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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: You did a portfolio review for me in March and it was very helpful. I sold some losers, still have some stragglers and picked up a few great stocks & ETFs. I am wondering if I should hold CXI until later in the summer, in hopes business picks up or sell it now and buy KXS. I am down 40% in my TFSA and it's hard to sell but I am tired of waiting for good news. Your valued opinion, please. I know that it is no longer in your portfolio.
Read Answer Asked by Elizabeth on May 26, 2017
Q: What do you think of a strategy to buy convertible debentures from GSY as well as Altagas Receipts as additional investments to match against margin borrowings - they cover the margin interest for twice the amount invested in them.
It is possible the banks increase their interest rate even if Bank of Canada does not. How do you expect these two securities to react?
Also, how can one buy the GSY debentures - my investments are managed with a self directed brokerage account.
Read Answer Asked by Rajiv on May 26, 2017
Q: GEO has been a good performer the past year but has been weak for the recent few months and particularly since releasing earnings earlier in May. Although the quarter showed some metrics that were down a bit, it appears they are setting up for good growth next year. Is this your take on the company? Is it a good time to complete a full position on the price weakness?
Read Answer Asked on May 26, 2017
Q: hi
I have a position of several single stock size in JFS.UN, but I am getting bored with it (yes, I know how that sounds). What is your opinion of it and should it be sold to take advantage of better opportunities. What stocks or etfs funds would you recommend to replace it?

My current energy or close to energy holdings are WCP, Crius, BEP.UN, IPL and FTS. Is energy close to a bottom and what might you add in energy? Would Sprott energy fund or NRGY.UN be a good choice or some other single stocks or funds?

thanks
(I realize this is kind of 2 questions... but part of a partial rebalance, so you can take 2 credits if that applies)
Read Answer Asked by Francois on May 26, 2017
Q: HI team,

I am looking to start a RESP with a 15+ year time line. My 5 month old son loves the stomach churning world of small cap investing, just like his old man. What are your thoughts on putting all 2500 of this year's contributions towards PHO at its current value. I was also considering allocating 1000 shares in PHO and the remaining in GUD. My thoughts are that we start off with some higher risk/growth opportunity, which can be throttled down as our time line decreases. I would appreciate any strategic guidance or alternative suggestions.

Thanks
Read Answer Asked by Ryan on May 26, 2017
Q: Good morning,

Global payments was highlighted as a promising fintech stock by Citigroup. What do you think of this company? Would you be a buyer? Or would you have an alternative suggestion in the space (mastercard and visa already owned)

Thank you

Karim
Read Answer Asked by Karim on May 26, 2017
Q: Hello,

I am one who will be using aimia to write off against gains on other shares, but for now, they have committed to their dividend for this payment. Can they continue the dividend at this rate out of cash flow if they choose to do so? What would you envision them to do with their dividend in the future? Do they have time to weigh their options or are their outside forces that will force their hand more quickly?

Regards,

Robert
Read Answer Asked by Robert on May 26, 2017
Q: Good morning

I am currently looking to exchange approx $100,000 US to CDN...however, was wondering if I should wait until the announcement of the US rates in June...do you think it is more or less priced in...also, at this time would you invest in US market and look for more upside prior to conversion...I would make approx 34% on exchange currently, then invest in CDN...no tax issues or allocation concerns...

In addition, where do you see current upside in US (3 stocks) and CDN (3 stocks)...

Thanks..feel free to deduct for additional questions...

Matt
Read Answer Asked by Matthew on May 26, 2017
Q: A friend worked at PEO a few years back and mentioned the stock to me at .30 saying in conversation the CEO - who she had a great respect for - suggested he was building this company to a $10.00 share price. After watching the company, I took an initial position, then added to it when 5i came on board. I am overweight now and it continues to rise. I'm curious why he would pick $10.00, would that be a market cap where bidders would step in, an exit point perhaps? I realize you cant read minds, but after seeing companies built and sold, any thoughts here? What would be the main risks with this company?
Read Answer Asked by Charles on May 26, 2017
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