Investment Q&A

Q: I am holding about 15% cash heading into year end, looking for some beaten up stocks in the non-energy/non-resource sectors that have perhaps been unfairly punished in this market downturn, and represent decent value ("value" or "growth" names). For purposes of this filter, I prefer the mid-to-large cap names, with a decent and sustainable dividend. I am fully weighted in utilities, so looking more at financials (non-reit), consumer (discretionary or not), industrial, healthcare, or tech sectors. Would love to know favourites popping on your radar?

Part 2 - Similarly, any favourite small caps (non energy/non resource) at year-end "sale" prices? Will likely buy GUD soon.

Thanks for all the good work and advice. All the best for the holidays and 2016.

Q: Just a quick follow up to the question asked earlier by Kathleen in regards to moving AGU from US $ to CAD$, there will be no tax on the move of AGU because it has not been sold but there will be tax on the currency exchange I believe, selling US $$ at a gain I presume.

Q: Hi Guys,

Are there any fundamental changes at Gamehost to cause the current drop in price to $9.00?

Is it only an "oil problem" or is debt becoming a problem with less earnings and therefore less cashflow?

Is the dividend at risk?

Thanks for the input.
John

Q: Currently down on this one 10% now, and read you last reply of Nov.17-. For whatever reason tax selling must be out of the way by now, and I cannot find anything good on this one. I have read some tweets of insider selling, and wonder if I should cut my loses before it gets worse, and get on with life. I really hate selling at such large loses, but seems to be the story of my life lately.

Q: This stock is down over $9.00 today. I don't understand why in down days on the market this stock moves up and when we have an up day in excess of 220 points the stock drop. What am I missing here
Thanks

Q: At this time, the only healthcare stock I hold is a 3% weighting in CXR. I would like to add to this sector. My question is, after today's developments with Valeant, would you recommend initiating a small position? Any other suggestions are most welcome.

Thank you

Q: your comments on the drop in Boyd's share price today please.

Q: Hi Peter and Team,

Considering Valiant's announced deal with Walgreens today, what is the Team's assessment of VRX going forward? I am currently up 10% on the stock and I am thinking of letting it ride for now. Your comments will be greatly appreciated.

Harry

Q: Dear Sirs,

Looking for a current commentary on POU, noting its high debt burden-is this debt load insurmountable and nearing a point of being unserviceable? As well, could you please pass along a few names that have more reasonable debt that could offer some torque on a recovery in the underlying commodity.

Many thanks,
Brad

Q: Whats your opinions on the news of adding 32 new restaurant to the royalty pool , it should to their revenues quite alot

thanks

Q: Hello team, Did you manage to find out why the big drop on WSP?
Thank you!

Q: If I transfer a stock in kind to my RRSP account,is it advantageous to pick one that is down a bit that you think will eventually come back up(Altagas,Vermilion,etc)or Sunlife that I am up on price on.Thanks Don

Q: Having read so many questions recently from your customers citing down 20%, 50% and worse; and feeling the pain myself ... would it make sense as part of a "flight to safety" plan (tip the risk reward in my favor/minimise downside risk) to buy a real return bond fund - or something similar? Looks like the dividend is only 1.9% but short term that beats a lot of other choices.

Thanks. Merry Christmas and the Best of Years in 2016.

Q: These Dundee series 4 preferred shares tanked during the past week after Dundee announced plan to exchange them (redeemable in June 2016) to class 5 shares redeemable in June 2019) - http://dundeecorp.com/pdf/2015-12-10-QandA.pdf
The exchange incentives are clearly not sufficient considering the fact that these pref shares now have junk rating (re prefblog.com). What is the most concerning is that the company is now offering extra payment to shareholders who vote in favour of exchange (see Globe and Mail article here: https://t.co/HseE5rIvF8). I would never think something like this is even legal in Canada... What's your opinion of this?

Q: Over the past several months I have gone to 60% cash.
I have only 3 banks & 2 telecoms left in account.
Thinking now would be a good time to start getting back in.

If you had to buy any 3 Canadian stocks for a 63 year old conservative investor which 3 would you buy.

Thank you as always for wisdom.
Craig

Q: Any news that might explain the recent drop? Thanks.

Q: PUR is in the 5i growth portfolio but I can not find any write-up on your site about the company. Is there such a write-up? Thanks

Kenn

Q: Please provide your general insights about this company, the insider ownership levels and the quality of the stewardship, thank you.

Q: I purchased AGU on the US side of a taxable account. I want to move it over the the CAD side. Will this be a taxable event?

Q: Fiera is hitting new lows,with over 50% of its dealings in the non equities , bonds etc has any of its funds failed or possibly in trouble and therefore scaring away investors.Should I continue to hold? What are your thoughts going forward.