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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 am a fan of the Brookfield group and own BEP.UN. Looking at buying BIP.UN.However, this co. is concentrated in Brazil and Australia with assets that are to various degrees commodity related, ie, ports and railroads. Should this concern me? I am a long term investor Thanks
Read Answer Asked by Derek on August 27, 2015
Q: Hi GREAT Team. Similar to Terry's question on Aug 26..I own M, BNS and SLF within my RRIF. I am trying to add more US to my PFs. I would like to have BMO change one of these to US $. and save the conversion costs. Of the 3 BNS is always in the red for me.
But which one as if today would be best? Thanks again for all you do for us...cheers for now
Read Answer Asked by El-ann on August 27, 2015
Q: I have bumped into to two fund managers/portfolio advisors in the last week, and I talked to both about their investing styles. Both said they were sitting on a lot of a cash that they have built up over the last couple months.

One also said they were selling there winners ex/ ATD.B and planning to pick it back up at a lower price.

Do these fund managers know something that retail investors don't?
It seems like professionals sometimes say buy and hold, meanwhile they are selling.

Or are they taking a guess and going for it?

I am very patient long term holder and don't trade very often, but I am curious who is doing all the selling in market down turns?

Cheers, Colin
Read Answer Asked by Colin on August 27, 2015
Q: Intertain dropped from $18 to $11 in less than a month and now erased all gains for the year. Are there any hidden problems with the stock? Any explanations for the steep decline (aside from bad markets or cashing profits)? It is now among the worst decliners in my portfolio among with few other former 5i favorites such as FM, PHM, SGY, and AVO...
Read Answer Asked by Michael on August 27, 2015
Q: Greetings,

I have always wanted to own one of the Canadian railways but they have always been too expensive but it looks like a great opportunity now. I had initially wanted CNR as I thought they had less exposure to oil shipments and are about 2 pts cheaper on a valuation perspective but I may have misread that. If you had to choose one over the other today, which would it be.

Thanks for all you do!
Read Answer Asked by kelly on August 27, 2015
Q: Hi peter and team,

Disappointed with the performance of these 2 today especially considering how oversold they are. Do you think the betfair merger is cause for concern?

Thank you as always
Read Answer Asked by David on August 27, 2015
Q: Good afternoon Peter and the Team

With the latest market insanity would this be a good time to purchase HNZ-T in an RRSP for a 3+ year hold. Your thoughts.

Cheers
Marc
Read Answer Asked by Marc on August 27, 2015
Q: I am considering selling IPL and buying CNR. Which company has better prospects for earnings growth and dividend growth over the next five years? And which of the two is lower risk?
Read Answer Asked by Joel on August 27, 2015
Q: Hi Peter and Team, with the recent volatility in the market, do you think the gains made are head fakes and we will test lows again which would give good buying opportunities?

Thanks again,
Charlie
Read Answer Asked by CHARLES LA on August 27, 2015
Q: My question concerns the degree of volatility in a stock market. It is my perception the individual investor has virtually no influence on a stock price. They are simply too small of a player, even in grand total. The market is really controlled by pension funds, hedge funds, mutual funds etc. These are the people who should act rationally. When you see a market go crazy on the down side like this past Monday there had to be a lot of sellers willing to sell at a much lower price than the week before. I ask, who are the sellers? The retail investor wouldn't affect the market and the big players would know better. Please educate me.

Many Thanks

Paul
Read Answer Asked by paul on August 27, 2015
Q: I AM READY TO INVEST $250,000 (15 % OF MY PORTFOLIO)IN 10 DIVERSIFIED CANADIAN LARGE CAP WITH SAFER- HIGHER DIVIDEND . WHAT ARE YOUR THOUGHT?
THANK YOU FOR YOUR HIGH QUALITY SERVICE.
HIGH REGARDS.
Read Answer Asked by manochehr on August 26, 2015
Q: Would you please comment on this company. What percentage of it,s income is derived in US dollars.
Read Answer Asked by Ron on August 26, 2015
Q: My dad is 65 and will retire in 5 years. He has been 65% invested in bonds until today. He is ready to slowly buy stocks if the correction continues. last week, I bought him two positions: ZPR + National Bank. He likes dividend payers. He also likes the idea of buying stocks that his mutual fund cannot buy, that is, illiquid stocks. (1) How would you rank AW.UN, LIQ.UN, PZA.UN, CHEM.UN (2) Even with the large pullback, LIQ has a PE of 20. If the US fed raises rates and Poloz doesn't, do you expect expensive high yielders such as LIQ to take a hit, or, the opposite, since retirees will still need to seek tax-preferred yield in Canada? Thank you for your help!
Read Answer Asked by Matt on August 26, 2015
Q: Hi,
I have been watching uni-select for awhile, the only concern I have is that I already own a a small weighting of magna and exco. Is uni-select comparable to auto parts manufacturers or is less cyclical? Could you give a description of it and maybe some other metrics like ROE etc...
Thanks guys
Read Answer Asked by Marie on August 26, 2015
Q: Peter/group I have a belief that our $ is headed significantly lower. I would like more exposure to the US - I want to buy from a basket of stocks /my criteria is it must be Canadian but also traded in the US as I want to buy in Canada but then have my broker change it to us account to save some $. I realize the following stocks are in different sectors but would value your opinion. Please feel free to suggest others that also fit the criteria.
MG (Magna),
MX (Methanex)
BNS (Bank Of Nova Scotia)
BAM (Brookfield asset management
Read Answer Asked by Terence on August 26, 2015
Q: I've been out of stocks for a few months and bought income positions last week as follows:
Full - POW, ISV, SPB, SLF
Half - ET, CSH.UN, SIA, AD,CHE.UN, BPF.UN, DR, ECI,ZWB, VNR, TMA, FSZ, SLF

Are there any half positions you would not double soon.?

Thanks for the opening comments Monday morning.
Read Answer Asked by Tim on August 26, 2015
Q: I own these stocks and they are significantly under water. They are not a very big position in my portfolio. Would you have advice on them in regards to being a buy, sell or hold. Reason behind rating would helpful.
Read Answer Asked by Anthony on August 26, 2015
Q: When I see the futures market way down like it was going into Monday's open and there is a stock I am hoping to scoop up at a lower cost am I better to put an order in at the "market" price or to enter an actual dollar amount before the market opens?
Read Answer Asked by TK on August 26, 2015
Q: With the recent turmoil in the markets and slowdown in China how likely is it that the Fed will increase interest rates this year? What are the implications?
Read Answer Asked by Albert on August 26, 2015
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