Investment Q&A

Q: I was looking to take a position in BB, but I noticed that they have a convertible debenture paying 3.5% and convertible until 2020 at a price of $ 10, I think that this might be a better way to play it, what do you think?.I notice that there is nothing on the ask side, why is that, is it that thinly traded.
Thanks

Q: Good Day,
Which one of the 3 companies would you buy
for growth right now and hold long term?
How do they compare?
Thank you so much.

Q: Hello,

Would you provide me with your opinion on URE and its prospects if the apparent change in sentiment towards uranium continues? Do you have a favourite uranium stock? Thanks

Francesco

Q: Hi and would appreciate your opinion on holding RCH as a full position in a well diversified investment account oriented for long term growth. Essentially is this money well-placed, or are there more attractive risk/ reward offerings that you would identify. Thanks kindly.

Q: Since many of the ETFs have a very low market cap and are thinly traded, is there usually a market maker for each fund or is the investor at the mercy of a possibly large spread in the bid/ask making it difficult to exit large positions? If there is some bad news that affects a sector ETF, the door could be too narrow for all the investors wanting out.

Thanks in advance ...... Larry

Q: Hello Peter and Team,
This is more of an observation than a question concerning companies that own great metrics and show excellent results, but get little volume or shareholder appreciation. I picked up ITC ( Intrynsic Technologies) just previous to you including it in your own portfolio, and have seen nothing but SP deterioration since. This, in spite of a very good last quarterly, and also the anticipation of strong upcoming growth in 2017. The word on the boards is that the company does little to promote itself to the investment community and is basically flying way below the radar. Another example is SYZ ( Sylogist); I am very interested in taking a position in SYZ, but despite its posting of a remarkable fiscal report, ( Revenue up 31%, Adjusted EBITDA up 53%) there has been very little, to no volume since. Volume of 600 as of noon today. There was substantial appreciation in the share price over the last couple of years, but the stock has been basically going sideways for the last 6 months. In your experience, what is the typical catalyst for SP advancement on these types of illiquid stocks, and do you feel that that these two are still ``in play``?
Thank you kindly,
Rick

Q: CAn you give me your opinion on Columbus Gold. Tanks/mark

Q: Hi, I plan to create a small portfolio by combining both global momentum and global value stock etfs in equal proportion. For the etfs, i plan to use vanguard momentum etf(VMO) and vangurd value factor etf (VVL). My time horizon is 12 years. My aim is to get better result than the bench marks while getting global exposure. Is this a sound strategy? Thanks

Q: Forgive me for a US question. Could you kindly provide four or five US industrial names that you like at this time. Please limit to liquid names suitable for Put Writes or Covered Calls. Best, Don

Q: HI Peter and team, I am interested in investing in the Canadian Renewable energy space. What are the forecasts for the growth expected in the renewable energy space over the next 5 years. I am interested in % growth and growth in absolute terms. What are your favorite companies in this space? Thanks

Q: I own SJ in a couple of portfolios. I am considering selling but do not want to sell until the stock settles, but thinking long term would it be best to move out of this stock into another stock in the same sector. One of the portfolios is a RESP with the funds being used in the next 3 to 4 years. The other portfolios have a much longer time frame. Your guidance is greatly appreciated.

Q: Does this miss change the rating you have? A little concerned an A rated company has a negative event like this. Or is it a market overreaction?

Q: Buying opportunity or just wait ?

Q: Does the news change your outlook?

Q: Is there a way of reviewing the "Member Updates" section -- i.e., the monthly commentary where you make changes in the portfolios, etc.? I'm usually pretty good at keeping those notes, but I didn't for last month, and wanted to review your comments on your portfolio changes. The rationale you provide behind your choices is always of interest. Thanks. (I know what the changes are, just looking at the portfolios, but would want to look at your notes from that time.)

Q: Hi,
What do you think of HAMMOND Manufacturing?
I have a loss with them for long time - should I keep it for "sunnier days"?
Thanks,
Morris

Q: Hi, Could you please comment on Stella-Jones preliminary results for 2016 released on Friday evening. 4th quarter was soft as expected due to lower railway ties demand. Guidance for 2017 is same as 2016 level. How do you see the stock prospects during this year ? Thanks

Q: Has anything changed since October

Q: You recently posted an article that mentioned HYGH. What do you think of this etf product and is there an equivalent in Canada? Thanks. Bill

Q: Hi,would you sell Avo or Bos at this time as i'am trying to be more conservative,to ride out Trump for the next six months or more.
Also for say 50-60,000 could you recommend say three etfs or stock with 2-4% dividend that would be fairly safe going forward,as I do not want a GIC at less than 1%. I do realize there is always going to be risks in the Market.
Thanks for your good guidance,Brad