Investment Q&A

Q: At the beginning of the year I had to liquidate 30% of a taxable portfolio. I managed to sell stocks that minimized my income taxes, however, as a result I sold all of my Financials, Materials, Utilities and Energy stocks. I now have 10% to add back and will be contributing another 20% sometime later this year. I do not think I will be needing these funds anytime in the next 5+ years. I am looking at taking half positions in PKI; GSY; BEP.UN and AEM. Your comments about my stock selections would be appreciated.

Q: Hi Peter,

Great job on BNN yesterday !! In addition to your Top 3 Picks (I already own), could you please give several additional picks which are good buys at this time.

Thanks !

Dave

Q: Could I get your opinion of pros and cons if choosing between Parkland or ZCL

Q: Which of these two has better growth prospects in the near and long term? I need to raise some cash and have to sell one of them.
Thank you

Q: Trying to mirror the BE Portfolio and I am just missing the 4 listed stocks..I have started to buy some PKI but don't have any of AIF,AEM and WCP.WCP I know is down YTD and from inception but maybe this is good time to buy .Or would you suggest buying the other 3 stocks first.Thanks.Paul

Q: Do you see any compelling investment opportunities where the current share price clearly doesn't reflect the strength of the business?

Q: Following balanced equity portfolio. Don't own syz,telus, wsp pki. I can purchase 1 or 2. Which 2 would you suggest and why? I will be holding for atleast 5 years. T as always Steve

Q: Hi Peter and gang, looking to buy one of these co. Do all 3 co do the same thing? Supply gas.thanks in advance for the wonderful service.

Q: Hi there,

1) I have already greatly benefited from your service during the two months that I have been a subscriber. Previously, I had subscribed to ShareOwner, but sadly the founder Dr. Bart passed away. From ShareOwner I learned about ROE, debt/equity ratio, earning retention ratio, asset turnover etc. However, I presume there are some differences between the analysis for small to mid-sized stocks. For small to mid-sized stocks, should I focus on cash flow growth ratio, revenue growth ratio or any other specific ratios? What reading material would you recommend for learning about analyzing small to mid-sized stocks?

2) What is the relationship between the price of crude oil to the stock performance of oil-related consumer stock (eg. ATD.B, PKI)?

3) Having recently seen in the news that Puerto Rico has filed for bankruptcy, how do you think this will impact the financial market as many financial institutions hold Puerto Rico's bonds. Do you think this will impact Canada's mortgage rates and how so?

Thank you,
Lai

Q: Hi 5i,
Just wondering if you knew how PKI's share offering was moving along? Do you know if it was well received, or was it under subscribed? I'm wondering if the share price will drop after the closing date and if I could get a better price on it.

Thanks in advance!

Q: Your thoughts on ER? Looks solid to me. Thanks.

Q: hello 5i:
I'm looking at a possible upgrade for our portfolio, as almost all energy names are down (and substantially), to date. Please rank the following, best to worst, using dividend, safety and growth in that order as criteria. This is a long term hold, so > 3 years. And would ALA be a better fit in the Utilities sector than energy?
thanks
Paul L

Q: Looking to add a full position in your balanced equity portfolio ( which I am slow adopting). Currently overweight financial and energy so those are off the table. Could more or less add any other class and be ok for weighting. Recently added OTEX and ENGH as tech stocks so those are off the table along with MG, wsp. Which havew the best buying opportunity right now....wish I had picked up MX earlier this week when it tanked 4% on weak earnings...

Q: Which of these two for growth,income,and dividend increases in both the near and long term, up to 5yr hold.
Thank you

Q: hi. im looking to add 3 names to my dividend portfolio. can you rank these names for me for best investment choice for long term play and safety.

Q: Do you know if the secondary offering of PKI shares has closed? There is no confirmation on SEDAR and my broker (RBC Direct) hasn't participated in this (yet).

If it has closed, with the price holding above $29, would you consider this a good time to add?

Q: One report I read stated that to finance the acquisition PKI would issue 24 million shares to raise $660 million. That works out to $27.50 per share and the shares are currently trading near $31. In one of your earlier responses you also mentioned that shares would be issues at a discount. It would almost make sense for anyone like me who holds PKI to sell now into the market and buy back at the new issue price. Your thoughts?

Q: Please give me your comments on the purchase by PKI, and how significant of an acquisition this is.

Q: I am starting a TFSA for my wife, who is 5 years from retirement with an adequate pension. The stocks in question will be of equal weight. Your opinion on selection or other suggestion would be appreciated.
Thanks

Q: Hi,
I purchased a half position in these companies and all are down 6-11% would you be confortable adding the other half now or should I continue to wait?
Thanks
Luke