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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: I wanted to add a comment to a question asked recently about Global Water Resources. The fall in the stock price is almost entirely related to the Cdn/US$ exchange rate as the main listing is now on the NASDX, and the US listing trading closer to 52 week highs. With the low liquidity on the TSX, the company may chose to get rid of the Canadian listing and stick with the NASDX which has better daily volume.
Read Answer Asked by ROSS on July 25, 2017
Q: The 8% gain of the Cdn dollar over the past few weeks could have a huge impact on stocks like NFI and others in a negative way.
With the Cdn dollar on a terror lately what sectors if any would stand to gain from this currency move and what would be two individual stocks that you think could gain by the US/Cdn exchange rate moving closer to par.
Always appreciate your perspective.
Thank you
Terry
Read Answer Asked by Terry on July 25, 2017
Q: My wife's rift has 23 holdings, fairly well diversified. Her biggest losers are: ALA @4.47% dn; 27%;SGY @1.55,dn 45%; TOG@1.97,dn 42%.

I've held these for a number of years now with no turn a round in site.[I manage her acc.] Do I finally dump these now, or continue to hold for the dividends.

The RIFT is primarily made up income stocks and other wise, doing fairly well.

Your thoughts and/or replacements please.
Read Answer Asked by Henry on July 25, 2017
Q: I am trying to make a plan for what I will specifically do when the next correction comes. I am making a list of stocks that I will buy. I have set aside some cash. My plan is to spend 25% of my cash at each 5% downturn interval. So when the market corrects 5% I will spend 25%. If the market corrects another 5% I will spend another 25%. My plan is too keep going until I run out of cash. When I do run out of cash (when the market is down 20%) I would tap into a line of credit using the same strategy.

What do you think of this plan? Is it a good way to manage a correction? If not, can you suggest a better way? Thank you.
Read Answer Asked by Jas on July 25, 2017
Q: NFI seems especially weak these days. The lower backlog seems a relatively minor issue. Of course investor sentiment is just something one has to live with. That being said do you think a strengthening Canadian dollar (against the US dollar) will impact revenues? The company seems well diversified with manufacturing facilities on both sides of the border. I suppose if they report revenue in Canadian dollars but receive it in US dollars there will be less revenue when the US dollars are converted into Canadian dollars. May I have your thoughts?
Thanks as always
Jim
Read Answer Asked by James on July 25, 2017
Q: I'm (still) planning an income portfolio and have decided on the above companies. I think they are solid and the income is attractive. I expect to hold them 5 years.

My concern about all of them is the electric car overhang. I see the trend to E-cars as a long term annual dissipation of the energy sector. Think of a successful 20 year short on the energy sector. There will not likely be a major event, just a gradual decline in earning etc. You have mentioned in another reply that PKI and ATB can use their locations for other purposes, but there's not a lot of uses for an oil refinery or pipelines.

Please provide your views on my conundrum. Thanks.
Read Answer Asked by Tim on July 25, 2017
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