Investment Q&A

Q: Peter and team,
Can you give a update and opinion for IMG, SAS and general gold comment.
Thanks,
Paul

Q: Eric Nuttall just trashed Surge Energy and Bellatrix Exp. as being 'un-investible' companies, while at the same time highlighted EnCana and Tourmaline Oil as his top picks, both of which are owned by Sprott (the company he works for)....is this good advice, or the type of conduct that caused you to create 5i? Thanks as always...

Q: We currently have approx $20,000 GIC maturing that we wish to reinvest. The current yield on GIC's is very low and we are reluctant to put this money back in GICs. However in our portfolio we consider this $20,000 to be part of our "SAFE" money. We are considering preferred shares for their higher return and relative safety if we buy from a "blue" chip company.

Could you give me the name of 3 preferred shares that you feel confident in recommending. We are happy to hold these for long term. If you have any other suggestion for a very safe investment we would be happy to hear that as well.

Thank you

Q: Like to have your opinion of AM, E and TBE
Many thanks, Joseph

Q: Hi guy's ,a question about AFN ,they show a dividend far above earnings,how does this work and would it be a good investment at this price.Ihave been watching it for awhile but it never seems to have a decent pullback.Thank you.

Q: Bellatrix (BXE). I am down 18% on this company. I know they did a bought deal at $9.50 and that it was reduced. Is it more volatile because it does not pay a dividend and shorts don't have to cover the dividend? Should I continue to hold or buy more or wait. It is dragging down the rest of my portfolio.

Q: Hi Peter& Team, thanks for all your help to date. I am starting TFSA and RESP account for my kids and looking for some growth stock advice. One of kid has 5 yrs timeframe while my son has 10 yrs timeframe. Thank You.

Q: Kelso KLS-X seems to be delisted. I cannot seem to find out why this has happened and how it will affect me , as I have some stocks in this security.

Duane Campbell

Q: Dear Gentlemen.
Refresh Financial Debentures
I bought the debenture (with 7% interest) last year, as a private investment and so far its OK.
They offer new issue.
Its a risky investment ?
Thanks for opinion
Best Regards

Q: Bankers Petroleum (BNK)had a sudden price drop today, followed by a rebound. The volume of shares being traded is six times than the average normal. There was a trading halt today, followed by resumption. The company is having an investor day conference in Toronto, followed by another one in London. The company seems to be doing all the right things. The stock is up 70% from the time I bought it. Should I hold or sell it here.

Q: Dear Gentlemen,
Question : Consumer Sector (for PF balancing)
1) Do you consider Consumer Good, Consumer Defense and Consumer Cyclical as one sector or 3 sectors ?
Thanks
Best Regards

Q: I am looking at 5 stocks with the objective of buying 2 or 3 of them in my TFSA (which is doing well thanks to you). The 5 are SPB, SGY, TOU, RRX and IPL. Only SGY and IPL have net buy insider trading. TOU and RRX have large net selling.
How important are these insider trading numbers and can you recommend 2 or 3 of these?

Q: Hi peter
If you had to pick one of CP, CNR, and ALC common shares, which would you pick any why.
Also I own some ALC.DB convertibles so should I hold to get the 6% yield and wait till 2018 to convert or do it sooner?
Thank you....... Paul

Q: good morning team,

May I have your thoughts on Boralex (BLX.TO) as a long term investment?

Thanks, Manuel

Q: Could you give me your top four selections for growth in any sector.
Many thanks
Garry

Q: In Wilan’s (WIN) recent annual circular, there is a proposal to “reduce the stated capital account of the common shares in the capital of the Corporation by $120 million”. Is this the same as a share buyback? Can you explain in simple terms what this is and why a corporation does this? (I understand share buybacks, but how is this different?)

Q: YO - Is Yoho Resources a buy here? Seems it could be a diamond in the rough, especially with most other O&G names at 52 week highs, if their Duvernay projects work out. Thanks, Brad

Q: Thinking of tax loss selling GPS,HGN,andSFD in the next week or two.Do you forsee any positives in any of these firms to warrant delaying this action till the fall?Thanks for your insight.

Q: Hi Peter, Boyd Group Income (BYD.un)stock has been on a tear, recently, with several acquisition news. Yield has dropped to 1.06%. In your view, is there further upside and is it worth to keep adding at $45 for growth? Thanks

Q: Hello Peter :
As a retiree with hopefully 20 years to live I am looking for an additional safe secure stock capable of weathering a market crash and with a good growing dividend and enough expected capital gain to offset inflation.

I am currently looking at stocks in the 5% yield range and am focusing on BMO Equal weight REIT Index ETF [ZRE] which you have in your Model Income Portfolio and must like a lot, and on Bell Canada [BCE]. Both have about a 5% dividend. BCE has a P/E of 19.3 but I cannot find a P/E for ZRE as such, but the P/Es of the 18 REITs in ZRE range from about 10 to about 20.

I already own BDT, BEP.UN, PKI, ENF, and BIP.UN, all near the 5% yield range.

Which of ZRE or BCE would you advise me to choose for income for a long hold and why, and do you have any other or better suggestions?

Thank you....... Paul