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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: both mux.to + maq.to are mcewen mining - charts and prices are very similar - which is the better buy or does it matter?
thanks, ed
Read Answer Asked by ED on February 12, 2016
Q: Hi,
I have been holding some of this for awhile now and am in a losing position. Insider ownership seems good. Any advice on this one?
Read Answer Asked by Charles on February 12, 2016
Q: Mr. Hodson, BNS and TCN, respectively -23.68% and -33.45%.
Should I be unhappy, or simply resilient ?
Read Answer Asked by Serge on February 12, 2016
Q: Hi Team,

Do you have a preference for GLD vs. Central Fund of Canada (CEF.A)? Does the fact the former trades in $US and the latter in $CDN affect your preference?

Thank you, Michael
Read Answer Asked by Michael on February 12, 2016
Q: I sold half my XTC a few weeks ago based on comparing their PE and chart with MG and LNR. Both MG and LNR had much lower PE's and their charts were bad, so I thought XTC might fall in sympathy until their PE is more in-line with the others. Can you critique this thinking please. Also, would you buy some XTC back now or wait till the PE gets closer to MG and LNR?
Read Answer Asked by Noel on February 12, 2016
Q: Good morning,

I would like to take advantage of the high level of pessimism in the equity market to initiate some positions in Cdn companies in the consumer sector that stand to benefit the most from the weak economy. My thinking as the fallout from low oil prices,greater use of disruptive technology (re higher unemployment)and high level of consumer debt (approx. 1.65 x income) many more consumers will be more price sensitve and looking for the best value. I know one company you like is Dollarama. Can you provide 5-6 more names that stand to benefit from this potential shift in consumer behaviour and you believe now would be a good time to initiate positions in.

Thanks
Read Answer Asked by Thomas on February 12, 2016
Q: A follow up question. Is there a fund or ETF that uses timing as a strategy?
Thank you
Read Answer Asked by Ryczard on February 12, 2016
Q: Hey team, I'm wondering if you can rewind to your previous career in portfolio management and tell us what names, both small and large, you would be looking at currently. Also, I just sold baytex for a loss and I'm looking to invest in something that has some torque and is not dependent on one variable (oil prices ). Thanks a million.
Read Answer Asked by Seamus on February 12, 2016
Q: I note that trading in this stock is halted pending news, and that there is a headline in the restricted area of the Globe suggesting that there is an offer from the current owners to take it private. Do you have any further information on this proposal?

Geoff
Read Answer Asked by Geoffrey on February 12, 2016
Q: Re Ralph's question: since there is no change in beneficial ownership, there should not be a tax consequence. Henry
Read Answer Asked by Henry on February 12, 2016
Q: At some point resources will recover and I am ready to slowly dip a toe into some of the more beaten up companies. I am wondering about BHP as it is a huge diversified miner, though it is not without its problems (e.g tailings pond collapse still to be dealt with). Does this seem like a good choice for a place to await a metals recovery? If the dividend gets cut, do you think it will be by more than 50%?

Thanks for your ongoing advice.
Read Answer Asked by Dave on February 12, 2016
Q: Hi, I bought some baba a while ago for a long term hold..It is now down 28%..Do you think it is good to hold for a long term. My initial thoughts were that it could be the next Amazon..I am not in any rush..But is the long-term thesis still true. Thanks. Shyam
Read Answer Asked by Shyam on February 12, 2016
Q: Do these have a place in this market for a retiree seeking for moderate income and security and would the tlt have better potential . Thanks have a good day. Tom

Read Answer Asked by Tom on February 12, 2016
Q: Given the world financial situation what do you reccommend re gold holdings? I currently have your allocation of AEM as per your port weightings.

1)Should gold % holdings be increased due to what is happening re Europe/China etc?

2)If yes, would you reccommend more junior producers with leverage or stick with what we got? If yes to the junior increment what would they be?

Thanks

Sheldon

Read Answer Asked by Sheldon on February 12, 2016
Q: I am looking for a few growth dividend paying stocks. I will be going with BNS that you suggest. What about Telus, TransCanada pipe and RioCan for diversification, growth and dividends?
Thank you
Read Answer Asked by Martin on February 12, 2016
Q: There is an investment(!) strategy whereby the dividend payout dates are used as the basis of buying and selling equities for multiple payouts during a year. Intellectually this sounds interesting. Is a plan such as this practical, feasible, legal, moral etc. On the surface this might generate reasonable returns if mid tier dividend payers are followed closely , with all the usual selection criteria employed. Are there serious tax implications? Your usual pragmatic overview please.
Read Answer Asked by Ryczard on February 12, 2016
Q: Hi Peter & Co.,
Rogers Sugar reported quarterly earnings this week that beat the street's estimates. I currently hold a position in my income-oriented account. Can you comment on this quarter's earnings, and whether you think it's a good long-term hold for income? Thanks!
Brian
Read Answer Asked by Brian on February 12, 2016
Q: Re answer to Ron's question on bond investment yesterday, it was mentioned "use CBO for better diversification in the corporate sector. There are 'target date' ETFs that provide a diversified pool of bonds maturing in a specific year. They are not perfect but do help to solve this problem a bit."
Can you please expand on the reasons why the target date ETFs are not perfect and the pros and cons between owning CBO and build a ladder using multiple target date ETF? Do they have similar YTM?
With target date ETFs, isn't the initial investment guaranteed plus YTM at maturity; whereas with CBO, after say 5 years, there is no guarantee one will get back the initial investment pending on the bond market and interest rate trend? Thanks for explaining in more details.
Read Answer Asked by Willie on February 12, 2016
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