Investment Q&A

Q: Both MDA and PLI have reached new 52 week lows. You have always considered MDA to be a solid company and have given it an "A" rating. Given the current situation, would you consider that things have substantially changed with the MDA outlook or is this actually a buying opportunity?
I also have the same question for PLI, but someone else has already mentioned about the Seeking Alpha comments. Which leads me to ask your opinion of the quality of comments, generally on Seeking Alpha. Weren't they also beating up certain stocks for short selling?

Q: Hello,

I was wondering if the search by symbol (which btw it's much better after the site update) can have the higher ranking by, well, symbol. For example searching for TA which is the symbol from TransAlta shows the company way,way down in the list.

Thank you

Q: Of the four I would like to sell one. Which one?
Greetings Peter.

Q: Hi Peter, Ryan and 5i Team
Advent Wireless seem interesting. Do you think now is a good entry point.

Q: Hi Guys, I currently hold all the Balanced Equity Portfolio stocks in my TFSA with approximately the same weightings, which represents my ~20% Canadian equity exposure. How would you recommend investing the addition $5,500 in January? (Would bolster up a couple of holdings be reasonable, if so which ones, or hold it in cash until there is other activity in the portfolio?)

Thank you for such a great performing portfolio!

Q: Given ATVI's pullback from $45.55 (25/10/16), Does this represent a good buying opportunity ?

Thanks !!

Dave

Q: I am considering a position in CM, which has increased considerably in the last couple of months. Is this a reasonable time to get in, or should I wait for a pull back?

Thanks for your advice.

Q: Hi Team,
Would you kindly comment on Fairfax's announced acquisition of Allied World?
Cheers,
Michael

Q: Any comments with regards to the recent article on Seeking Alpha that basically alludes to Prometic and everyone associated to it being a fraud?

Q: Hi Peter and gang,
A few days ago, in a response to a question regarding MDA,
5iResearch indicated that the P/E ratio for MDA was 11X. But according to TD Waterhouse's site, MDA's P/E ratio as of yesterday was 21.5X based on an EPS of $3.07. Just wondering why there was such a big different between the two P/Es given that MDA's price did not move significantly either way over the last week or so. Thanks.

Q: If someone wanted to own NHC and bought today would shares automatically convert into the New York listed shares upon delisting?

Would you say this news has presented a buying opportunity with reasonable (10%) upside or do you think tax loss selling may drive it further south?

Q: Please advise as to any news to the halt in this stock.Thanks and Merry Christmas to you and your staff.

Q: Hi, I have roughly about 120k in a resp for my two children who are 14 and 12. I went to cash before election unfortunately in hindsight as it was 75% index funds and 25 percent bond funds. Going forward, as there are 4 years remaining before university I want to remain somewhat defensive but still have growth as I believe the markets will continue higher over the next couple years as The big Fed day is over, and markets remain resilient. I was thinking about zwb,Zwu for defence and income...7% yield, at 30 k each. Zsp for us market and currency exposure at 30k. mg and gud at 15 k each for some growth. Am I being to aggressive at 5 years away from university? Do you recommend any changes to this approach? Thanks for your opinion and advice and Merry Christmas!

Q: What guidelines do you have for when to stop contributing to an RRSP. Any guidance or research or articles would be appreciated.

Q: Shocked at low emp.a continues to fall. Is their a point at which you feel the dividend could be at risk?

Regards,

Robert

Q: I am resubmitting my question from yesterday.
I would appreciate your opinion on CZO.
Thanks. RAM

Q: Hi, what are your thoughts on Goodfellow (including downside risk level) - thank you.

Q: CGI Group was downgraded today by Goldman Sachs to a sell. This is a long term hold. Any actions required, and if it was in the Balanced Portfolio at what weighting would you hold it at? Thanks!

Q: Goldman reduced its rating to sell. Would you consider this an opportunity to increase my position from half to full? Has anything changed? Thank you and merry Christmas to everyone.

Q: Hi5i,
Do you know how this delisting would be handled for Canadian share holders. Would the shares be converted to US dollars on Dec 30 and then put in your US acct. Would you recommend selling or holding at this point.
Thanks David