Investment Q&A

Q: FYI re Wi-Lan activity and price appreciation. A lot of share buyback re NCIB from Feb 12 to 26. WIN bot about 1,000,000 shares in the range $1.78 to $2.31. (There goes 2 million of the 96). Last year they only bot a total of 125,000 total on the NCIB.
What I find interesting is the recent rights offers to insiders.
Jan 31, 2016 rights issued to Directors at $1.85 and
Feb 3, 2016 rights issued to the CEO, CFO & other officers at $1.63
By my calculations, Skippen gained about $170,000. & several other officers gained about $60,000. + in the last 3 weeks (assuming 1 right can purchase 1 share).
Why don’t right show in the holdings list for insiders?.
How can we find information on rights issues? I never see a news release with this info. How long do rights usually last and are there rules re pricing? The above gains are almost criminal after the dividend cut.
Appreciate your comments.

Q: It seems tornado damage is on the increase in US. I was thinking wef may benefit in helping with the rebuilding on top of any rebound in new construction. Are there any companies or etfs you would recomend based on this thesis

Q: I am thinking about switching out of DR to RNW for a little more potential growth while still receiving a good dividend. Would you consider RNW more conservative as well? Sector weighting I not n issue. Thanks, Bill

Q: I'm wondering what you think of putting a small position of the international part of my portfolio in an ETF that tracks India. I know that Ishares has one and it seems that it has been outperforming other emerging markets. If you like the idea, what percentage would you suggest investing? Thank you for all you do!
Pamela

Q: Was thinking REITS might be a good place to look for income right about now. I own Tricon and TGF.UN for about 2.5% of my PF and for domestic REITs HR.UN and SRU.UN for 2% of my PF. Are there any REITS that seem particularly attractive to you right now?

TIA

Q: Released numbers look good to me. Why did the stock drop 4%? Please comment. Thanks

Q: I am looking for investing in the packaging industry and I want your views on which of CAS, CCL.B or RPI.UN is cheaper and which has a better growth profile and which one should one invest at this time. Thanks

Q: Jetlines has announced RTO of Jet Metals on TSX-V. What are your thoughts on prospects for JET?

Q: Looks like the market is very disappointed with the conference call. Is $1.50 an overreaction?

Thx

Q: Hi 5i: I am overweight financials. Among others I hold C, JPM and WFC in the US, with SLF and EFN on the TSX. I'd like to drop 2 of these. Your advice would be appreciated.

Q: Looking at this--used to own it --paid a nice Div but had a lot of debt
But I think starting to look better--but no Div
Went to their WWW but learned nothing
What do you think of them?

Q: Enerflex reported today and practically everything, not surprisingly, is down. They do say, however, that they have a healthy balance sheet and are able to weather these times. Do You think it is worth buying, now, or wait?

Q: Could I have your opinion on this company please? It has done very well but is it getting overpriced? Would you consider it one of the better buys at this time? I always appreciate your information.

Q: Verronica Hirsch had this as a top pick on BNN.Do you have an opinion?

Q: I am thinking to add to utx.us or pfe.us
Which one would you choose?
And what is going on with the honeywell deal....could there be a better offer coming or pull the whole deal off?

Q: Donald Trump is likely becoming a GPO nominee for the coming US Presidential election. How should an investor prepare for the coming market uncertainty ? Presently I hold 20% of my portfolio in cash and am contemplating to increase my cash holding to 50%. Please advise. Thank you. Bill

Q: Both Tricon and Element Financial (EFN) are rated highly and the US 4TH quarter GDP was revised upward today but both stocks are hovering close to their 52 week lows. First, is a rising Canadian dollar a major headwind for these companies and second, are they over-rated by the seemingly glowing reviews they are assessed by the pros?
Which one would you prefer over a five year period?
Thank you.

Q: What are your thoughts on IEP for a buy. Thanks again for all your good work.

Q: Is your team still ok with overweighting in Cdn tech stocks? Which are your top five picks based on reliable strong growth, reasonable valuation and healthy balance sheet?
I currently own CGI (gain) and Intertain (30% loss). I am thinking of selling some CGI and all IT to switch to the top picks. Thanks.

Q: I like this site that another member suggested for info on short positions. https://ca.finance.yahoo.com/q/ks?s=DH.TO The link takes you to Key Stats for DH but just enter the symbol in the box for any stock and moving averages is in the right hand box. Tons of info on this site. I use it regularly and find new stuff all the time.
Thanks