Investment Q&A

Q: Hi 5i,

What do you guys think about the recent financing of bam.a? This is a stock I have been looking to buy for a while. I am looking to perhaps sell home capital and replacing it with brookfield. I am a little cautious about valuation however, all the great stocks are always expensive.
Thanks for the great job, and keep doing those blogs!!

Q: Could you please sequence the below stocks taking into account Macro factors, sector, industry and most important company specific factors.
Using roughly the following criteria:
1 capital preservation
2 Dividend yield and growth prospects
3 quality of management
4 recession resistant ( some )

CHR.UN
DRG.UN
CAR.UN
LW.UN
MBK.UN
AW.UN
BEP.UN
CHE.UN
ECI.UN
ENB.UN
PZA
WIR.UN
ALA.UN
I own some of the above but adding would not be an overweigh issue. I am overweight energy.
Comments would also be appreciated
thanks
Yossi

Q: Peter,
Carmanah want to issue 40% of the existing float, will ask shareholder approval (done deal, of course...) get insiders to buy 500000 shares that (i think) will be sold immediately to the brokers as kindle for shorts. I called the CFO who was "surprised" by my call. This deal I do not like, but as usual I could be very wrong or not. This is a company that I have followed for 13 years and had his share of hiccups but riding the solar wave has given the new CFO wings to call Canacord, Comark (upgraded the stock to to pick 03/31..) and Salman (upgraded the stock from 3.15 to 4.6 0n march 5th..)as underwriters.
Are we facing down the road the days of reckoning or is this regular business deal.
Your experienced judgement will be appreciated.

Q: Is this still going to be sold?

Q: I own WSP/AW.UN/HNL/CGX/STN/BDI/CRW/IFP. Are all these stocks considered as services stocks? Since I own so little of each I would like to sell some and increase the holding in the ones that I should keep. Which ones should I sell and which ones should I keep?

Thanks
Dolores

Q: What two relatively safe stocks would be good addition to the following list of stocks: BAC, BEP.UN, MFC, ET, T.

Thank you.
Milan

Q: With oil prices stabilizing or increasing, what are the implications of the reduction in the high fuel margin tailwind that resulted from falling fuel prices? Is recent weakness just profit taking or is this part of the reaction to high multiples in the consumer staples sector. I have reduced my position from 28% to 17% over the last few months. Would you recommend reducing some more? To what level?

THanks,
Hans

Q: What % range would you consider acceptable ( min to max ) for financial stocks for a middle aged dividend investor with 7 years to work and a goal of building up a portfolio that will pay dividend income upon retirement. I invest in all sectors with ETFs, individual stocks and a small number of mutual funds ( Chow etc ). My portfolio includes small mid cap and large cap, both in Canada and worldwide. I find even non industry specific ETFs are on average 20% in financial stocks. Tough to keep under 20% when you start buying PWF, BMO, BNS, SLF etc.

Many thanks

Paul

Q: Atd.b has not had strong technicals lately, coupled with what I would call heavy inside selling, in excess of 29m. Could I please have your further thoughts
Thanks

Q: Keith Richards at Value Trend Wealth Management who appeared on BNN Market Call Tonight is of the view that S&P500 could see a 20% plus correction this summer. His reasoning was primarily based on Technical Analysis. He also mentioned that at present, retail investors (dumb money) are twice as much bullish as sophisticated investors like pension fund managers (smart money). What are your thoughts on this prediction for an imminent market correction?

Q: I am a shareholder fo this one. Fro the past few months it has inched up hitting new highs almost every week. How do you intepret this kind of trading? Is it possible evidence of quiet accumulation by a fund or institution? No reported inside buying except for some smallish trades as recently as this week. I can see it being taken private by the Pollard family or bought out.

Q: Hi Gang Do not paint all Prefs with the same brush I hold 18% in the above prefs and classify them as fixed income .My fear is when they are called is my tax liability .I hope they are not called and have not traded below issue price for a long time I even sold some for$28 a few years back .But I agree with most of your assessment on pertpetual prefs in this interest rate envoiment.
Regards Stan

Q: TD seems to be having a problem again with its site. (streaming quotes etc.)

Q: what is the difference between the A and B shares. One seems to trade and the A shares hardly at all? Thanks as always

Q: hi gang any thoughts on this co PJC-A.TO I am looking to buy as a long term 2-3 years . thanks.

Q: I would appreciate your suggestions regarding my asset allocation. I am 74 and have an income portfolio that is 55% fixed income including preferred shares and 45% Canadian equity. The equity component is as follows: 15% financials, 18% reits, 17% utilities, 7% telecoms, 19% manufacturing/industrials, 17% technology, 2% healthcare, 5% consumer discretionary and 0% energy/materials. What changes to this mix would you recommend. Thank you, Barrie

Q: When buying a company is it better to buy in only one account or purchase the stock in several accounts? I currently own SGY but in both the RRSP(2) and TFSA(2) account. Going forward with buying some stocks recommended from your portfolios just wondering if it is just better to purchase the amount up to 5-10% in one account?

Thanks
Dolores

Q: What are your thoughts on Potash and do you think it will continue to raise it dividends in the future? What would be a good entry price?

Q: I have been watching BLD for the past couple monthes. It looks they are having a lot of progress recently with the Buss order from China, Fuel cell tram demonstration, and especially had signed contract with Ardica for the development of portable military fuel cell batteries. Do you know any more details about these activities or contracts and what do you think about this stock now (current price vs upside potential)?

Thanks,

Adam

Q: Nike, Under Armour and Performance sports have all performed amazingly well over the past 3 to 5 years. Nike (only) pays a small dividend. Is it reasonable to expect these companies to continue this growth and is the current growth coming from the new Asia/African markets?