Investment Q&A

Q: Twenty five years old- new self managed account -6 thousand dollars -what to do? Thank you. Anne

Q: I hold 5 Growth Portfolio 5iR position as noted above.....that I've held for some time.
I've decided to fold them into my Income and Balance Portfolios rather than track the group separately. The reason is to better manage the position weightings. Although these 5 are more growth-er positions, I'm really more a 70/30 balance/income investor...and closely follow the 5iR positions and weightings.
Now for my question - what weightings would you give each of ECN and GSY in an income portfolio, and also for each of DOL, OTEX, PEO and SHOP in a balanced portfolio?
.......again, thanks for your guidance......Tom

Q: Do you think that Medison will now start selling off their considerable position in GUD? I know it's not in their interest to dump quickly and crash the price, but I can't see them being supportive of the company going forward. How do you see this playing out now?

Q: Hello Team
I like your opinion on PIC.PR.A:CA and PIC.A:CA
would these two be a good addition to an income oriented portfolio?
And why is the dividend on PIC.A so high?
Can you explain how the windup of the fund works, will these funds eventually windup or can they just go down in price and be rolled over?
In addition if you do not think these stocks are a good investment, can you recommend some good solid Preferred stocks with a good long term track record and relative safety?
Thank you in advance and for your great service.
Don

Q: CHW Revenue is nicely up but net earnings is down significantly. I have read the release several times and just don't know what to make of it. Would appreciate your review of results. Thanks John

Q: Hi, your comments on Sylogist earnings, please. Thanks

Q: i see results impressed the markets. revenues are up big time, but i don t understand how earning are less than last year. is it mostly amortization?

Q: Could you please give me your thoughts on TSO3 based on their last earnings?
Thank you very much.

Q: Peter and His Wonder Team
Several reputable financial experts have stated that this stock still has risk but is a great contrarian play. I know you are more conservative in your selection but I would appreciate your opinion please.

Q: Question on Tsgi financial expectation, Your answer to Robert, EPS $0.41 and Revenue $613M. Your answer to Donald on May 8 was EPS $0.44 and Revenue $638. so does it mean company miss earning estimates? Would it affect share price tomorrow? Your thoughts please, thank you

Q: I'm considering cutting a loser to invest in something new that has some growth. SIS, PBH, and TOY have been poor performers for me for a while now and have been dragging down my returns. If I thought the issues were temporary for all 3 of them I would hold and wait it out but I've found each of them has been less than impressive. SIS with the equity raises and mgmt that I'm losing faith in, PBH with a million excuses as to why each quarter has negative surprises (weather, swine flu, minimum wage,etc), and TOY with disappointing numbers that seem to be getting worse with no real catalyst to get back to growth (Toysrus overhang, diminishing sales in their top sellers that are getting stale, no replacement "home run" product to turn things around. These 3 seem to no longer be growth stocks, do you think I should cut any of the three or give them some more time?

Q: I would like to add a second real estate position for an income portfolio. Currently, I hold CSH.UN which is earmarked to the Health Care sector and BPY.UN, allocated to the real estate sector. Please provide a one or two real estate companies that would compliment/balance with BPY.UN......that will be held for the long term.
......Thanks.....Tom

Q: Just received a notice from TD re Corus:
TD Direct Investing would like to inform you that the following New Issue has just been announced.
"Corus Entertainment Inc.
Short Description: Secondary Offering of Class B Non-Voting Participating Shares via Bought Deal
Price: $6.80 CDN per share.
Settlement: On or about May 31 2019."
The current price is $8.06 and it hasn't traded at $6.80 in a month.
How can they do this price?

Q: Further to my question, re the Corus Secondary offer, it appears that Shaw Communications Inc. is selling ALL their 80,630,383 shares at a reduced price?
No money goes to Corus.
Can you clarify this?

Q: Thanks for your rapid reply to my question but I just have a quick follow up to the last line of your response which was: "Investors may also take some profits post closing, potentially causing an overhang and keeping buyers today on the wary side. "

If we are talking about post closing, then OH shareholders will have already received .8428 shares of CL for each OH share which would put them well ahead of where they are now based on the current disparity in prices between the two companies. Thus, rather than be wary, at this point they should be buying to take advantage of this disparity.

Thanks again.

Q: Good afternoon,

Looking for your insights on Maxar's strength today?
Thank you

Q: As can be seen, Cresco Labs is acquiring CannaRoyalty Corp. Can you provide any reasons why there is such a disparity between the price of OH and CL as we head towards completion of the takeover? As I write, CL is worth $15.65 yet OH trades at only $11.28. Based on the ratio of shares of CL they will receive, OH should be worth $13.19. If the deal was going to close in a year I might understand but it should be closing within a few weeks so the spread seems inordinately large.
Many thanks.

Q: Could you please provide financial expectations for tsgi release out tomorrow.

Q: Hello team,
Your comments pls. on WSP Q1 report. I need to add to my industrials (according to Port. Analytics). Good time to add?
Thank you!

Q: Looking at taking advantage of the recent sell-off in base metal miners to initiate a position in one of them. Which of the above would you prefer, or do you have another Canadian listed suggestion?
Thanks