Investment Q&A

Q: Where do you (we) find out what STOCKS the Canada Pension Plan invest in or hold, and what STOCKS are they? I hope, it helps all the people collecting the CPP payments.

Q: Any thoughts as to how a potential deal for SIRI (US) might affect the Canadian deal?

Q: I am thinking of switching my holdings in Canadian Tire and buying Loblaws with the proceeds. Just seems to me that the retail space is inherently more risky than food and drugs and I think the Shoppers Drug/Loblaws tie in has a lot of synergy potential. CTC has been a strong performer for years so it comes done to valuations and growth potential. How do the two compare on valuation metrics and would you favour one over the other, assuming long term holds for each and total growth (dividends and gains) the ultimate goal.

Appreciate for the insight.

Paul F.

Q: Hi folks, thanks for everything.

Please treat this as two questions because...it is :)

Feelings on earnings re Morneau and Costco.

Thanks.

Q: Hi team,
I want one or two stocks from the list below which you believe I would look back 5 years from now and badly regret why I did not buy them today.
Group 1: KXS, ESL, DHX, DIRTT
Group 2: TD, RBC, HCG
Group 3: SJ, SIS, MDA
Group 4: ENB, PKI, BCE
Group 5: RRX, TOU, VET
To get to the winner, I want to ask you to kindly identify one stock in each group first and then rank those five from 1 (most regretful) to 5 (least regretful). I know you don’t have any info about my portfolio, risk tolerance, and investment objectives, the final stocks vary widely from each other, and this is perhaps the most unusual request…but I appreciate it if you play this game…I also want to see if the winner of my list is the same as what you have in mind…and if not then tell us what you would have bought from the list of Canadian stocks so you would not regret 5 years from now. Hopefully you will find this exercise fun. Thanks for your patience and expert advice (even if your response is for me to give up these kinds of questions.)

Q: CIBC came out a few days ago and they downgraded CAS to $8.I see that Cascades also owns 20% of Boralex which is going higher everyday which makes the stock very cheap. Do you think the CIBC report is justified with a $8 target. The market always hits the stock when such reports come out. What would you think of CAS and should one hold or sell considering the negative backdrop.

Q: Could you please give an update following their latest quarter. Thanks. Would you invest?

Q: insider ownership? whats your thoughts on this company?grade? thank you.....

Q: Do you know of a reason why Dollarama is going down so much today?
Thanks so much.

Q: In your opinion, what are the top 5 most under-valued stocks listed on the TSX? Which one of these do you feel has the greatest potential for a strong come-back in the next year?

Q: I am looking at starting a small position in my tax free savings acct on 2 of the following four stocks. Would you plse rank these in order from 1 to 4 what your preference would be on these names and just a brief explanation of the top 2 as to why you prefer them

Many Thks
Marcel

Q: I own wsp and stn,would aecon be a better choice going forward than stantec for upcoming gov.spending thanks

Q: What do you think of WJX now after earnings? Thanks.

Q: bought in big time on both, thanks for the heads up. with the price of superior right now-- 9.18 canexus has about 18 per cent up side which is huge, strange why the market does not recognize this, and why is there regulatory hurdles, it is not a pipeline, it is sodium chlorate. dave

Q: I have small positions in FFH and OCX, 1% in each. As a long term investment I would like to build each to 5%. I would appreciate your opinion on this strategy. If you agree with this weighting would you recommend adding another 3% now? Thank you.

Q: Could you provide an update on LGT.B please? It has fallen off in the past year since I bought it. I was thinking to add to my position. It makes up a small portion of my portfolio.

Thank you

Q: For an investor not sure if they will retire in 10, 15, or 20 years with no need for funds before then put definitely needing growth in order to retire, what portion, if any, of a portfolio would you put into fixed income. I can tolerate portfolio losses. The way I have been constructing the portfolio is to have about 30-40% in more solid dividend growth stocks such as BNS, BIP, JNJ, POW, etc. I have considered this more of the 'fixed income' part of the portfolio although I know that this is clearly not investing in debt instruments. I would appreciate you comments. Lets assume the 15 year scenario for simplicity. Thanks for the help!

Q: For a long term hold in an income account, would a switch from WSP Global to National Bank make sense?

Q: The price of Transat is up. Do you think it would be a good time to sell. Ron

Q: Because the CAD $ is steady at a 40% Discount to the US$, I just can't get myself to buy some good opportunities in US stocks. Am I wrong? If I buy a share @ $100US, it is costing me 140CAD......so the stock will need to appreciate by 40% just for me to break even!

Thanks