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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: Comment on recent issue and its earnings' quality.
Read Answer Asked by Norman on December 07, 2015
Q: Do you like TH? Did management sandbag buyers of its units at $2.40?
Read Answer Asked by Norman on December 07, 2015
Q: Some of the BNN language that they use are a "trailing P/E". Please explain. Is a lower or higher number better? Same goes for a forward one year P/E - higher or lower number better? A PEG ratio. Please explain. What is better a higher or lower number? Two for one questions -- I have for one year now - DRT and IT which are down 30% and you say everything should be looked at as holding for 5 years. In other words, four years from now will these stocks be in the green? Will they be in the green enough to be as good or better than a GIC for the same time period? Thank you. Dennis
Read Answer Asked by Dennis on December 07, 2015
Q: I hold 200 BRF.PR.E series 5 preferred shares. My ACB is $20 so I'm yielding 6.25% on my original investment. The current price is pretty close to my cost price, which is Ok since I bought for income and these shares are only a very small part of my overall portfolio. I've read your answers to a couple of other questions about the proposed exchange to the new preferred "units". From what I can tell by reading the prospectus the new units will be transferred on a 1 to 1 basis so I'll get a bump in the payout to $1.3976/unit, from $1.25/share, which would yield 6.98% on my ACB. And the distribution would still be cumulative. However, I understand some of the return on the new "units" will be classified as return of capital as opposed to a 100% dividend on the old pref shares. This is not an issue for me since I hold the shares in an RSP account. I don't see any real negatives for me on the exchange. But I think I might have a different opinion if I held the shares in a non registered account. Do I have this right? Thanks in advance for your answer.
Read Answer Asked by Richard on December 07, 2015
Q: You folks at i5 are excellent for all things CDN. Could you recommend a similar service like yourselves covering the US markets?
Read Answer Asked by DOUG on December 07, 2015
Q: The trends at company and in apparel generally are distressing. Mall traffic over Thanksgiving in US, corroborated by a drop in gas consumption, was down. I've noticed that a number of malls' vacancy both sequentially and yoy is up. Reitmans e-commerce is great (or getting better) but its stores are seemingly always empty even if its recent marketing campaign was very fresh even exciting. I think its game over here.
Read Answer Asked by Norman on December 07, 2015
Q: What is difference between real growth and organic growth? In a Nestle context (global company)
Read Answer Asked by Norman on December 07, 2015
Q: Its last quarter was a disaster. What is your outlook for this company?
Read Answer Asked by Norman on December 07, 2015
Q: Can you provide update. Can't believe the vol.
Read Answer Asked by Norman on December 07, 2015
Q: This security's price action continues to disappoint. Comments?
Read Answer Asked by Norman on December 07, 2015
Q: I should increase our health,materials,and energy sectors.Could you give me a few suggestions.I plan to sell Spectra Energy (SE-N) and Power Financial (PWF-T) in the new year to make the purchases.
Thanks.
Read Answer Asked by James Robertson on December 07, 2015
Q: Your views as to the growth and outlook of this company. tks
Read Answer Asked by Albert on December 07, 2015
Q: The shock of its disappointing quarter was exacerbated by poor liquidity issues. Can we expect to see this stock, now in the sin box, recover? Any time line on banking license?
Read Answer Asked by Norman on December 07, 2015
Q: Hi Peter & Co.,
I own 3000 shares of BRF.PR.F, preferreds which pay $1.25 each annually, or 5% of the original issue price.
Brookfield has offered a share exchange in which I would receive one new Class A, Series 5 preferred share unit for each of my current shares. The new units would pay 5.59% annually. Sounds good at first glance, but I am wondering why the company would do this, and whether there are other features of the new Class A, Series 5 units that are less desirable. My original cost for my shares is $19.84 each.
Can you comment please? Thanks!
Brian
Read Answer Asked by Brian on December 07, 2015
Q: In your recent Canadian Money Saver article about using call options to enhance income in a US portfolio, you gave a few examples of securities that could be considered for this strategy. As someone who invests only in your BE and Income portfolios, are there any names in these that would be the type of company you would consider for the same strategy in Canada?

Thank you.
Read Answer Asked by Alan on December 07, 2015