Investment Q&A

Q: What do you think of the prospects for this company with a 5 year time frame. If you were an employee and were offered stock options on it would you be inclined to buy the shares.

Q: I want to boost my income in my RRSP from MLP's would it be better to use an ETF such as AMZA or CEF such as FMO or KYN for 5 year hold or longer. Is theer any holding tax on any of the three?
Thank You
Cec.

Q: Good morning, if one was to look for international oil and gas exposure, other than through a Canadian listed company like VET, would you prefer a service company like SLB, or a large integrated like XOM, CVX, BP, or RDS. Although you don't follow these, is there anything that you particularly like? Thanks!

Q: Hi Peter,
What is your opinion on blockchain and would you invest in any of these companies. What do you think of HIVE or is there something else you would recommend if any?


Thanks for PUR recommendation held it for quite a while at a loss until today. Nice surprise. Clare

Q: Would like to know your take on Oly(Olympia Financial). Have had for 18 months now and it has gained 25% as well as good dividends. Was thinking about buying more but like to know what you think.

Q: I looked at PUR, liked the business, but found it pricey and chose to wait. A bad call I suppose. I realize Xylem will realize cost savings on the acquisition, and will no doubt see opportunities to expand PUR's business within its portfolio, but please help me understand something. I estimate Xylem is paying over 20 times PUR's expected 2017 EBITDA. I thought 10 to 11 times was "high". Isn't $9.00 exceptionally pricey? What can I take away from this? Thank you for your time. Edward.

Q: Hello, I have read your answer to a member asking about AGU today. I hold Agrium and I have just contacted my online broker. He told me that I have 2 choices:
1) the default action is "disposition" (if I do nothing)
2) the "rollover".
He was not in a position to tell me which one of these 2 choices is best for me (non registered account). What would you do? What is the difference between "disposition" and "rollover" ? Is there any tax implications for the investors? Best regards, Gervais

Q: Hello,
What can you tell me about this small cap? Are the fundamentals looking good etc... AKE.cn
Thanks,
Craig

Q: What is your opinion on this company ?

Q: To cut down on the length, let me get directly to the questions. Is your tax lost list periodically updated to add potential new candidates?

In the daily 52 week lows, a number of energy names reappear. Looking at them as part of an out of favour sector rather than a January bump play, what should I focus on? Clearly location is gaining importance but which financial measures would you focus on to start? The industry experts talk of their benchmarks such as excessive debt or value, often based on cash flow. Depletion rates and reserve life , the type and quality of the wells other considerations. Would they cover the basics and above/below what ratios would make you interested to look closer at any company? If not, what would you focus on?
Keeping with the spirit of the season, If one were seeking a last minute shopping list, would you kindly provide your top 1 or 2 best investment ideas in the oil, gas and service sectors? A basic reason why would be helpful and most appreciated.

Thank you for the education, as well as, the very good guidance you provide in making more informed investment decisions.

Season's greeting,
Mike

Q: Do you know of a software program which will give you a visible pie chart to display your portfolio in terms of asset allocation amongst the various sectors in your portfolio? Thanks!

Q: Hi, for my US exposure, I hold the following 3 US ETFs at the following total percentages:

VTI - 50%
VIG - 20%
IWO - 30%

I have $10K USD to add and I'm wondering whether VTI and VIG are too similar or whether I'm fine to add to all 3 and keep the same rough percentages.

Thanks
Robert

Q: Hi Peter: A few months ago Yahoo Finance changed its website resulting in a site that is much less useful and now Google Finance has followed suit. Before Yahoo and Google changed their websites these websites were very useful for giving access to financial statements of Canadian and US companies. Are there any other good financial websites that an individual investor can access that would have quarterly and yearly financial statements?

Q: Is AEM still a hold or is it time to let it go?

Q: How are the dividends from VE and VEE treated from a tax perspective in a cash account, TFSA and a RRSP account.
Many thanks.

Q: Please explain the difference between ENB and ENF.
Thanks for your ongoing excellent service.
Frank

Q: I have a question about FIH.UN

For weeks there seems to be a large seller that trips any momentum the shares develop. Is there a short position developing or any indication of an institution selling.
A recent notice of a shelf prospective is the only other explanation in my view. Some indication in the prospectus that the funds could be used to purchase shares of large sellers.
Could be that shareholders are worried about dilution.
Can you determine which of the above might explain the negative momentum.
What would you estimate fair value to be.

Q: Hi guys
I would like a start a small position , the div is to high ,whats
going on with this trust, or should i go with byd. income
Bob

Q: Hi guys
Is this stock cheap or their something we dont know
div is high would it be a mistake to start a position or
is it better to buy perfds
Bob

Q: So everyday you hear more and more about this blockchain technology, from banks to Wal Mart, using it, and companies now like Microsoft and IBM developing it, so where does a small company like BTL, now over 200M market cap, fit into this with there size. Do they have technology and products that a large company would want and would buy them out at a large premium? Is there another Canadian company like BTL that is developing the products that they produce? Would you say that it is now becoming a BUY?