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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: Would you please comment on TCM.I was thinking of taking a small speculative position and waiting for a recovery in this sector.
Read Answer Asked by Ron on July 15, 2015
Q: Good morning, Can you please provide an update on this company based on recent activist position, and the companies relative strength in this sector. Would you recommend Extendicare for a Lt hold. Thank you. Linda
Read Answer Asked by Linda on July 15, 2015
Q: The ceo has been talking about a possible complementary acquisition to help fund their growth. What public company do you think could be of interest to them or would they look at a private company? Are cvd and mda and bos in the same space? I own Heroux and was wondering if Airbos of America is in the same space. Thanks.
Read Answer Asked by Helen on July 15, 2015
Q: I want to be in cash and prefer being in USD. I vaguely remember that in one of 5i's portfolios held DLR. DLR has pretty low daily volumes and it also has a high management fee as well (0.45%) for just holding cash. Do you know of any other investment vehicle to park my CDN cash in USD without actually making a FX exchange?
Read Answer Asked by Eugene on July 15, 2015
Q: With an apparent agreement with Iran in place on nuclear weapons and the lifting of trade sanctions, it would seem that Iranian oil will soon be finding its way onto world markets. With a glut of oil already and the world economy seemingly stalling, why is this news being met with an increase in the value of oil stocks on the TSX? Isn't this bad news for oil producers?

Thanks for the insight.

Paul F.
Read Answer Asked by Paul on July 15, 2015
Q: I own and am down about 30% on Cenovus. The yield is creeping up, leading me to believe that the market is pricing in an eventual cut. Am I better off trading out of this name into another oil and gas play? Which would you reccommend? This is a long term investment and about 3% of total portfolio. It is owned in a registered account, so there would be not tax consequences or advantages. Thanks.
Read Answer Asked by Brian on July 15, 2015
Q: This is the old France Telecom. What's you take on this company?
Ken
Read Answer Asked by kenneth on July 15, 2015
Q: Good morning,

On your recommendation I purchased Exco and am enjoying the ride. Thank you. I'm wondering if it makes any sense to either add Martinrea or switch from Exco to Martinrea as it seems cheaper after Exco's rise. MRE seems at a P/E of 13.50 according to google finance so I'm interested in your thoughts.

Thanks!
Read Answer Asked by Tim on July 15, 2015
Q: Is EVEP a stock worth holding in my portfolio. Eddie.
Read Answer Asked by Eddie on July 15, 2015
Q: I would like your opinion on the Dundee Preferred share which is retractable at 17.84 next June 2016. The current yield to maturity with the shares trading at 17.50 is 7% (5% dividend and 2% capital gain).
Are these shares an attractive investment opportunity?
Read Answer Asked by Charles on July 15, 2015
Q: I'd appreciate your thoughts about the US. stock KB Home(KBH). As always, thank you.
Read Answer Asked by Norman on July 15, 2015
Q: Can you give your views on a company called Napec. Their book value is around $1.3 and they seem to have good business.
Read Answer Asked by Imtiaz on July 15, 2015
Q: Hello Peter & Co,
In response to an email about my portfolio, you suggested that I get some US exposure via an ETF. I do not believe in ETFs because it usually includes the good along with the bad and even the ugly. Would you please suggest 5 or 6 US names whose performance would be in line with the 17% pa that I'm getting with my Canadian holdings?
Thanks,
Antoine
Read Answer Asked by Antoine on July 15, 2015
Q: With the Iran agreement going ahead and more oil coming into the market and with the seemingly endless supply of new oil available how would you look at the oil producers future prospects this year
Read Answer Asked by dennis on July 15, 2015
Q: I have two UK banks:Barclays , ADR symbol BCS.us ; and Lloyds LYG.us. I probably should not have both and thought of selling LYG especially after I saw you said BCS has 5.4% dividend in a your in Apr 2015. Between BCS and LYG , do you think LYG is the right one to shed?
FYI: In your reply of Apr 17 2015 you mentioned BCS has a yield of 5.4% p.a. Various other sources show yield at half of that. You use Bloomberg terminals which would be more reliable than the sites popular with retail investors. I have however noticed a number of securities for which you mention a yield that is materially different from other sources. I will give higher credence to data you mention . I am however puzzled about the recurring or frequent discrepancies.
Read Answer Asked by Adam on July 15, 2015
Q: I sold VET in May at 55.31. I'm looking at it now at 50, with a dividend of over 5%. Do you think this is a good time to get back in or would you wait to see some strength in the share price. My other energy holdings are IPL, PPL and PEY. They are around 7% of my portfolio.
Thanks for your invaluable insight.
Read Answer Asked by Andrew on July 15, 2015
Q: What is your view on HOT.UN, 8.7% yield and analyst have target of 12.25$ , stock is trading at year low. good opportunity here

thanks.
Read Answer Asked by samuel on July 15, 2015
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