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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Hi guys,
Loving the nice bump today but can't see why it's up so nicely. Do you have any news? Thanks!
Read Answer Asked by Kate on October 07, 2015
Q: This morning Larry Summers was talking on Bloomberg. He doesn't see inflation rising "as far as the horizon" and if it was up to him, he wouldn't even consider rising rates until he sees inflation. It's hard to believe rates will go up much at all and therefore, the hunger for yield should remain for years. Let's assume we knew that (a) U.S. rates stay below 0.5% for years (b) you want to minimize your exposition to Canadian housing and economy (no oil stock / office / mall REIT) (c) that you want above 5% plus income. Can you find better stocks than A&W, PizzaPizza and Sienna (AW.UN, PZA, SIA)? If our economy slows, Canadians will keep eating fast food (A&W + PZA). Sales might even go up while restaurants start to struggle (cheaper). They also have no exposition to currency or world issues. As for Sienna, I picked it because it add some growth that isn't tied to world growth or the Canadian economy. Please help me find holes in my strategy. Much appreciated.
Read Answer Asked by Matt on October 07, 2015
Q: Morning!! Your top three picks in the current market for oil/gas...growth...looking for those high quality that definitely increase with overall increase in oil/gas...I believe price for oil will fluctuate between 45 and 60 over the next 12 months...
No worries for portfolio just extra cash..

Thanks
Read Answer Asked by Matthew on October 07, 2015
Q: i own both at much lower prices, i would like 2 more of your favorite oil and gas stocks small to mid cap do not have to have a dividend. thanks. dave
Read Answer Asked by david on October 07, 2015
Q: Hi 5I team. Do you think the outperformance presently of Tucows and Kinaxis is correlated to their sector or are they possibly the outliers in the growth portfolio? Thank You
Jeremy
Read Answer Asked by Jeremy on October 07, 2015
Q: I am 69,retired and dependent on my rrif and cpp for income. I have put aside cash in gics which I approximate will cover the mandatory draws for 6 years which I felt would cover an economic cycle and allow stability to the equities and bonds in the portfolio. The cash does grow beyond that sum and is redeployed to best advantage. This is a different approach from the percentage models used . I would appreciate your opinion. Thanks very much for your help.
Read Answer Asked by Tom on October 07, 2015
Q: As a retiree I am looking, mainly, for income from dividends which will, hopefully, increase with time. i have done well in terms of capital gain over the years with TD, which I have gradually reduced, but feel I can get better value elsewhere. Specifically with HSBC having a yield of ~6.3% versus 3.9% - both have a history of dividend increase.
I know HSBC has been through a period of re-trenching and consolidation and wonder if this has stabilised the bank now.
Any thoughts on the switch for this ~1.5% holding?
Read Answer Asked by David on October 07, 2015
Q: Is there a way to run a screen for stocks that are:
1) doing buybacks (perhaps using a % of shares outstanding range)
and
2) over a certain p/e (eg 30x)
Thanks Cameron
Read Answer Asked by CAMERON on October 07, 2015
Q: Good morning

Can I have your thoughts/analysis on Mad Catz as a possible investment (projected earning growth/debt etc.)? Are they any stocks you would recommend in this sector)

This stock is behaving very well technically.

Thanks again!
Read Answer Asked by Thomas on October 07, 2015
Q: There is a nice bounce underway in the mining sector. What do you think is the cause? And if you were to pick one or two companies in the non-precious metals space (by which I mean not primarily precious metals) what would it/they be. Thank-you again.
Read Answer Asked by Alex on October 07, 2015
Q: I bought this stock at $42 in July and it's currently at $31. I don't mind holding a losing stock if it has potential and I'm looking at a longer holding period of 7 - 12 years. Do you think this company has value for that period of time and should I hold? Is there too much competition for its market and if so how do you think it would fare? If you were to switch to another U.S. Company in the tech sector for that time frame could you give me 2 or 3 names you think would do well over time?
Read Answer Asked by Lisa on October 07, 2015
Q: What are your thoughts on Wajax? Is it worth holding for the dividend or does the risk of further downward slide outweigh the benefit of the dividend. My book value is about $46 a share.

Joe
Read Answer Asked by Joseph on October 07, 2015
Q: With Suncor attempting to entice exhausted shareholders with a 0.25 SU share exchange offer, COS loyalists are fortunate to have an influential shareholder in Seymour Schulich.

Schulich was quoted in saying:
“I ain’t selling at that price,” he said of Monday’s bid, adding that he believes Canadian Oil Sands is worth $20 per share. “If they succeed, I’ll go to court to get a valuation.”

My question is what options do COS shareholders have if SU were to be successful in this takeover chicanery? Could someone like Schulich order an independent valuation and let a judge decide what is fair for shareholders?

Here is link to article:
http://business.financialpost.com/news/energy/suncor-energy-incs-4-3b-hostile-bid-for-canadian-oil-sands-ridiculous-seymour-schulich
Read Answer Asked by malcolm on October 07, 2015
Q: Re the ETF question, another company making money on ETF's is Blackrock, which has the ubiquitous i-shares in Canada as well as in the US.
Read Answer Asked by John on October 07, 2015
Q: Sector rotation today with oil having an outsized move to the upside and many high quality non-commodity related stocks (CSU, CCL.B, CTC.A, DOL, GIL, L, T, MG, etc etc) with an outsized move to the downside?

I'm thinking of adding another oil company to join WCP as my only oil holdings (currently WCP is less than 2% of the portfolio). What dividend paying name would be on the top of your list today (small cap, large cap, doesn't matter) for a long term hold.

In your opinion, would your #1 ranked oil name be more attractive, from a valuation perspective (assuming a $45 floor for oil) than your current #1 ranked pipeline?

Thanks.

John
Read Answer Asked by john on October 07, 2015
Q: In his recent article on etf investing Cullen Roche's closing comment is: "making markets in index funds is hugely profitable". I wonder if there are companies specializing in this area that you could name that would be worth researching. Also, of course, do you agree that they have potential for a profitable investment.
Many thanks
Mike
Read Answer Asked by michael on October 07, 2015
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