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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: Can I please get your valuable opinion on this company? I am prepared to hold for 3-5 years in a diversified portfolio and would like to buy more shares on its current weakness. Thank you.
Read Answer Asked by Guy on January 29, 2016
Q: Cascades has had a significant drop this week and I have not found any news. I sold it prior to it's drop in price and I'm planning in starting a new position. could you please comment, thanks Valter.
Read Answer Asked by Valter on January 29, 2016
Q: How would you rank & compare AI-T {Atrium}, FC-T {Firm Capital Mortgage},
TMC-T {Timbercreek Mortgage}. I currently have a position in all 3
and wonder if I have made a good decision by owning all 3 of them.
Thank you.
Read Answer Asked by Armand on January 29, 2016
Q: As a retiree who has some cash to invest what would be a good/somewhat safe place to invest in during this volatile market? GIC’s don’t pay enough and preferred shares have been hit hard the last year. I am thinking I don’t want to increase my presence in energy and I own a lot of pipelines which are all suffering due to the oil situation but still paying a nice dividend.
Read Answer Asked by Leigh on January 28, 2016
Q: I own SPB @ 7% of the portfolio. I plan on buying ZUT for utility holdings, but notice that SPB represents 8% of the ZUT portfolio. In looking at the other holdings in ZUT, SPB seems out of place. Would you hold both or divest SPB? Thanks











Read Answer Asked by Tim on January 28, 2016
Q: Hello, In regards to Victors question on Alaris, here is some information from a short seller. Interesting perspective.

http://www.broadviewcapital.ca/wp-content/uploads/October-2015.pdf
Read Answer Asked by Gerald on January 27, 2016
Q: Given its record of steady dividend increases and high yield, why is its share price so depressed over the last few years? It looks like a "number perfect" investment to me. So I'm thinking about taking a position in AD and I just don't want any surprises. Please help me out here.

Thanks.
Read Answer Asked by Victor on January 27, 2016
Q: Good Morning, I'm working at rebalancing our TFSA's. I've sold BIN and with this years money have enough cash for 4 or 5 new positions. I'm at around 16% info tech, 33% industrial, 6% finance, 6% energy, 14% consumer disc., 9% health care and 14% real estate. You can see I'm completely missing some sectors that I assume offer less growth. Would you recommend I add some telecom, utilities or materials in my TFSA's? considering I hold some of those in other investments? If not, how much would you add to each of the other sectors? and which would be your top two choices in each? Thanks for the great service. Rod
Read Answer Asked by Rod on January 27, 2016
Q: Hi,
During the next 2 months or so I will have an extra 120 K to put in stocks (or elsewhere). As I'm retired I will try to have a high income slice stocks. Can you give me 6 to 8 ideas for high dividend REIT or other stocks. Distribution 8% and more, monthly a plus, starting with the safer. A little volatility not a problem for me. I have now CUF.UN, KWH.UN, NWH.UN.
Thanks in advance.
Francois
Read Answer Asked by FRANCOIS on January 27, 2016
Q: I would like to increase my holdings in infrastructure of which I have very little. I am looking at Atco and Emera. Could you give me your thoughts on these two possibilities please?
Also, could you give me your current favourites in this space, other than pipelines.
Thanks
Elliott
Read Answer Asked by Elliott on January 27, 2016
Q: I'm thinking of adding to the utilities sector of my portfolio. Considering all metrics, do you think this is an opportune time to be adding? Also, the companies I'm interested in are Fortis, Emera, Brookfield Renewable Energy Partners and Algonquin. Please rate your first, second, third and fourth choices, and explain your first choice.
Read Answer Asked by Les on January 26, 2016
Q: Corby Spirit and Wine versus Diageo plc (adr)

Please comment which is a better hold for long term capital growth and dividend growth.

I hold Diageo in a rrsp account to mitigate the fully taxable dividend and would hold Corby in a taxable account to take advantage of the dividend tax credit.

Thanks for the excellent service.

Read Answer Asked by Stephen on January 26, 2016
Q: Would appreciate your comparison between High Liner Foods and Clearwater Seafood regarding best choice for investment.
Read Answer Asked by ken on January 26, 2016
Q: Could you tell me what the expected earnings are for csh.un please? Thank you! Don.
Read Answer Asked by Donald on January 25, 2016
Q: Peter,I raised some cash recently(not that I was fearfull of the market),but there looks to be an opportunity to pick up some Blue Chip stocks with enhanced yields!I recently purchased ALA,IPL and already own AQN and 3 or 4 apt. reits.I soon will be 63 and I will need some income from my investments in a few years,so I view this as an opportunity.First of all do you concur,and if so any Blue Chip names with increasing dividends that fit this strategy
Read Answer Asked by Randy on January 25, 2016
Q: PAR Value: 5,000
Security Type: Corporate Bonds
Issuer: IPE
Maturity Date: 14 Jul 2028
Coupon: 6.1%
Approximate Annual Yield: 4.679%
Approximate Semi-Annual Yield: 4.626%
Rating*: BBBH/Baa2/BBB+
Amount of Inventory: 291,000
Special Term: CALL D+16
Approximate Price/100 CAD: 113.84 CAD
Hi, I dont have much experience in buying fixed income corporate bonds. What do you think about this one as a part of my fixed income allocation. The bank charges a $50 commission so a $5000 par value comes to about $5,703.85 CAD at todays rates. My other fixed income buys are etfs like VSC, BXF, VAB for about 15% of my portfolio. Thanks very much. Have a great cruise! Cheers, Shyam
Read Answer Asked by Shyam on January 25, 2016