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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 have unfortunately owned these pref shares since first issued as EPP.PR.B. They then became CZP.PR.B and are now as noted and related to Atlantic Power. I don't really understand the corporate relationship. However they are a fixed reset and were reset in 2014 and now yield about 10% on their current price of $13.85 or about 5.6% on their issued price of $25.
Please provide your thoughts on this security. Is it worth a continued hold? Do you ever see the market price ever approaching the issue price? Do you consider the pref share dividend to be sustainable? They are unfortunately held in a registered account so no capital loss if sold.
Thanks
Read Answer Asked by angus on May 20, 2016
Q: I read with interest your recent article in the Post and was intrigued by the comment that research shows 90% of portfolio returns come from sector allocation - if a person wanted to take advantage of that, in a simple, easy to manage and inexpensive way (ignoring taxes for the moment) what would be your view be on an approach where one's equity component of their portfolio consisted entirely of a number of ETF's with each one of the ETF's focused on a particular sector, with a periodic (say quarterly) rebalancing? What specific ETF's would you suggest for such a portfolio? Thank you.
Read Answer Asked by RICHARD on May 20, 2016
Q: It would appear that much of the success of leading tech/internet companies like Google and Facebook (which I currently have shares in) can be attributed to their ability to align themselves with, and then capitalize on, emerging technological and communication trends in society such as internet information gathering and social networking.

For investors, serious money can be made by identifying and forecasting such trends and identifying, at an early stage, the companies that can best capitalize on them by dominating the niche (think of the number of search engines that had proliferated before Google became the go-to web-browser of choice).

Based on this line of thinking, could you name a few companies that you consider best positioned to capitalize on emerging trends in communications and technology (Canadian or US)? Is there any hope for TWTR which seems to be in the right place at the right time but has been a basket case so far?
Read Answer Asked by David on May 20, 2016
Q: On May 5, They offered a pursuant to private placement which consisted of 18,666,666 units @0.375cdn/each unit, consists of 1 share & a warrant for another share for .50 with a 5 yr. duration. My question is does this company appear that attractive to you. Why would the share price climb after that amount of dilution. I assume there must be other news as for what they are going to use the funds for that I'm not aware of.
Read Answer Asked by Earl on May 20, 2016
Q: K-Bro is near an 18 month low. The dividend is now 3% and I'm tempted to buy it as a long-term hold for relative safety and some income. (I'm content with 5 or 6 percent long-term annually.) But I'm a bit concerned about the 'falling knife'. I've read your recent comments on the company. Are you aware of any new or more serious concerns to explain the drops? Do you suggest I wait, or is this as good a time as any to buy? Thanks!
Read Answer Asked by James on May 20, 2016
Q: CWB & NA recently declared provision for loan losses related to energy loans resulting in sharp drop in their stock prices.Meanwhile the big 5 Canadian banks are doing well with 4 reporting next week starting Mar.25 & BNS on June 1.What will the effect when they report their results & loan losses? Please advise if I should sell some of BNS & the 4 prior to release of results.Always appreciate your great services & views.
Read Answer Asked by Peter on May 20, 2016
Q: You keep referring to Nemaska as high risk. I agree it has risen exponentually but have you actually looked at the company? ie the source of its lithium,the state of its mine,the relationship with the Cree people, the source of its hydro,the method of ore transportation,the compositiom of the board,the nature of its financing,and the progress of the company towards production and the price it will get for its product and the state of the market overall. Given that ( except for the enthusiasm and momentum ) what is the nature of the risk in your mind from one to three.?
Read Answer Asked by michael on May 19, 2016