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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: Peter and team:
I hold all equities in your balanced portfolio and a couple from your growth in a portfolio worth about 450K (Thank you). I currently have about 35K to invest and would like to choose one stock from your growth and two from your income to "round things out".
At current valuations and looking at a 10 year plus time frame could you please rank each of the four equities per group. Sector allocation is not a consideration.
Please deduct 2 credits and Thank you as always for a fantastic service.

Phil
Read Answer Asked by Phil on November 21, 2016
Q: Pls. provide a synopsis of their recent quarterly results along with answers to the following questions.

Your analyses of this company usually reference high debt levels. Is not most of this debt for new aircraft purchases that are secured by their CPA with Air Canada? i.e. isn't debt servicing a pass through cost?

My concern in their quarterly and subsequent news is their entry into the equipment leasing business. This seems a strange endeavor for a company seen to have high debt levels. Do you see this as adding significant risk?

Thanks, Hugh
Read Answer Asked by Hugh on November 21, 2016
Q: I took a small position in this company almost 2 yrs ago and watched it drop like a stone. I hung in and since July it has taken off. Today they released a very flowery report stating significant cost cutting and time saving in drilling, new fracing technology etc. It all seems too good to be true. I am worried that this is a typical pump and dump. So far they have drilled several positive wells that are shut-in awaiting pipeline tie-in infrastructure. I read your comments to another question from another person in oct. and you were un-impressed.
Is there somithing here or should I run
Cheers bruce. GMT capital is a big investor
Read Answer Asked by bruce on November 21, 2016
Q: Hi, the US portion of my portfolio is composed of about 15 stocks, mostly dividend paying. Because the dollar is fairly high, I am reluctant to buy US stocks at the present time. Therefore, I am looking to add to my US exposure through a dividend paying ETF. I think ZUD (which is hedged to CAN dollar) is a good choice (do you agree?), but I was wondering whether you would have other suggestions for an ETF or even a mutual fund that would pay a dividend. Thanks again for your service.
Read Answer Asked by Bernard on November 21, 2016
Q: Hi Team, In my RRSP, I'm Currently holding 30% weight in U.S.market with 20% in VUN (Vanguard Total U.S. Market ETF.) and 10% ZDY (BMO U.S. Dividend ETF) given the potential of rising rates, would I need to get rid of ZDY which has performed well and replace it with VGG.Is there something else you would recommend. Thanks-you! Sam
Read Answer Asked by sam on November 21, 2016
Q: Spartan Energy (spe) increased their production about 50% from 13,000 boe to 20,000. They increased their share count to 500 million after selling 170 million @$3. However, they onlyused $200M of cash and borrowing to pay for the $700M purchase. Does it seem logical that this company has grown from a $3 stock to as $4.50 stock overnight and, if so, how long do you predict it may take to get there?
Thank you.
Read Answer Asked by Steven on November 21, 2016
Q: I know technology and TWLO has a very good tech story. I have noticed although the stock is significantly lower from the highs, institutional ownership went up from 6% to 11%. is there any insights you can provide at this time?

Side note:
This happened to me twice now: I asked a question using my cell phone and in both cases although the Give permission button was selected 5i answer was private which I did not request. I think there is bug in your mobile version. You can contact me via email if you need more info.
Read Answer Asked by JR on November 21, 2016
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