Investment Q&A

Q: In their recent news release they have this paragraph:
The acquisition and subsequent integration of a Schedule I bank and Canada Deposit Insurance Corporation (CDIC) member into Home Trust helps the Company further develop its deposit diversification initiatives much sooner than would have been expected if the Company continued to pursue its previously announced plans to apply for a separate Schedule I bank license, as described in a November 10, 2014 Home Capital press release.
Does this mean they will no longer seek to apply for Schedule 1 Bank status?
Many thanks
Mike

Q: Hello Peter,
I know that past returns are not always indicative of future returns, but looking at the returns and dividend increases of the past 15 years of the Canadian Banks and Enbridge, I am assuming that I may not get the same returns but am expecting atleast 7 percent return on the capital if I take a 10 year view. This is on the basis of the past and looking at the viability of the companies and their dividend payouts (Banks and Enbridge). As an example, If I invest 100k across the banks and Enbridge, my dividend would average about 3500K per year (approximate). 10 years from now, I am assuming the stock portfolio would go to 200k and result in a dividend of 7000k per year (3.5 percent of 200k or 7% of the original investment). Does this strategy makes sense and also should my total weight of the banks and Enbridge not exceed 20% ( assuming I am a medium risk investor). I am basically looking to invest a portion of my RRSPs into the banks and Enbridge and leave it for the long haul. If you feel i can increase my weight and add other sectors to the mix that can give me similar results, please advise. Any comments please

Q: UrtheCast Corp share price has declined almost 50% from it's high in June. Do you think this is a good time for an investor to step in, what do you think the time frame will be for increased contracts and cashflow? Thanks

Q: What are your thoughts on SPACs?....and AEF in particular, given the very high profile folks involved in it?

thanks, Austin

Q: My unrealized gain in NFI has climbed from 9% at the end of 2014 to 44% yesterday. I'm not complaining, mind you, but I'd like to know the reason, and is it sustainable? NFI is now 6% of my portfolio of 24 holdings. Time to trim? Thanks - Ted.

Q: Good Morning,
I hold many of the stocks in the 5i Model Equity Portfolio. I would like to diversify my holdings beyond Canada so was thinking of starting a position in MAW150. It has performed well over the past couple of years. What do you think of this fund going forward? Are there others of this genre that you would recommend instead?
Thanks for all your help.

Q: Please comment on CRP's recent quarterly report. Thanks!

Q: Hi Peter, now that HLF has dropped so much, is it a better entry point than CLR? It has a a higher dividend. Also, off late a lot of BNN Guests are suggesting that Dividends * Buy Backs are a Bad thing, and that they should be reinvesting those funds for Growth. Your thoughts?

thanks, Austin

Q: My husband and I are 65 and 60. We have never had any US or global investments in the past. We've now sold part of our RRSP portfolio (~20% of the total investment) and are ready to step into the US market with ETFs. My question is 1) The timing – the Feds will increase the interest rate very soon. Should I wait until the Fed announcement?, and 2) What US and/or Global ETFs should I buy? Thanks.

Q: Hi...I am looking for an ETF to hold funds for a few months until the market settles...I am converting US$ to CDN$ taking advantage of the currency spread....no tax issues etc..

Thanks

Q: Forward earnings estimates are easy to get. Do you know of an accessible site providing forward cash flow estimates? They are a crucial element in energy buy-sell decisions. Thanks

Q: Is the drop in this stock over the past 6 months or so just part of the general downward drift of many small caps, or are there problems here in particular?

Q: I do not have any exposure to gold. Should I? If yes, can you recommend a stock.

Q: Hello,

I would like your opinion on Sleep Country as a long term hold. It seems like a simple quality business, but am hesitant if there's value after coming public. Thanks

Q: Is TMA safe for income? Is it more affected by volumes or commodity prices?

Thanks!

Q: On Aug 4,CLR reports strong Q2 results & positive outlook for 2015.The 2nd half is normally much stronger.In june/2015 raised $46m @ $12.25 per share in addition to a non-brokered private placement of $15m @ $12.25(bought by insiders)As per 5I,directors owns 69%.CLR has been talking of acquistions & buying assets Your expert opinion & is it buyable now. Thanks so much for your usual opinions & services

Q: Could I get your comments on this company.

Q: MNW's ceo Rick McBee appeared on BNN this morning stating that the sell-off on Aug 6 does NOT reflect its growth.Solid growth in Cloud(21%) & Mobile(35%).Executing well vs profitable growth strategy.Recent acquistion,Mavenir is integrating well & will grow revenue. A report fr.CIBC today stating $13 target price basing on 12 x 2016 EPS of $1.10 & a rating of Sector Outperformer.Further,the street modelling is off due to acquistion & normal Q3 seasonality.(EPS--7-13 cents(MNW) vs 18(street)vs 11(CIBC) ).Likes as 1)revenue growth fr.Cloud & Mobile.2)EBITDA is tracking on expectations.3)trading @ 8 x 2016 EPS.Free cash flow yield of 11%. Your expert view & is this a good entry point.Appreciate your usual great services & views.

Q: When do you think GXI will have their breakout quarter?

Q: Hello,

Wondering if you can give me your analysis on Pengrowth. What does it's balance sheet look like? More importantly does it look like its high debt and high dividend yield are sustainable?

Time to get out or average down?

Thanks,