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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: What are your current thoughts on RUS? I’ve owned it for many years. Largest holding the avg cost is below $15. However, in one account the avg cost is above the current market and I’m thinking of averaging down. They announced that they are redeeming $174.34M of 7.75% debentures (all). What does this do to their overall debt situation? “The redemption of the debentures will be financed through Russel Metals' existing credit facility.”

I assume the market thinks that a dividend reduction is in the works. Currently yielding 7.21%.

This has been a good holding and the management was/is well respected. What am I missing? China syndrome!

Thanks.
Read Answer Asked by Dean on October 16, 2015
Q: Any thoughts on Garmin after they warned?

Thanks,
Heather
Read Answer Asked by Gregory on October 16, 2015
Q: What effect would there be on bond funds such as XHY, XBB and CBO if the US Federal Reserve went to negative interest rates? I hold all in a registered account.
Read Answer Asked by Ronald on October 16, 2015
Q: More a question about strategy. It seems my discount broker charges me around 2.5% for the exchange conversion when I buy a US stock, and probably the same for dividend payments and sells. Is there any way I can reduce these charges? Thank you.
Read Answer Asked by Kurt W on October 16, 2015
Q: Hi there,
Do you think this is a good entry point for XLV.US for a 2 year hold? Any opinion on this ETF?
Thanks,
Kerri
Read Answer Asked by KERRI on October 16, 2015
Q: For international diversification for 30% of my portfolio I am thinking about vxc, I know you have recommended vxus in the past but due to currency conversion (U.S. Rates). I was wondering about Vxc. What do you think about this ? Or should I bite the bullet and convert currency to USD? Can you comment on tax implications as well in registered and non registered accounts as well. Thanks.
Read Answer Asked by Shyam on October 16, 2015
Q: Hi Team
This company is setting new lows daily with increasing volume.What is the possibility of fraud?I rely a lot on insider buying and at these levels no insider buying.What would change your bullish view on this company.
Read Answer Asked by glenn on October 16, 2015
Q: Would you consider these three reasons sufficient to justify a switch from Pembina Pipeline (PPL) to Enbridge Income Fund (ENF):

(1) ENF's lower valuation on a p/e basis
(2) ENF's recent dip due to its equity offering
(3) ENF's fairly aggressive (and seemingly predictable) dividend policy

I have a pretty good capital gain on PPL but I also have some capital losses I can use to offset Pembina's gain. Do you think its possible/likely ENF can outperform PPL by around 10%?

Lastly, is either company more likely to be to be an acquisition target?

Many thanks.

John
Read Answer Asked by john on October 16, 2015
Q: I would suggest that Canoe got the better of this deal.Your comments please
Read Answer Asked by jim on October 16, 2015
Q: Hi Peter,

Being a retired person looking for safe dividends I have full positions in The Royal Bank, TD and Bank of Nova Scotia. I was wondering about doubling my BNS shares.

My thinking is that the dividend is safe and BNS will probably continue to be around a long time from now and the price I am paying for the shares seem to be cheaper than most other businesses at approximately 11 times earnings. Where for example to buy Telus is approximately 18 times earnings.

(as an FYI, I also have Railroads, utility's, pipelines, telecoms,oil, gold, reits, Life co's)

Warren Buffet says to buy things that are on Sale.

Just wondering what your opinion would be on this thought.

Thank you,
Charlie
Read Answer Asked by CHARLES LA on October 16, 2015
Q: Hi Peter,

Can I get your opinion on the $1.16-billion offer to acquire French aluminum components maker Montupet SA in a deal that expands Linamar’s global reach and customer base. The market doesn't seem to like it because the stock is down today.

Correct me if I'm wrong but LNR earnings are growing +30% yoy yet the valuation is only 10x 2015 estimates. I know the market is full of fear but this stock screams bargain to a GARP investor like Peter Lynch.

Read Answer Asked by David on October 15, 2015
Q: Peter and Team,

I just renewed again for the next 2 years to take advantage of the deal you offered and of course your great service. Thank you again for thinking of us existing members before increasing prices... it helps us feel valued.

Keep up the good work!
Read Answer Asked by Marc on October 15, 2015
Q: Hi,

I am thinking of buying either TD or BNS for my RRSP to buy and hold. I saw that you recommended BNS on BNN the other day so I assume you like it more than TD. Can you briefly tell me why and how the two compare on a valuation basis. I like TD for the US exposure.

Thank you!
Read Answer Asked by Arthur on October 15, 2015
Q: In Donville's most recent ROE reporter, he notes that he remains committed to Concordia. He says this:

"...at current valuations, I think the company is
worth a lot more than $50 a share. On our numbers, CXR trades on 4.8x 2016 Cash Earnings and 1.1x BVPS, while earning a 24% ROE."

Are these valuations in line with 5i's research, including the AmCo (Amphidarm) deal?
Read Answer Asked by CAMERON on October 15, 2015
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