Investment Q&A

Q: Hi Peter,
The results out today from GRC look quite spectacular, at least on the surface. I have a small position, and added some more today. I wanted to get your thoughts on 2 things: the sustainability of the 10% dividend, and method(s) to estimate fair value for the shares, given that revenue and earnings will likely be quite volatile and unpredictable over the next months/years.
Thanks for your excellent service!

Q: Big moves in Badger, is this some short covering, or is the market reacting to the earnings report. Your comments are greatly appreciated.

cheers
Darcy

Q: Can you give your thoughts on their most recent 1/4 and the company in general, buy,hold, or sell.

Thanks

Q: In reference to another members comment regarding portfolio performance, I agree that it would be important to show both the "losers" and the winning trades. The inclusion of date position was opened and the date closed would be beneficial for all of us.
Please share and consider this request for the portfolios.
Regards,

Q: I hold CN in my unregistered account and it has gone up considerably. I plan to donate half my holding to charity and buy it back either using my & my spouse's TFSA for 2016 or in my unregistered account. Have you a suggestion as to which is the better spot for it? I assume it will probably not repeat the spectacular rise it has had since I bought it years ago.

Q: Could I please have your opinion of Diversified Royalty

Thanks

Q: Would HCG still be rated "A-" today?

Q: Most of us have BAM in our portfolio. I came across this article in Seeking Alpha. Any concerns?

http://seekingalpha.com/article/3692366-brookfield-asset-management-a-black-box-with-u-s-and-canadian-regulators-lurking-in-the-background

Q: I own this deb. coming due June 30, 2017 and paying 6.5%. The broker has informed me that it is being delisted from the TSX in early Dec. Do you think I will still be paid the 6.5% and the principal in 2017? I have not received any correspondence from Parallel.

Q: In your recent article on covered call writing for income you used CALM as an example. The stock is apparently heavily shorted and I am wondering was this a consideration when you chose the stock. It seems to have excellent fundamentals. Could you explain the short thesis?
Many thanks
Mike

Q: Could I please have your opinion of Western Forest

Q: I bought shares in the above in an DIY investment account forgetting I had
holdings in both elsewhere.Is it reasonable to sell both at a loss to free up some cash for investment elsewhere to achieve more balance in my portfolio and to use losses as a tax loss(both are in a nonregistered account)?
Thanks so much for your help.
Sam

Q: Do you know what the short interest is in this stock. Is this a good entry point.

Q: Hi team.
With the news out last night that Kirkland gold is to acquire all shares of SAS,after the boards of both companies have agreed to the merger,would it be advantageous for myself a SAS shareholder to agree and tender my shares or stay for the long term? The value of SAS shares are calculated to be worth.47 and this morning are trading at .43!!! Your thoughts on this would be greatly appreciated as I am just not sure what to do in this case!!!
Many thanks,
Jean

Q: Hi - your analysis of the results please. vs what was expected? Are they a better value here or is it time to tax
loss sell? what does the bal sheet look like? thanks

Q: Could I please have your opinion on third quarter news from this company?
Garry

Q: Do you think it is getting expensive.Hate selling stocks at new highs.if sold where would you go

Q: I have to preface this by saying I`m not a buy and hold investor, but it makes me wonder when people complain about a stock`s poor performance. If a stock has dropped 50% why are you still holding. At what point does it become obvious this is not a good investment at this time. That`s not to say it won`t be a good investment in the future, but it now has to double for you to break even.
Sorry for the rant, and I would like to thank 5I for helping me to retire early and continue to live a reasonable lifestyle.

Q: Thank you for your earlier answer to my question related to these types of funds! But it leaves me with one follow up! In a tax sheltered environment (RRSP/TSFA) is an ETF focused on preferred shares a good choice for fixed income. From my readings, preferred shares ETF seem to be better suited to an un sheltered portfolio because the 'interest' is treated as a dividend for taxation purposes.

Would I be better off in a tax sheltered environment to purchase bond traded funds such as PSB or XSB? It this is a better option which would you choose? With the prospects of rising interest rates in the USA, would I be wise to mix in some US Corporate bonds as well, such as USB? If this is a better option would a 60/40 split (USB/PSB) be a good split?

Thanks again!!

Q: I've been holding WIN in my TFSA (for the dividend income). Now I'm wondering whether it's worth transferring it out into my unregistered account and hanging onto it for an eventual recovery, or to just dump it. What would you suggest? (Either way, it's not staying in my TFSA!) Thanks