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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 getting nervous about commercial real estate in the US. I think we are in the early stages of a sea change in that malls are struggling/closing due to the shift to online retail. Stocks like AMZN and SHOP are rocketing because of this shift. One of the stocks I have owned for a while is BAM.A. Although it has infrastructure and renewable arms the bulk of its revenue is from real estate. Because they own General Growth they have a large number of malls in the US. My question: should I be shifting my BAM.A money into BEP or BIP or BBU to get around this secular shift that will presumably start affecting the company going forwards?
Read Answer Asked by Michael on May 15, 2017
Q: Good day,
I have some cash to deploy.
I am considering to buy SNC Lavalin (SNC) but I also like Stantec (STN)in the engineering field, which company would you recommand in this field?.

I am also considering taking a half position in ACQ. It seems less risky (although it is far from a blue chip..) following the recent drop, what do you think of the long term prospect of this company?

Finally, I have no gold stocks in my portfolio and feel I should add some, which names would you recommend at this point?

Thanks for the good work!
Read Answer Asked by Michel on May 15, 2017
Q: Hello
Could you comment on High Liner Foods earnings? Sounds like after paying some debt they decided to do a bolt on acquisition.

Also could you comment on AQN earnings? I am a buy and and hold on both companies.

Thank you very much !

Stephane

Read Answer Asked by Stephane on May 15, 2017
Q: what are your preferred stocks in the materials sector?
Read Answer Asked by M.S. on May 15, 2017
Q: EFN:
Do you see anything that would explain share fluctuations last couple of days? Is this someone establishing a position in the stock?

SHOP:
Can you compare current institutional position in the stock to historical data? Would that account for the meteoric rise of the stock?

Read Answer Asked by JR on May 15, 2017
Q: With today's carnage on Bad and last weeks HCG and the fact that it is done from the States makes it obvious that shorting on the Canadian side is a lot easier and as you say without regulatory control. What makes it different in the States and why is it not here?
Read Answer Asked by Jean on May 15, 2017
Q: Hi can you rate the above four companies in terms of long term growth potential, from best to worst. Safety should play a minor factor as well.

Thanks
Read Answer Asked by Valdis on May 12, 2017
Q: Hi, Could you please share your comments on today's debut of this much awaited IPO. The issue was oversubscribed 7X, but looks like allotees were in a rush to cash in. I read somewhere that 85% of the issue was allocated to institutions. Do you think, today's trading was mostly retail investors ? What is your outlook of the company and the stock, going forward ? Did I see somewhere that co. will release it's 1st quarterly results on Monday May 15? If so, you have any insight ? I did start a position today and would appreciate your thoughts. Thanks
Read Answer Asked by rajeev on May 12, 2017
Q: Looking to add 4 positions for growth. I have high energy exposure but can add to all other sectors. High risk tolerance. Long term time horizon. Recommendations?
Read Answer Asked by Chris on May 12, 2017
Q: Can you rank the stocks best to worst in your opinion. These are the stock s that are in my INDUSTRIAL SECTOR. Would you add, swap or remove any of them? Thank you and great job.
Read Answer Asked by Terry on May 12, 2017
Q: Do you see any compelling investment opportunities where the current share price clearly doesn't reflect the strength of the business?

Read Answer Asked by JR on May 11, 2017