Investment Q&A

Q: Enbridge has been steadily drifting lower, down about $5 a share in the past month. Would you have any incite into the reasons for this decline? Also do you foresee anything on the horizon that might stop this erosion in share value?
A roughly 10% drop does seem excessive for a conservative company such as this.

Q: Your opinion on XSD (etf / semi-conductor).
Thank you.
Pascal

Q: Hi, could you please provide your comments on today's news of the large acquisition by Boyd Group. Boyd has been growing in US lately. This is a major expansion in Canadian market, Ontario. How is it different than the US, where insurance companies like to mostly deal with established repair chains like Boyd ? Do you see possible equity issue, near term ? Thanks

Q: Pho reporting on May 30.What is your view on its revenue & eps?Please provide analyst's expected revenue & eps,Appreciate u normal great services & views

Q: The CFO is now leaving. Is the new CEO cleaning up or is this a sign of more cockroaches ?

Q: Can you please recommend some resources, particularly books, that would be ideal for a person, in their mid 40's, who is just starting to learn about investing. Also, I am trying to understand the world of bond prices/yields since they are very important in intermarket analysis. Any good books on this topic? Thanks again.

Q: Hi,
I have always considered tech companies like OTEX, KXS, medical companies like GUD, CCL.b and food companies like ATD.b, MRU to be non cyclical or at least below-average, is this correct?
Could you please give a list of companies from BEST to OKAY.
HD

Q: What are your thoughts on the preferred shares of Aimia?

Q: I have a 50% gain on CAE over the last year or so. Would you sell it now before the earnings and purchase ENB for the long term?

Q: For portfolio weighting purposes do I include preferred shares in fixed income or equity? Is it also necessary to further break out pref shares as to the industry they are in or is credit worthiness the primary concern? In other words, if 10% of my total portfolio is in financial pref shares, and I also have 15% of my equities in financials, should I then consider myself to hold 25% financials and thus be overweight?

Thanks for your help.

Paul F.

Q: Hello,

As a followup to my previous question. I was thinking of adding this to my international portion of my portfolio. My discount broker was giving me warnings about buying this to a registered account. This is sold at an OTC exchange? How come I am able to hold BABA but not this? Many thanks.

Q: Unfortunately I hold a small position of Aimia shares (AIM) in a registered account. I have been unable to find a specific reason why A.C. made this announcement now, since the contract only expires in several years. Any ideas as to why? Unless a contractual requirement, might it be a hardball negotiation tactic on their part to renew earlier, if the deal is too one sided?

Assuming A.C. is gone, would not all depend on the quality of management and how might an investor determine their acumen to respond successfully? What I have seen so far is not necessarily reassuring. First, they seem rather silent given the extent to which the stock has fallen. Second, would it not make more sense to cut the dividend and peg the payout to a percentage of the stock price which is more in line with market norms? Would not using the extra cash to build up reserves and/or buy back shares be a better use of capital and a sign of confidence for the market? The situation reminds me somewhat o Noranda Income Fund and the deal they had with Glencore?

I think the reaction is overblown but that is an opinion the market clearly does share given the stock price. Would very much appreciate your insight.
Thank you

Mike

Q: Hi 5i team,

LULU has really taken a beating these past two weeks despite strong financials, solid management, and the majority of analysts believing it will outperform the market. I am down quite a bit recently, and I was wondering if I should keep purchasing the shares as they continue to decrease in value with the hopes of a rebound?

For Sleep Country, do you also believe that this is a hold despite the drop in price that occurred in the past two weeks?

Thanks as always for your excellent advice!

Q: Hi just as a follow up to my earlier question on the fintech space and global payments (GPN). You suggested Paypal, square and Shopify. Can you rank them in order of preference? Thanks
KR

Q: Would appreciate any concerns you might have over recent insider selling of this stock. I do own it and have done well with the stock but I am inclined to put a stock loss order on the stock. Thanks, Bill

Q: Why would these two companies' SP face so much headwind of last? If I'm to do an average down on just one of them, which one would you prefer? Or I should just sit back and see what's going on with them? Or perhaps just sell them and leave both?

Your insight, as always, is much appreciated.

Q: I see Northland Power's (NPI) earnings per share are supposed to nearly double from 2017 to 2018. What is the likelihood, in your opinion, of NPI achieving this growth in 2018?

Thanks.

John

Q: Thoughts on the svc deal?

Q: What account type would be best and second best for this reit? It has US distributions. RRSP, TFSA or non-registered?

Q: What are the top 5 in the balanced and growth portfolios to invest right now?