Investment Q&A

Q: I have owned ENB for many years. Many positives about the company and I have enjoyed the dividend.

But with on going pipeline concerns and the fact that the stock has is still below where it was 5 years ago, I am going to move on.

With Energy looking like a solid place to be right now, I am looking for something with more upside torque - without of course taking on excessive risk.

I already own OIH, XLE, KMI, EPD, BEP, CVX, and in Canada: WCP, ARX, and PKI.
Recognizing that the final decision is mine, is there one or two other energy companies (on either side of the border) that you would suggest or would you see adding to one of the above or adding a new ETF?

Thanks for your help here.

Q: In looking for growth in US market over the next 5 years, would you kindly list these in order of preference, with consideration given to both th growth and risk. Market sector is not a consideration here. If you see a better alternative please do mention.
Thanks.

Q: For a five year hold in the growth portion of my portfolio, should I go with Descartes or Kinaxis?

Q: How are the current valuations for pure (or close) lithium plays? if not overbought, which etfs, cos. do you prefer?
Thanks

Q: Hi Peter, This seems weird to me.
Savaria declared a monthly dividend of 4 cents on May 21, payable on Jun 10th.
Scotiabank did a cash settlement amount of $314.25 on 2500 shares.
Did SIS declare a special dividend?? Or is this a mistake by either Scotiabank or Savaria because my usual monthly dividend is $100.

Q: LIF announced:
"TORONTO, May 28, 2021 /CNW/ - Labrador Iron Ore Royalty Corporation (the "Corporation") announced that Iron Ore Company of Canada ("IOC") has declared a dividend payable on June 25, 2021. The Corporation's portion is U.S. $60,400,000 or about CDN. $73.0 million"
This is over a dollar per share by itself (their last "quarterly" dividend), and doesn't account for royalties. Yet there is no announcement of their new "quarterly" dividend, or a date for same. Is there any further information besides this? ... and is this not a bit odd for them not to be able to make some decision in this regard, given that they had committed to a quarterly dividend? Perhaps you could suggest a reason(s) for this "delay"?
Thanks!
Paul K

Q: Hi there can you please give an updated opinion on mdf following its reporting a few days ago? Thanks

Q: I need to add fixed income to my portfolio. I do not believe the inflation we are heading for will be transitory. Given that assumption, are there ETF's you can suggest that will react best to inflation? And how would they do with the inevitable higher interest rates? Thank you.

Q: Do you have any insights into Cango Inc. and do you agree that it is a good value stock at this price? It seems very cheap to me.

Q: Good morning,

Thank you as always. Looking forward to the upcoming updates.
As a follow up would you please rank in terms of where you'd allocate capital. For the next 2-5 year hold. Assuming balanced portfolio etc. Most conviction sector or fund.

QQQJ
VTWO
IWO
SMH
MTUM
CIBR
BOTZ
ARKK

Thank you very much!

Q: please explain the difference between a bought deal financing and a private placement

Q: This company has been on a steady decline from high of $16, Is there upside or time to bail.

Q: Is it timely to buy/add to KXS after huge drop from some $223 in Nov & good $5.63 rise today to $141.32? What is u attractive price.James Telfser on BMM yesterday has some kind words & really like it for long term Txs for u usual great services & views

Q: Hello again May I have your thoughts on Camdem Property Trust
Thanks

Q: Your thoughts on BIDU? Any better options here?

Q: Hi,
According to estimates, E Commerce is set to grow rapidly over the coming years. Stocks like Shopify & Amazon are the one’s that come to mind. Is Lightspeed in or will be in that same category of E commerce?
Thanks

Q: Recognising these 2 stocks are different, can you give your thoughts on both and if you had to choose one which would it be?

Thank you

Q: 145 shares of Bam.a will get 1 share of the spin-out. I have 100 shs of Bam.a. Is it better for me to add 45 shs in order to get the new 1 sh. or stay put. Txs for u usual great services & views

Q: Hi Peter,
is it a good idea to buy BAM-A.TO before record date of June 18-2021 as they are spin off with brookfield reinsurance on June 28-2021?
and if someone buy 100 shares today how much he will get on june 28?
Thank you for your great service.
KT

Q: In answer to a buy/hold/sell inquiry you answered "We would give it a higher risk HOLD rating right now. "
What exactly does this mean?
Is there a point at which a higher risk hold becomes a lower risk hold and then a buy?
What should I read anything into the fact that the hold was capitalized?
How many categories of hold are there?