Investment Q&A

Q: Hello,
I own both of these ETF's in my RRSP. The position in VAB is higher by 3 fold as compared to XLB.
I will be adding to one of these with my 2019 contribution. Given the outlook for rates (I lean towards the notion that they have most likely peaked), I was going to increase my position in XLB. Would you agree with this decision or would you favor VAB? As background, I am retiring in 13 years if that helps.
Secondly, do you view preferred shares and corporate bonds issued by public companies comparable in terms of asset categories? Both respond for the most part to movements in interest rates as best I can tell but would like to get your opinion please.

Thanks,

Dan

Q: Hi,
Why is a small sleepy company like Cogeco growing faster (than T and BCE) especially in the last one year? Would CCA be a better bet for long term growth? Thanks.

Shyam

Q: Should I be starting to worry about this stock?
Am retired investor down $3.00 but that is OK as bought as long term investment for its dividend.
Is the dividend secure?
Are they running into problems/ cost overruns on plastics plant they are building,trouble getting financing or partnership for it?
I know anything to do with oil (especially in Canada) is acting poorly but IPL is lagging the pipeline sector.
In my RSP so tax loss available.
Is 3% of total RSP/TFSA/cash portfolio.
Does the street know something the average joe doesn't?
Comments / Suggestions?
Thanks
Derek

Q: Good day Ryan and Peter. I would appreciate hearing your opinion concerning HTL last Reports Financial for the Quarter-Ended March 31, 2019. Do you believe that the recent stock price decline could represent a buying opportunity ? Much appreciated. Stéphane

Q: hi ryan, peter...What do you think of wells fargo.. Do you think it could turnaround.. When is the new CEO going to be appointed.. . yhanx in advance, Cliff

Q: Is the Canfor balance sheet "OK"? I'm thinking about buying some shares of this cyclical stock. The sector and the stock have been hammered pretty badly. I think forest products will eventually recover. Would you recommend staying on the sidelines for now?

Thanks.
Ed

Q: Great article in the Van.Sun d/d Feb 26. on Stock Screening.1)New Highs 2) ROE(U use above 20%) 3) Earnings & Sales growth( above 20%) 4}Low debt & 5)Dividend. Under u Bonus screen,there are 5 companies that meet above criterias except the Dividend screen.Please advise the 5 companies.Are they buyable now? & are they in the 3 potfolios.Thanks for u usual great advices & services.

Q: I just found out that TD Direct does not allow Norbert's Gambit to transfer funds to/from Canada/U.S. within a RRIF. Their fee for moving the money is near 1.5%. Do you know of any discount broker that allows Norbert's Gambit within a RRIF? I am prepared to move my RRIF if so. Thanks. Rick.

Q: Which of the above companies do you see leading the race into the transition into clean energy in the future. Some probably already hold exciting knew patents on future forms of clean energy. Maybe also a good opportunity now to buy them as they trade lower with the price of oil.
thanks Gord

Q: I bought PKI around 5 years being impressed with management and it has paid off.
However, I am slowly extracting myself from the oil and gas sector.

Could you give me 3 suggestions for replacement that mirrors the management quality and growth prospective of PKI. Any sector ( X o and g of course).
Thanks
Derek



Any sec

Q: Good day,

I currently have 15K$ in KXS, PHO, SIS, PBH, TSGI, TOY, DOL, PXT.
Are any of these stocks I mentioned worth dumping at this point?
Also, I have 10K$ in cash that I would like to invest, what would you recommend from the three portfolios as medium risk?

Q: hi folks:

as a followup to my earlier query on savaria's accounting i would like your further comment

sis employed hedges when it had ZERO debt , claiming it wanted to smooth out earnings variation caused by currency --- in those years this hedging cut profit in half

today they have debt which, along with the hedges, is impairing profit --- revenue is up 55% while operating income rose half that amount and EBITDA, (which is a phoney figure) is even less.

their accounting is unnecessarily complicated which always concerns me

if you look at a big company, like Teck or LNR, the reporting is 'fairly' straight forward

in my opinion these SIS guys try too hard to look better than they are - and are potentially just awaiting the next acquisition to get back to growth

comments?

thanks

Q: Gentlemen - I know you guys have liked RAY.A in the past. It's had a rough run the last month and earnings are to be reported shortly. I wonder if I should be a contrarian here and take a position. Love the increasing dividend and high insider ownership as well as increasing free cash flow which will bring down the leverage over time. Thoughts?

Q: Good afternoon;
Do we know the significance of today's BC court ruling. I am guessing that any new pipeline will still need all the environmental approvals and indigenous consultations but BC is not allowed to just forbid hydrocarbons from entering the province.
Thanks
Ian

Q: Grand children (2) RESP's
Present total $ 30,000 with approximately 10 years to go.
Now invested:
42% Bank N Scotia
21 % Parkland Fuels
15% Savaria Corp
14% Vanguard All World ex Canada
8% Bank Savings Account
Question: With the belief a more growth oriented stock is needed to help off set the present conservative holdings I am looking for ideas.
I am thinking Open Text or CGI for additional planned contributions.
Any other suggestions would be appreciated.
Thanks

Q: With latest results , where do you stand now on PEY . dividend appears safe and still looks profitable

Q: Has Great Canadian Gaming bought back shares since Q1 (last quarter)? Has there been any insider buying/selling?

Q: I am a new investor with my focus being on the long term. When I review the Reports for different companies, should I focus on specific grades with the Report Card. For example:
5 YR ROE;
5 YR EPS; or
should I place more emphasis on the overall rating?
Thanks.
Matt

Q: why do you like paysign and would you buy it at this price, dave

Q: Peter:
I read with interest your article in this weekends National Post about "screening for stock winners." At the end of your article you concluded that Questor Technology is one of the few stocks that checks "most of the boxes" on your screen. That said I am curious why 5i did not resume coverage on this Company and/or add Questor Technology to the 5i model growth portfolio given its great performance year-to-date?