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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: Good Morning
I was wondering what your opinion is of STB. It pays a great consistent dividend but stock price has been falling lately and I am nor sure why. Would you be a buyer or seller
Thanks
Read Answer Asked by Susan and Philip on June 23, 2015
Q: Further to the question asked today by Ernest re: ipl. Is it not true that the big IF here is the alberta royalty review?
50% of the GOVT royalty revenues come from the oilsands, and 40% of ipl's revenue is from the sands. according to the RSI it is way oversold. The financial metrics according to you are
within limits, yet it won't break out of the descending triangle. If I am incorrect, what in your opinion will make it move. Thanks as
always. Sorry that I didn't put a salutation at the beginning.
Read Answer Asked by BEN on June 23, 2015
Q: Hi there,

When you last referenced VGO in late May the comment was it was high risk, good potential with a high valuation given limited earnings. With it selling off below $2/share is it something you would start to see as being worth a small position for someone willing to accept risk?

Secondly, is there significant risk of concept failure here (ie it goes to zero) or is the greater risk slow progression and the need for patience before things move ahead?

Thank you for your insights.
Read Answer Asked by Tim on June 23, 2015
Q: April 2014 is the most recent review available for this company. Will you be updating this anytime soon? or can you confirm the B- rating of that date
Thank you
Read Answer Asked by Dale on June 23, 2015
Q: If there were to be a competing bid for RLC how soon do you believe this would occur and what odds would you give it? Given this offer for RLC do you believe this will precipitate future take-overs of other healthcare REITS. Thanks.
Read Answer Asked by Gary on June 23, 2015
Q: Hi Peter,

A colleague of mine recently rented an RV through CanaDream and loved the experience. He mentioned they were public, so I did a bit of work and found that the company is quite cheap given it's relatively stable earnings (annual basis) and consistent growth. Can you give it a quick look and let me know if you see any red flags? I'm thinking of making it a 2-3% position.

Mike
Read Answer Asked by Michael on June 23, 2015
Q: Hi - your analysis of the pending acquisition and financing please. Does this give them some gravitas they have been lacking? the market seems to approve. what does the combined company look like? valuation? thanks
Read Answer Asked by Scott on June 23, 2015
Q: Further to Peter's article in the Financial Post on June 19, 2015, "5 Things To Look For When Buying A Mutual Fund", he referenced buying a fund whose managers are not allowed to personally own stocks. He also mentioned performance during past tough years. Can you narrow down a fund or fund family that he would identify meeting the criteria. Thanks.
Read Answer Asked by stephen on June 23, 2015
Q: I have a position that is under water and would like your viewpoint on the company.
Is it time to sell and reallocate else where?

Thanks
Read Answer Asked by Tak Yee on June 23, 2015
Q: Is CYS a good stock to be holding in one's portfolio.Eddie.
Read Answer Asked by Eddie on June 23, 2015
Q: Hello Team,

I am looking at the following healthcare related ETFS: ZUH, XPH, XHC. Can you please recommend which of these should be in a TFSA, RRSP and which should be outside a registered account. I would like your suggestion of other health care ETF in US$ suitable for a RRSP and if there is an ETF in CDN$ that is not hedged.

Thank You,
Joseph
Read Answer Asked by Joseph on June 23, 2015
Q: Hi Peter. Any thoughts on the emerging 3D printing market. Cisco and a few others seem to be at the forefront. Would you consider an ETF such as BMO Nasdaq as decent exposure to this. I have considerable cash sitting idle in my RRSP. I have a lot in 3 banks, but they are not doing so great anymore. Any suggestions. Thanks for all your great advice.
Cam
Read Answer Asked by Cam on June 23, 2015
Q: Can you decipher for me. I own some shares of MCCAN and I got this offer

"Each holder of MCAN's common shares ("Common Shares") as of the close of business on June 16, 2015 (the "Record Date") will be issued one right (a "Right") for each Common Share held. The combination of fifteen Rights and $10.90 (the "Exercise Price") will entitle a Rightsholder to subscribe for one Common Share at or before 4:00 pm (Toronto time) on July 10, 2015 (the "Expiry Time"). Rights not exercised at or before the Expiry Time will be void and will have no value".

Much appreciated
Read Answer Asked by Charlie on June 23, 2015
Q: Here's a syndrome I'll bet a lot of investors who were sold preferred shares can relate to. You become overly comfortable as it seems to be relatively immune to ups and downs for many years. Then one day you wake up and see it has recently tanked and you have lost as much as all the income you've ever gotten from it... and more. Any comments or advice about dealing with this syndrome in general (or in particular as regards ALA.PR.A)? Thanks.
Read Answer Asked by John on June 23, 2015
Q: I heard there was a study published a few months ago by Royal Bank that concluded investing in REITs was more favourable than purchasing residential real estate directly. I find this hard to believe if you factor in the benefit of leverage. Would you be able to provide a link to this study?

Also, based on a recent TD Research report CAR.UN and MRG.UN are recommended as buys for residential REITs. I like that they have relatively low exposure to the Western provinces with MRG.UN having US exposure. Please give me your opinion on these two REITs.

Thank-you.



Read Answer Asked by Albert on June 23, 2015
Q: HI - your analysis of the proposed financing please. It appears that insiders are willing to commit and the majority of funds will be prefs? Is this better from a dilution position and how is debt affected? Worth a punt if the raise is more than 2.5M? thanks
Read Answer Asked by Scott on June 22, 2015