Investment Q&A

Q: I just received news that the agreement between Glencore and NIF.UN will be renewed for another five years. However, "With the renewal of the Supply and Processing Agreement, the main challenge now facing the Fund will be to continue to operate its Processing Facility at a profit once market terms take effect May 3, 2017. The Fund’s Board of Trustees is mindful of the expected negative impact that the transition to market term pricing will have on the Fund’s operations, including its ability to sustain its distribution policy. The Board of Trustees is carefully reviewing the Fund’s reserves and will augment the reserves if necessary." Whatis your view on NIF.UN?

Q: Hi Peter Last night on Market Call a viewer called in on your opinion of a aerospace stock approaching the billion $ market cap and I failed to write it down it started with a E Could you give me the trading symbol as I would like to research the Co.
Kind Regards
Stan

Q: Is the sale of MBT to Bell supposed to close at the end of the year? If so why is there still such a disparity from the agreed to price, $40 and the price it is trading at now 37.50, Should one load up at this point or just stay the course? thanks, Jean

Q: What do you think of this company going forward for income and growth. Is the div safe and could you commit on their latest earnings. thanks

Q: What is your view of Norbord now and specifically their latest quarter? Do you think they are worth holding? I've been holding it since May2013 and finally seeing some limited gains.
Thank you.

Q: What's your thinking on this company...and if I was to start putting a position together...margin or rrsp???
I kind of think it could drop a bit farther over the next while..tax loss selling. Your opinion please on all of that and anything else relevant. And am 61. Thank you.

Q: Are their distribution return of capital and is the distribution stable. Also what is their Management fees

Q: Hi,

Provide provide your view on the recent weakness of XTC (Exco Technologies). Do you think there are company specific issues (and if so what are the issues) or generally tied to the overall weakness of auto part stocks.

Thank you,

Q: Hi 5i. In April of 2015, you discussed Cdn Dividend ETF's, and suggested that because CDZ (iShares Cdn Div Aristocrats) focused on Co's that regularly increase dividends, that it outperforms other Cdn. Div. ETF's, particularly over the long term.
Do you still consider this view to be valid, particularly as it compares to XDV (iShares Cdn. Select Div. ETF) and ZDV (BMO Cdn. Div. ETF). Thanks T.

Q: Would you favour CLF or VAB for government bond exposure?

Thanks,
Jason

Q: What do you think about the $3.2 Billion TransCanada deal at $58.50?

Q: How would you compare SPB and AQN for growth and dividend sustainable going foward ?

Q: Reading the prospectus I am interested in this debt offering by Fiera. Have you seen this and do you have an opinion? Units T began trading today.

Q: Could you please commit on their latest earnings and what you think of this company going forward.

Q: See Alaris is hitting 52 week lows. Any reason that you are aware - tax loss selling or other? Would you be a buyer here for the long term? Do they have cash flow to cover their dividend?

Q: I am a retired, conservative, dividend-income investor and receive a pension, CPP and annuities. I own AD, ALA, AQN, BNS, BCE, CJ, CGX, ECI, FTS, PBH, RY, TRP, WCP, WEF, WSP, XIT, ZLB, RBC Cdn Equity Inc, Sentry Cdn Income and Sentry REIT.

I am almost fully invested with roughly 5% cash to top up my holdings, mostly in the industrial and consumer sectors and maybe a little in the financial sector. I have filtered it down to 4 candidates: ABT, KBL, MG and SLF.

Question 1 = are there any "red flags" within my current holdings that I should consider selling?

Q 2 = are there other candidates, besides the 4 that I have selected, that I should consider buying, that would compliment my current holdings?

Q 3 = are there any liquidity issues (ABT, KBL)? I think I have selected ok candidates.

Q 4 = Depending on the candidate, should I wait for the tax-loss season to wind down?

I am, for the most part, a buy-and-hold investor.

Thanks for your help,
Steve

Q: About chesswood,you mentioned that it looks like the company is making itself ready to be sold or taken over.
Can you give me more clarity about this and what are the signs you are seeing?

Q: I came across this article this morning and would like your take on the thesis put forward by the author.

The case against dividend ETFs

Friday, October 28, 2016
ROB CARRICK

Thank you for considering my question.

Q: I'm an income investor who purchased 5000 shares of ECI at $16.57. As I am holding about 7% of my portfolio in ECI, I am wondering if now is the time to sell half of these shares and invest in some real estate as this is an sector I don't have any holding in.

Q: I am just about to give up on Empire A. Do you think Cineplex would make a good switch in a Balanced/Income portfolio?

Or should I just bide my time as I am currently down 27% and hate to lock in the loss? Letting go is always a problem for me as I suppose it is with a lot of retail investors.