Investment Q&A

Q: Good afternoon.

Lesson learned on Concordia. You win some you lose some. Just keep the winners high and the losses small. Easier said than done. I am completely out of Concordia as per your email. Walk away and forget. Down about $6,500.00

My question is on Amaya Gaming. How did the earnings look and why the big drop around mid day? Will this turn out better than CXR ? I understand that they are two completely different companies and not the same situation. Lastly my weightings are 4.14 % in AYA and 1.19 in AYA.US Is this an ok weighting or two much.

Thanks
Jimmy

Q: I am down significantly on this name but relatively small position. With the recent price increase, is it a good time to get out ? I have no problem sitting on it for a few years if needed. I have other liquidity to invest in other names. Thank you for your comments.

Q: I have done very well over the last few years with New Flyer & Boyd. What do you foresee in the short term for both of these companies?

Q: Looking for your comments on Boyd's recent results. Thanks

Q: Hello, I would like your thoughts about last quarterly results for Exco Technologies. Do you consider this stock a buy at current price levels.

Q: Just a comment to Greg about holding HOT.UN in a TFSA - there is a US withholding tax on distributions that would apply to a TFSA. I don't know the amounts, but it probably should be investigated before investing.

Q: I have held DH Corp for a number of years and have done very well with it. The stock continues to bleed almost daily. Is it time to sell & buy something else? If so, can you suggest a couple of names for a long term hold?

Q: Saw this article about Saputo in the Globe & Mail and thought to share it with the membership. You may share it if you feel it is worthwhile.

Your thoughts on the validity of the arguments in this article would be appreciated.

Joseph

Q: you have refered to share consolidation on the way to explain possible pull back of stock price.Can you explain further but also, how does one get this type of info?
Thanks
Jean

Q: I have no commodities in my portfolio and thinking of adding 1% to 5% of GLD ETF on the recent pullback. Would appreciate your comments or suggestions for better exposure to this sector given the recent volatility.

Q: when they bought the automotive division of shoppers home health care , a division of shoppers drug mart. do they sell their products at shoppers store or does savaria have their own stores to sell their merchandise if so do they lease or own the buildings. thanks any other info on this company . looks like a good one, any idea on next acuisitions.

Q: Concordia - Due to the fact I bought it at such a high price and doubled down more than once it became more than 10% of my portfolio and I still own it because I got your bailout email. By the time I got to read my email it was after 4:00. Many BNN guests had it as a top pick so it influenced my impression of it. They managed to keep secrets on how bad they were just like Sino Forest and I am concerned that other companies will do the same to get people to buy stock in their company. On the lighter side of things, I have Lundeen (LUN) which is starting to die out and I am considering switching to IVN as it seems to be on the upswing. Your opinion please. Dennis

Q: I am curious about your thoughts on natural gas. In the July issue of CMS K. Richards suggest it may be coming off its low. The 5-year chart for the ETF HNY looks interesting. Can you comment on it? Would you recommend anything in natural gas at this time?

Q: I would just like to echo Francesco's email. Thank you.

Q: Hello 5i,
I try to heed the advice to diversify into U.S. stocks because they have stocks which we just don't have here in Canada. I have been wondering what some of these stocks might be for a fairly conservative, retired investor?

Right now I have the following companies:
3M
Apple
Calmaine foods
Goodyear Tire and Rubber
Conagra Foods
IBM
Pepsico
Proctor and Gamble
Bank of America

I have Calmaine for selling options on and it may go some day. I know that no one likes IBM but i believe it will turn around and pays a good dividend in the mean time.

But, I was wondering what to add or subtract from this list in order to have a well balanced, U.S. portfolio?

I have thought of adding Disney and Johnson and Johnson. I have looked at your suggestions, such as EBIX, NOC, LLL, JPM, GILD and ITRI and they look very interesting but maybe not for a person in my position.

I would certainly appreciate your thoughts on this process.
thanks

Q: is savaria planning to expand into new cities.

Q: I have sold most of my REIT's I own except for three.

HR.UN 2.96 % weighting (removed the Drip)
AX.UN 6.11 % weighting (Enrolled in Drip)
CSH.UN 8.28% weighting (Enrolled in Drip)

I am a little high in Chartwell I think and maybe Artis too. My overall REIT exposure is most likely way to high. My question is do I sell one entirely, trim back on the high one or remove the Drip and start to take cash. I really like these three REIT's and I am bias towards them and not sure what to do

Your thoughts?

Q: What is your opinion of BTO signing a contract with cannaccord and HSBC to help them sell stocks worth US$100 mm at the market offering. Is it a wise move to take this route. Bad for short term and good for long term? I purchased 600 shares @CAD $4.44 each.

Q: Aug 12/16 question asked by XUDONG (Adam):

Adam was seeking a copper stock, but I believe Nevsun is transitioning to become a zinc mine due to the composition of the Eritria mine orebody (apart from the new acquisition).

Q: Just curious about your thoughts on gold?