capital Realty (FCR)and buy Boardwalk Reit (BEI.UN) with the proceeds at todays prices and outlook for the future for both companies?

Thanks
John

Q: Could I have your thoughts on this company's recently reported earnings and do you consider it a buy at the current price. Thank You.

Q: Hi Team,

May I please have your opinion of Roxgold and their recent financing? How risky would it be to invest in this company - just a small position in a well diversified portfolio?

Thank you very much.

Michael

Q: Would you consider Veresen a Buy, Sell or Hold at this point? Thanks

Q: Recently Citi’s chief US equity analyst, Tobias Levkovich, responded to the current no growth school of thought by suggesting, that virtual and augmented reality will be a very strong driver of growth over the next decade. His estimate is for $650 billion invested over that period. He expects it to be transformational and to impact all sectors of the economy.
He suggests that “ current infrastructures will require major upgrades to handle the virtual world given more limited installed computing and graphics capabilities versus the new technology’s requirements”

I am wondering what Canadian companies you think will be able to take advantage of this?

Also, it suggests major expenditures by the telecoms, and I would appreciate your opinion on which of the “homegrowns” are best positioned to take advantage?

Many thanks
Mike

Q: The big 6 Canadian banks are amongst the world's strongest & safest banks.BNS rated 18th in 2012 & 7th in 2013 strongest ,whereas CM is the only one to appear between 2012 to 2015(3rd,3rd,15th & 18th respectively).All @ historical low PE.eg BNS @ 9.7(trailing) & 9.3(forward).Majority of guests on BNN opined that there are short term headwinds plus "short" by Americans,but recommended hold for 2 years or longer.They have generated decent & stable returns over timer expect for last year.Please advise if the negative factors including the effect of sharp drop in oil prices & its knock on effects are priced in.Each stated that the loan exposure to oil is no more than 2% & it is manageabl.,All report next week with BNS on March 1.

Q: Would you still choose BNS if this was the only bank you were to hold or would should suggest another bank? This will be the first stock for a TFSA that has $4000.00 in it and will be holding and adding to it monthly.
Thanks

Q: What are your thoughts on ACD last results? I already have a full position in EFN , GSY and CXI. I feel a little overweight in financials, and I'm thinking about selling add, what do you think ?

Q: What are your thoughts on the new Purpose Premium Yield ETF (PYF). It is advertising a 7% distribution by holding quality Canadian and US companies and selling puts and covered calls.

Q: Hello! Having some VSB and CBO already (short-term bonds), I would also like to consider some modest exposure to high quality/longer term government bonds, 5-10yrs, and fairly liquid. Would like your recommendation in that space.
Appreciate your service always, member's input as well.
Thank you!

Q: What stocks would be classified as foreign investments to be reported on T1135 form even though listed on Canadian exchanges? I am referring to stocks covered by 5i or frequently mentioned in the q&a section.I believe you have stated CXI, PHM and TCN fall in this camp. Might I assume BPY.UN any others? Is this information available from other sources? Thanks as always.

Q: reading the q3 and year over year results I thought they looked pretty good yet the share price has not moved. $23 mil sales, 87% operating margin, $.22 per share cash flow, 18 new streaming contracts, $119 mil total equity and no debt. Makes me think I should be adding to my holdings... what am I not seeing

Q: Would appreciate your advise on sector allocation by criticing what I have now with your opinion looking forward. What I have today is as follows:
Energy 4%
Cons disc 16%
Cons stap 18%
Fins 16%
Health Care 5%
Industs 10%
Mats 7%
Utilities 10%
Info Tech 15%
Telecom 0%
My Health C is GUD & EXE only
I am not looking at long term, 0 - 5yrs or so.

Q: Hi Peter, have some money to invest but have difficulty to pick the one best/safest for the next 2-years. Will appreciate your ranking. Perhaps a another one you can suggest.
Regards, J.A.P. Burlington

Q: Is there anything wrong with buying 1000 ABC shares @ $10 today that pays a 10% Div, with Ex date of 2/23. Selling them all on 10/27, and then repeating with another stock with an approaching ex Date? Seems too simple to be making a G every week?

Thanks!

Q: How often do you recommend rebalancing a portfolio and what does that process look like?

I started with a 5% position in CXI in January and am up 38% and want to know at what point I should sell some shares, how many and what to do with the proceeds of the sale.

Thanks!

Q: Exco closed at $14.69 today,Feb. 18, after its announcement of taking over a US company for 83M several days ago.Is it a buy or would I be chasing it at its current price? Thanks as always for saving me from myself on many occasions.

Q: I'd appreciate your thoughts on CBL, please. Thanks

Q: In your reply to Tim, you stated that CSU is actually cheaper on a valuation basis than it has been for some time. I missed it when it was down to $438.00 but today it is about $520.00 a jump of about $82.00 in 10 days. At $520.00 is it still good value?

Q: Hi Peter. Is this a good time to add to my position in Enghouse (ESL). It was soaring a few months ago but has since fallen. Is there a reason for this. All news seems to be good.
Thanks.
Cam