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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: I would like to replace the dividend income I have been receiving from CSE. Once the sale goes through, I was thinking about acquiring AltaGas for income. What is your current opinion on ALA. Do you have other suggestions?
Read Answer Asked by Liza on February 08, 2016
Q: Peter and His Wonder Team
TA has bounced over 40% off a new low in the past few weeks. Is there any new news to warrant this or is it just a typical bounce off the bottom. Any reason to think it might go higher or would a smart investor sell into the rally and find better odds elsewhere?
Thanks again!
Respectfully...
Dr.Ernest Rivait
Read Answer Asked by Ernest on February 08, 2016
Q: My question concerns how significant a role Reits should play in an income producing portfolio. You mentioned in an answer to a members earlier question on Jan 27th that Reits and high yield stocks can still have a high degree of correlation. I look at dividend growers more so than high yields.

Also Please rank for long term holds your weighting preference in an income portolio for financials, telcos, utilities and reits. ( also any that I have missed.)

Many thanks

Paul
Read Answer Asked by paul on February 08, 2016
Q: See Exco sold off substantially here on Friday, I guess market didn't like the flat sales once currency was backed out this quarter. Good opportunity to pick up some shares here? Appreciate your insight.
Read Answer Asked by John on February 08, 2016
Q: So in mid 2013 I bought 500 shares of this at $18.50 a share. Wanting to protect my gains, I got stopped out of half my position in Jan at $38.50. Of coarse its now over $44 and is a media darling with a Globe investor 5 star rating, a favorite of Gordon Pape's newsletter and yours. I think it is ahead of its self and I want to know if you think its still good value and if further profit taking is prudent or if I should average up here. It's only a 1.25% holding for me now. I am wondering why the PE is showing a whopping 262? Thanks
Read Answer Asked by James on February 08, 2016
Q: In my overall portfolio covering all sectors, I had 4 equally weighted stocks in the industrial sector (BIN, CP, WSP and STN), but recently sold BIN. I'm considering selling CP as well and adding one or two other industrials to go with WSP and STN for a longer term hold. What do you think of this approach, and are there a couple of stocks in this sector you would recommend, in order of preference? Thanks
Read Answer Asked by Lois on February 08, 2016
Q: Hi
I am thinking about parking some money in the new EQ digital bank. Any concerns?
Thanks,
Gary
Read Answer Asked by Gary on February 05, 2016
Q: Good morning Peter and Team,

In yesterday's Globe & Mail, Rob Carrick wrote an article "Why it's time to take a tougher stance on dividend investing". He concludes by stating: "Dividend stocks will have their role in this future of diminished results as lower dividend increases hold back share-price gains. Dividend stocks will still offer competitive total returns, but not like they used to".

Going forward, do you agree with his thesis? Why or why not? What sector or individual dividend payers would you recommend so that we can be somewhat 'insulated' from this trend, in case Carrick is on to something?

Thanks as always for your timely advice.
Read Answer Asked by Jerry on February 05, 2016
Q: appreciate your comments on recent financials and your overall thoughts on the company..
ed in montreal
Read Answer Asked by edward on February 05, 2016
Q: We were wondering if we should sell our 600 shares of RUS in anticipation of further earnings weakness expected in the 4th quarter, bleak future outlook and the possibility of a dividend cut.
We hold WTE and we're punished with 2 unexpected dividend cuts, so the hold strategy did not work here. Should we sell this one too.

Thanks you for your reply.
Read Answer Asked by Isabel on February 04, 2016
Q: What's your opinion on this company? Thanks - Richard
Read Answer Asked by RICHARD on February 04, 2016
Q: Hi, I have had this stock for a year,and it seems to be on steady downtrend from around $14. I'am alittle overweight at 7%,would you hang in or reduce to 4-5%.Financials look to be weak right now, your thoughts .
Thanks
Read Answer Asked by Brad on February 04, 2016
Q: I currently hold both LNR and MG in my RRSP.MG has been the worse performer of the two stocks.I realize that MG is probably a screaming buy from a valuation perspective but find it inconceivable that it will hit the $70 mark any time soon.I am contemplating replacing it with Alaris which has also been beaten down but will at least
pay a decent dividend while I wait. Thanks, Joe
Read Answer Asked by Joseph on February 04, 2016
Q: CIT Group is selling at a low P/E and a significant discount to tangible book value. Is this a high risk stock in your opinion?
Read Answer Asked by george on February 04, 2016
Q: Capitulating :( (me) .... so expect the market to turn up very soon!

Nonetheless, I am now firmly in the "income camp" and have reviewed the 5i Income portfolio where I already hold all but ADW and IGM of your stocks but none of the ETFS (VCH, XHY, CVD,CPD, ZRE). With the exception of VCH they have all taken it on the chin in the last year - like so much else.

I am building a "sleep at night portfolio" and have set aside an appropriate cash reserve portion. The rest will stay in the market. With "sleep" well and make a few bucks top of mind, would you recommend any of the 4 ETF's or something else like ZWB, ZDV? Thanks for help with this project.
Read Answer Asked by Donald on February 03, 2016
Q: Just glanced through the first quarter numbers. The dividend increase was nice, but the way I read the numbers, if you "x" out the currency, sales were only up 1% from last year. Ok, I guess, but not stellar. Please tell me if I am reading the numbers incorrectly. If I'm not, then to the numbers simply reveal a slow growth company taking advantage of the currency (which may or may not be reflected in future quarters).
Thanks as always.
Read Answer Asked by Neil on February 03, 2016
Q: Hello,
Just wanted to get your opinion on starting a position in TFI at current prices with holding period 5+ years. No doubt a slowing economy doesn't help but lower fuel prices may mitigate that. Also, they have bought back over 2 million shares, have recently sold there waste business which lowers their debt load, growing and well covered dividend. Any insights appreciated and thank you in advance.
Cheers!
Read Answer Asked by KENT on February 03, 2016
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