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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: I was fortunate to hold a full position in Regal Lifestyle, and sold when the take-over bid was announced. Now I have some capital gains to deal with. Currently my 2 worst performers (in a loss position) are Medical Facilities (DR), a fairly recent purchase and Gamehost (GH), which I have held for years. The combined capital losses in these would offset my gains in Regal. I am thinking of selling both, with the intention of buying them back after 30 days, as I don't expect significant changes in their price in the near future. Does this seem reasonable to you? Do you have a preference of one over the other (ie would you buy back both, just one or just move on)? Both stocks are held for income and combined make up about 3% of my portfolio

Thank-you
Read Answer Asked by grant on July 11, 2015
Q: Your comments on their Q2 results posted today, please. Same-store sales growth was flat, do you know what they have historically been able to grow this metric at?
Read Answer Asked by Adam on July 11, 2015
Q: Are there any other canadian blue chip stocks that have never had to cut their dividends. I bbelieve the canadian banks fit this bill but not the telcos. I think maybe SLF. as well from the insurers has not cut its divvy.

Thx Blake
Read Answer Asked by blake on July 10, 2015
Q: One of my designated long term investments - XTC just went over in the "overbought" territories today (RSI - 72.02). What usually follows after it reaches this threshold? Do SP a). usually retreat for good, b). retreat and then restart the climb again shortly, or c). going sideways from that point on?

If it's b). I might try to lock in the profit now and buy back at a lower price later. Is that a sound strategy? Your insight is much appreciated.

I have no experience in handling runaway winners. I'm good at dealing with losers though, lot of experience there.
Read Answer Asked by Victor on July 10, 2015
Q: I had a bond get called in the fixed income part of the portfolio. I'm looking at Great Canadian Gaming July 2022 6.625% bond. The bond is callable in July 2017. Do you think the consent solicitation earlier this year is a sign they will call the bond early?
I know your not really into bonds, in your opinion would it be a better idea to consider giving up some yield to possibly get some capital gains in one of these 2 convertible bonds:
Element Financial Jun 2020, YTM is only 2.3%, but its convertible 22% higher than todays equity price.
DH Corporation Sep 2020, YTM is only 3.5%, but its convertible 30% higher than todays equity price.
Read Answer Asked by Ian on July 09, 2015
Q: Any comments or thoughts on today's meltdown? Would you buy hoping for a bounce?
Read Answer Asked by Donald on July 08, 2015
Q: Good morning...with the ongoing turmoil in the markets....I am looking at selectively adding my portfolio over the next 2 to 3 months if we see things settling down...what would be your top 5 picks for potential l 'SCREAMING BUY" based on quality stocks beaten down.... based on overall market sentiment...buying opportunities for 4 to 5 year hold...not really a question of timing..

Thanks
Read Answer Asked by Matthew on July 08, 2015
Q: Hello Peter & Co,
I am very pleased with my 8.6% portfolio performance in the first half of 2015; this performance continues the trend of 17%total return per annum for the past 6 years.
However, my exposure to the industrial / infrastructure/ transportation sector is quite narrow with only BIN, BIP.UN and CNR; I also hold LNR and MG but I have placed them under Consumer discretionary.
Could you please suggest a few names to fit in that category?
Thanks,
Antoine
Read Answer Asked by Antoine on July 08, 2015
Q: Please compare AFN with AGU. My tendency would be to side with AGU based on its size and more favorable stock performance but I see you have some positive comments on AFN.
Thanks for the great service.
Rob
Read Answer Asked by Robert on July 08, 2015
Q: Hi 5i team
What do you think the effect will be on the TSX traded DHX.B stock share price of the announcement today of issuance of 8.7 million voting and non-voting shares. Should we be concerned of a drop in value?
regards
Kathy
Read Answer Asked by Kathy on July 07, 2015
Q: Hi Peter, I need to deploy some capital and wanted to pick 3 names up during this "Grexit" correction. Can you please suggest 3 of your best names based on total return basis for a 5 year hold? (Fyi, I hold all the stocks of your growth portfolio, but I can also double down if you suggest)
Read Answer Asked by Sridip on July 07, 2015
Q: Good Afternoon Peter, Ryan, and Team,
In my wife's RRSP she holds a position in Fiera Capital (FSZ-TSX). Her account holds most of the companies in your Model Income Portfolio. She will start taking money from this account in 2-3 years. I see that you now have included IGM Financial in the Model Income Portfolio. FSZ has had better dividend growth (lower yield though), is as cheap or cheaper than IGM, and FSZ is run by a savvy management team. Does it make sense to switch from FSZ to IGM ??? Thank you, as always, for your sage advice. DL
Read Answer Asked by Dennis on July 07, 2015
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