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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 had held alaris for quite a while - great dividend payer, but very bumpy ride on the stock price. I recently sold it all to use the loss to cover another gain, and had planned on buying it back after 30 days. It has continued to drop, however, and now as I near the 30 days I am having second thoughts. Would you consider buying it back now that it is so low, wait for the next quarterly report before buying, or just move on? I would be holding it mainly for income.
Thank-you
Read Answer Asked by grant on October 17, 2016
Q: H&R real estate investment trust calls itself an "open-ended" trust compared to others that call themselves a "close-ended" trust.
Is the internal structure of H&R more like a mutual fund? Should it be a concern?
Which of these three do you prefer for a long-term hold, as the only REIT in a portfolio. Thanks for your help.
Read Answer Asked by Robert on October 17, 2016
Q: Reading this article, I can t help but wonder why is the growth rate still so low ? Am I correct to assume that bigger the central banks become, this shoud be a positive for the global growth ?

http://www.bloomberg.com/news/articles/2016-10-16/big-central-bank-assets-jump-fastest-in-5-years-to-21-trillion

We often hear about the level of debt but rarely about the creditors of the global market. Who are the main creditors ? What is the global balance sheet looks like ? I know there is a lot to talk about here but your general comments would be appreciated and suggested reading material or books on the topic as well. Thank you.

Read Answer Asked by Pierre on October 17, 2016
Q: Just a comment on David's question about RRIF withdrawls. It was suggested on another board that if election for minimum Payment is set as one annual payment to be received in December, say December 15, it does not limit the flexibility to make RRIF withdrawls throughout the year, as and when needed.These are known as "unscheduled withdrawls". As long as total of these withdrawls does not exceed minimum amount for the year, the final December payment can be adjusted. David may want to confirm with TDW this as well as exemption from withholding tax for unscheduled withdrawls.
Read Answer Asked by rajeev on October 17, 2016
Q: Hi,Peter
I suggested sometimes ago to make response always available without having to open the link... I did get no reaction.
without loosing my commitment to your daily Q/A, I have another suggestion.
Context:I reopened a suscription to a London (UK) site which is very similar to yours in content and presentation, but geared more to the macro picture, balancing, I hope, your "permanent" positive views on the markets.
They also have 2 managers and I hold them in very high regards. They are allowing themselves to trade worldwide BUT they are reporting their trades on a regular basis wich force them to put their money where their mouth is.
I consider this arrangement in fine much better than prohibiting any trading, and give a lot of credibility to their comments, as well as a lot of weight to their judgement.

Another food for thought, and may solve your problem of hiring top notch analysts.
All the best,
Claude
Ps: publish at will
Read Answer Asked by claude on October 17, 2016
Q: What do you make of recent news about Transcanada offering lower rates to to companies wanting to transport natural gas in its pipelines? Do you know if this is for existing customers or new customers only? What does this mean for other pipeline companies? Is this an indication of a loss of pricing power? And lastly, what could it mean for the prospects for future dividend increases?

Thanks, and keep up the good work,
Read Answer Asked by Hans on October 17, 2016
Q: I normally keep my new additions to my portfolio for two quarters and evaluation if they are keepers by the third quarterly results.

I now have five stocks in this category and they are all either slightly above or under water at this stage. If I am going to keep just three of these five stocks (and drop the other two), what would be your ranking? Certainly the decision, as always, has to be based on projected forward earnings, growth in future cash flow, and the prospect of dividend increases.

The five are: INE, FSZ, SOT.UN, TCN and BLX.

Thanks for your insight.
Read Answer Asked by Victor on October 17, 2016
Q: What is your current opinion on gold in general? Are the macro factors in favor of holding gold stocks right now? Would you suggest always holding some gold stocks, selling a portion in a peak and re-buying in a trough, or trade the entire position in and out?
Currently holding Kinross and Yamana in my growth portfolio.
Read Answer Asked by Randy on October 17, 2016
Q: I am considering one of Vanguards developed Asian Pacific developed countries etf. They are vah or veh. veh is hedged. Which do you prefer for a 5 year hold? I am a conservative investor and I am some what concerned about the Canadian dollar. Which would give the better performance over the indicated time frame? Thanx.
Read Answer Asked by Steve on October 17, 2016