Q: I have roughly 5% exposure to infrastructure, exclusively through WSP. I am comfortable with my position (my entry point is quite favourable), and do not wish to trim it. I have been making a concerted effort to consolidate the number of positions in my portfolio (aiming for roughly 30-40 in total) as I feel it makes it easier to make decisions on what to include, as well as when to enter and exit a position. My question is whether I should increase my exposure to this sector, either through STN or SNC, or if I should focus on improving exposure to other sectors. If I were to increase my exposure to infrastructure, I would only pick one position. Any comments would be greatly appreciated. Thank you very much.
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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,
Do you have an opinion on EFL-TSX Electrovaya Inc
Thanks
Do you have an opinion on EFL-TSX Electrovaya Inc
Thanks
Q: In Constellation Software Annual Meeting voting instructions, we are asked for vote for:
A SPECIAL RESOLUTION AUTHORIZING AND APPROVING AN AMENDMENT TO THE ARTICLES IN ORDER TO (I) CREATE A NEW CLASS OF COMMON SHARES TO BE DESIGNATED AS DE COMMON SHARES, TO BE ISSUABLE AT ANY TIME OR FROM TIME TO TIME AT THE DISCRETION OF THE BOARD OF DIRECTORS OF THE CORPORATION, (II) AMEND AND RESTATE THE RIGHTS, PRIVILEGES, RESTRICTIONS AND CONDITIONS ATTACHING TO THE COMMON SHARES OF THE CORPORATION, AS APPLICABLE, TO REFLECT THE CREATION OF THE DE COMMON SHARES, AND (III) CHANGE THE BASIS UPON WHICH THE MAXIMUM NUMBER OF CLASS A PREFERRED SHARES WHICH MAY BE ISSUED BY THE CORPORATION IS CALCULATED TO REFLECT THE NUMBER OF ISSUED AND OUTSTANDING COMMON SHARES ON A FULLY DILUTED BASIS, ALL AS MORE PARTICULARLY DESCRIBED IN THE ACCOMPANYING MANAGEMENT INFORMATION CIRCULAR.
I have read the Management Information Circular. My understanding: one can convert common shares to DE common shares and must be held for one year from the date of issue. Holders of DE common shares are not expected to be paid regular dividends. DE Common shares will not be listed on any stock exchange. DE common shareholders will be able to reinvest dividends (DRIP) in a more tax efficient manner. If any point is incorrectly, please advise.
My questions are:
1) How would you recommend voting for this resolution?
2) If this resolution was passed and DE Common Shares are made available, what investment criteria would one choose convert to DE Common Share versus keeping Common Shares?
3) Is creation of DE common stocks a common practice in public listed companies (either in Canada or US)? If yes, what other listed Canadian companies have issue this type of stocks?
Thank you.
A SPECIAL RESOLUTION AUTHORIZING AND APPROVING AN AMENDMENT TO THE ARTICLES IN ORDER TO (I) CREATE A NEW CLASS OF COMMON SHARES TO BE DESIGNATED AS DE COMMON SHARES, TO BE ISSUABLE AT ANY TIME OR FROM TIME TO TIME AT THE DISCRETION OF THE BOARD OF DIRECTORS OF THE CORPORATION, (II) AMEND AND RESTATE THE RIGHTS, PRIVILEGES, RESTRICTIONS AND CONDITIONS ATTACHING TO THE COMMON SHARES OF THE CORPORATION, AS APPLICABLE, TO REFLECT THE CREATION OF THE DE COMMON SHARES, AND (III) CHANGE THE BASIS UPON WHICH THE MAXIMUM NUMBER OF CLASS A PREFERRED SHARES WHICH MAY BE ISSUED BY THE CORPORATION IS CALCULATED TO REFLECT THE NUMBER OF ISSUED AND OUTSTANDING COMMON SHARES ON A FULLY DILUTED BASIS, ALL AS MORE PARTICULARLY DESCRIBED IN THE ACCOMPANYING MANAGEMENT INFORMATION CIRCULAR.
I have read the Management Information Circular. My understanding: one can convert common shares to DE common shares and must be held for one year from the date of issue. Holders of DE common shares are not expected to be paid regular dividends. DE Common shares will not be listed on any stock exchange. DE common shareholders will be able to reinvest dividends (DRIP) in a more tax efficient manner. If any point is incorrectly, please advise.
My questions are:
1) How would you recommend voting for this resolution?
2) If this resolution was passed and DE Common Shares are made available, what investment criteria would one choose convert to DE Common Share versus keeping Common Shares?
3) Is creation of DE common stocks a common practice in public listed companies (either in Canada or US)? If yes, what other listed Canadian companies have issue this type of stocks?
Thank you.
Q: I have read that one or two "super" stocks can make up for a lot of losers. How is a super stock different from a growth stock with momentum which tends to fizzle out. Would averaging up be recommended or just let the weighting grow in the portfolio.
Thanks.
Thanks.
Q: please compare CJR.B and DHX.B growth, and is the dividend safe (CJR.B)?
Q: I currently own WSP Global at 3% weight and under water on it. I also own Stanec at only a 1% weight. Would it better to sell Stantec and add to WSP or increase Stanec to a 2-3 % weight.
Thanks
Dolores
Thanks
Dolores
Q: A BNN guest mentioned a small cap company had a revenue run rate of $40M and anticipated an increase to $100M by year end. What exactly is revenue run rate and what does this company (Convalo- CXV) have to do to achieve this increase? How much credibility do you give this metric?
Thanks
Thanks
Q: How is this stock looking now for a long term hold?
Q: would you consider face book worth holding as well would it even be a core position
Q: How do you assess the risk/reward potential on this stock?
Do you intend to keep it in your growth portfolio?
Do you intend to keep it in your growth portfolio?
Q: Would appreciate your thoughts on recent price appreciation. Would you continue to hold?
Q: Could I have your thoughts on the preliminary results on SEV. Could you also tell me the insider ownership and debt levels. I have a small position in it but would like to increase it to a full position. Your thoughts please. Thanks
Q: If you were to rate KXS what would it be.
Publish if you wish.
Publish if you wish.
Q: Happy Weekend!
Having just read CBC's article about electricity and with electric car sales growing, could you suggest the names of companies that provide transformers and other equipment to electricity providers? Are there any companies you would recommend that would benefit from the growth of the electric car industry? Thanks.
Having just read CBC's article about electricity and with electric car sales growing, could you suggest the names of companies that provide transformers and other equipment to electricity providers? Are there any companies you would recommend that would benefit from the growth of the electric car industry? Thanks.
Q: Could you please provide an update on QIS. It seems range bound and I am not sure if should keep it for it hasn't done anything in the past year. Would you switch it for KXS and why? Thank you!
Q: Your opinion on the above please (CYB, ELD, MSL)
Q: Hello, I want to invest in oil, but when i look at most Canadian Energy companies, their share prices seem high from valuation perspective. I would appreciate if you can suggest a few Canadian ETF's for oil futures. Also is their an ETF that tracks Canadian oil. Appreciate your help.
Q: Could you please recommend 3 names of companies/ETFs/ that would produce monthly income, to be added to an otherwise reasonably balanced portfolio for a long term hold.
Thank you for the great service.
Thank you for the great service.
Q: could i please have your thoughts on this c-hedged u.s. momentum fund.
thanks, david
thanks, david
Q: Can you please shed some light on why CXR is down 8% since the call this morning? I thought the call was positive and it helped to break the correlation to Valeant's business issues. What on the call is being interpreted so negatively by the markets? This doesn't impact my decision to hold long term as I got in at a very high price, just trying to educate myself on market moves. Thanks again and again...John C.