Investment Q&A

Q: Wondering if you have any info/thoughts on the lawsuits (current and future) re BA and the Max issue. Specifically, I anticipate that the airlines which fly the Max will be suing Boeing for lost revenue/extra costs as they compensate for not having the Max fleet in the air (more lawsuits once the return to service date is determined (if returned to service). I read more and more airlines are planning to not use the Max until Jan/Feb 2020 pending FAA approval. Still considerable uncertainty. Essentially a question on the impact of future lawsuits from major airlines.

Q: I have read about the new TSX30 index. Is there an ETF yet that follows it?

Q: Hi, Badger Daylightinh was added to Balanced Portfolio recently, as it dropped from its high after last quarter's soft results, which you characterized as " one time". Induatrial alliance today downgraded the energy services sector as well as diversified energy companies, expecting more misses in coming quarter. BAD's was a Hold and its price target was dropped to $43 from $46. Lower rigs utilization south of the border was cited as one of the reasons.
My question is that BAD appears to be lumped with energy services sector, for its valuation and growth prospects, although most of its clients are in utilities sector. If this continues to be the case, how do you see BAD separating itself from energy services pack and receiving a more appropriate multiple. Do you expect this to be an ongoing overhang and if so, does it deserve a place in Balanced Portfolio ? It was added to the portfolio at $39.90 ( I think). Is it prudent to just take a smal loss and move on? Thanks

Q: Can I get your thoughts on Tricon? Do you like the TAH part of the business? It seems to me that it could be a challenge to efficiently manage that many single homes over a large geographic area?

Q: Good morning guys :
Another stock I am keeping an eye on is this name. What do you think of this reit in the pot industry .
Thank you
Mark

Q: Hi, Which specific country ETF's would you say has the best growth prospects over the next five years, thanks?

Q: Which stock or ETF would you recommend to buy in Health sector for TFSA? Need 11.4%. Used to own GUD but sold awhile ago with small loss. Don’t mind USA exposure but prefer to buy in CAN dollars.

Q: Which companies are biggest into CBD oil? There seems to be much interest in the medicinal value of CBD oils. Thanks.

Q: Thinking of selling BEP.UN, which has gone up 50%,for the parent company BAM.A since dividends from the subsidiaries flow up to the larger entity. Your comments positive & negative on this would be appreciated.

Q: What is the expected outlook for Vet on Oct. 31 when their 3rd quarter results are released?Thanks
Dave

Q: Any news if they will trade on the canadian exchange. I am interested in holding this gambling/sports book stock as I think government fiscal pressures will generally be a boon for the industry. I am not interested in holding an british company and their foreign tax implications. Any suggestions when to sell and where I should be able to have this same play on the toronto exchange if they don't cross list. I am grateful for your informative service.
ps can you re check that you have my proper email address. I see you answered my previous question but did not email to advised as you used to.

Q: Hi, my question is about proper percentage allocation of stocks, ETF’s and investment funds. At this moment my wife and I have a holistic approach of the family investments. We have assets spread out between RRSP’s, TFSA’s, Investment accounts, Stock options from my employer and Defined contribution pension plan (Investment funds). We also have a revenue building with 3 apartments that represents 40% of total family assets. We don’t include this in our holistic approach because we live in one of the apartments. So, my question does not include the real estate asset.
The allocation in investments is:
1. 40% in investment funds, mostly in the Defined contribution pension plan,
2. 15% in the VGRO ETF
3. 45% in 20 stocks.
The way we are looking at it is for example; Constellation Software is at 5.07% of the total family investments. Obviously, the percentage would more than double that if we look at its waiting just with in the stocks we hold. At the low end we have CAE at 1.00% of the total family investments. So, is this a proper way of looking at it? Should we be analysing our allocation differently? Is the holistic approach the way to go ?

Q: I could use a tax loss sale prior to y/end. Which of these two, or both, would you recommend selling? Would there be any rush in getting back into these positions a few months hence? Are you re-considering your positions in either of these companies?

Q: OTEX dropped $2.07 today to $51.60 on huge vol of 1.1m(av 604k)of which 877k is sell transactions.After market close,it denies rumoured acquisition of Micro Focus.Ever since reaching a $58.65 H in July,it declined & trade in a range of some $55- $50.It reports on Oct 31.Any news on the drop.What are the expectations of Rev & Eps for coming Q.Is this a good time tostart a position? Thanks for u usual great services & views

Q: Can you please comment on the acquisition by LSPD.

Q: Hi, would like your opinion on psi going forward.
Is it a service company only for oil and gas,or is it also diversified to other sectors? How about debt and management?
Would this be a good tax loss candidate as I’am down 35%, then buy back, or would you stay out of the sector. I also have Vermillion ,WCP, SPB at 5-6% of portfolio
Thanks

Q: I own AQN on the tsx in my Canadian non-registered account That account also has a US dollar account. Am I able to move the stock to the US side and should I do so? Would I not save exchange fees charged by iTrade on the receipt of each dividend? Any other advantages? Any disadvantages? Thank you, Bill

Q: Boyd Group Income Fund is planning to convert from an income trust to a corporation. The conversion will be on a taxable basis. I am holding Boyd in my Margin, RIF and TSFA
accounts. Presumably there will be no tax consequences for RIF and TSFA holdings.
However, how will my Margin account be affected and what
is your advice. Thanks.
Klaus

Q: it seems to me that a good place to have bond ETF is in an RRSP. do you agree? currently I have about have of my wife's RRSP in VSC and the rest is in cash right now. i was thinking that I would place the remainder in another bond ETF with low management fee and with perhaps a more aggressive posture. Does this make sense and what other bond ETF would you recommend? thanks.

Q: Does Sangoma's latest acquisition reduce your concern of their lack of traction in profitability over the years?