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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,

I am considering purchasing Telus as a long-term hold for a combination of rising dividends and capital gains. From the previous questions and the fact that it is in the balanced portfolio, I see that you like Telus. On BNN, some of the analysts are worried about Telus due to its Western exposure, given low oil prices as well as other factors that may cause a further slowdown in the economy of Western Canada (Such as Provincial and Federal carbon taxes, etc..). Do you think that this concern is exaggerated, or is it a serious concern that you may factored into your assessment of Telus? Also, for how long do you think that Telus can continue increasing dividends yearly, or twice a year?

Thanks,
IF
Read Answer Asked by ishay on January 04, 2016
Q: If I have 30k to put in the balanced and 30k to put in the growth portfolios, what would be an appropriate number of stocks to hold in each for diversification?

I'm on a 15 yr timeline.
Thx much.
Read Answer Asked by Rick on December 31, 2015
Q: Now that tax loss selling is over, and you can see which stocks actually were sold off, which stocks in your Balanced and Growth portfolios do you consider most likely to bounce back?
Read Answer Asked by Alan on December 29, 2015
Q: Will you be reviewing and manicuring your portfolios for 2016 In view of the ever changing market scenario? If so what would be your general approach? Happy New Year guys.
Read Answer Asked by Arthur on December 28, 2015
Q: I have some cash to deploy in a small non registered account (part of a larger, diversified portfolio) which I use for stocks that give both income (for the div tax credit) and growth (mid to long term time- frame). My overall portfolio is well diversified. I am looking at one or two of tcn, bos, xtc & wsp. (I would try and pick up xtc/wsp at a bit of a pullback). Would you have any strong preference ? Or, do you have other recommendations ?
Read Answer Asked by Alexandra on December 24, 2015
Q: Am I correct in interpreting Mr Entwhistle's purchase of $10m of Telus shares as a large expression of confidence in the Company and as good news for Telus shareholders?
Can you speculate as to where the funds to make this purchase might have come from -- cash holdings (re)deployed, or would he have likely sold other holdings? It would really be interesting to know what, if anything, was sold to finance this purchase.
Thanks.
And may all of you at 5i, and all your members out there, enjoy all the blessings and peace of this holiday season.
Read Answer Asked by Lotar on December 22, 2015
Q: My question pertains to the loan Gud made to Extenway in June 2015. After looking at the Extenway financials I am perplexed to find a reason why GUD management would have entered into such an agreement in the first place. If their loan portfolio is anywhere close to this transaction I think there is a serious problem. Could I get your thoughts on this one.
Read Answer Asked by roland on December 22, 2015
Q: Hi I currently own CSU, GIB.a and SYZ in IT sector. Recently I have started positions in KXS and DSG. DSG has been acting very well recently and its share price is at 52 week high. KXS appears have settled around $45, after touching a high of $49, few weeks ago. There has also been fairly large buying in KXS, perhaps due to its inclusion in S&P/TSX 60 index. Most analysts are bullish on Kinaxis and believe that its early days for the company with huge growth potential in years to come. After strong quarterly results, analysts hiked their price targets on the stock between $50 to $54. Kinaxis also appears to have huge support from their present customers and high interest noted from prospects in company's recent conference. In your recent comments, you mentioned stock being expensive. I would appreciate your opinion, if both KXS and DSG are strong candidates to add to my present position at current levels. Thanks for your insight.
Read Answer Asked by rajeev on December 21, 2015
Q: Looks like Monday is going to be another bad day,law firm Goldberg releases a statement saying they are "investigating" Intertain,don't know what these slimballs are investigating,but the bozos in management better release a more forthcoming statement.First PHM,then GXI,now IT.Starting to cost me a lot of money!!!
Read Answer Asked by terry on December 21, 2015
Q: Just my simple macro.opinion.Investors must have confidence in co.management,who has attributes like honesty,"put the stakeholders first",delvery &/or overdelivery results,etc.Of course,financial metrics are also important. Investors do not like the excessive executives compensation of IT.When the short attack came,it is SELL,& ask questions later.As we are all awared that this is a nerveous market & a important event like short attack,quarterly results acquistions etc can cause substantial fluctuations either way.Recently there are companies that investors lost no confidence in the management resulting in big drop
Read Answer Asked by Peter on December 20, 2015
Q: I realize the damage is done to the share price but does the company's pretty pathetic rebuttal, so far, lead you to believe there might be some credibility to the short argument? I've read the short report and found it hard to follow but the jist I got was that earnings are being manipulated, management "appears" checkered, sales are slowing and debt is high.
Read Answer Asked by Richard on December 18, 2015
Q: A bit confusing, prior to short seller situation, there
were several buy recommendations with 12 MO $24 tgts,
so outside of short seller manipulation, (I see that failed
on BYD. un), what has really changed?
Thanks


Read Answer Asked by howard on December 18, 2015
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