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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: Just my thoughts on the Cho 100 fund question. Post at your discretion:

Although I'm not a holder of this fund and do also strongly recommend Mawer, from a management perspective, I believe Chou is one of the best in the industry:

http://www.theglobeandmail.com/globe-investor/investment-ideas/strategy-lab/value-investing/a-fund-manager-who-refunds-fees-meet-francis-chou/article18405672/?service=mobile

Francis Chou has even refunded fees in the past for poor performing funds, and his value strategies usually take many years to pan out. A large cash balance is likely due to not finding many value stocks in current market conditions. This also provides the ability for the fund to 'pounce' when opportunities do come up.
Read Answer Asked by Arneh on November 14, 2015
Q: I like the long term potential within the Uranium sector for future electricity generation. I'm looking to invest in the sector for the long term ( at least 5 yrs +) as I believe there is a forecasted supply shortfall emerging between 2018-2020 that could last many years. BAN looks interesting but at $0.03/share also looks very risky with about $8 mill in debt. I'm also looking at Denison and UEX with no debt. Is BAN a survivor for the next upcycle? What do you think of a basket of these juniors?
Thank-you.
Read Answer Asked by Chris on November 14, 2015
Q: Could you update your thoughts on Encore Capital - once again, a very solid quarterly result and yet the stock is dropping quite substantially (last update July/14).
Thanks,
Murray
Read Answer Asked by Murray on November 14, 2015
Q: If it is important to look for well run companies, especially when the management has a lot of skin in the game then perhaps you could give a best guess opinion on this play. Although not on the I5research radar as this is on the NYSE I have a full weighting of Nordic American Tankers using this approach. They have a subsidiary listed company called Nordic American Offshore which has fleet of oil rig supply and service vessels. The owner and son recently bought a very large stake in the company they already held a large control over. Now they have used the parent funds to add another big chunk from 19.8 to 26.25 %. The price was $6.25. The last today was $5.55. I have an underweight position in Nordic American Offshore. Both are huge dividend payers. NAT is very liquid and NAO is small to ok on liquidity. NAT is extremely profitable and NAO is just below break even.
The question is, which would be the more growth play based on your past experiences. The parent or the child? Thanks for the great service.
Read Answer Asked by Glen on November 14, 2015
Q: UrtheCast Corp released their third quarter results this week. Would you please provide your comments. Did the meet expectations and would you recommend continuing to hold this stock? Thanks
Read Answer Asked by Gordon on November 14, 2015
Q: Hey Peter & Team,

Trying to get a handle on Merus. I bought a full position @ $1.94 in Jan 2015. Sold 50% at $3.26 in July. Today it is trading @ $1.55.

The street sentiments appear to be fluctuating quite a bit... Early Oct it carried a Strong Buy recommendation from multiple sources with target prices ranging between $3.25 & $4.25. 3 weeks later Mackie & Scotia reduced their targets from $4.25 - $2.70.

Are you able to shed any light on MSL and what we could expect moving forward?

Thanks for all you do

Gord

Read Answer Asked by Gord on November 14, 2015
Q: Can I get your opinion on the quarter? If you were to rate using your A B C system, what rating would you give this stock.
Read Answer Asked by Rob on November 13, 2015
Q: Would you consider Tupperware a candidate for a dividend portfolio? Is there a high probability of future dividend growth?
Read Answer Asked by David on November 13, 2015
Q: Currently I own small amounts of BMG100 & SLW as insurance; each has been held for 2-3 years and are in loss positions now. I am considering selling both to take advantage of the losses to offset gains. The 2 closed-end funds (GTU.UN & CEF.A) have performed better than BMG100 & SLW during the same period, so I was thinking of replacing my insurance with small amounts of GTU.UN & CEF.A rather than waiting 30 days and then buying back BMG100 & SLW. I would like your opinion of this plan.

Also, when purchasing a thinly traded stock such as GTU.UN how should one go about finding the optimum bid price, or should one place a market order?
Read Answer Asked by jane on November 13, 2015
Q: Hello 5i, I triggered some gains earlier this year, and am considering potential tax loss selling targets. The pool contains SLW, HWO, GEI and QCOM (all in a non-reg acct). I have read your questions archive concerning these companies. I have what I believe is a nicely-diversified portfolio and do not need the proceeds but am cognizant of the opportunity cost of stagnant money being tied up. The 3 sectors represented in the 4 companies have had some rough times and nobody knows when the sky will clear. SLW has the lowest div of the 4. Do you folks have any points one should consider when prioritizing which one/ones to sell(putting the names in a hat is a fair answer IMO). Thank you in advance.
Read Answer Asked by Bob on November 13, 2015
Q: I am a retired, conservative dividend income investor, with a well diversified portfolio of stocks, ETFs and mutual funds (AD, AQN, ALA, BCE, BNS, CGX, CPG, PBH, RY, SLF, WCP, WEF, WSP, XIT, ZLB, RBC Cdn Eqty Inc, Sentry Cdn Inc, Sentry REIT, Insured Annuities, Fisgard Capital), as well as a company pension and CPP.

Question # 1: BCE is 4.0% of my TOTAL portfolio, but 6.1% of just my EQUITY portfolio. When you discuss stock weightings, is it of the total portfolio or only the equity portfolio? What general guidelines do you recommend? I use roughly 2-4% per stock, and 4-10% for either ETFs or Mutual Funds.

Question # 2: My asset mix is 65% equities and 35% fixed income. Within equities only, my mix is 25% finance, 18% utilities, 17% consumer, 4% health, 14% industrial, 9% info tech, 10% energy and 4% materials.

I am looking for a very conservative, blue-chip, dividend-paying stock (> 3% dividend) to add and I'm not sure which sector to top up. Please point me to the right sector (or two) with 3-5 stocks to consider.

Thanks, Steve
Read Answer Asked by Stephen on November 13, 2015
Q: There are cases where stocks fall because people are taking profits and not because there is something wrong with the company; e.g. WSP today as you suggested to other subscribers. What should we be doing in this case? Just hang on? Or join the profit taking crowd and sell? I am up slightly on WSP, but I definitely did have higher gains prior to the recent sell-off. Would it make sense to take profit and buy back later?


Thanks,
Danny
Read Answer Asked by Chieh-Yao on November 13, 2015
Q: Are you aware of any reason,other than the market,for the sell-off in WSP? Thank you.
Read Answer Asked by Donald on November 13, 2015
Q: Could you please comment on AFN's earnings and outlook?

Thank you
Read Answer Asked by Jason on November 13, 2015
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