Investment Q&A

Q: I am looking for a preferred that can be expected to hold its' value over time. I understand that it should be a decent credit rating, have a fixed reset rate and be non-convertible. Does this preferred meet that criteria, or could you recommend one ?

Thank you,

Tim

Q: Hi,
I live in Ontario and we have private medical benefits through my husbands employer that cover 80% (to a limit) of our medication costs. I recently refilled my son's asthma inhalers. The government covered the entire cost and our private coverage (which we pay a portion for) now pays nothing. The government / tax payer now pays the entire amount and private insurance now pays nothing even when the customer has coverage. Do you think this will have a significant impact on any health insurance share prices/earnings? If so what companies would benefit the most by having a large client base in Ontario?
Thanks,
Kerri

Q: If you had ALA for a five year hold would you keep it or sell and buy Fortis? The difference in yield does not matter. Thanks Bill

Q: Looking at adding a position in COV but it has really run up since your initial recommendation. Do you place price targets on your positions? If not, does this stock have a lot of room to run if added at current levels?

Thanks.

Q: Hi, Could you please comment on Stella-Jones Earnings pre released in order to disclose the impact of new US Tax law. While company seems to indicate flat to lower profitability, new Tax law seems to have a positive effect. Thanks

Q: I currently have a half position in CXI, I also have an almost full position in ECN. CXI isn't doing very much and I was thinking of moving the funds from CXI to ECN. Which one has the better potential?

I have Aegon ADR for a few years now. It is now moving in the right direction, but I am still down on it (in SDRSP). Is it worth holding or do you have some other International Financial companies that you think are better?

Lastly I have a half position in Alacer. Is it worth hanging on to, or would a switch to FNV or Anigco be better?

Thanks.

Q: Hi,
We need some help with revamping our health care stock strategy. Money not needed for 10 -15 years. Our health care stocks are SIS, GUD, Gilead, and PLI. We are underwater on all except SIS (thx it's been a great performer). I'd like to sell Gilead (owned for about 3-4 years and down 20%) and come up with a better US$ pick since there are so many more options in the states. What would be your best suggestion?
Thanks,
Kerri

Q: Hi with Oil at its price today how much upside can one expect from companies like BTE, CPG I've owned them from when they were at $40. I don't expect them to see that level anytime soon I just want to plan selling them. Thanks, Nick

Q: Would you known why BCE share price has dropped by almost $5 from mid-December till now?
Also, when will BCE be publishing their next quarterly results?
Thanks
… Cal

Q: Hi,
I'm wondering about this IPO, primarily for it's focus on industries / sectors I feel will provide future growth. However, I have concerns over some of the wording in the prospectus and feel this may just be a 'flyer', as opposed to a trust unit opportunity. It is slated to begin trading under the ticker BL.UN and think it may be worth waiting to see how the IPO goes, before trying to assess its potential. I am wondering if you could offer any thoughts on it, as I have come to value your insight very much and certainly have benefited with your recommendation of NVDA as a stock focused on the future of AI. If your view is that there is a better approach through a selection of stocks or ETFs (such as ROBO or ARKW), then feel free to redirect my attention.

As always, I look forward to your thoughts.

Thanks,
Dawn

Q: Are there any tax issues with holding BRK.B in a taxable account or TFSA since they don’t pay a dividend?

Q: Hi,

Looking to invest it in a solid long term growth company. Wondering your thoughts about AVO/ PHO /IOM. From a valuation basis; which one is more attractive at Todays prices. ? curious to know which one you think has greater growth potential from earnings standpoint ?

Thanks.

Q: I have often wondered why a large diversified company like Fairfax gets almost no analyst coverage? No buy/sell recommendations (except for 5i) and even Thompson Reuters can't give it a score? Is it simply too much work to figure out what Prem is up to?

Q: Hello 5i team !
Energy service company's might be ready for a rebound soon ? Is there any reason to choose between the 3 ideas (SCL, EFX, or TCW) to play this segment, ie. balance sheet, PE, growth, etc. ? Any significant U.S shift to their operations possibly ?

Q: Hello,
Could you please give me your opinion on this company?

Thanks,
Rick

Q: Morn folks,growing frustrated at the lack of deployment of Knight's massive cash pile. Medical/recreational marijuana is here to stay and would have been nice to see Goodman & Board think "outside the box",and bankroll a reputable start up marihoochie company,think there would be tremendous potential and would certainly re-juvenate the stagnent stock price. Goodman & Board seem to be thinking in the Past,and not the Future in terms of shareholders. Think we need need Peter or Ryan on Board of Directors to jump start this company haha. OK, done with my rant, thanks for great Service.

Q: Good Day, I have held GUD patiently since inception, awaiting performance similair to it's predecessor. I am getting impatient, still above water but wondering how long to sit on what seems like dead money. It is now just a 3% holding. Is patience still justified???
Thanks, Lavern

Q: Can you give me your opinion of Calian Group? Thank you

Q: Incredible whats going on with PTE,the market has spoken.
I am VERY frustrated here.
What are your thoughts?

Q: In case there are others looking for an alternate to the now deleted Financial Post listing for convertible debentures, the following site may be helpful. Although not a complete listing, it presents a number of debentures, along with their relevant detail.
https://convertibledebentures.blogspot.ca/
I use both RBC Direct & BMO IVL, neither of which offers a listing of debentures, so it is information that is not all that easy to locate.
Thanks and keep up the good work!
Dawn