Investment Q&A

Q: What do you think of this company? Would you be a buyer?

Thanks

Q: Good morning, I would like to know your thoughts regarding GBTC please ?
Thanks
Rick

Q: I sold Dol 2 months ago mainly due to their apparent large debt load and it has risen 15% since after earnings report. I am thinking about buying it back but ask if the debt load is too onerous? Has this company been rated lately or is it on the radar?
Thanks

Q: What are your thoughts on Electrovaya?

Interesting company but stock has been tanking post Paris agreement (Trump pulling out)

Thank you
Jared

Q: With such a high dividend why does this stock not get more coverage? What is your opinion of this stock?

Q: What are you thoughts on the recent results?

Q: Hi Peter/Ryan,
What do you think about Stella Jones and CGI group as stocks for long term and having maximum weight of 5% each? I have also noticed companies that have simple and understandable businesses (easy to understand products) can do quite well and do not seem to be attached by short sellers. For example, Boyd Income and CCL Industries, Richards Packaging, etc As a result, i was thinking of initiating a position in Storage Vault for a 3-5 year hold at current price of 2.70. Please comment on whether it is a good time and if i should start with 2% position as opposed to 3 or 4. Thank you

Q: Good morning, I am interested in companies/ETF's that have fresh water as their major theme. Please could you offer a few names?
Thanks
Rick

Q: Using cannabis oil, and seeing first-hand the benefits, I am considering making an investment in a cannabis company. Which would you recommend?

Q: My 30 years old son has a portfolio mixed with individual Canadian stocks, US ETF.and international ETF. In his Canadian side, he has TD, ECI, AQN, SIS, TOY, KXS, GUD, XEG + WCP.. Currently, his cash reserve can top up two more names. What would you suggest? Thanks

Q: I am very impressed with your ability to limit your balanced portfolio to 25 stocks. Currently I hold the above six stocks in the financial sector whereas you hold three. The only one with large imbedded gains is REF.UN which I have held for over twenty years. one third of our total portfolio follows your balanced portfolio. The other 2/3s is managed for us and includes a large allocation to canadian banks. I am willing to sacrifice some stability for more growth. Would you consolidate any of the above stocks to simplify the portfolio? Below is my current allocations. My bias is to keeping REF, GSY and ECN.
2.23% aif
3.16% ref
2.36% ecn
1.90% fsz
2.54% gsy
1.86% slf

Q: RE: June 08, 2017 - Asked by Jerry - NEO >>>>

Looks like I won't be getting quotes directly from Google any time soon. Received the following reply to my email from NEO:
Thank you for your market data inquiry. I can confirm that we have engaged Google Finance with respect to making NEO Exchange market data available on their platform, but they have been less than responsive. Most global data vendors do currently support NEO data. If you are inclined, please feel free to contact them directly with your request, as there are no applicable fees for them to make NEO data available.

Q: there are organic growth and / or growth by acquisition. please recommend 3 potential companies in each for the next 5 years. thanks.

Q: BUS and CRH down a bit in last couple of weeks. Do you feel positivity is coming up?

Q: I am looking to start a position in either one(leaning towards dol) I know they are probably expensive for retailers however, they seem to deliver on results on a consistent basis. What do you think about a half position on either one?
Great work guys!

Q: I am a conservative, retired, dividend-income investor with the above stocks and ETFs. I also own RBC Cdn Equity Income, Sentry Cdn Income, Sentry REIT, Sprott Energy, Fisgard Capital, Insured Annuities, and receive CPP and a company pension.

I have roughly 5% cash and am normally a buy and hold investor. I am looking to top up the following sectors = Financials, Industrials and Materials. I am already max'd out on the other sectors. Can you please provide me with 3 suggestions of dividend payers (3+% dividend), that would fit with my current holdings, for each of the 3 sectors?

Thanks for your help,
Steve

Q: Hello!

Canopy Growth Corp:
I have read your recent report regarding Cannabis industry which was very encouraging as far as the future if the industry with few reservations namely revenue ramp up period and emergimg market risks. I hold a significant position in Canopy Growth and was wandering about whether the stock has actually bottomed in your opinion, especially given todays sharp drop?

Teck:
What is your opinion on a long position in Teck? The company appears to be trading at a discount.

Apple:
I also hold a significant position in Apple. What are your thoughts in the companys sustainability as far as earnings growth in the next while with addition of the iHome speaker and iPhone 8 release. I am prepared to keep holding onto it. Is this a good strategy in your opinion?

Thanks in advance!

Irek

Q: Please provide your comments on Dollarama's quarterly report.

Thank you, Peter

Q: With the government raising the percentage that a single entity can hold
in CNR from 15% to 25%, can you see if Bill Gates &/or his Foundation have
increased their ownership in CNR?

Q: Is there any news on Canopy Growth Corp?
Is there a reason for the weakness in the stock?
Thank you.