Investment Q&A

Q: Bearing in mind your earlier view that a small position in DCI is acceptable for income, my 1,700 shares have climbed 20% since early November, a very good return.
Should I sell and realize the gain or hang in there for the 8% dividend and potentially even higher gains?

Q: merry xmas to everyone..Any new news,as has moved from bottom?re atp also rkn please..Thanks for everything and looking forward to a grat 2015, Regards Cliff

Q: Merry Xmas to all
I bought WJA on Dec 7th and now down 10%.I figure they have a lot going for them--lower cost fuel--reciprocal with Delta--pilot strike settled---voted best travel card
Is this just a hiccup or am I missing something?

Q: Hello Peter and team, all the best of the seasdon to you and thanks for all of your sage responses this past year!!

Chorus has been out of the news lately after their successful bout with AC. They pay a nice dividend and have a fair chunk of change on the books I understand. Do you think a special dividend is on the horizon and what is your overall view of the company, especially with dropping fuel prices.


Thank you
Jerry

Q: Hi Peter
Small holdings in each....long term hold.looking for best 2 of the five listed to add to for combination growth in value/dividends. which and briefly why or why not

CDV, DH , DII, DIV , XSR

Thanks for all you do and all the best for the season

Q: Do you have any thoughts on the fertilizer sector or Agrium in particular. It occurs to me that with the price of diesel going down, farmers will have more money to spend on inputs such as fertilizer.

Q: How do you feel of the Vsn-KKr-Encana deal especially with regards to VSN

Q: Hi Peter & 5i: Can you please give me your current assessment of Calian? I do not own it now but I have in the past. They seem to fly under the radar mostly. I know they are a very low volume trader, have a very small float, small market cap, and they have some history of share buybacks. I also know that they are substantially dependent on government contracts. With the shares under $18 and the dividend over 6% again, I am thinking about buying a small position but I am wondering if there is anything of particular concern on their horizon, apart from their 'regular concerns' that is. Thanks very much and the Best of the Season to all at 5i!

Q: Can I get your updated views on Park Lawn Corp (PLC-V)? It has risen quite significantly lately, am I'm wondering if I'm too late to initiate a position.

Thanks!

Q: I own SLF and plan to hold it through the pending interest rate increases. I also hold VNR, ZUT and ZWB each at a small profit. Would you continue to hold these latter 3 much longer and risk a price slide? Thanks.

Q: This is a bond fund(managed by Daniel Ivascyn & Alfred Murata) that had performed quite well,but showed weakness the last 2 weeks, with quite wide fluctuations last few sessions.On Dec 19,it dropped 0.158(1.09%) fr 14.4986 on 12/18 to 14.341.Maybe there is a distribution next week as it did so on Dec 23,2013.Have a 7.63% return since purchase in 3/13.Please provide your expert advice on this fund & whether I should HOLD or SELL.Appreciate your usual excellent advices & services. Merry X'mas & All the Best for the New Year

Q: Hi Peter,
Can you give me your opinion on alaris and should I continue to hold? thanks Clare

Q: Hi Peter and Co.

May I have your opinion on this bond...TRANSALTA MTN 6.4% 18NV19? The bond is presently trading at $110.36*, and I do have a nice capital gain. I have no problem holding the bond (in my RSP) until maturity, but am concerned about the safety of the bond considering the price decline in TA's stock price. Your thoughts are appreciated.

Merry Christmas to the staff at 5iResearch.

Arnie

Q: Hi guys,

I have 2 separate questions, but I thought it would be simpler to submit them both together.

1 - Given the recent bounce in energy stocks, do you believe we've put in a bottom in oil and the energy shares or do you think its just a bounce to be followed by renewed selling pressure. Despite the strong performance in shares like CPG and VET, RSI indicators still show that these stocks are not close to overbought yet.

2 - I have no fixed income exposure. I'm fairly young at 36 years old, but I want to increase exposure to fixed income over the next few years as interest rates, potentially, start to rise. What type of fixed income products, do you prefer? Corporate debt, rate reset preferreds, GICs (if rates get high enough) and should I stagger these purchases after central banks start raising rates or wait a bit after the first rate hike and then purchase.

Thanks for your help and happy holidays!
Jason

Q: I own vsn, vsn.pr.a and vsn.pr.c.
Today Scott Barlow in the Globe and Mail has singled out Veresen one of the companies that could be vulnerable because of their high debt level. Do you share his views? Are the dividends safe for both VSN and the preferreds? Do you recommend holding these shares?

Q: Peter and Co.
For a while you favoured Boston Pizza but now you favour A&W. To me they appear to be similar except in size. I have been considering BPF but seeing a local BP close has me wondering if there is something going on that is below my radar. Can you please explain why you now seem to favour A&W and is BPF OK? Thanks in advance and I wish you all and the other members a Merry Christmas and a Happy New Year.
Gary

Q: IPL sure had some strange volume trading today -25 million shares - what would do this?

All the best of the Season to you!

Q: Hello- CSE provided an update yesterday - adjusted Ebitda is expected lower than 2014 ...what do you think of the company's long term prospects? Buy , sell or hold??
Thank you

Q: Dear Agent. Would this stock be a solid buy.Eddie

Q: What are your thoughts on Enbridge and Pembina Pipelines now after the big drop? Is it a good entry point or will there be more weakness if the price of oil continues to drop? Also, Will they be affected if interest rates start to rise in the States next year? Which one do you prefer?

Thanks