Investment Q&A

Q: I would like your opinion of selling NA (my current holdings of NA are 13.3% of a total CDN-Margin A/C dedicated to financials of 42.9 (RY & TD). The only other holding is CNR (56.2%)... I know it is way overweight for a single holding, but suffice to say I know this and am prepared to carry this risk (it has worked out well for 20 years)
My thoughts are to buy BCE (1000 shares) & EIF (1000 shares) to diversify a bit from financials. I currently hold no telecoms, and I like the dividend paid by EIF (assuming it is fairly secure).
Your thoughts would be greatly appreciated.

P.S. My capital gains on NA would be offset by losses on BB.

Thanks in adavance,
Scot

Q: Hi Peter and Staff
All 3 bought small positions in based on BNN experts...down on all 3 large......any of them worth averaging down on?
Thanks for all you do
Dennis

Q: On Sep 28,You chose the following stocks for my risk aversed 27 yr old daughter:SJ(Investment a/c),POW,CGX & ATD.B(Rsp)& CSU,BIN,MG & GIL(Tfsa).Please advise if the selections are still effective & any changes.Is this a good time to star?.How much has the strong gain in October taken from November & the rest of the year? Appreciate your usual great services & views

Q: Good morning, what are your thoughts on CGC Q2 results?

Q: Recent strategic review. At a major turning point. The product appears to have potential. Speculative . For a speculative play at what point do you enter. Before or after results of current review.

Q: In my well-diversified portfolio, in your opinion, which of the following should be sold for better returns at this time? AWF-N Alliance Bernstein Glbl Fd; AV.UN-T Aston Hill Advantaged T/U; EMP.A-T Empire Company; FCAU-N Fiat Chrysler Automobiles; HLF-T High Liner Foods; RUS-T Russell Metals; STB-T Student Transportation. Thank you
Thank you

Q: Good Morning Peter and team, I'm holding a number of stocks which I could charitably classify as "dogs". They include, ZAR,MGO,RET.A,NGD,TCK.B. All of these now make up less than 1% of my portfolio. On the brighter side I do have a few winners. (Thanks 5I) I'm up to 9% on CSU and 7.5% on ESL. Should I sell all of the dogs and trim back to 5% or so on the winners or should I try cover more of my losses and sell all of my winners. I would then buy back to 5% in 30 days. Thanks for your advice. Rod

Q: HI
Why are BCE and Telus a recommended "buy" when they both have not met their estimates.
Margita

Q: Hi,

Can I have your opinion on Cara with the new offering out today.
I'm invested in various stocks from all three portfolio's with an emphasis on dividends and some growth.

Thanks, Carl

Q: I currently own WEF and was thinking of adding some ADN. I like the yield and the fact that Brookfield is the major shareholder. Do you prefer one over the other? Would also appreciate your industry outlook. Thanks

Q: Ho, I'm looking to take a few aggressive growth positions that have been beaten up lately and hold them inside my TFSA, I have $40k to play with, this is what I'm looking at,PHM, PUR, IT and BOS. please let me know your thoughts and if there are other positions you would consider more attractive.

Q: Am considering adding a construction company to my portfolio. Between Stella Jones (SJ), Aecon (ARE) and Bird (BDT) which one do you prefer? Or should I just take a small position in each?

Q: I am thinking of adding Potash Corp to my retirement portfolio I do not have a lot of faith in commodities How strong is this company financially What is their payout ratio and how strong is their cash flow Thanks
Paul

Q: In response earlier today you indicated insiders own 9%. AGM info and 2014 press releases indicate Oakwest Corportation (Beutel Family Office) owns 29%/31% respectively. Would you view Beutel family involvement as positive, negative or neutral?

Q: You thoughts on the asset sale to Bell would be appreciated, in particular how this may change free cash flow (and dividend protection) going forward and is this not also setting up the value of the company in the event of a buy-out?

The sale price for Movie Central, Encore and HBO Canada was $211 million. They state that this was derived by taking adjusted 2015 segment EBITDA multiple for Pay TV of 6.7x.

Fiscal 2015 Corus had $260 million of TV segment profit.

Even ignoring the value of the radio stations (let's say that they wash out against 'Corporate' and other costs in the event of a break-up or buy-out), wouldn't this put the value (based on what Bell paid for the above) of the remaining TV component at $1,530 million ($260 million x 6.7 - $211 million), or above $17.50/share? Or am I taking a too simplified view of the break-up value of the assets?

Q: Could you comment please on the sale of Allstream. How does the deal rate? Does the sale impact MBT growth prospects and does the Allstream sale make it likely BCE or Telus would / could buy MBT soon? Thanks so much.

Q: May I have your thoughts on the recently announced PGD $7M rights offering announcement. They just raised $15M last October. This one seems rather convoluted. The combined resulting dilution from both rights offering appear excessive.

Thanks Mike

Q: Can you tell me what the difference is between TPX.B and TPX.A. Can I get your opinion on current valuation and if you like the stock or not.

Q: Hello -

I am considering selling my Diageo PLC stock and replacing it with either ADW.A or CSW.A for currency/account reasons. Which of those two makes the best long term investment for a dividend growth investor.

Thanks.

Jim

Q: Hi 5i: The stock market situation has changed a lot since I last did any rebalancing. Could you therefore tell me what weights you would now recommend for the 10 TSX sectors. Also, what sectors would you assign to MAL and BOS which Morningstar calls Basic Materials, and to DRT which Morningstar calls Services. Many thanks.