skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Hi there. May I get your opinion on Magellan Aerospace. And at this time is it a Buy, Sell, or Hold.
Read Answer Asked by Robby on November 30, 2015
Q: Hi,

How positive is the PEA report for Alabama Graphite that was released this morning?

Thanks

Robert
Read Answer Asked by Robert on November 30, 2015
Q: I bought it in Feb. 2015 at $85 only to see low of $67 in the summer. I am still holding it, but ... what are the prospects of recovering and going to $85-$90 ? I read that the high US $ is hurting their EPS because lots of their products are sold in overseas locations, any light at the end of the tunnel ?
Read Answer Asked by Ivan on November 30, 2015
Q: I have a TFSA account and want to sell WestJet but not sure what I should replace the stock with. I currently also own Stanec in this sector. My sector allocations are appropriate except for: 0% Consumer Staples, 12% Industrial (after sale), 8% Tech. Which sector and stock would you recommend that I put the money toward to after the sale of WestJet?
Read Answer Asked on November 30, 2015
Q: Hello Peter & Team,

I did very well with SPY (now BKD) when I bought it in Feb around $0.34 and sold it in May @ $0.61. I've continued to track it and noticed the article at the beginning of this week mentioning their new app for Yahoo Fantasy which allows fantasy Players to automatically get updates on their players without looking them up individually.

Fantasy is huge and only getting bigger. I play fantasy football and their application is a very handy idea.

At $0.24 today which is up 25% since last week, would you consider BKD a sell, hold or buy at this time? And is there anything else I should know before re-entering a position?

Thanks for all you do

Gord
Read Answer Asked by Gord on November 30, 2015
Q: Hi Guy's,

Just to help out Gary on westcoast, the full financial statements for only westcoast can be found on Sedar.ca

Regards
John
Read Answer Asked by John on November 30, 2015
Q: Hi Peter,

I have a tfsa account and I buy mostly blue chip companies and hold them for dividend and appreciation. Is it a good idea to write covered calls and earn additional income while the stock sits in your tfsa
Read Answer Asked by PAUL on November 30, 2015
Q: The Globe had a link to an article that described US shale oil producers as facing a "debt bomb" due to low oil prices, declining cash flow and high debt. The article predicts a serious meltdown in the first half of 2016. My question relates to the impact this could have on US banks? My ETF has been doing ok, and I expect banks to be favoured by rising interest rates. I suppose this question could be extended to other commodity areas and Canadian banks as well. Do you see significant risk in banking in the near term due to debt failure? Thanks
Read Answer Asked by Robert on November 30, 2015
Q: Guys is it finally time to give up and dump this? Am down 40%

Thanks
BD
Read Answer Asked by Barry on November 30, 2015
Q: Hi Peter and Gang,

I currently have positions in CSU and GIB.A and they represents 2.5% and 3.5% of my portfolio respectively. My gains on CSU are approximately 220% and I am thinking of liquidating my entire CSU position and put the proceeds on DH (I'll stay put on GIB.A). Just wondering what your thoughts are on this move.

On November 17, in your response to a question raised by a 5i member on DH, you commented that the stock was 14x earning, is this ratio still accurate?

Regards,
Harry
Read Answer Asked by Harry on November 30, 2015
Q: Hello,
Have you any idea why cmh is down 6.60% this morning? I can't find any news that could account for it.

thank you
Read Answer Asked by Charles on November 30, 2015
Q: Can you explain why U.S. preferred share ETFs like PGF and PFF have considerably outperformed their Canadian counterparts such as CPD and ZPR ? Thanks, Joe
Read Answer Asked by Joseph on November 30, 2015
Q: I am thinking of buying 5,000 shares of Chesapeake Energy, now down close to 80%, and just holding and forgetting about this investment for five years. What do you think of this plan?
Thanks.
Read Answer Asked by Steven on November 30, 2015
Q: Hi folks,I know FM/t has app $6B debt I believe but was wondering if they are near any debt covenants any time soon,I heard that was reason acq/t had to raise money as they were near breaking some debt covenants. Is fm/t in any similar situation. Thanks again and just renewed 2 years for great service,jb
Read Answer Asked by John on November 30, 2015
Q: Maybe this is not an easy question to answer, but when you say a particular stock is cheap or very cheap how do you determine this? Also, how would you determine if a stock is cheap AND high quality? Thanks!
Read Answer Asked by Hussein on November 30, 2015
Q: I am considering buying the new Westcoast minimum rate RR issue once issued. Because it is owned by Spectra and just has pref shares O/S I have had difficulty finding much on financials. If possible, could you please comment on creditworthiness, safety of pref dividends and payout ratio if possible. Would you recommend it for very safe income. Thanks.
Read Answer Asked by Gary on November 30, 2015
Q: If most of the present value of Trimac is in the current 5% dividend as stated in your report and it's over 3 years since a raise, what are the prospects for an increase with any upturn in the economy? To me buybacks, even initial ones, don't line my pocket like a dividend bump. For dividend payers such as this one would be possible to have the 5 year dividend growth rate shown in the report card as this info is not always easy to find on a company's website.

Also I wonder what is the probability of TMA going private since the management owns such a big chunk and the US operation is already private, presumably owned by this management. My charts on this co. only go back to 2005, if that's when it went public as an Income Trust, it must have been about $12, so I guess it would be a take-under around half that. Or could the much larger TFI be interested at this level?

Not sure how your report arrives at a revenue increase 1 year out as revenue has been declining in 2015. How about the age of their fleet and what is the replacement rate/timetable? I see they already have high debt.

Willing to hold on for a few years if need be but willing to take my lumps too if surgery needs to be done here.
Thanks, J.
Read Answer Asked by Jeff on November 30, 2015
Q: Good morning,

Further to my question on the 2 covered call ETF's of BMO. I have just learned that ZWA is currency hedged and ZWH apparently is not although it trades in Cdn dollars.. Does that affect your response. I really prefer the dividend growers but not sure of the impact of the un-hedged ETF. I would appreciate your input.

Ted
Read Answer Asked by Ted on November 30, 2015
Q: this question is about rebalancing for "balanced positions" and those for "small cap growth positions" within an overall portfolio.

for example, ATD.B in the balanced portion of the overall portfolio now has a market value of about $25,000 or 5% of the overall portfolio.
as it understand the i5R investment approach, when it reachs 7%, then I would sell some ATD.B share to get back to a 5% weight, right?!

now for the small cap growth positions…..with the position cost being $2,500…..or about 0.5% of the overall portfolio,
what is the rebalancing rule of thumb?……..do I hold until a small cap growth stock gets to $25,000, or to some lesser amount that is less than the 7% of the overall portfolio???
Read Answer Asked by Tom on November 30, 2015