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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 Folks. This is really not a question but rather an addition to the discussion. On July 11 RBC came out with a report downgrading HCG from market perform to under perform. It seemed quite well reasoned to me and made the point that RBC now sees HCG as a steady growth company rather than a high growth company. They think this problem is specific to HCG and not industry wide. They think HCG can deliver double digit EPS growth long term but in the near term it is likely to be low to mid single digit.

Ross
Read Answer Asked by Ross on July 14, 2015
Q: Amaya is showing a little bit of strength here. Is there any specific news or rumour or just the variability we are used to.
Read Answer Asked by James on July 14, 2015
Q: Apparently Scotiabank issued a new report on Avigilon. Do you know what they had to say and do you agree with their analysis. Thanks.
Read Answer Asked by wendy on July 14, 2015
Q: Hi Peter and Team,

We hold HCG in several accounts.

It's down substantially in our grand children's RESP, so we probably should just hang on as it's only 3.2% of a well diversified portfolio that won't be needed for over four years.

However, in my RRIF that holds many 5i recommendations, I'm still up over 8% as it's been a long-term holding. Should I hang on and "hope for the best", or swap it for another divided paying financial stock that has better prospects going forward? (We hold BNS in a margin account).

As always, your advice is highly valued.
Read Answer Asked by Jerry on July 14, 2015
Q: Which of the following would you select at this time for an income account: AFN, AD, CSH.UN, CHE.UN? Sector concentration is not an issue. Thanks, Barrie
Read Answer Asked by Barrie on July 14, 2015
Q: HCG took a big hit today on downgrades. Yet its ROE is still above 20% and it is a dividend grower. Concerns are over lack of growth of new single family mortgages and conservative policies. I would look at this conservative approach as positive in present housing market. I have a small position in HCG. Should I panic or use this low price as a buying opportunity? Thank you.
Read Answer Asked by Michael on July 14, 2015
Q: I am looking at Gamehost to add for income. Two areas of concern are the current ratio of 0.57 for which you give a rating of C plus, and the possible weakening of the Alberta economy. In the case of the current ratio they have recorded a large amount for current portion of long term debt. Does this mean they will pay out this amount shortly?
Also on the Alberta economy,I am wondering what indicators you are monitoring that would cause you to lower your rating?
Many thanks
Mike
Read Answer Asked by michael on July 13, 2015
Q: I have recently renewed my membership for another year and thank you guys for helping to keep me on track in a complicated investing environment! My question - Could you please suggest half a dozen Canadian companies, in addition to the Canadian Banks, that pay a decent dividend and do at least 50% of their business in the United States. These companies must not be involved in the oil and gas industry and must not be headquartered in Alberta. Many thanks!
Read Answer Asked by Paul W on July 13, 2015
Q: We are retired, elderly, and need the dividend income we get from our portfolio as below:

Pipelines, 8.51%: PPL, TRP
Utilities, 12.52%: BEP.UN, EMA, RNW
Telcoms, 9.11%: BCE, T
Banks, 22.47%: BMO, BNS, CM, RY, TD
Reits, 13.38%: CUF.UN, HR.UN, MST.UN, SRU.UN
Industry, 22.81%: BIP.UN, DH, NFI, NWC, PKI
Cash, 11.2%

I would like your opinion on adding one or two steady eddys that pay a decent dividend along with some growth potential. Would FTS and TRI fit our needs, or do you have better suggestions. Thanks, Ted
Read Answer Asked by Edward on July 13, 2015
Q: Hey folks, you have an update out on AFN rating it a B. Could you please compare AFN to AGT. Which is more stable? Which has more growth? With AFN at B, what would you rate AGT? Thanks for your comments.
Read Answer Asked by Noel on July 13, 2015
Q: Hi guys,

I'm looking at adding a growth stock with a modest yield to my RRSP over the next few months before October. Why would you recommend at today's prices from the following: Constellation Software, CCL Industries, Brookfield Asset Management or Magna. I know the companies and sectors are all a bit diverse, but I have room to add to all of these sectors without being overweight. I'm leaning towards Magna, but I wanted your opinion.

Thanks,
Jason
Read Answer Asked by Jason on July 13, 2015
Q: Good Morning.
On July 6, you indicated to Peter that BOS is Materials or Industrials.
TSX says it is Consumer Cyclicals.
Your final decision? Thank you. sarah
Read Answer Asked by sarah on July 13, 2015
Q: Hello Peter & Co,
Would AFN fit as a single stock holding (combination of yield and growth) for exposure to the Agricultural segment? If not, which?
Thanks,
Antoine
Read Answer Asked by Antoine on July 11, 2015
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