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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: Good morning
I was wondering what are your thoughts on Hudson Bay company (HBC). I know retailers are hurting now, is HBC a good value right now? I Recently heard that hbc property holdings are worth quite a bit and that HBC maybe spinning off REIT? What are your thoughts on this and HBC taking over MACY'S.
If HBC is not good, do you have an alternative you recommend?
Read Answer Asked by Palwinder on February 06, 2017
Q: Hi, I need to pull some money out of my TFSA and would love your thoughts on what to sell. I'm looking at TOY, NFI, and EIF as my "flatliners" (I haven't had them long). Do you have advice about which to drop, or perhaps they'll all shine in the end so I should just trim each one? I will be able to buy back mid-year. Thanks!
Read Answer Asked by Kate on February 06, 2017
Q: Hi is it possible to explain how this occurs or if it does
A company does a financing at say $1.35 with a 1/2 warrant (each full warrant entitles holder to acquire a share at $2 fr 24 months) and the share price is $1.52 (using #s from EMH.v's recent financing as example)
So the share price drops as share holders sell to get in on the deal . My QUESTION is do they also short and use the $1.35 as insurance ?
Hope that makes sense ,
David
Read Answer Asked by David on February 06, 2017
Q: I'm looking to diversify my portfolio by adding some US oil & gas companies, specifically EOG Resources, Range Resources or Chesapeake. Could I get your views on these and which order you would rank them for buying now (I know your coverage is for Cdn stocks so appreciate any thoughts you can provide!).
Read Answer Asked by Dan on February 06, 2017
Q: Hi Peter and Team,

Thank you for all the great work that you put in. My daughter's RESP is doing quite well thanks to your model portfolios.

Currently in my TFSA, I am holding DSG, FTS, NFI and WPK. I would like to add a fifth stock to my portfolio. The time frame for the TFSA is 10+ years. Any suggestions to increase the diversification?

Thanks in advance.

Marvin
Read Answer Asked by Marvin on February 06, 2017
Q: In a large cash acct, I have 1 loser-Surge. Based on existing losses & my opinion that it will take several years to break even, I plan to use the loss against similar gains in one of two existing stocks that have not shown much upward movement over the last year or so. They are BCE & LNR. Obviously, BCE has the much larger dividend but, LNR has likely more upside. Your opinion & rationale is valued. Thank you.
Read Answer Asked by Robert on February 06, 2017
Q: The TSX identifies AIF as technology and KWH as utility. I'd be inclined to categorize AIF as Real Estate, as it seems it might move more in line with that sector. I can understand KWH as a utility, though it might also be considered energy. Can you give me your thoughts on the sectors; would you stick with the TSX?

Thank you.
Read Answer Asked by Alan on February 06, 2017
Q: Hi 5i team,
I have just read your report. One of their investments (Real Matters) is supposed to do its IPO over the next few months. February was even floated around recently. Following the start of your coverage of AIF (very happy about that), what is your main assumption about their investment in Real Matters. Sell their shares in the IPO, sell a prorated portion of their shares, distribute the shares to their current shareholders, keep their shares, increase ownership? What % would give to each of these scenarios? Any other possibilities? Thank you, Eric
Read Answer Asked by Eric on February 06, 2017
Q: I realize that I have a poor understanding of how to value "pre-sales" biotech companies such as TR. How is a quantitative value placed on them - I assume it is based somehow on the potential market share of the company in the specific area they are developing drugs for, as well as the size of that market and the risk of getting product to commercial trade. But this seems all very subjective. For example, TRIL has traded all over the map, the value can seem to double or be cut in half based on some combination of risk profile vs. potential. For the average retail investor, how does one go about trying to value these companies, or is is better to wait until sales start to happen and then try to value to company on sales projection? Other examples could be PLI, or one I'm still trying to forget from years past, ISA. I'm wondering if these types of companies have a place in a responsible portfolio even one is "high growth" oriented?
Read Answer Asked by Kel on February 06, 2017
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