Investment Q&A

Q: I know you generally don't suggest buying on the IPO but wondered what you think of roots? Also, do you think they will eventually pay a dividend.
And a Second question- would you choose Roots over Goose.

Q: I would like your opinion on Velan Inc VLN in Toronto with the recent passing of thew founder. Would you think this would add to the odds that this company is sold?

Q: Team,
I hold both of these ( retired income investor) and wondered if you could add any comments with respect to each as a longer term hold for growth and dividend safety and are there any ther companies in this space that like better or just as well?
Peter

Q: Inflation is low and BOC rates are still at very low rates - money is cheap to get. IMHO the only place to make money is in the stock market, but seniors want low risk and for many decades placed money in high yielding low risk investments - GICs. Recently I applied for and received a 5 year closed mortgage at 2.49%, which means rates will stay low for at least five years. Our population is aging and that segment of investors like low risk, which leads to lower returns.

My question, when do you think or believe interest rates will rise to a new normal and therefore the stock market will see a competition for money from seniors? Therefore, by default lower returns in the stock market.

As always thanks for your comments.

Clayton

Q: Hello team:

I saw an article about the new ETFs by Wisdom Tree and Horizon's. DGRC caught my attention.

Any thoughts or opinion on this? Instead of ZDV or XDV or VDY....worth buying this one?
Thanks.

Q: Hi 5i,
A few days ago, in your most recent answer on a Callidus (CBL) question, you closed by saying:
“We think there will be more clarity in the next 30-60 days and with a 3% position, we would simply sit tight for the time being.”
This struck me as interesting because I was thinking was that a longer timeframe (more like 2+ quarters) would likely be required for the company to show sufficient progress in portfolio growth and (maybe more importantly) value realization to re-kindle sufficient interest to support a go-private transaction. But given your comment I’m wondering if I was missing an interim catalyst that might clarify their situation sooner. Can you say what made the shorter timeframe potentially significant in your view? Thanks!

Q: Can you explain the recent run up in price?

Q: what would be your top 3-5 Canadian dividend paying stocks for someone with a lower risk tolerance?

Q: After owning potash for a couple of years and now at exactly where I bought it, would you keep it? Is there growth potential? It has been in a narrow trading range for two years so is it ready to break out. Is the agrium/potash merger a good thing for potash stock.

Q: In response to your Sept. 29 comment on Parkland, I'm wondering if it's time to get out? I am still ahead, but it looks like it must have been dead money for some time. It's in a TFSA, so any losses would not be claimable. Your advice would be welcome, Thanks.

Q: My biotech holdings include Celegene at 3% and alexion at 1.5%. I am looking to obtain a basket of these stocks, the best in your opinion, as opposed to getting the sector etf.
My question are as follows:
1. Do you feel now is an opportune time to be adding to biotech, or has the sector run up too far?
2. If the time is right, what would be your top complementary picks to my current positions ( mid cap to large cap) and how many should I hold? Please advise what an adequate overall portfolio position would be for the sector, for an investor with a palate for moderate risk and a long way term view.

Thank you for your counsel,
Karim .

Q: Good morning...thoughts on the Riocan news...I held RIOCAN for over 10 years and sold six months ago...I do not believe in retail REIT (for income) as a long term hold...I was interested though in the potential diversification away from retail...Do you think the capital appreciation will be there and potential growth in income...is it too early to jump back in? Thanks

Q: I own equal amounts of Veresen and Pembina. I do not want to double my shares in Pembina. Should I sell Veresen now (it is above the agreed selling price) or should I wait until the closing and sell off my additional Pembina shares at that time?

Q: Significant drop today any news that you may be aware of.
Thanks
John

Q: Hi team, Any hope for DHX.B after the news release....worth holding?
Thanks!

Q: Hello Team,
Would you consider this for your list of forever companies and with it's size and diversity, what would you consider maximum allocationin one' portfolio.
Thank You,
Barry

Q: My 20 year old son has started a stock portfolio and currently holds 11 stocks and will add a few a year. We are following your balanced portfolio. He was overweight energy and sold a position today on the recent bounce. He only holds TOY in the consumer area, MX in the materials area, and SIS in industrials. We are looking at adding in one of these three areas. Any suggestions? also holds SHOP, CLS, KXS, ALA, BNS, ECN, GUD.

Q: appreciate your comments on the financial report released today for QTRH
ed in Montreal

Q: Hello Team,
I have been considering taking a position in ITP (Intertape Polymer Group) for medium to long term.
It has sold off quite a it lately and would like to to know if you guys think it a good time to buy now or is there a good reason for the sell off and i should wait to see if goes lower.
Thank you very much,
Denis

Q: I recently saw a reference to Ensign Energy Services having some 2 million short sales, representing a 300 day trade supply. Where can one find data for short sales of this and other companies?
Thank you.