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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: Hello- regarding ETFs in general-
often Etf trade above their NAVs during the day, and sometimes for several days or longer. If the ETF issuing company is selling issuing and selling new shares above NAV, where does the extra money go?
Also, should the issuing companies not adjust the price to reflect NAV at least once/ day? I find it annoying to check the NAVS on the Horizon or ISHARES websites and find them different from the market price. Or am I offbase on this?
Thanks
Read Answer Asked by Pat on March 17, 2014
Q: Hi Peter and Team. Great site. BTW I just renewed my subscription and gave a gift subscription to my Father for Christmas. My question is which out of the following energy infrastructure companies do you think is the best value and would recommend buying/adding to at this point in time. IPL, KEY, ALA, PPL or VSN. Also are there any things that make you concerned about any of these companies. Thanks Scott
Read Answer Asked by Scott on March 17, 2014
Q: Hello Peter and Team,
I have held HNL for about 2 years. Every year it seems that they have a stumble of some kind (loss of major customer, leaking information), but the stock seems to recover. I have been thinking about switching to BDI instead and was wanting your opinion on such a move or should I just hold on to see if things settle down with this company. Thanks for your terrific service.
Read Answer Asked by Rudy on March 17, 2014
Q: Hi Peter and team,

Considering my fairly limited Knowledge on fixed income products, i have a real penchant to buy some convertible debentures for my RRSP or LIRA account. My question is would you be including a selection in your end of month Income portfolio?

Thanks

Read Answer Asked by Stephen on March 17, 2014
Q: Hi Peter,
About ANV, does it have more room to run here, or should I sell? THANKS!
Read Answer Asked by Terry D. on March 17, 2014
Q: With the new medical marijuana rules coming out April 1st what is the best way to play this market?
Read Answer Asked by Joe on March 17, 2014
Q: Good Morning,

In my ongoing learning process, I read your posts in education on this site which led me to this question which I am unable to find an answer to on my own.
Could you please list 5 or 6 small cap, debt free stocks in order of your preference to purchase at this time or in the near future?
Thank you.
Gail


Read Answer Asked by Gail on March 17, 2014
Q: Good Morning: I would appreciate your thoughts on VOD now the dust has settled after the VOD/VZ deal. Buy, Sell or Hold. Thank you.
Read Answer Asked by Barbara on March 17, 2014
Q: symbol: PXT - Peter, what did you think of Parex's Q4 release? I thought the quarter was very good. It looks like they meet or exceeded street estimates and will have to raise their production guidance for 2014. They also have a few catalysts on the immediate horizon. Why did the shares pull back today and is there still upside in this name?
Read Answer Asked by Scott on March 17, 2014
Q: I hold Aecon (ARE) and have been planning to keep it for at least a year. But the recent earnings report shows significant drop in profit and earnings per share for both the year and quarter; although the dividend did increase nicely. I would be most interested in your opinion on its future.

You provide a great service for the independent investor. Many thanks
Elliott
Read Answer Asked by Elliott on March 17, 2014
Q: RDX - What do you think of the company and its recent transition to a franchise business model? I am still a little sceptical of the balance sheet but the company appears to be turning things around. They forecasted 2014 EPS guidance of 8 -12 cents per share. Is this to good to be true? Thanks.
Read Answer Asked by Scott on March 17, 2014
Q: My question is about Enbridge. After having your read your report, I quickly looked at its P/E value which was in the 80s. For such a large company, I figured it was a bit extreme and quickly concluded (possibly to quickly) that this was a bit of line. However, I put it on my watch list and slowly watched it creep up a few dollars.

Tonight I decided to give a further look and although the company has a huge moat, excellent revenue increases over the years, I also realized the following:

- Net income, free cash flow, EPS, ROE, ROA, Gross Margin have been consistently going down over the past 5 years (some of which had quite large decreases)
- Long term Debt, Shares outstanding have gone up over the past 5 years.

What is it that makes this company attractive? It appears to
be a well liked company, for today and for its medium and long term prospects. However, key financial metrics appear to give a different story. Naturally, there must be more than financial metrics that make a company worth investing in or accountants would all be rich. What is that I am missing?

Thank You.
Read Answer Asked by Walter on March 17, 2014
Q: BEP.UN This is not urgent.

In your research report you mention the related party transactions as an advantage, but are they not also a risk?

Seems that there could be instances where interests between ordinary shareholders and the parent could be misaligned (buying less-than-necessary services from the parent for example - I work for a complicated multinational - this does happen). A quick Google search to try to find the ownership structure for Brookfield companies yielded this:

http://sirf-online.org/2013/03/11/paper-world-of-brookfield-asset-management/

I'm not saying the article has everything right but I'd be interested in your comments.

Basically I would never consider buying this if it wasn't for the 5i conflict free pledge because I can't figure out the structure of it all and with the related parties I wouldn't ever be sure I was getting unbiased advise. Given you're rating, however, that makes me think it might be a unique opportunity if you've done your homework... Hence I am very intrigued to know how you assess the stock in context of the bigger Brookfield picture.

As this is one of your assessed and top rated companies, hopefully you can provide a fairly thorough response as I suspect others might be interested too as an addendum to the report.

Thank you
Read Answer Asked by Andrea on March 17, 2014
Q: Hello,

I have a few stocks on my watchlist so I was observing them intraday, my platform provides news on the stocks you're watching. One message I kept seeing was "Option Volume Spike Up, Option Volume Spike down" How does option volume affect intraday price movements?

Thank you
Read Answer Asked by Sunita on March 17, 2014
Q: Are there ETF's that fall under the 'ethical' umbrella? If so, can you suggest some names for income, dividend and more aggressive growth?

I recall previous questions about ethical investing - a word search would be useful.
Read Answer Asked on March 17, 2014
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