Investment Q&A

Q: Good day Peter and Team,

Further to your answer to Donald's question:

(1) If you were to rate CBL, what grade would you give it?
(2) Could CBL be considered a value play, since it's trading a bit above its 52-week low, and seems to be on an uptick?
(3) Is this the kind of income stock where one could collect a nice dividend while waiting for growth?
(4) What are the dangers in investing in CBL or similar stocks?
(5) What other dividend players might you recommend instead of CBL?

Thanks as always for your valued advice.

Q: Hello Peter,

You have taught us not to try to time the market cycles but allow me to ask if you feel the banks are poised for a run. With interest rates set to spike in the US from good data, banks will benefit.
Your thoughts?

Q: After the big drop in this company should I hold on for the dividend and rebound or is this thing dead money and I should move on.

Q: What's your opinion on these guys.Is it worth holding for dividend and possible rebound or is it dead money and I should move on.any alternatives?

Q: Hey guys, any insight in the 3% drop this morning for Canadian tire? Of course, I topped up my half position last week at 115!!!

Planning to hold for 5+ years, what's your take on it?

Thanks,

Richard

Q: The volume on Firm Capital FC is ten time average and it's not even noon. Could you speak to that and talk about any implications? Thank you.

Q: would you hold comdev into the close march 31 or thereabouts, is it worth it for maybe 50 more cents and that 50 cents would come in shares of exact earth 5.25 for my comdev shares and the rest in exact shares and regulatory risk etc etc yes or no. dave

Q: I own shares of GE which has an Election to exchange $100USD GE
shares for $107.53USD Synchrony Financial shares. In your view is it advisable for me to elect to accept this exchange?

Q: Any sobering thoughts on LIQ?

It’s getting hammered (pun intended)! 52 wk low.

Your last report (C rating)

Turnaround is taking hold
Dividend continues to be risky in our view
Valuation is questionable given prospects

I note in their Nov 5th MD&A:

“Management further believes that the Company’s annual cash flow from existing operations and available credit are sufficient to sustain the Company’s dividend at the current level.”

Q: I'm looking for percentage allocation by sector with,of course, a bias on the best growth opportunities. Could yoy provide this?
Thanks

Q: Hi Folks - When interest rates start to rise (I'm 54, so it could be in my lifetime) I've read that lifeco's do well as would rate reset preferreds. On lifeco's, could you suggest a few in the US, and on rate resets, is there an ETF that holds them but not perpetuals? Thanks.

Q: What are your thoughts on this company and thoughts around future performance?

Q: Any comments on the third quarter? Looks like a pretty painful decline reflective of the industry. I've liked the way this com pay has been managed in the past - good company in a bad (for now industry). Should I hold my shares or divest?

Q: Can you comment on Priceline Group's earnings? They seemed alright to me, but looks like the stock is still down quite a bit today.

Thanks,

Jordan

Q: Hello,

I am a new member and bit lost. I did not find any info on how to invest in the model portfolio in terms of timing ie when to invest, how much to allocate to each portfolio, also I did not find any blue chip dividend paying stocks in the portfolios, no etf for emerging markets, international equities or US equities. Instead of just opening up all the reports, model portfolios, Q&A to a novice member it would be nice to provide a guide in terms of how to invest new money considering the above points I have listed. Thanks

Q: i would appreciate your comments on CRP's recently announced quarterly results.

Thanks!

Q: Which of the Brookfield spinoffs (Infrastructure, Renewable Energy, or Property) would you feel would provide the best growth over the very long term, buy-and-forget-it portfolio (10+ years)? Would property be the least attractive because of where we are in the interest rate cycle and fears of some kind of property bubble in major canadian cities? Thanks.

Q: Air Lease had reported excellent Third Quarter results. There sales and earnings were up twenty percentage. Are there other problems and factors holding this stock's price from going up?

Q: could you please advise if se is going to survive

Q: I am looking to buy fixed income for my RRSP account. To enhance my fixed income return I have been buying convertible debentures. I am not too concerned that I will never use the convertibility feature as I buy these bonds strictly for yield. About 18 months ago I bought the ATP.DB.B convertible debentures maturing June 30, 2017 at a price in the low eighties. Today it is trading at 94.00. I am now considering buying ATP.DB.D maturing March 31, 2019. It is now trading in the low eighties. Do you feel the extra yield on ATP.DB.D is worth the extra risk relative to ATP.DB.B? Keep in mind I am not concerned about convertibility features and I am only looking for yield. I am willing to hold both of these debentures to maturity.

Thank you, I will wait for your response.