Investment Q&A

Q: What is your opinion of this company?
There is so much merger and acquisition going on in the US, I am wondering if this company may be a candidate for someone like Coke to pick up?

Q: A technology stock mentioned on the program Disruptor on BNN on Thursday caught my attention. I was wondering if I could get your opinion of this stock. As always I am so thankful for you and your wonderful team of consultants. Where would I be without you? Have a wonderful weekend.

Q: I hold 4000 sh. of enb and am thinking of selling 1000 and buying 2000 ipl with the proceeds. is that a good move? Harry.

Q: I am looking for safety, income and some capital appreciation, like to have your choice, and or additional others.

Q: The stock got pounded today because of the rights offering which seems to happen whenever companies raise capital in this manner. What is your take on rights offering in general? Why is that route taken as opposed to a share offering? Thaks.

Q: Since March 25, 5 guests on BNN have recommended EFN. I own the stock and I am up 30%. You made some comments on April 1.

What has changed in the past few weeks to prompt this number of recommendations?

Is it time to cash out, hold or buy more?

Thanks.

Grant

Q: What is the propsect for this company in the next few years. Also FTG is falling like a rock even though the last earnings were good and they mentioined the exact reason for margin reduction was a $500k hit. Do you think both these companies offer godd takeover potential and are worth holding for the long term. Thanks

Q: Can I get your get your opinion on COS in terms of their debt and possible take out. Thanks.

Q: Would EXLP be a good addition to help improve my portfolio.Eddie

Q: I would appreciate your suggestions regarding my asset allocation. I am 74 and have an income portfolio that is 55% fixed income including preferred shares and 45% Canadian equity. The equity component is as follows: 15% financials, 18% reits, 17% utilities, 7% telecoms, 19% manufacturing/industrials, 17% technology, 2% healthcare, 5% consumer discretionary and 0% energy/materials. What changes to this mix would you recommend. Thank you, Barrie

Q: Hi. In response to Robert's question of April 16th on Empire and REITS, Empire was the first of these retailers to spin off their properties into a reit several years ago. It is Crombie REIT ( CCR.UN). Derek

Q: When buying a company is it better to buy in only one account or purchase the stock in several accounts? I currently own SGY but in both the RRSP(2) and TFSA(2) account. Going forward with buying some stocks recommended from your portfolios just wondering if it is just better to purchase the amount up to 5-10% in one account?

Thanks
Dolores

Q: I consider this stock as a consumer good and only have it as 1% holding. Should I increase my holding? Also are there other names in this group that you would recommend?

Thanks
Dolores

Q: What percentage of the growth stocks should make up for a total portfolio as you mentioned that these stocks should not be the only stocks in a well balanced portfolio? If I was to make my RRSP the income portfolio and then have my TFSA and also have an investment account outside the RRSP what would be the percentage?

Thanks
Dolores

Q: Hi 5i: How far will you let winners run in the Growth Portfolio before rebalancing? Given the higher risk context generally, will you tolerate more concentration, resulting from the odd holding going on a tear, or will you follow a discipline to keep your position sizes within strict limits? Thanks!

Q: Peter, I was fortunate to get into PHM at .26C. When it reached .52C I sold half my position and considered anything else to be "gravy" and vowed to myself never to touch that stake until one day they were sold, or became the darling of Nasdaq.
Well its up 119% YTD and now makes up 7.5% of my portfolio. It makes me happy and nervous all at the same time.
Should I reconsider my vow, or put my bigboy pants on and just hang on for the ride?

Q: Amber Kanwar of BNN reports on DHX. Discusses TD's call of a buying opportunity amid the sell-off.
http://www.bnn.ca/Video/player.aspx?vid=594521

Q: Hi Peter and Team, regarding Wilan, you stated in a response that 'A US listing is expensive', just curious as to what this annual cost is in dollar terms for WIN?
Thanks!

Q: I bought in last week and broke a trading rule I have, which is to always check insider activity. Now I see that there was some material selling in the $34 range. Did I pay too much at $39.75?

Q: Hi Gang,

It looks like Aston Hill (AHF) is looking to sell itself according to information from PREFBLOG on April 16 as follows:

“Aston Hill is looking for a buyer:

Executives at Aston Hill Financial Inc. have been shopping their firm to other asset managers, hoping to find a buyer.
Over the past two months, senior employees at Aston Hill have reached out to several Canadian firms and expressed interest in selling their company, according to multiple people familiar with the discussions.

The overtures have been made at a volatile time for the company, which recently lost a high profile mandate to manage $2.2-billion ‎worth of funds for IA Clarington Investments Inc. which prompted Aston Hill to slash its dividend.”

What would happen to the share price (currently 81 cents) if a sale occurred?

Any thoughts on when or if this may happen?

Thanks
John