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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 currently am a holder of the following three companies. I consider CSU as an A+ quality, legacy wide-moat company and an A+ capital allocater. Conversely I consider Brookfield of similar nature in reinvestment skills, but as more of a B+ ranking. I consider Broadridge as a legacy wide-moat company, but once again I would rank it as a B+ here.

My question is if you know of any other companies that have these wide legacy moats and strong reinvestment skill similar to that of CSU. Especially down in the U.S. Perhaps you could list out 4-5 possibilities?

Thanks,

Liam
Read Answer Asked by Liam on July 09, 2019
Q: During the interview on BNN today it was indicated that there are plans for Martello to grow organically as well as through acquisitions. Do you have any insight as to how they might finance these acquisitions, eg. issuing equity or debt or both. Also could you provide some information on their balance sheet as well as present and expected revenue and earnings growth. Also what is the present insider ownership and has there been much buying or selling in the past few months. Thank you.
Read Answer Asked by Rob on July 09, 2019
Q: Any thoughts on PLTH as a high risk investment?
Read Answer Asked by Jamie on July 09, 2019
Q: Enb in my portfolio has a book value of $42.16
And a yield of 7%. It now represents 10% of my portfolio. This my largest position in a portfolio of $630000. I generally buy for dividend and growth. Maybe I should reduce my position in ENB and take a 5% position in another dividend paying stock with growth potential. eg. CM or other opportunities. Any suggestions.
Read Answer Asked by Roy on July 09, 2019
Q: I have a 2 year old RESP for a 3 year old grand daughter to which I will contribute in about a week on her birthday. It currently holds only VGG. Should I add the $3000 to VGG or can you suggest something else. I actively monitor my own investments but the RESP I look at only at this time of year.
Read Answer Asked by Don on July 08, 2019
Q: HI,

I have about a 15% position of TRP in
my RRSP and was thinking of selling and replacing with a non-energy related equivalent dividend stock. I also have large positions of GSY, TD, SHOP, ENB, BNS, AAPL, GOOGL, SPY, V, JPM so would not add to these.

What would you recommend? Thank you.
Read Answer Asked by Mary on July 08, 2019
Q: Peter,

I am trying to get a handle on the way the industry calculates debt to equity ratio. I look at ATD.B and on 5-I it shows .84. Morningstar shows 1.17. They don't seem to include other LT liabilities. My calculation shows 15,577 / 7563 = 2.05 ( April 2019 YE).
Please advise the calculation method that is consistent in the industry so I can compare apples to apples with different companies.

Thank you,

Paul
Read Answer Asked by paul on July 08, 2019
Q: I'm confused about the performance of these ETFs from CI First Asset. On the Globe and Mail site, their performance is hugely different from that listed on the CI First Asset site.
The Globe has the monthly, three month and YTD performance of RWU as: 6.5%, 11.35%, and 27.21%. Yet CI Financial has them as -1.6%, 4% and 14%
The Globe has the Monthly, three month and YTD performance of YXM as 8.28%, 4.37% and 24.64% while CI Financial listed them as -5.45%, -3.98% and 11.57%
I find it hard to believe CI Financial would under-report, but how is the Globe's information so exaggerated? What am I missing here? Their performance is impressive on the G&M site. On their own... not so much.
Read Answer Asked by John on July 08, 2019
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