Investment Q&A

Q: I sold Bonterra at 14.50 a few weeks ago. Since then the company has cut its dividend to next to nothing. As per I can understand the company has a .61 cents per share debt and the dividend cut was 1.09 cut per year. The insider buying has not slowed down. but the stock keeps on sliding down. price to book 15 dollars. Is this a buy opportunity? Thanks for your great service

Q: The time is nigh...
I sold NFI, GSY, and PHO for tax loss harvesting on Nov. 8th, so I can now repurchase them on Monday the 10th. ( I still hold GUD and TSGI)
I already purchased a half position in COV on Friday as I was thinking of it as a replacement for PHO with respect to market cap and potential...however I am not ruling out repurchasing PHO as well.
Should I have any concerns repurchasing a half position or so of NFI, GSY, and PHO this week? Can you rate/order them with regards to risk...including COV.
My time horizon is long term. And diversification is not an issue.
I am also thinking of adding some NFI in my TFSA, as I think it probably has the lowest risk of the bunch. I already have SIS in the TFSA.

Q: Appreciate your advice on conversion privilege effective dec31/18
Presently down $4400 loss
1. To receive one cumulative rate reset Pref share series B of AQN for each cumulative rate reset pref series A of AQN converted
If u choose this option can u explain the reasoning and what might be expected in recovering the losses in the future with this option
2. If u don’t choose option1 I am assuming the pref will be cashed in at current loss
Thanks

Q: Hey Folks - Can I please get your analysis on Alexandria Real Estate - What do think of its balance sheet, growth prospects, risk, and price? I want some exposure to US real estate, so if you have a preferred option, I’m open to that.
By the way, you had an article about Sure Dividend in the latest Moneysaver magazine. Do you endorse this firm and their products?

Q: Would you please give your opinion on these healthcare equities.

Q: This question is specifically for Peter. I was watching BNN today. Tim Cook, CEO of Apple was being interviewed. This was the first time I have seen him speak publicly. I was overwhelmed by his intelligence and how down to earth he is. My immediate reaction was this the type of person who I want to be CEO of a company that I invest in. Fortunately I already own Apple stock but it just reinforced my decision to continue owning it. Have you ever met or spoke to any CEO s of companies that you considered investing with and were so impressed with them that you ended up investing in their company? Could you give examples?

Q: In reference to a question answered today, the person asked about taking equities from a RRIF in kind, then transferring to a TFSA after year end.Can you explain the procedure?
Thanks

Q: I hold BAC and am underwater about 10%. In the present investing climate do you think there would be more upside potential by switching to AIG? Either now or just into the new year? Thank you.

Q: Richard's has one of the most precipitous slides in the past 6 weeks (-20%) of the year.

In other market corrections during the year the stock has been very stable eg Feb.

It's unlike this stock to be that volatile. Any speculations as to why?

Thanks


Sheldon

Q: I have held sgy ,wcp and xeo for several years and am down substantaily. I recently added more sgy and wcp on the hope of benefiting from tax loss selling. Both wti and wcs prices are rising this past week but these oil stocks are continuing to go down. If oil prices continue to rise slowly where do you think these stocks will be in the new year. Andy

Q: Hello there,

Can you rank the top 10 of the most talented management teams (in your opinion) in the all cap canadian stock market ?

Thank you for the great work

Q: These ETFs are described on their websites as active floating rates bonds with very similar timeframes. HFR has more US focus thought. However, their yields are drastically different; FLOT~5% and HFR~2.3%. Can you explain why the big difference. Which would you recommend?

Q: Just wondering what brought this slow horse up 6 percent today? Is it that it has been disclosed that a third party has been interested in buying it? Perhaps a better third quarter?
thanks

Q: I am looking at the PB ratio for Laurentian Bank (0.74) and I find it hard not to invest in it, except if it is really in trouble. What is the historical PB value for this company? Why is it so different than all other canadian banks? If they just increased their dividend, it must be a sign of confidence? Thanks.

Q: I have a question re IFC

I have a full position in SLF, and a partial position on IFC

I wonder if you would prefer SLF to IFC if I have some additional money to put in
insurance stocks

thanks

Michael

Q: gentlemen,would appreciate your opinion on efx
thanks for your great service.
gaston.

Q: Received corporate action notice
Appreciate your advice
Conversion privilege as if dec31/18
I am presently down $5400 loss
1. To receive one cumulative floating rate préf share of series 4 CPX for each capital power Corp cumulative rate reset pref share series 3 converted If you recommend this option can u explain what it means going forward
2 those who do not convert need not submit — I assume this means it’s cashed in in dec31/18
Appreciate your advice

Q: In the past I have had very good results from investing in Mawer Equity Funds. In world markets, I have found that they typically outperform the comparative benchmark. I have virtually no exposure to emerging markets so thought that I would invest a small percentage of my assets in the Mawer Emerging Markets Equity Fund. Currently, because it is a small fund, the MER, all in, is in excess of 1.9% and at mid year they were underperforming the emerging markets index; however, I believe they have outperformed since that time. I understand it can be a very volatile area of the world to invest in but thought I should be there so hopefully have picked the fund that will perform best over a 10 year or so period of time. I recognise that this fund has a much higher MER than an ETF but thought that this may have value in this area of investment. I appreciate very much your comments. Thank you.

Q: Is this a buying opportunity ?
thanks!

Q: I've been comparing these two funds and while they appear to be essentially taking the same approach. HFR has Canadian & US holdings and FLOT has exclusively US holdings. Yet their is a substantial difference in their yields. But FLOT yield is 4.3% and HFR 2.3%. I don't get it.
Yield is nice to have but I'm more concerned with capital preservation through the end of this business cycle. Your thoughts would be appreciated.