Investment Q&A

Q: What ETF would you recommend for exposure to Europe? My portfolio is mostly from your balanced equity and income portfolios. I currently hold VEE.

Q: What are your thoughts on enercare over the longer term? 5-7 years or even longer

Q: Have you given much thought to having a preferred share portfolio. With the yields available they clearly have a place in an income portfolio. I realize you Income portfolio is designed for this but does not focus a lot on preferred.

Thanks
Paul

Q: Could I have your option on this stock and is it worth keeping. Thank you.

Q: Can you rank the stocks best to worst in your opinion. These are the stock s that are in my real estate sector which is 3% of my current portfolio. Would you add, swap or remove any of them? My portfolio holdings/thoughts are very similar to your BE Portfolio as I am a middle aged investor.

Q: My wife and I just started out an resp for our 3 year old. We only have enough to start out with one position and are planing on adding a potion or two every year. We are ok with some risk at this stage. Can you recommend one or two stocks at his point in time with good potential over the next 5 to ten years? I was thinking GUD may be a good fit. You are the experts though.

Q: Do you think WJA has reached a fundamental change on how it is run now that their pilot's have a union? What is your outlook for the company for the upcoming year?

Q: Hello, I would appreciate your suggestion for one additional holding to add to an existing RESP with the following (roughly equally weighted) positions: BNS, SlF, BCE, OTEX, PBH, SIS, WSP, VGG. Withdrawals are 10 years out.

Thank-you

Q: The convertible debenture with Mill Road Capital has me confused. If it converts into shares at $8.25/share that means the company would issue 1.8 million shares to pay back the $15 million in dentures. In addition the company has the option to pay the interest for the first 2 years "in kind" which I assume means shares of the company and not cups of coffee :) If this option is exercised the principal amount is increased by the amount of interest owing. I don't get it. If the company chooses this option it sounds like they are paying the interest charges twice, once in kind and the second time by having the principal amount of the debenture increased. Is this normal? Thirdly the debenture has a net settlement feature. It says the company can pay off the face value of the debenture in cash and any excess value of the underlying security in shares. Why does the company have to pay back more than the face value of the security if the shares are trading above the conversion price? Am I understanding this correctly?

Kenn

Q: With Cuf.un's downturn and payout ratio,though smaller would BTB.UN provide more stabilty in the income going forward. r

Q: HI,
In my RRIF I have 250 ENB
locking to change to CIX and OSB 50/50

good or bad

Thank
Jean guy

Q: I am looking to add 5 Companies to my cash {Non Registered} account with some growth and safety for a long term health.
I'm currently overweight on Telcos, Energy and Financials.

Thanks Valter

Q: What is the reason for Emera and Enercare falling stock price. It is time to buy or sell?
Thanks
Margita

Q: What are the three closet competitors in the same industry, by market valve, to WCC.

Q: greetings,

So open text has missed expectations and is down significantly. Is the earnings miss their usual miss that happens regularly with this company or is more going on here. I have usually bought this stock on the dips but the miss was more that just a minor miss this time. Your thoughts.

Q: Hello the team,

what is going on with Silver Wheaton? Why are they not trading without any explanations?

Many thanks!

Galina

Q: Can you rank the stocks best to worst in your opinion. These are the stock s that are in my healthcare sector which is 8% of my current portfolio. Would you add, swap or remove any of them? I am unsure of CRH. My portfolio holdings/thoughts are very similar to your BE Portfolio. Thank you

Q: Alex Ruus on BNN said CLL was too expensive, and he would maybe sell at this point. He's not the first I've heard saying it was very expensive. It seems to me that your position has always been that the top stocks deserve a premium, and I've never read you advise one be sold due to price. Is this a general philosophical belief? Ie., never sell a good stock even if it is overpriced?

Q: Good day 5i, question relates to Badger and the short position. Watched Badger in 2014, and missed the boat by not buying. Now with the Chicken Farmer and others extolling the (negative) virtues of BAD, wondering if it's time to watch again and to pull the buy trigger on another probable dip. So, can you tell me the % of float currently shorted (realize the farmer may have covered and moved on...) as it may give a possible direction.

Thanks as always

Q: Can you give me a few names with the safest dividends and yielding over 3.5%? In evaluating dividend safety do you prefer to calculate the payout ratio vs earnings, operating cash flow or free cash flow? If FCF do you average CapEx over a few years or use depreciation as a proxy for stay in business CapEx?