Investment Q&A

Q: Please advise whether to sell a small position in Firm Capital, held for income, in light of the recent drop in Home Capital.

Thanks, Tim

Q: What is your take on the announcement from BDI and what is your outlook

Q: What's happening with FM? It is more than 4% down today and almost 20% down in 3 weeks. They also had record increase of short positions in the 2nd half of June (according to FP). You have this stock in model portfolio, what are your thoughts on short-term and long-term perspectives of FM?
Thanks.

Q: Quite the reversal in MG today. Did something come up regarding the acquisition or do you see this as profit taking? Thank-you.

Q: Hi there, can I get your opinion on "SWY" Stornoway Diamond Corp.

Thanks!

Q: Nice dividend, price had plateaued a bit but doing well this month. Any thoughts on this company going ahead?

Thanks

Gary

Q: I go south in the winter and purchase us dollars through out the year.This year I need to convert some more money and with the sinking of our dollar.I thought of buying tucows on the US side and hopefully gain on the stock and the difference in the dollar.I know I am a bit late but the lonnie may fall further. Your thoughts please

Q: Please give me your opinion on tweed

Q: Hello Peter
Please comment on the lower canadian dollar and the rise of the US dollars , which 2-3 stocks you think would benefit going forward that i can add to my portfilio .
I understand that it is hard to recommend not knowing my current stock holding .

Thanks for daily comment from other subscriber questions.
Claudio

Q: Any news or opinion on this new nickel play
Thanks

Q: Share price has suffered for a while now: PE about 10, very little debt, low PR , decent ROE -new cycle apparently with 4K TV -can you shed more light on this company as a buy going forward?

Q: Financials are currently 7% weighting in my portfolio (RY, BNS, TD, CIX, MFC, JPM). I have some cash and was thinking of bumping up to 10% weight. I know you like BNS, IGM and SLF. WFC looks appealing but the 30% premium on the USD is concerning to me. Any other recommendations? Looking for something at the middle to lower end of the risk spectrum. Thanks

Q: DCI released an operation update July 15th. Thoughts on the update? How positive will it be for the stock to get a banking license?

Thanks

Robert

Q: Big pop to-day of 12% & I can find no news? Can U shed any light on this hugely mismanage company? I am amazed that their has been no shareholder law suits against this destroyer of wealth.

Q: My time horizon is two years. I want to buy either PLI or PHM. What should I do?

Q: Good afternoon, I would appreciate your comments on our exposure to reits and utilities/infrastructure holdings in view of today's bank rate cut and the anticipated opposite U.S. rate increases. I am 71 and we rely on our investments for almost half our income. Currently fixed income + cash represents 44% of our investments while reits and utilities each 5%. I note in the Model portfolio utilities is 2.3% with no reits and the income portfolio 15% utilities & 6.5% reits.
It seems to me that the canadian bank rate will go up eventually but I've been wrong for years.
Currently our utilities/infrastructure holdings are BIP.UN, PPL, VSN, VNR, BEP.UN & CPX. Which would you recommend trimming, if at all.
You're general comments on our current allocation would also be welcome.
Thanks as always!

Q: With Vermillion dropping to I believe a 5 year and the dividend remaining the same, do you see it as a buy at this time.
Thanks
Jim

Q: with the big drop in share price is home capital a screamimg buy or a value trap
the announcement they made about cutting off brokers was it prudent business decision or an indication of more problems

Q: Here's what I just don't get. ZPR holds rate-reset preferreds. I DO understand why a lowering of the bank rate will cause reduction in ZPR's price, as the return on future 'resets' in the portfolio will be reduced. What I DON'T get is how, to date, a total of a mere 1/2 of 1% reduction in the bank rate could explain a reduction of more than 20% in ZPR. Even if an investor would therefore receive 1/2% percent less for five years on the reset shares, that equals roughly a total of 2.5% lost yield over five years. The drop of 20% seems wildly disproportionate to the actual bank rate reductions. Can you explain what I'm missing? And one more question: given that the Bank of Canada will presumably not go below zero, do you not think that this ETF, yielding now 5.1%, has a lot more potential to the upside than to the downside, at least in the longer term? That's the kind of investment I like. Thanks, James.

Q: Any further insight into the violent selloff? It's beginning to look very tempting to me if I was certain the business was sound. ...although by the looks of the massive selling I'm starting to think otherwise? Any explanation would be much appreciated! Thank you, Dwight