skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Hi Peter and Team - Your response to today's question on the Exchangeable shares has really helped to clarify the situation. I too have opted for the exchangeable shares and would like to convert back to the regular ones in order to sell but TD Waterhouse was very doubtful that I could do this. Before I pursue this further do you know when the deal for exchangeable shares will close. Also do you think there is a chance the shares in Intertain or the new company will go to zero. Are the fundamentals still reasonably sound and particularly is the debt load manageable. Thanks.
Read Answer Asked by Rob on November 04, 2016
Q: These three stocks are held in registered portfolios representing 6% of total investments and are down significantly. Is it "time to cut bait " and if so, can you suggest two or three promising investments we can have a look at.
Read Answer Asked by John on November 04, 2016
Q: As suggested, I tendered my shares for the exchangeable shares through my discount broker.

I have been wanting to sell the shares before they go to zero and have not been able to do so.

It is too late to cancel my conversion request and when I called Kingsdale they said the shares won't be at the brokers for another 7 to 10 days and I'm therefore in limbo.

I don't even think I can short sell my shares and cover with the exchangeable as they are different shares. Putting yourselves in this situation, any thoughts on how to liquidate the shares, or am I stuck?

Thanks

Sheldon
Read Answer Asked by Sheldon on November 04, 2016
Q: I watch a lot of BNN Market Call and enjoy listening to the different guests speak about stocks and different styles of investing. Some more then others.(you guys are great by the way) I always wondered if some guys have more respect on Bay Street then others? Also who would you pick to do your investing? I understand if you don't want to give out names but I am just curious!
Read Answer Asked by sean on November 04, 2016
Q: I'd like to invest in Tricon, but note that, as you say earnings are lower than in 2013/14, when it was trading between $6-$8 dollars.

1. Should I assume from this that I should wait until the stock drops to the $6-$8 level before buying?
2. Why are they having so much trouble generating earnings in an improving real estate market? Are the execs paying themselves too much?
Thanks for your opinions.
Read Answer Asked by Pat on November 04, 2016
Q: My question is about REITs in general. When I hear of management disposing of non-core investment properties I usually cringe as I feel like the buying and selling is just churning and move from one thing to the next while pay themselves finders fees and all the 3rd party fees for buying and selling. Why can't REITs have a strategy to buy and hold or is this a too simple a strategy in practice?
Read Answer Asked by Eugene on November 04, 2016
Q: A number of the food retailers are down 15ish percent from recent highs and I've been wanting to add another consumer staples stock for a while. Time to bite? Given your comments that sometimes we should look at stocks that are setting new highs, would you favour SAP today? My inclination is to go with L (which you seem to like) because they have both food and pharmacies. Any thoughts on potential dividend growth would also be appreciated.

Thanks for the support you provide to the average retail investor. Your CSU pick has easily paid for my lifetime subscription!
Read Answer Asked by Dave on November 04, 2016
Q: Good morning,

Looking to clarify with regards to the Vanguard Dividend Appreciation etf's for an rrsp- if one wishes to have a currency effect( vis a vis US: Cdn dollar)they should purchase "VIG, or if looking to hedge and only feel the effects of the equity movements then purchase "VGG"? Also is there an equivalent for the IWO? Looking to add both to my portfolio and looking to see if they are a good complement.

With thanks,
Brad
Brad
Read Answer Asked by Brad on November 04, 2016
Q: Is Linamar a better buy than Magna today? Both companies did well for the quarter with LNR showing a better revenue growth over the last 4-6 quarters. The valuation is cheaper and while Magna is much larger, LNR is large on an absolute basis as well. Does npot the upside from here look better for Linamar?
Read Answer Asked by Rajiv on November 04, 2016
Q: Hi Peter, I'm looking to restructure and consolidate my investments. Assuming I choose to follow the Balanced Portfolio as a guide with a few growth stocks, US equities & fixed income included for diversity, how should one split this mix among RRSP, TFSA, & cash trading accts? Based on a 25 stock maximum + 30% fixed income, are stocks best disbursed equally between the 3 accounts, or is there a better formula? (bonds & foreign dividend payers would probably go into my RRSP). Many thx.
Read Answer Asked by Ron on November 04, 2016