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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: The latest update on NHC delay in filing their financial statements seems to include a new issues of concern including accounting for warrants and option issued in the past, compensation matters and even calculations of fully diluted shares. A month after missing their filing date, there doesn't seem to be much progress and instead a number of new issues. Do you think the red flags are waving?
Read Answer Asked by Kent on December 24, 2015
Q: Hi Team. I hold both WPK and CCL. Is one better than the other for a long term hold? Want to replace two 1/2 positions with one whole. Thanks!
Read Answer Asked by Derek on December 24, 2015
Q: Greetings all and best of the holiday season!

I'm a market watcher (but not a high frequency trader) and I've noticed a recurring pattern recently where the prices of many of our stocks spike early in the day and then trend lower and finish negative or near the open price. What do you make of that? Seems to be more than random activity.
Read Answer Asked by Rick on December 24, 2015
Q: Hello, what do you think about selling CAM (I'm basically even after one year) and topic my 1.5% position in WSP? or you have another preference?

Thank you and Merry Christmas and all the best in the new year.
Marios
Read Answer Asked by Marios on December 24, 2015
Q: I own shares of Innergex Preferred series A Bought @ $ 22. I am giving the option to convert it to series B floating rate. Could I please have your opinion if I should convert or stay with series A. I was unable to find a Quote for the B series. Is this a new series that is created for that purpose? With only 3.4 Million shares of the series A outstanding, the conversion is subject to a minimum of 1 Million of A to B and become compulsory if less than 1 million shares remain outstanding of series A.

Thanks.
Read Answer Asked by Saad on December 24, 2015
Q: Hi 5I team. Could you explain when restricated share units are exercized for cash as shown on canadian insider dated dated december 21st 2015. Also where i could obtain info as pertaining to director restrictions on receiving, buying and selling restricted and non restricted units.
Thank You
Best of Season Vinny

Read Answer Asked by vince on December 24, 2015
Q: I have 2% position in non-RRSP portfolio. Bought it 2 years ago at around $35, it is at the same price now. Considering low dividend and "lost" 2 years, do you suggest keeping it or changing to something with more growth potential? I also hold 2% positions each in XLI.US, SJ and WSP - unfortunately, I bough these just recently... If you were to rate STN today, would you still rate it as "A"?
Read Answer Asked by Michael on December 24, 2015
Q: hi folks:

what would be your "most likely to stay in business at any o/g price" picks for energy service/driller companies

small medium and large

low debt and survivorability is paramount; not interested in "the most debt therefore the best leverage to recovery" type companies

thanks
Read Answer Asked by Robert on December 24, 2015
Q: Is there a website/source where I can find/calculate how much dividends have been paid out since owning a particular stock? Thanks.
Read Answer Asked by Charles on December 24, 2015
Q: Peter and team,

Merry Christmas! I've been thinking of some stocks outside Canada and the Louis Vuitton Moet Hennessy group is on my radar. Their long term chart and divide look good. What are your thoughts on this one?

PS. The rest of my equity portfolio (80% of total)is similar to the 5i model balanced equity portfolio and I have 20 percent of my total invested in short term bonds (cbo and clf) and floating rated HFR.

To fund this purchase, I was thinking of taking down my 5% weighting in HFR.

Thanks!
Read Answer Asked by Marc on December 24, 2015
Q: I am down about 25% on IPL and was considering a switch to ALA(down about the same) . Energy and infrastructure are also represented by ENB, TOU and VET in a sector balanced long term hold portfolio. Could you please comment and compare the two.

Thanks as always

Phil
Read Answer Asked by Phil on December 24, 2015
Q: What are your thoughts on xdc, it looks like it has support at the current price. Almost looks like a triple bottom.
Read Answer Asked by Tim on December 24, 2015
Q: My weighting in pipelines is 7.1%. In a recent response to a question, you suggested pipelines be considered as part of the energy section, as pipelines are reacting to the decreases in crude oil prices. My pipelines positions are AX.un, ENB, iPL, KEY, and PPL. With a sector weighting for “genuine” utilities of 5%, I would like your suggestion of a few key names that I could consider for this sector within a diversified portfolio……Thanks….Tom
Read Answer Asked by Tom on December 24, 2015
Q: Hello Team. I would like to start investing more in Europe and am looking at a few ETFs. Zeq, Ve and Xeu but leaning towards the Zeq as it seems a bit bigger. What is your opinion on this? Do you have another you would recommend instead and would you get a an etf that is hedge to the Cdn $ or non hedged and why?

Thank you and Merry Christmas everyone
Read Answer Asked by pietro on December 24, 2015
Q: Last question was in July, just wondering what your current thoughts are on this now it has added more hydro. Am holding for income, growth not so important, but would be nice. Merry Christmas
Read Answer Asked by Lynda on December 23, 2015
Q: Would you please provide your opinion on AGT as it is reaching 52 week high today and a good jump in price? Any news? Buy, sell or hold? Thank you and Merry Christmas and Happy Holidays to all!
Read Answer Asked by Catherine on December 23, 2015
Q: Can you give me your opinion on Enterprise Group does it have what it takes to weather the commodities storm. I am underwater with this stock however I do not need the tax loss so I am not in a rush. Thank you.
Read Answer Asked by Marc on December 23, 2015
Q: stock is halted pending news of agreement with Netflix.


this can only be good I think. Thoughts ???
Read Answer Asked by blake on December 23, 2015
Q: A question about Purpose ETF (ex; PDF); in particular the corporate class funds. The implication is that even highly taxed interest income (or foreign dividend) can be distributed as a capital gain (less tax). I was under the impression that this would change and be now off limits ?
Thanks


Read Answer Asked by Martin on December 23, 2015