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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 want to buy PHY.U on the TSX (in US dollars) for a position in gold. In time if gold goes up, which means the dollar will likely go down, do I just break even or am I missing something? Is this too risky a trade?
Read Answer Asked by Ed on January 20, 2016
Q: What is your opinion about this exchange traded fund of all can
Read Answer Asked by ebrahim on January 20, 2016
Q: Please provide your top few favourite REITS (CAD & US) for comparatively safe income and your view on H&R for long term income hold, would it be wise to add at this level?

Thanks
Read Answer Asked by Steve on January 20, 2016
Q: For income generation for the next 3-5 years, is there one or 2 sectors to overweight on or is it still better to diversify across sectors?

Thanks
Read Answer Asked by Steve on January 20, 2016
Q: Hello. How do you think Enbridge will fair over then next 1 to 2 years? Do you think it likely the volume of oil moved through their pipelines will decrease (tied to the possibility that Canadian oil producers reduce output from more expensive sources)? It certainly seems like a bad time to sell or trim ENB, but that only remains true if there is a hope for a turn around in that 1 to 2 year timeframe. Thanks so much.
Read Answer Asked by Robert on January 20, 2016
Q: Do you have any thoughts on why DRT continues to slide. Is short selling causing this. There seems to be no news.
Read Answer Asked by wendy on January 20, 2016
Q: I was thinking of buying this security for my RIF? It seems to have a high PE of 17x - concerned if we go into recession? Would you consider this a safe investment for income? Also, where are they going to get grwth in sales and income going fwd.? Unfortunately not a lot of choices here in Canada -trying to diversify with a consumer discretionary.
Read Answer Asked by James on January 20, 2016
Q: When does the deal close buying CUS? Will they be able to get and cost saving synergies with this acquisition? When I look at my data supplied by CIBC this company looks like a stay away from stock; however, when I read your analysis from Dec. 11 it looks like it is o.k. to buy -I was thinking for my TFSA?
Read Answer Asked by James on January 20, 2016
Q: Good morning. After owning this stock for the past several years and having taken a severe bath, would you advise to sell now that the purchase has taken place? It would be a substantial hit on my portfolio. Yes it could be used as a tax writeoff, but I have plenty of those now. Please give me your thoughts. Thank-you
Read Answer Asked by Denis on January 20, 2016
Q: I would like to have some of my portfolio on auto pilot I was looking for etfs of s&p 500 nsdaq tsx. Do you have any suggestions and would you bother with currency hedging if for probably a 20 year time horizon.
Read Answer Asked by Geoff on January 20, 2016
Q: Hello:
I have just transferred a LIRA to a self-directed account. It is filled with Fidelity mutual funds and their huge MERs. I would like to convert these into a portfolio of stocks that fit with my other accounts and my future plans. The Fidelity funds have, of course, tanked with the rest of the market.

The question is about selling the funds. is there a reason to hold off for some recovery/rally? Are these funds more affected by market swings than individual dividend/blue chip stocks that would make selling now disadvantageous? Or, perhaps, the reverse is true?

My instinct is to sell ASAP and buy individual stocks while they are on sale with a great yield.

Can you provide any insight or guidance?
Read Answer Asked by Dano on January 20, 2016
Q: I hold 4 of the big Canadian banks (BNS, TD, RY and CM), each with a half position, except BNS which has almost a full position due to its under performance. What is your outlook for this sector in 2016? Should I continue to add to my positions on weakness? I don't own any insurance companies and I own one U.S. bank (Wells Fargo). Is it hard to ignore the dividend yield of Canadian banks at these prices.

Thank you,
Jason
Read Answer Asked by Jason on January 20, 2016
Q: I want to form an energy ETF of 10 stocks, including 4 Blue chips. Can you provide some ideas and/or stock selection? Thanks
Read Answer Asked by FORREST on January 20, 2016
Q: Hi
I'm looking for a low cost producer of oil with a good balance sheet and wonder if you had a couple of names I could look at. Something in the mid size.
Read Answer Asked by Dan on January 20, 2016
Q: I have taken a good look at the financials and balance sheet. This seems to have a clean balance sheet with a great R.O.E with low costs. It has also indicated that much of the loan book has provisions for rate increases and decreases. So I look to you for a more in-depth look.
What are your thoughts of the balance sheet and income statement. Going forward what are your thoughts on this company continuing to take share from the larger banks and maintain the growth and free cash flow? Thank you for your perspective.
Read Answer Asked by JASON on January 20, 2016
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