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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: I am considering selling my Stantec (STN) stock and replacing with WSP Global (WSP), and indeed wish I had done so earlier. I have reviewed your recent answers on this question (and variations). If I were making an initial investment, it seems clear that I would perhaps lean toward WSP, but given that I currently own STN, should I hold or sell it and buy WSP? This is for a long-term investment seeking growth. (Stantec is currently my only industrial stock and about 8% of my portfolio.) Thanks, and great job.
Read Answer Asked by Christopher on July 07, 2017
Q: I expect to retire in a couple of years. About 80% of my money is managed professionally but I keep a small account to help me stay aware of the markets comings and goings. In my utilities holdings I have a full position in Fortis, about 3/4 position in BEP.UN and a small holding of NPI. I am thinking of adding to NPI as a source of income. Your report of last year was ok, but notes that it should be reviewed in the summer of 2017. Any new thoughts on NPI? Would you add to it, to one of the other two, or avoid them all pending changes in interest rates?

Thanks for all your help - though I don't ask a lot of questions I learn a lot from answers to questions posed by others.
Read Answer Asked by David on July 07, 2017
Q: I am underweight in Engh and have taken a hit on it since buying in at 60+. My tech holdings are a cumulative 18%. Would you recommend a full position now ( to 20%) after the big drop or sit on the sidelines. I have a long time horizon, and am wondering if the bloom is off the rose for Engh, or should I wait for the next quarterly earnings.

Thanks as always.

KC
Read Answer Asked by Kelly on July 07, 2017
Q: I have held HR.UN for a few years and have not really like this stock but kept it as you often said it was a good REIT stock.I would be generating a small capital loss if I sell HR.UN but wonder if buying CSH.UN is a better option in the long term. I own no other REIT stock.

Thanks
Read Answer Asked on July 06, 2017
Q: I like PUR, but have one concern. Could you please estimate what % of PUR's revenues you believe are from government. Many services offered by Wachs Water Services and other PUR divisions are preventative in nature, targeted to detect a weakness in a pipeline before it becomes serious. My concern is that cash-strapped governments may want to, but decide they can't afford this service. I'd appreciate your comments on whether my concern is a "deal breaker" to not buy the stock. Thank you.
Read Answer Asked by Edward on July 06, 2017
Q: Hi there,

Thanks for the monthly updates emails. I will be looking to start positions in both names shortly and was wondering which name would be better suited to a TFSA and which would be better in a Non-reg account?

Thanks!
Read Answer Asked by Michael on July 05, 2017
Q: Hi, can you rank these companies as I'd like to start a long term core position in one or two of them. Please take current valuation and market environment into consideration.
Read Answer Asked by Jordan on July 05, 2017
Q: This whole business about how the distribution is paid has got me confused. I bought BEP in my $us investorline account. Even though I bought it with the ticker BEP, it shows up on my transactions as BEP.UN. I phoned BMO investorline to confirm that there would be no currency exchange for the distributions when I purchased the stock. It does not show any conversion in my transaction history but I called today to confirm Again after reading the Q & A comments. I reside in Canada but my broker says the interest is paid in $US and there is no currency exchange. Am I missing something?
Read Answer Asked by Cheryl on July 04, 2017
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