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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: Your comments on earnings and guidance please?

Read Answer Asked by Catherine on December 10, 2015
Q: dollarama just pegged their price at $1.25 because of higher inventory costs because of our low dollar.I was thinking maybe a lot of people will think this is not a dollar store any more and sales will drop.
Read Answer Asked by peter on December 10, 2015
Q: Sorry my question got changed to banks but I was asking about Utilities.
I don't own any and was thinking of picking up a large position for year end. What do you think of this idea and the sector over all? What weighting would you give them? How many should I own? Which ones would you recommend? TIA
Read Answer Asked by Gerald on December 10, 2015
Q: The latest drop down transaction with tranalta is described as receiving tracking preferred shares in these assets.Therefore are they being rented or owned ? As well if Transalta goes bust what happens to RNW since TA owns 65%.
Read Answer Asked by John on December 10, 2015
Q: I understand that there is a large short interest in Enbridge and some analysts are quite negative on the company. It was mentioned on CNBC yesterday with comparisons made to Kinder Morgan.
Read Answer Asked by Murray on December 10, 2015
Q: Good Afternoon,

I have a large amount of US$ cash to invest in US denominated securities.

My objective here is to OUTPERFORM the US indices. So far I have been able to accomplish that by buying the Small Dogs of the Dow and I have been achieving my objective. Up 5% this year excluding dividends. However, that only allows me to buy 5 US stocks and therefore I have much US cash.

Can you guys draw upon your vast experience to inform me of any other strategies that have constantly outperformed the indices, or for that matter any US$ based ETF's that have outperformed? I am not looking for individual stock suggestions.

In Canada I already own ZLU and HXS which have outperformed signicantly but in Cdn$.

This is all about outperformance strategies/ETF's which I have had success on, albeit on a limited basis.

Thanks

Sheldon

Read Answer Asked by Sheldon on December 10, 2015
Q: I have five energy positions, excluding pipelines, that make up 4% in an overall diversified portfolio. Looking at a 3 year chart for CVE, IMO, CNQ, SU….CNQ is down 40% in the last year and half, while CNQ is down 80%. When there is a recovery, it seems from the chart that there might be more upside with CNQ over CVE. Would it be reasonable for me to sell the CVE position for one of the other three, like CNQ? Or from the fundamentals, should I just hold CVE?.....thanks
Read Answer Asked by Tom on December 10, 2015
Q: Have position in both want to consolidate ---which would you keep ---long haul

Thanks ----- Don
Read Answer Asked by Dr. Donald on December 10, 2015
Q: This floating reset preferred share, bought for "portfolio stability and income", is down 43% as its yield is tied to prime, and many other more attractive prefs are available. Would you hold in anticipation of future price appreciation , or move on. No tax loss needed!
Read Answer Asked by steve on December 10, 2015
Q: What is your outlook for Starbucks. I have it in my RRSP.
Thx
Read Answer Asked by Mike on December 10, 2015
Q: Could you comment on the effects of rising US interest rates on price appreciation and dividend growth of this ETF? Thanks!
Read Answer Asked by Linda on December 10, 2015
Q: Do you believe sustained low energy prices could significantly impact business of renewable energy cos., specifically BEP, RNW, AQN, NPI, BIP.UN per the IEA comments below. How could this play out and which companies would be most vulnerable? Thanks.

The IEA fears that low prices for all fossil fuels, including coal and natural gas, will sideline the renewable energy push in some countries. In the developing world, coal is becoming irresistibly cheap, encouraging the construction of coal-fired generating plants that spew out horrendous amounts of pollutants and greenhouse gases.
“We see the cost of renewables going down, but in a low-oil-price environment, we may well see that some governments may weaken their support for renewable energies or efficiency improvements,” Mr. Birol said. “We have been telling governments that it would be a historical mistake to lessen the support on renewables and efficiency as the price of fossil fuels becomes cheap. Let me be clear: Lower oil prices are a risk for the transformation of energy.”
Read Answer Asked by Gary on December 10, 2015
Q: Thoughts on earnings and the future outlook? Do you feel they will be able to continue double digit growth and showing value despite the ongoing Alberta headwinds... Seems to be priced very attractively vs. NAV and their track record.
Read Answer Asked by Husseinali on December 10, 2015
Q: I've been holding TRP stock for quite a number of years. Looking at long-term chart comparisons of TRP and ENB, it's obvious that ENB has outperformed. Short-term charts, though, are showing that ENB has been dropping considerably more than TRP, so, in a recovery, could one now expect more upside from ENB than from TRP? I'm wondering, namely, whether this presents a good opportunity to trade my TRP for ENB. Thanks!
Read Answer Asked by chris on December 10, 2015
Q: Is Csw.A still a buy? Can you comment on the valuation? Thanks!
Read Answer Asked by Wayne on December 10, 2015
Q: With the Jordon Cove and BC Tower projects,how do you feel about the dividend and growth prospects going forward
Read Answer Asked by terrance on December 10, 2015