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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: Just comments.AIF-basing on better than expected Q2 revenue & eps,3 firms(TD,CF & RY) raised target price to $36 & upgraded stock.Reportedly best one day performance since 8/15 PKI-RY & BNS downgraded target price to $31 & $33.75 CGX-6 out of 7 firms downgraded to $46-$52.1st time in the last 3 years that Ellis Jacob is not that upbeat in interview on BNN after release of results. In this strong earnings season,strong results will be handsomely rewarded(eg AIF,SHOP,TOY),& vice versa.
Read Answer Asked by Peter on August 04, 2017
Q: Now that we have all the bad news out of the way, can a case be made for holding Cineplex for the longterm, ignoring the current price fluctuation? I had a "stink bid" placed ahead of earnings announcement and I never thought it would hit. At first I felt extremely fortunate. Now I'm reading all of the doomsday articles on Cineplex's future.

So we all know that Cineplex has to, and is diversifying to other avenues other than just movie theaters.

Questions:
Can the company diversify fast enough?
Can the company sustain the (hopefully growing) dividend?
Are you comfortable with their balance sheet?
Is a 3% holding too much for a longterm dividend growth investor who rarely sells?
Thanks.
Read Answer Asked by James on August 03, 2017
Q: I have A&W, CGX, and BPF.un in my consumer discretionary. I've been thinking of switching out A & W for TOY or DOL for diversification. Does this seem like a reasonable approach for a conservative retiree? Which would be the more stable choice for one in my position, or do you have another suggestion? Thank you so much for your continued help and advice. (CGX has done very well for me)
Read Answer Asked by M.S. on July 17, 2017
Q: reviewing your reports i like to add CAE and CSU to my cash account and CGX to retirement account.
i dont like to add to the number of my holding or the margin.
So i would consider letting go of CJT (recent purchase ) reduce my TD (FROM 300 to 200 units ) ZZZ (reluctantly, t has done well in the short time ). IN MY RET A/C let go of DIV .
Appreciate your feedback

replace DIV with CGX in my retirement account (i am surprised at your A- rating for CJX
Read Answer Asked by thambirajah on July 06, 2017
Q: Hello Your A rating and recent report on Cineplex using the word "Monopoly" got me interested in the Sector. Would purchasing shares in AMC Entertainment be worse, equal to, or better than buying Cineplex given the lower valuation of AMC and scale that AMC has? ceteris paribus on the dividends and exchange risk aside. Thanks very much
Read Answer Asked by Michael on June 16, 2017
Q: Further to your answer to Delores regarding cineplex, do you think you will be publishing the update before or after they report earnings May 5? The reason I ask, is we currently hold cineplex in a riff account where the income is used as a pension replacement. While the stock has been a solid investment, aside from the modest yearly dividend increase there really hasn't been much capital appreciation in the last year. Although I am intrigued with the potential impact of the rec room once opened in Toronto, will have on their bottom line. We are thinking of replacing it with Bgi.un which pays an 8 per cent dividend. Ignoring the fact they are in different sectors can you comment on the following:
1) is this a good switch and will this switch increase risk
2) would you sell cineplex after the ex dividend date or wait for the earnings release?
As always thanks ( especially with my more recent buys of Crius and Shopify)!
Read Answer Asked by Maggie on April 25, 2017
Q: I know you longer have CGX in your portfolio but if one want to keep this stock and is 7% of the portfolio should I sell to make it a 3% holding? It is in my daughter TFSA and do wonder if she should sell all and replace with one of technology stock as she has only PHO.V as her technology holding and has many years hopefully before needing the money.

Thanks
Dolores
Read Answer Asked on April 25, 2017
Q: Team,
Just like your thoughts on the listed stocks and which you would add ( in some order of preference) to an existing portfolio skewed to secure dividends and modest growth with a target 7-8% combined dividend and growth. Conversely is any one a definite NO.
Thx
Read Answer Asked by Peter on April 24, 2017
Q: My son is currently 39 years old and is trying to develop a solid diversified portfolio. All of his holdings are in his RRSP except for some money in a Tangerine International growth fund which is in his TFSA. He has some new funds to add to his holdings. Could you please recommend some companies from your model portfolios that would add more diversification to his portfolio keeping in mind his relatively long investment horizon. As always, thanks for your advice.
Read Answer Asked by Les on April 18, 2017
Q: Hi,

I recently sold cineplex for a nice gain in a taxable account, and i am holding
Sylogist with a loss almost equal to my gain on cineplex.
I am thinking I should sell my Sylogist to offset part
of my capital gain on Cineplex with a view to buying back
Sylogist (or not) after 30 days. Is there anything wrong with this plan ? If Sylogist is till not performing after 30 days would Vermillion (VET) make a suitable replacement. My only other energy holding is PKI (sorry the name escapes me right now)

Thank you gor considering my question and your advice.

Thank you
Read Answer Asked by Leonard on April 07, 2017
Q: I am holding smaller positions in all three in a fairly well balanced RSP but I need to convert to a RIF in a couple of years.
Is it time to let these go into some more conservative dividend growers or would you suggest I maintain a balance in my RIF similar to your income and balanced portfolios??
Thanks as always,
Peter
Read Answer Asked by Linda on April 04, 2017
Q: With the recent changes to the balanced equity portfolio is it now tech heavy or are you considering CLS Consumer Cyclical (Discretionary) to replace CGX because it is a hardware based business and not software?

Thank you.
Read Answer Asked by Terry on April 02, 2017
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