Investment Q&A

Q: Hello,
I am working on increasing my fixed income allocation by trimming some stocks. I have a number of American stocks in my RRSP with a good profit and I have been thinking about trimming here and buying fixed income. I had thought of selling an buying an American fund equivalent to xsb. Do you think this a reasonable stragegy? I can also buy a large dual listed stock such as RBC in U.S. funds and sell it immediatly with the proceeds ih Canadian, thus avoiding the exchange from us to cdn,in order to buy something like XSB. Buying the fund in US dollars would save a couple of extra transactions, but it would not be in my home currency. If you think buying a US bond index is a reasonable idea, do you have a suggestion as to which?
thanks as always, Claire

Q: Hello, Can you give some suggestions and information on buying bonds as part of a diversified and a slightly aggressive overall portfolio. Since there are so many types of bonds I would welcome some guidance. Any suggestions on bond etfs are also welcome. Thanks. Shyam

Q: I would like to buy DHX.b but the recent increase in price makes me wonder if it is getting too expensive. Your thoughts?

Q: Do you think the chance for a deal are almost certain Then what a deal for arbitrage when one can get hold of some of the issue. Do you know if the subscription receipts will be listed on the exchange.

Q: Hi Peter, what is your opinion on FM 1.4 B share offering??? will this be a drag for a while or just a blip for now. Buy, Hold or sell. Thanks

Q: I recently read an article about this fund just arriving in Canada, May 6 I believe. What interested was: It is an international fund and it is managed by Joel Tillinghast (SP?) who was mentioned in the article as an excellent manager of this fund. What are your thoughts?

Q: Hello,

Since Jason Donville recommended Biosyent (RX) on December 24 I was in on what I perceived was a dip and luckily out again before it dipped another big chunk. Similar thing with Knight (GUD).

My question is whether there is a price point at which either of these become "no brainer" buys? For an investor willing to absorb some risk are we near that point with each stock at $7?

Q: You seem to like BTO as a gold pick, yet I notice that as of the end of April, BTO has one of the largest short positions on the TSX. Why do you think this is the case?

Q: Can I have your team's opinion of this smallcap company?

Is their growth, prifit margin and dividend sustainable?

Many thanks for your excellent advice.

Ben

Q: Hi Peter,

I need your advice on the oil and gas stocks in my portfolio. Presently I own Chevron (CVX.US) and Crescent Point (CPG) (4% and 3% of my total portfolio, respectively). I need to sell my Chevron position to pay for upcoming USD expenditures. I was thinking about replacing Chevron with a Canadian company or companies in the energy sector but am struggling with a replacement. What do you suggest? Also, should I increase my exposure to the energy sector at this time? For your information, I have a well-diversified portfolio of 20 individual stocks with about 70% in ‘blue-chip’ companies. Thanks for your help, I have really appreciated your past suggestions.

Q: Mr Campbell seems to have a great record and was again promoting these today on BNN. Are any of them worthy of consideration or stick with the ones in your Growth Portfolio?

Q: Hi 5i team .
can you update your opinion on MEQ ?, on a P/E seems very cheap (it does not pay a dividend). analysts are expecting good growth in NOI for the next two years. How safe it is ?.

Q: Good Morning Peter, Ryan, and Team,
I have been slowly accumulating shares of Sylogist Ltd. over the last couple of quarters while the price has been weak. Could I please get your opinion of their Q2 2015 results and their outlook ??? Thank you and have a great day. DL

Q: Hi, Could you please comment on Sylogist earnings, released this morning? Looks like another quarter of solid growth in revenue and Profit ( before taxes). What are your thoughts on dividend increase and CEO comments on NCIB and acquisition plans in Canada and US? Thank you

Q: What are your current thoughts on GWR given their recent results, the improved building going on in the Phoenix AZ and is this a good time to invest in this company? Thank you

Q: Please provide an analysis of this company.

Thank You

Q: Could you please update your view of this company.

Thanks

Q: A recent Dundee analyst-Mr Blondeau, when commenting on Chartwell Seniors, said they will have an acquisition capacity of about $500 million following the sale of their US portfolio. He said, "In our opinion, one of our favourite names Regal REIT, is an ideal take-over candidate, given the size of the (real estate operating company)and the quality of its portfolio," he said. I would appreciate you view on this analysts comments. Thank you

Q: Please give your comments on ZST as an ETF to compliment XBB & CBO which I already own. Is this a good ETF to hold while waiting for a BOC increase? Also, can you explain why CBO & ZST share prices slowly erode over time while XBB has slow gains?
Thanks,
Tom

Q: 5i
Is it still a favourable time to invest in U.S. Stocks . I currently don't have any U.S. Stocks but have been quite pleased with the majority of my Canadian stocks . I'm wondering though that maybe it's time to branch out south of the border . Is it a concern when purchasing U.S. stocks that the Canadian dollar has dropped so much thus making U.S. stocks more expensive to buy or does it all balance out in the end when the stocks are sold and converted back to Canadian dollars ?
That being said what are your thoughts on Wab , sna , and fisv . Buy , hold or sell ?
Thanks
Bill