Investment Q&A

Q: There is lots of chatter these days about this being a good time to invest in Emerging Markets. Can I have your thoughts and recommendations for an EM ETF.

Thanks, Michael

Q: I HAVE APT REITS AND ARTIS ALSO CSH.UN SENIOR HOUSING REITS SHOULD I SELL SOME AND ADD TO FSZ AND STOCKS THAT CAN BENEFIT FROM % rate hikes like some financials and low debt companies

Q: Hi Peter and Team,

What are your thoughts on XIC?

Thanks.

Q: What are your thoughts on HBI? I came across this idea from a Morningstar article focusing on undervalued US stocks. I don't have any defensive consumer stocks in my portfolio and thought it might be a good addition.

The company apparently has a strong brand and market position in underwear and other apparel and is trading at lower multiples than Gildan (HBI 12x forward p/e). EPS and dividend growth have been strong over the past 3 years but a recent guidance decrease has sent the stock down.

They recently acquired Champion brand in Europe and Pacific brands of Australia.

One potential risk is the increasing leverage of the balance sheet by issuance of new debt and recent large share buyback. An intention change the capital structure to boost ROE and EPS seems to be taking place. E

Q: Hi, with sis at an all time high, do you still see it as being a strong buy for the long term (multiple years)? I feel like with baby boomers getting older their products may become more sought after.

Thanks

Q: Hot.un Bhy.un Bgi.undrg.un
I have over 1000 shares in the above companies could you give me your opinion
They are all for income would you suggest other choices as they have not been
Performing that well for some time
Thanks Pat

Q: What are your thoughts on PEG.TO for income and dividend growth? They pay an attractive dividend, have recently announced a 10th straight quarterly increase and are highly rated with analyst recommendations.

Q: hello everyone, please provide me with your opinion on this company, I'm down 25% keep or sell?
Thank you, heidi

Q: CJT keeps making new highs. Your thoughts please.
Also, would a Post Office strike affect it?

Q: Would you have some suggestions for reading material on covered calls? I wasn't looking for something too complicated. But I am interested in information that would cover (a) stocks and stock markets best suited for covered calls (b) logistics of how to choose the best case of option cost and duration for a particular stock ( c) option timing in dividend paying stocks and (d) what is a realistic rate of return. Thanks!

Q: The Target Price Data Report of July 29 has AW.UN at minus 46% and all the restaurant trusts with minus targets by analysts, AW being the worst, and the best at minus 11%. All except one has a Buy rating. Can you suggest a reason for this anomaly?

Q: Hi Guys,

Please compare Genuine Parts Co. in the U.S. to Magna. 10 year hold.

thanks,

Jim

Q: There was an article from the Globe describing an investment stratigy to look for areas where capital is scarce. I havn't seen this before, at least described like this, I guess basically the opposite of momentum investing. Or maybe this is what value investors look for. In any case they did not back the article up with any evidence that the strategy has been successful over the long term.

So: are you familiar with this conceptype and do you think there is merit to it? I guess it could help being early to a sector that will soon turn around, but it seems to me that investor capital (aside from a lot of retail) is pretty smart money and may be avoiding areas for a good fundamental reason that could last many years.

"Returns are best where capital is scarce” is one of my favourite bits of investing advice. The idea was popularized by Richard Bernstein, former chief quantitative strategist at Merrill Lynch and founder of RB Advisors."

Q: I have held ATS for almost 3 years with a capital gain of 13%. I would like to see a larger gain in the future but note the fall in order bookings & backlog. Do you think this is a sign of future problems ? Do you think ATS is worth continuing to hold or are there other companies that you would favour. Other Industrial sector holdings are BOS, LNR, CJT, WSP, DRT, XTC, KBL.
Thank you as always.

Q: What do you think of Canadian Tire for a 5 year investment ? Thanks.

Q: I am a new member to 5I and wish to realign my RRSP investments partially with the above stocks in my balanced portfolio. Kindly give your input. Thanks

Q: With Marijuana going to be legalized in Canada. And Companies listed on TSX selling it. Is there any potential. Do you like any Companies.

Q: ZCL bumped up from about $9.00 to $9.60 starting Aug 18th. Was there a recent news event/development that I missed or was it just investor interest? Do you have any recent opinions on ZCL? I have read your previous comments which are fairly positive. I own ZCL.

Q: HI guys,
I own shares in ESL which is down 25% this year so far. I am debating adding to this sector by purchasing SH or selling ESL. What are your expectations for SH for 2016-2017?
I also own MST.UN through a non registered personal account and am looking to buy D.UN-they are giving a 9.2% return. Would you consider this a good acquisition given the low real estate environment in Alberta? Do you think keeping this in a personal non- registered account is a good move with respect to taxes?
Also I plan to buy shares in Suncor and then doing closed calls. I have never done this before and am nervous about it because I don't really understand it. I also don't know which website to use to research calls and sells on a daily basis. Any suggestions?
Thanks for all your help,
Rob

Q: Morning - I am a long time member and have done well over the years with a few of your small cap recommendations. I am curious if you can recommend a small - cap ETF for both US & Canadian markets (one for each) that you like?