Investment Q&A

• Swiss Water Decaffeinated Coffee Inc. (SWP)
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Q: Hi team,
TPK's stock has been showing much weakness over the last two weeks.Would this partially be due to tax loss selling as it's tumble does not seem justified and would you see it as a value stock with a solid 4.25% yield? I am thinking of dollar cost averaging but will wait for their Q3 NUMBERS TO COME OUT ,MID-NOVEMBER.
Many thanks,
Jean

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Read Answer Asked by Jean on October 10, 2018

• goeasy Ltd. (GSY)
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Q: as interest rates increase, i would think this would be good for goeasy as traditional lenders become more cautious, as an alternative lender this should help their business, but last couple of days stock got killed, and is selling way below the current financing, it still seems very cheap to me, could you comment. dave

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Read Answer Asked by david on October 10, 2018

• Stars Group Inc. (The) (TSGI)
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• Norbord Inc. (OSB)
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Q: Hi I bought TSGI at 42 ish and now is at 29ish at the time I bought you were recommending don’t know if I should sell or hold also OSB is falling can you tell me your thoughts on it. Thank you

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Read Answer Asked by Jo-Anne on October 10, 2018

• Cognex Corporation (CGNX)
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Q: Your current thoughts on cgnx.

Thanks

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Read Answer Asked by Mark on October 10, 2018

• Norbord Inc. (OSB)
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Q: Is there anything that might explain the nearly straight drop in Norbord since its special dividend? This stock has been a falling knife. What would be your entry point?

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Read Answer Asked by John on October 10, 2018

• Norbord Inc. (OSB)
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Q: It is down 30% in the last two weeks. Should I add to my position?

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Read Answer Asked by satish on October 10, 2018

• Largo Inc. (LGO)
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• North American Construction Group Ltd. (NOA)
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Q: NOA and LGO have been my winners recently, but they crashed today. Time to sell or to hold, given their fundamentals? Thanks.

Walter

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Read Answer Asked by Kurt W on October 09, 2018

• ZCL Composites Inc. (ZCL)
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Q: Zcl is down more than 4% again today. Is there any news or is it more tax loss selling?

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Read Answer Asked by Luca on October 09, 2018

• Align Technology Inc. (ALGN)
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Q: Hi All at 5i! Align technologies has dropped about 13% since October first. Any idea why? Cheers, Tamara

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Read Answer Asked by Tamara on October 09, 2018

Q: I'm fortunate enough to have 30 percent sitting in cash during this bout of volatility. Can I please have your top 5 picks for both the US and Canada.

Thanks

Dave

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Read Answer Asked by David on October 09, 2018

• AltaGas Ltd. (ALA)
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• Stars Group Inc. (The) (TSGI)
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Q: I have some questions on Altagas. Would a person be better to buy ACI later this month, because it should have better growth(propane export).
Also, If I were to buy Altagas now , is there not a fair chance of the dividend being cut, because of reduced cash flow(selling Canadian assets). Would you please comment on these aspects. Will ACI have a dividend and how much.
TSGI I was thinking of selling for tax purposes and would like to buy back after 30 days.. Do you know when the next report will be out, I thought perhaps in the middle of Nov.. Thanks in advance Love your service Earl

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Read Answer Asked by Earl on October 09, 2018

• Largo Inc. (LGO)
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Q: i own largo resouces and have more than doubled my money, i keep buying more as it goes higher, your thoughts.
also first vanadium, i do not own but which of these would you prefer. dave

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Read Answer Asked by david on October 09, 2018

Q: I currently own in my RRSP's SMU.UN, WIR.U, ACR.UN, DIR.un, IIP.UN,KMP.UN.
I know rising interest rates are not the friend of REIT's That is the current environment, not telling when it will stop. And it is pretty vicious currently.
Do you think it prudent to sell these stocks (all are up nicely) and repurchase them when the increasing interest rate chatter subsides, or would you hold?
In your response please advise 'why' as well.
Thanks

Sheldon

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Read Answer Asked by Sheldon on October 09, 2018

• Tourmaline Oil Corp. (TOU)
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• Birchcliff Energy Ltd. (BIR)
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• Crew Energy Inc. (CR)
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Q: Peter, what Cdn listed companies have the most short term positive outlook if natural gas has hit bottom and is heading up for the medium term ? Thanks, Paul

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Read Answer Asked by Paul on October 09, 2018

• Vanguard FTSE Canadian High Dividend Yield Index ETF (VDY)
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• Vanguard FTSE Developed All Cap ex North America Index ETF (CAD-Hedged) (VI)
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• Vanguard S&P 500 Index ETF (CAD-hedged) (VSP)
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Q: Do you think these 3 ETFs, provide a diversified enough portfolio? I plan to invest equal amounts in these ETFs and re-balance every year. They would be held in a RRSP, RESP and TFSA. Does it matter in which accounts I hold these ETFs? I plan to supplement my income I receive when I retire. I am basically looking to put together a portfolio that I know will be around long after I die. I'm only 30, but I've been listening to John Bogle and Warren Buffett speak about what they believe individual investors should do with their money.

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Read Answer Asked by Francesco on October 09, 2018

• Exco Technologies Limited (XTC)
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Q: I'm looking for a dividend growth stock in the industrial/materials sector to round out an income portfolio focussed on dividend growth stocks. What are your thoughts on XTC now that NAFTA-related issues are behind us? Any other recommendations in this sector? Thanks.

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Read Answer Asked by Arvind on October 09, 2018

• Pitney Bowes Inc. (PBI)
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Q: I have a question about 761
Last question was a year ago. The chart is not looking good down for over 3 years now. Would you buy it for the dividend and when do you see a price reversal ?
Thanks.

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Read Answer Asked by Luc on October 09, 2018

• Cascades Inc. (CAS)
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Q: What happened to Cascades today, down 8%?

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Read Answer Asked by Darby on October 09, 2018

• Cencora Inc. (COR)
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• Digital Realty Trust Inc. (DLR)
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Q: Good evening

Are there any data centre REITs that you would recommend. This is a growth dsector, but P/Es are very high. Alternatively, are there other REIT sub-sectors [such as gaming, 5G towers] that you would prefer. I am looking for REITs that can sustain high interest rates sand continue to grow and throw off decent yield.
Thx
Sam

Thx

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Read Answer Asked by sam on October 09, 2018

• Costco Wholesale Corporation (COST)
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Q: Good evening
Given recent results, is this a good time to take an initial position in COST? Or, are there other consumer defensive stocks you would prefer?
Thx

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Read Answer Asked by sam on October 09, 2018