Investment Q&A

Q: excluding patric horan which I know which are the best hedge funds or who are very good fund holders.

Q: Can you provide an update on Hudson's Bay (HBC) since its announcement of the REIT joint venture with Simon Properties and RioCan.

Q: In case you hadn't seen it there was good news today on NRG
Alter NRG agrees to Harvest takeover for $5 per share.

Rob

Q: I am holding the following losers. I am not sure if they are worth holding on to. Would appreciate your views. Thanks
VNP(-40%), CS(-52%). TBE(-52%), VXS(-52%), VALE(-47%, ECA(-39%).

Q: Several reports over the last few months mention that it's just a matter of time before more competition comes in from the U.S. do you see this happening any time soon, thanks? I got out of Dollarama about three month ago, but now considering getting back in.

Q: In response to a question today you recommended Loblaws in the Consumer Staples sector. I'm curious why not Metro when Metro has a much higher ROE and a lower P/E ratio. Also, would you recommend George Weston instead of Loblaws? Just curious. Thanks for all you do!

Q: LIF is down under 15.00 this AM. I understood that the Ex. Div. date was tomorrow. Is there some reason for the stock to be down today by such a large amount? Thank you for your previous reply and comment re this stock earlier this March

Q: Could we get your latest views on GUD. It's been off quite a bit the past few days. Is it good time to take a position?

Q: In the Consumer Cyclicals, I hold Linamar, Magna, Disney, DHX Media and a bit of BABA. In Consumer Defensives, I hold Couche-Tard and Saputo.

I was thinking I would sell Linamar from cyclicals and add Loblaw to Defensives, under the assumption that it's probably better at this time to have more weighting in defensives than cyclicals. Does it merit holding both Saputo and Loblaw, given that their charts parallel each other in an upward trajectory, with Loblaw slightly outperforming Saputo since about the end of October. I have a sense, from reading all your answers on Loblaw, that you expect good growth from them. If not Loblaw, would you suggest another name, please? .... or should I leave well enough alone, assuming there is still good growth in Linamar? Thanks for your advice, as always: you deliver a stellar service that is beyond compare!

Q: Hello Team,

Would it be possible for you to list the names of 1 or 2 companies in each sector but with a management which is similar to the ones at CSU, CCL, CXR, or AYA? I mean companies whose management has proven record in caring about shareholders, taking calculative risk to grow the business, and having meaningful skin in the game.

Given your vast knowledge of who is who in business, I hope this is not way too much work for you but I understand if you decline. Like everyone else I am just grateful that you are there for us all. Thank you!

Q: Hi folks; I was just wondering if you can give me your opinion on the Northwest Company (TSE:NWC). I'm looking for sustainable dividend stocks.

Thanks!
John

Q: Please advise five Canadian dividend growth stocks you can recommend at this time. Thank you, Barrie

Q: Could I please have your view on Air Canada? I bought some this morning. I really like the technical setup on the daily and weekly charts! It looks like the stock is just starting to come out of a very tight volatility squeeze. Any comment would be much appreciated! Thank you, Dwight

Q: Although we are still buried under mounds of snow here in the Maritimes, it is spring cleaning time. I am looking to get rid of some of my loser stocks for other opportunities.
Would you recommend bailing on any of the following? Or conversely, would any be good to average down on? I have a long term investment horizon.
GXI -34%
CVE -35%
ESN -57%
NTB -31%
RMM.UN -19%
AX.UN -3%

Thanks

Q: Peter Ryan and team
I have a limited accounting background I understand most of the ratio's eg ROE PE CF but I have great difficulty in figuring out how to calculate them on a complex financial statement

Could you suggest a course or literature to help members calculate the different ratios and determine debt levels etc

Everyone says do your own research and I want to become better equipped

Any suggestions would be appreciated

Thanks
Paul

Q: This company has hit new highs the pas 2 days on the venture. Ravi Sood is on of the principles behind what they claim is using the income trust structure as it is based on foreign assets--in this case renewable power on the fringes of the EU. Does the concept work? Is it for real and not phony magic?

Bryon from Elmira

Q: Could you comment on Pivot. They say they will initiate a 3 cents dividend in September and will convert the pref shares. At 30 cents , its a 10% dividend for a growing company.

Their last earning a few months ago showed a 10% increase in profit and they maintained 11% margins.

Q: Could you please comment on Logistec recent earnings (03/24) and the news release about expansion of their Montreal terminal? The stock had a great run, do you see more upside or would you recommend something else?

https://ca.finance.yahoo.com/news/logistec-announces-expansion-termonts-container-173000129.html

thank you

Q: I have a handful of blue chip (industrial?) U.S. stocks which I'm up 20 to 40%. UTX,GE,AMT,AA,GLW. I would like to think of myself as a long term investor but with all the indicators of rising interest rates and pull backs, should I look at taking some profit here? I'm usually guilty of hanging on too long and not selling. I'd be looking at putting it into what you recommended to Nick for his TFSA on 03/24/15 WSP or STN,XTC, HGC, WCP and / or ATD.B
Thanks

Q: Hello 5i team, This name reached all time high in January this year at $17.02, after that it keeps dropping. Now it is at $14.12. Even when the market is rising like today, it still makes new low. What is wrong with it? what should I do? I am fairly diversified now. If sell, please suggest a name to replace it. Thanks.

Lin