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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: Can you give me your thoughts on Parklands just released Q4 report. While they seem to rave about the increase in cash flow, in fact it went down by a penny on a per share basis and they gave a very small increase in the dividend this year. I am holding on hoping that the big acquisition that will close in Q2 2017 will give a big boost to cash flow. Your thoughts please on both the earnings and the acquisition...
Read Answer Asked by arnold on March 03, 2017
Q: Hi, Parkland Fuels stock reacted very well to CST Brands acquisition, a few months ago and stock traded as high as $31. Price has retreated to $27-$28 range recently. Is there any reason, in your view, which is keeping a lid on its price? There was also a guest on BNN recently who claimed to be short the stock. I had a position from before and added at $29. What do you think ? Thanks
Read Answer Asked by rajeev on February 02, 2017
Q: I am just about to set up my portfolio. I am following your balanced equity portfolio. Most will be put into TFSA. I have to select about 6 to go in non registered. Obviously these would be the ones I would expect lower returns. Which ones should I select? I plan to keep not touch these investments for 8 years.
T Steve
Read Answer Asked by Stephen on January 30, 2017
Q: would you consider all of these stocks energy and oil related? How much of total weight would you give in this sector at this time? Would you consider 13% total too high in this sector?

Thanks
D
Read Answer Asked on January 04, 2017
Q: I manage my husband's and my TFSA's as if they are one account so we do not duplicate the stocks in the 2 accounts and can have a reasonable size of position. We have a similar weighting of ALA, REI.UN, SIA, WSP, ZEB, BEP.UN, CGX, and HR.UN and PKI, and a double weighting of CPD and CDZ. We currently have about $110K in the two accounts and $20K of that is in cash. Can you suggest what we might add to or change in the above list, considering that we prefer income paying securities with some growth prospects and want the TFSA's to act independently of our other investments as a relatively conservative growth vehicle.
Read Answer Asked by Maria on December 02, 2016
Q: In light of the big pipeline announcements today by the liberals could you please group the above stocks as to the winners and losers. e.g Big winner, Winner, No Effect, Loser and Big Loser. This is very topical and stave of some questions and be worthy of an article. I look for to your answers and advise as always.
mike
Read Answer Asked by Mike on November 30, 2016
Q: Hello Peter, I am looking for income, safety and some growth, I will appreciate your suggestion, ranking, perhaps a better choice of yours. Many thanks, J. A. P. Burlington
Read Answer Asked by Joseph on November 23, 2016
Q: Could you please explain why Spin Master's Q3 earnings have been higher than the aggregate of the other quarters combined? Would you anticipate this to change in Q12017 with several new products coming online for the holidays? I'm not very comfortable investing in companies like TOY, PBH and PKI due to valuation so do you think that starting with small positions in each and adding to the winners makes sense?
Read Answer Asked by Patrick on November 18, 2016
Q: Hi 5i - I own the following stocks (in a diversified portfolio) and Im looking to top them up to a full 5% position. At todays prices (for a long term hold) which ones would you top up first? Thanks, Neil

Telus - 3%
BNS - 2.5%
SIS - 2.3%
PKI - 2.1%
KXS - 1.2%
SJ - 1.1%
NFI - 1.1%



Read Answer Asked by Neil on November 16, 2016
Q: I have recently joined 5i and have started converting one of my portfolios to the 5i Balanced Equity Portfolio. Given the limited funds, I am only comfortable holding about 10 positions. I am contributing to this account regularly, with the intention of building up to a full 20 positions within 12-18 months. Given today's conditions, which companies would be best to get into first?

I already hold full positions in CSU, KXS, NFI and SIS.

Thank you
Read Answer Asked by Jeff on November 14, 2016