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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: The consensus seems that bond funds will tank when rates rise. I own a chunk of PH&N High Yield Bond Fund and an ETF Bond Fund - XHY. It seems to me that the active managers will position themselves for a rate rise so how do you see these two reacting when the inevitable day comes>
Thank you.
Read Answer Asked by Steven on May 26, 2015
Q: With CU being at a 52 week low and it's long history of raising dividends, I am wondering your comments on purchasing a small position mainly for income. Stability, and increasing dividends are a goal. We do own FTS and EMA, TRP and PPl and wondered if adding CU would give some worthwhile diversification within the utility space? Are there risk factors of concern?
The continuing education I am getting through 5i is so very helpful. Thanks, Len
Read Answer Asked by Len on May 26, 2015
Q: In an RRSP thinking on Alaris or Freehold looking at a 5 to 10 year hold..Or to add to my Parkland fuel position..
What do you figure??
Read Answer Asked by Warren on May 25, 2015
Q: Hello. I presently hold a fairly diversified range of stocks, most of which would be viewed as blue chip companies. However I'm concerned that I may be overweight in the pipeline/utility sector, where I have Key, ALA, TRP, IPL and PPL. In combination these would represent about 19% of my portfolio. Do you think I'm overweight in this sector, and if so, can you suggest which stock or stocks I should sell.

Thanks for the help.

Brian
Read Answer Asked by Brian on May 24, 2015
Q: I am building an income portfolio to live fully off the dividends and therefore am mainly interested in yield in quality companies and not capital gains. What are your thoughts on investing 10% each into ETO.US (Y8.72%) and EOI.US(Y7.52%) to make up up 20% USD of my income portfolio?
Read Answer Asked by Curtis on May 22, 2015
Q: I am looking to add a large cap liquid dividend paying stock. Already own BNS, T and ENB. Need to add one more stock - perhaps CN or CP - your thoughts.
Read Answer Asked by David on May 22, 2015
Q: Today, Scotia upgraded Power Corp's price target to 38. Considering it's at 32, its last quarter was better than usual and the PE of 10x, I then look at technicals on TD Waterhouse. Short-term signals are more bearish than bullist (9 versus 5). I scratch my head...
How can I know if technicals are worth considering when deciding to buy a stock? Are there a few signals you always look at? Maybe resistance levels (setting limit buy orders right above a support)? I'm not a day trader, but I would like to use technicals if on average it gives me better prices.
Read Answer Asked by Matt on May 22, 2015
Q: Can I have your team's opinion of this smallcap company?

Is their growth, prifit margin and dividend sustainable?

Many thanks for your excellent advice.

Ben
Read Answer Asked by Benedict on May 21, 2015
Q: What are your current thoughts on GWR given their recent results, the improved building going on in the Phoenix AZ and is this a good time to invest in this company? Thank you
Read Answer Asked by Gordon on May 21, 2015
Q: A recent Dundee analyst-Mr Blondeau, when commenting on Chartwell Seniors, said they will have an acquisition capacity of about $500 million following the sale of their US portfolio. He said, "In our opinion, one of our favourite names Regal REIT, is an ideal take-over candidate, given the size of the (real estate operating company)and the quality of its portfolio," he said. I would appreciate you view on this analysts comments. Thank you
Read Answer Asked by Gordon on May 21, 2015
Q: Bam, BIP, BEP, or BPY. Also, WSP vs SNC?

Thanks peter & team?
Read Answer Asked by Austin on May 20, 2015
Q: I'm trying to evaluate the assertion I heard that when interest rates rise, dividend-paying stocks will get hammered because they have been overbought due to the "TINA" effect ("there is no alternative" for income).

If it is a sound company that's in a good business and will have no problem paying its dividend, my understanding is that the way the yield would be brought more in line with bonds is the share price would go up, not down. Am I wrong? What reasons would there be for the price to go down?

For more info: http://www.msn.com/en-ca/money/personalfinance/a-huge-stock-decision-for-boomers-that-cant-wait/ar-BBjX43U

Read Answer Asked by John on May 19, 2015
Q: WPT Industrial Real Estate Investment Trust
Symbol C : WIR.U
THE STOCK IS UP $1ish $us.
YOUR ADVICE in light of the news below:
1.wait
2.sell
3.sell 0.5 position ( in the money)
and the meaning of the below news
thanks
Yossi


Shares Issued 18,523,119
Close 2015-05-15 U$ 11.25
Recent Sedar Documents
View Original Document

WPT Industrial to look into business alternatives

2015-05-19 07:12 ET - News Release

Mr. Robert Wolf reports

WPT INDUSTRIAL REIT BOARD OF TRUSTEES ANNOUNCES EXPLORATION OF STRATEGIC ALTERNATIVES

WPT Industrial Real Estate Investment Trust's board of trustees has formed a special committee to explore strategic alternatives.

The special committee of the board comprises Robert Wolf, Sarah Kavanagh and Andrew Silberstein. The Eastdil Secured division of Wells Fargo Securities LLC and CBRE are serving as financial advisers to the REIT, and Goodmans LLP is serving as legal counsel.

There can be no assurance that this exploration process will result in any transaction. The REIT does not currently intend to disclose further developments with respect to this process, unless and until its board approves a specific transaction or otherwise concludes the review of strategic alternatives.

We seek Safe Harbor.
Read Answer Asked by JOSEPH on May 19, 2015
Q: Your updated opinion of Pulse Seismic(psd) would be appreciated.
Read Answer Asked by Maurice on May 19, 2015
Q: Hi,
I own CSE at $4.05 Do you guys think it's a buy sell or hold at today's level? I don't mind doubling down if you think they can sustain the dividend and the price can gradually come back. Or, do you think the downside risk of losing the Bristol water appeal could drag the share price lower if it's not already baked in?

Thank you
Read Answer Asked by Douglas on May 19, 2015
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