Investment Q&A

Q: Can you explain how you calculate ROE, using as examples a couple of the companies for which you have written reports?

Q: With respect to Shyam's query Aug 27 regarding resources for fixed income/bond investing I found a book by Hank Cunningham entitled "In Your Best Interest: The Ultimate Guide to the Canadian Bond Market" to be quite informative. Mr. Cunningham used to be a frequent guest on BNN and I believe is well respected.

Q: could you recommend 3-4 growth stocks you are "excited"about now for at least a 1 to 2 year hold - focus on healthcare/biotec, cons. disc.,and tech - thanks as always

Q: I'd love to find out what you guys think about the Zero Hedge Financial Blog?

Some of it may seem fairly insightful but then you'll come across 15 tweets or articles in a row that sound reactionary, doom and gloom, zombie apocalypse is upon us and that immediately get disproven the next day. I'm having a tough time getting a handle on these guys. From my perspective, it seems like their moments of clarity and genuine insight is later ruined by pandering to an audience who is waiting for the markets to go to zero. Its weird, cuz Catherine Murray follows them on twitter and she strikes me as being very conservative (I guess though just because you follow someone on twitter doesn't mean you agree with their viewpoint).

Anyway, your thoughts would be appreciated. Thanks.

John

Q: I use the Bloomberg app on my iphone to track my portfolio. You can set up watchlists for your holdings and in the summary tab you get a breakdown by industry, asset type and location.

Q: If you have a choice buying WSP or MDA, which one would you choose? and Why? Thanks

Q: Regarding your response to Indra regarding tax losses, I don't believe you are permitted to claim a capital loss if you transfer a security in kind to a registered account. You would have to sell the stock and then contribute the cash to the registered account but have to wait 30 days if you wish to repurchase the same security in the registered account to preserve the tax loss. So in Indra's case, there would be no tax loss available on this transaction.

Q: Good Morning Peter, Ryan, and Team,
This is regarding a question that another 5i Member asked about portfolio allocation tracking websites or apps. I just recently switched from TD Direct Investing to BMO Investorline. I discovered that BMO Investorline cleverly takes your account holdings and automatically generates a portfolio sector allocation pie chart and also shows the accompanying list with the percentage allocated to each sector. This is displayed at: Home / My Portfolio / Allocation Charts. This is not a plug for BMO Investorline (although I do really like it) but it is clever and saves valuable time. Hope this is helpful. DL

Q: I will be buying GH, IPL, PKI and HSE as 12 % of a 20 stock portfolio. Is now a good time to buy a half position in each? Thanks.

Q: Out of all of your coverage companies, which 5 companies do you think would be the best to deploy some cash today?

Thanks,

Wes.

Q: I TRANSFERRED some stocks (Phm) from a non registered account to my tfsa taking a loss in my non registered account
I would like to re purchase Phm in the non registered account at the current lower price
Re: CRA rules--- will I be allowed to take in the non registered acc or do I have to wait for 30 days before I repurchase Phm in the non registered acc thank you

Q: What is your opinion of the latest QR results? Is it expensive? Is it high risk? Would you consider this an organic growth company or growth by acquisition?

Q: Following up on your answer to manochehr, I have $250,000 to invest right now, which is 60% of my mother's portfolio. You seem wary of the market right now, so how would you suggest I go about getting fully invested? She needs maximum dividends for income to pay for her retirement home but is also concerned with maintaining capital.

Thanks - really enjoy this service and so glad I found it!

Q: It seems to me that ACQ has a reasonable dividend and growing earnings and the chart looks like it should it should get back to close to $40. That would be about 35% up from here. What do you think?

Q: I ham sitting on some cash and am now looking to buy in for my balanced portfolio at lower prices. Weightings aside, which of these stock choices would you recommend;
BNS or HCG
PEY or VET
RM or MDA

Thanks
Jim

Q: I want to add to my portfolio and wondered if Enb or SJ would be best given current market conditions? Thank you for all your help.

Q: I saw your reply to Kathy; however may I ask you for a brief explanation of what their plan entails.
Thank you very much

Q: This is a follow up on my question this week. Thanks for your response. You noted a 38% short interest and commented that you do not agree with the short thesis. Could you please expand on this. What is the short thesis and why do you think differently?

Q: I am a fan of the Brookfield group and own BEP.UN. Looking at buying BIP.UN.However, this co. is concentrated in Brazil and Australia with assets that are to various degrees commodity related, ie, ports and railroads. Should this concern me? I am a long term investor Thanks

Q: Way down over last little while: good dividend, high ROE, ROI and trades at PE of 6, drug in long-term trial & if successful would mean a huge incr. in scripts, sold off some OTC products to another company. Comments please as I have been watching this one for a couple of years. I own J & J in my USD portfolio already & was thinking of adding this one?