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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: Hi, I have owned NWC for about 5 years. It has come down this year as a result of several poorer quarters. I am considering selling it as I am concerned that another weaker quarter will send it even lower. Firstly, do you think this is a good idea. I also own a half position in ATD.b., bought in January, 2014, and am considering adding to this position if I sell NWC. If you feel this transaction is a good move should I wait for a pullback in ATD.b as it is near the top of its range or would you consider another consumer company instead. I am looking for a long term position in the consumer staples area. Thank you for your assistance. I do appreciate your site and the work you do. Lynda
Read Answer Asked by Lynda and Michael on October 28, 2014
Q: Hi Peter & team,
What is your opinion on UFS - it's down for a long time now.
What is it prospect of recovery?
Thanks,
Morris
Read Answer Asked by Morris on October 27, 2014
Q: Is there any merit in these NOTE's other that ROC payments ?
TD Canadian Companies-Linked Barrier ROC Notes, Series 2 Principal at Risk
Read Answer Asked by Ben on October 27, 2014
Q: I have a sum of new money to invest and would like to invest 20% of it into the 'bond side' for balance. Ignoring what I may already hold in bonds, could you suggest an ETF or ETF's that would be an appropriate purchase? Would the ETF's in your income portfolio be appropriate?
thanks
Read Answer Asked by Joe on October 27, 2014
Q: Hello Peter & team,
I already have 10% of my portfolio in O & G stock and do not wish to go higher. In this context do you consider cfw,tcw frc ses, pd & tdg in the same group or is their movement pattern different? Any reason why the are up/flat today while O & G
stocks are significantly down?
If Oil & Gas stays at $80/85 & < $4 respectively, will demand for their services decline? Would PD & TDG suffer more than the other 4 with prices as above? Finally considering that they are still down 30% from peak would you consider any of them worth
buying & if so your preference or any other similar stock that
you like?
Thank you for your guidance.
Tony
Read Answer Asked by Winston on October 23, 2014
Q: I have roughly a 14% position in Altagas (ala), Pembina (ppl), and Interpipe (ipl), collectively. I was thinking of selling one entirely or part positions in all three and using a portion of those funds to purchase Shawcor (scl) which is trading around 12.45x 2015 earnings.

To make up for the lost dividend income, I plan on purchasing Sunlife (slf) as I only have a 1.85% exposure to the insurance sector (I have pwf).

Any thoughts? Thanks again, as always.

John
Read Answer Asked by john on October 22, 2014
Q: I purchased MFC at 14.75 and it's now at 20.40 an increase of 38%. I have now read your article on how interest rates would affect MFC vs. SLF. Is it wise to switch to Sunlife @ 40.00? My theory is that the cheaper stock will have more room to run and that rates will not rise significantly for at least a year.

Thanks for all your advice
Read Answer Asked by Valdis on October 22, 2014
Q: What do you think of the sale of assets announced yesterday and also the coincidental purchase of aircraft assets. I've owned this a few months and its up 11% this morning. I admit I'm having difficulty figuring out what this might all mean to both the risk and growth profile for this company . The sale at 200 million is big numbers for a small cap like this. Thanks
Read Answer Asked by Gilbert on October 21, 2014
Q: EIF is rallying recently and has reported selling it's US Westower unit yesterday. Would appreciate your thoughts on company prospects going forward.
Read Answer Asked by richard on October 21, 2014
Q: I'm interested in income with growth if it happens, but not a major consideration. For the 10% utilities holdings I'm looking at equal amounts of VNR and ZUT. What would you suggest if you don't see this as a good idea. Thanks.....
Read Answer Asked by Tim on October 20, 2014
Q: Hi, What do you think about Noranda Income Fund?
Read Answer Asked by Jeff on October 20, 2014
Q: hello, for fixed income portion of portfolio do you consider bonds as a better bet or stable low beta low risk utility/toll collector type stocks - ie BEP.UN, BCE etc. if bonds then which you recommend in current environment - XHY or cbo or chb or cab. if other category, then which ones you rec. thanks.
Read Answer Asked by RUPINDER on October 19, 2014
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