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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 Team,
I own Bip.un as well as some Gif.un for infrastructure exposure (div & growth). Gif.un has performed very poorly since inception and bip.un has been great. I was going to add to my bip.un holdings at this level for a long-term hold (3-5 years) and sell my gif.un to fund it. what do you think of that strategy? stay with winner and sell the loser...
Thank you
Read Answer Asked by Douglas on May 19, 2015
Q: 5i
Could you comment on the latest earnings for logistec and enercare .
Should I continue to hold these 2stocks ? Is enercare still a potential buyout candidate ?
Thanks
Bill C.
Read Answer Asked by Bill on May 19, 2015
Q: Mr.Hodson, among these four stocks with rise of share price indicated for the past year, which one would you buy for the coming 52 weeks ?

GIB.A (50%)
SJ (67%)
CSU (116%)
AYA (340%)

Should you think this would be of interest for other members, I have no objection that your answer be viewed by all.
Read Answer Asked by Serge on May 19, 2015
Q: Good morning...we are approx 15 years away before any need to access RRSP...I have done well so far but feel I may be too conservative or too much time on my hands...I have a portfolio of approx 21 stocks..I have done very well with a mix of CSU, ES, MG, BEP.un...plus a mix of a few others...My question is regarding BNS (7.7%),H&R/REI.UN (7.5%)CGX (5.7%) IPL (5%) NPI (4%)...would you recommemd based on my time line I can risk a bit more...if so recommendations...Thanks
Read Answer Asked by Matthew on May 19, 2015
Q: Hi, I have no exposure to telecommunications in my portfolio and was looking to add a small position (2.5%) for diversification. Wondering your present top pick within the telecommunication space (in Canadian dollars) for a longer term horizon and the reasoning?
Read Answer Asked by Cameron on May 19, 2015
Q: I am in a big hole on BXE,YRI,SGY,FRC and WIN. Apart from these I hold AYA and AVO. What do you suggest??
Read Answer Asked by S on May 18, 2015
Q: Hi folks,can please get your opinion Q1/15 results wef/t.Sector in doldrums but would u rate wef buy,hold,sell.Thx as always,jb
Read Answer Asked by John on May 15, 2015
Q: Hi,Can I get your latest thoughts on CRP? Am intrigued by the Northgate terminal and wondering your take on the financials and overall outlook for the company.
Read Answer Asked by Cameron on May 15, 2015
Q: Hello Peter & Co,
Financials represent 8% of my RRIF portfolio; they comprise BNS, CXI, EFN and TD (I also own DH in my TFSA). I'm thinking of adding either Royal Bank or Sun Life or an ETF of US banks to my RRIF portfolio; could you please guide me?
Thanks,
Antoine
Read Answer Asked by Antoine on May 14, 2015
Q: Which of these stocks is the best buy and how would you rate them in terms of risk/volatility.
Thanks for the help.
Read Answer Asked by Ron on May 14, 2015
Q: He!lo Team, I'm curious about the motivation of DRT to raise money. I can see it if they were doing aquisitions but I think I read that the funds were going to be used to fund operations. As a growing and profitable company could they not have funded growth from cashflow? Is this not a negative on some metrics? Your insight is welcomed!
Thanks
Dave
Read Answer Asked by Dave on May 14, 2015
Q: Hi 5I team,
What are your current thoughts on RCL? Do you think it is a buY, hold or sell? would it fit more into an income portfolio or a growth portfolio?

Thanks for your help,
Terri
Read Answer Asked by Terri on May 14, 2015
Q: Home Capital Group: I am now down 16.4%. Bought it at $51.19. Given all your other most recent replies to other members, is it worth holding onto? Is it likely to recover, and become a good decent growth stock? Or should I cut my losses and sell it? (It's in a registered account.) If so, what should replace it as a growth stock? Also, Open Text has been declining in the past 2 weeks. I'm down 4$. Is it worth holding onto?
Read Answer Asked by Helen on May 14, 2015
Q: Hi Team,
What are your thoughts on Bitgold?The BNN interview this morning made complete sense to me.Is this a place for wait and see how foolproof the execution of their vision and how the algorithm runs in practice.Do you see any flaws in the model.
Read Answer Asked by ANDREW on May 14, 2015
Q: For fixed asset allocation in ones portfolio, can an allocation of say 20% of cash availble for investment be put in paying off a portion for mortgage (for those of us who still have one!)..The remaining 80% would be invested in stocks..does this make sense or is a combination stocks and bonds recommended.

Also in instances where one gets a lumpsum of cash for investment (long term), can flow through shares be used? Note: This lumpsum will result in one being put in the highest tax bracket. How does one effectively use Flow through share it as it is very risky in nature?
Read Answer Asked by Shyam on May 14, 2015
Q: I really cannot believe the beating that the railways are taking in the last week or so.They say that is is from the slow economy in Canada.Do you think they are over sold at this point and would it be a good time to buy.
Read Answer Asked by Allen on May 14, 2015
Q: I would appreciate your comments on the new rail safety regulations pertaining to oil transportation. The rails, including CNR appear to be selling off due to the impact the new regulations may have on expense ratios. Is this overdone?
Thanks,Hans
Read Answer Asked by Hans on May 14, 2015
Q: Hi Team,

I realize this is a totally apples to oranges comparison, but if you could only pick one of AVO or GUD for a 5 year hold, which would you choose? This is for a small position in an otherwise well-balanced portfolio. I currently own AVO but am tempted to switch to a company that has better market sentiment.

Many thanks for any thoughts you can share.

Michael
Read Answer Asked by Michael on May 13, 2015
Q: Eif and kwh.un both reported recently which do you like for income and growth. thanks
Read Answer Asked by don on May 13, 2015
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