Investment Q&A

• Balanced Equity Portfolio (BEPORT)
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• Miscellaneous (MISC)
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Q: Regarding the question about selecting half of your balanced equity portfolio, you mention ‘confidence ‘ ‘over the long term’ for stock like TOY and CXI over much bigger BNS and T ..
I’m not certain to understand ..do you mean confidence in over-performance over a longer period..at the risk of higher volatilty/risk ? Is it much better to buy the complete portfolio ?
thanks for the good work !

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Read Answer Asked by Martin on October 26, 2016

• DH Corporation (DH)
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Q: Hi what's your take on the quarterly results ? Was hoping to see some improvement, specially on lending solutions...did n't seem to happen. Is the stock worth holding on or move on ? Thanks

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Read Answer Asked by rajeev on October 26, 2016

• DH Corporation (DH)
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Q: Perhaps you would comment on DH results. To my unpracticed eyes they don't look too promising.
Thank you and kind regards
G

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Read Answer Asked by Geoffrey on October 26, 2016

• Miscellaneous (MISC)
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Q: out of all the stocks you mentioned that could possibly present an opportunity during tax loss season/window dressing which would be top 5 in terms of potential and safety?

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Read Answer Asked by steven on October 25, 2016

• Helius Medical Technologies Inc. Class A common shares (HSM)
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Q: HSM has been moving lately like there has been some positive news but i can't find anything----do you know of anything?

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Read Answer Asked by Bryon on October 25, 2016

• Constellation Software Inc. (CSU)
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Q: What is the consensus for Q3 revenue,adjusted ebitda and eps in US dollars?

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Read Answer Asked by sandy on October 25, 2016

• Enercare Inc. (ECI)
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• Black Diamond Group Limited (BDI)
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• Fiera Capital Corporation Class A Subordinate Voting Shares (FSZ)
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Q: Hello, This question comes from your comments to Joel regarding BDI. I am holding DCI pending the completion of the sale and wonder if BDI would be a decent choice for income and future growth. I am thinking of selling now and making the switch. I would appreciate your thoughts, pro and con as well as alternates I could consider. My portfolio is well diversified so not a consideration for this change.
Thanks for the advice and input.
Brian

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Read Answer Asked by Brian on October 25, 2016

• CRH Medical Corporation (CRH)
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Q: What is the consensus for Q3 revenue, ebitda and eps, all in US dollars?

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Read Answer Asked by sandy on October 25, 2016

• West Fraser Timber Co. Ltd. (WFT)
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• Western Forest Products Inc. (WEF)
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• Acadian Timber Corp. (ADN)
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Q: I noticed that WFT reported good results today. Would this be a good time to invest in a Canadian lumber company? Which companies do you like and why?

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Read Answer Asked by christianne on October 25, 2016

• Constellation Software Inc. (CSU)
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Q: CSU seems to be struggling quite a bit recently. Is there something unusual going on ?

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Read Answer Asked by Serge on October 25, 2016

• Gilead Sciences Inc. (GILD)
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Q: Hi Peter
What do you think about buying back GILD now, or waiting until after the election in USA?
Margita

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Read Answer Asked by Margita Elisabet on October 25, 2016

• Bank of Nova Scotia (The) (BNS)
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Q: Re Stan's question on Scotiabank's website the following is a link to their "Investors & Shareholders page:

http://www.scotiabank.com/ca/en/0,,915,00.html

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Read Answer Asked by Scot on October 25, 2016

• Miscellaneous (MISC)
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Q: Hi guys,

Quick question: if I have a $500,000 portfolio with $400,000 in equities and $100,000 in bonds. I have a $25,000 position in TD, is it considered a 5% position when compared to the portfolio as a whole or a 6.25% position when compared to the equity portion? I presume it's a 5% position but I just wanted to verify.

Jason

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Read Answer Asked by Jason on October 25, 2016

• The Walt Disney Company (DIS)
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Q: HI
Is it a good time to buy more DIS as they are down.
DOl is expensive but seems to have still room to grow.
Regards
Margita

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Read Answer Asked by Margita Elisabet on October 25, 2016

• Bank of Nova Scotia (The) (BNS)
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Q: Hi Peter I find bns website hard to navigate for investors I cant seem to find investor news ie div dates ect
Regards Stan

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Read Answer Asked by Stan on October 25, 2016

• Diversified Royalty Corp. (DIV)
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Q: Just wondering what your comments are on the overall company of DIV and how safe do you think the dividend is? Also on October 4th there was a press release. In the press release it stated

"The Corporation will be holding a Special Meeting of shareholders to consider and, if thought advisable, to pass a special resolution to approve the reduction of the stated capital of the Corporation’s common shares to $200.0 million."

What does that exactly mean and is it positive, negative or neither towards the share price?

Thanks

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Read Answer Asked by Jimmy on October 25, 2016

• Pipestone Energy Corp. (BBI)
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Q: Please,your latest thoughts on Blackbird Energy.Thanks

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Read Answer Asked by Maurice on October 25, 2016

• Paramount Resources Ltd. Class A Common Shares (POU)
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Q: Current thoughts on valuation and prospects.

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Read Answer Asked by Rob on October 25, 2016

• Tricon Residential Inc. (TCN)
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Q: Could you please explain to me why this stock has underperformed companies such as mst.un and ruf.un, are they not in more or less the same real estate business, and when interest rates go up, will it hurt these stocks to any degree?

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Read Answer Asked by eugene on October 25, 2016

• BMO Equal Weight Banks Index ETF (ZEB)
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• iShares Equal Weight Banc & Lifeco ETF (CEW)
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Q: Hi: can you name your top three financial etf's for long term hold.

Thanks

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Read Answer Asked by Valdis on October 25, 2016