Investment Q&A

Q: Why do you have so many stocks not rated (NR) in your portfolio even some of those with higher allocations? How do you arrive at your ratings? Perhaps as a newcomer i missed explanation somewhere that is given already. Finally how do I get a nickname? thks

Q: hi, ZRE is up 4.12% since 5i income portfolio purchase ( not sure the exact date of purchase for the income portfolio? ). the unit price is up 21 cents from 10 years ago, or about 1%. so basically holders of the ETF have gotten the dividend but nothing else really. I would have expected the unit price to be up much more than that since 2014, as property values have dramatically increased since 2014, as have rents. can you elucidate for us what is going on here ( im not convinced this is all interest rate action ). im wondering how well this ETF is tracking it's underlying holdings/investment thesis/philosophy? further, do you have data in regards the performance of ETF's in tracking their underlying holdings/investment thesis etc.? my guess is that they all "underperform" as they essentially are just another "equity" on the open stock market, sensitive to the irrationality of the markets? thanks for your insight! chris

Q: hi, can I get your current thoughts on these 3 from the growth portfolio ( I see they are all down in price since purchase ). buy, sell, hold? cheers, chris

Q: I started a 2 % position and it's performing very well although volatile. Trying to figure how to value it and how far to let it run. Any advices you may have. Long term high risk tolerance. Thanks john

Q: I notice you do not have NVDA in the growth nor the balanced portfolio. After the NVDA stock split, would you consider adding NVDA if you did not have CSU ? Thank you

Q: Hi group in view of upcoming mortgage renewals over the next 2 yrs. Do you see an increase in chip reverse mortgages which in turn should fuel growth in EQB " any idea how much of their business is in reverse mortgage's. In addition apparently lots of people cancelling or restructuring their house insurance what you thoughts and does an entry point make sense in IFC .

Also is JPM the way to play us banks or do you see something different What's your thought's on Financials overall going fwd. I am very light in the sector (1%) so can you make some recommendations

thanks for your help with this

.

Q: OTEX is closing in on my technical buy area. I've read previous Q&A and I realize there is currently negative price action, which doesn't really bother me as a long term buy and hold - unless you see red flags. Just want to make sure about a few things.

Does present cashflow make the debt levels manageable ? How about compared to debt-laden sectors such as utilities and telcos - say, during "tough times".

Is payout ratio really 161% ?

What is your confidence level in management ?

Q: On June the 3rd there was an answer to a question about using RSI and MACD saying these were 2 things that would give you a lot of information if the stock was worth buying. On my iTrade account CLS stock, the RSI on May 30th tells me that I may see higher prices and the price is recovering.

The MACD tells me the volume, closing price, the pattern duration (one week) difference between short and long term bars and the EMA is bullish. Could you interpret that in easier language in case I am misinterpreting it. Incidentally, today the CLS is $72.00. What I read on Scotia, it indicated the prices would be higher over the next while.

Was this an iTrade analyst who prepared this or did it come from a third party?
Thank you once again.

Q: Hi Team,
With weak growth shown from crm , and being that I am already tech heavy, would it be advisable to sell crm to add to propel and Eqb ? Both growing much faster with much cheaper valuations ; but in banking sector instead of tech . However in the alternative banking sector which seems to be much higher growth than the traditional banks currently .

Thanks ,
Shane

Q: Hi - you initiated a 1.5% position in PSI on Mar. 26 and then increased its allocation by another 1.5% on Apr. 9.

You were also asked a question about PSI in comparison to NOA and TVK on Apr. 1, to which you replied you like NOA and TVK.

"PSI is a much more cyclical business than the other two (TVK is less cyclical, and NOA is currently in an up cycle), which we would not be comfortable owning for the long term. In terms of total return, we think TVK and NOA could do well from these levels over the next three to five years given their cheap valuation."

Can you please clarify - what are you seeing in PSI that you like? Is it something you are comfortable owning for long term? Why did your comments seem unfavorable to PSI while you were acquiring shares in your income portfolio?

Thanks,

Q: I'm interested in an energy name that I can hold for a minimum of 5 years with good dividends and reliable long term growth? I'm torn between an ETF with less volatility like XEG and an individual stock like CNQ with its higher growth? What do you suggest? Should I wait for a better season?

Q: OpenText has had a rough ride over the last few months. Any insight as to what is driving this? Any thoughts as to if this might be a buying opportunity?

Q: What are your thoughts on DOO's earnings this morning? Buying opportunity or head winds are getting worse and best to avoid? Thx

Q: Hi there - it looks like a pretty decent sell off in HPS over the last few days. At what price would an attractive entry point be for a long term hold? Thanks!

Q: Hi!

Of these 3 companies updated in your yesterday would you consider any a “buy/add in 1/3’s” for a 1-3 year hold ?

Thanks!

Q: Why the big drop,earnings appear good??I

Q: Hi Team,
What’s your take on Eqb earnings? Is the name a buy , hold or sell today ?

Thanks ,
Shane

Q: a sunlife life insurance policy was purchased for grandchildren as an investment for them on the advice of a financial planner- I am embarrassed to say so far $9000 in annual premiums has been paid, with 11 more remaining before the policy is paid in full. If I cancel this policy it will be a loss. However; the dollars which would have gone to sunlife could be used for a better investment. Your suggestions would be welcomed. Thank you- (P.S.- I submitted this ? a moment ago-but my screen went black so I don't no if the ? was sent the first time)

Q: Hello Peter,
Other than Jason Donville's negative comments on Propel, could the insider selling be another reason for downward movement of the stock. I do find it surprising that insiders sold quite a bit, at much lower than the peak price. Could this be due to the stock options being vested on that particular date? I would appreciate your comments and thanks for prior responses. Here is the site i am referring to

https://ceo.ca/api/sedi/?symbol=prl&amount=&transaction=&insider

Q: what did you make of bns quarterlies? This stock has been a laggard for over 10 years and dividend increase yearly does not even keep up with inflation. They usually increase dividend this quarter [albeit very small] but this quarter have kept dividend the same . I realize they pay a 6.5% dividend but as a shareholder you would like to
see a rising dividend yearly especially if price has done nothing for years. What do you
think as a dividend investor.