Investment Q&A

Q: Moody's chart shows consistent and steady growth. It has shrugged off recent correction and is an all-time high. Is MCO in the financial sector? Please update your previous answer regarding it being considered a candidate for investment. Thanks

Q: Just a follow up to my Feb 26 question (you're answer kind of sounds as if you like both and dont really have a preference either way). Now that Ebix has reported, could you say which one you prefer for a long (ish) term hold and why?

Thanks

Q: How do you feel about Snap given that its been public for close to a year and is sitting on the Kylie Jenner pullback? I dont own any similar stock but am planning on watching and likely getting into Spotify when it becomes available, if that influences your thoughts at all.

Q: Can I please get your opinion of Ares Capital Corp.

Thanks

Dave

Q: On my material list the top performers are TMQ, NVO, what do you think of them? Thanks for keeping me posted. Dennis

Q: Announced earlier today:
"Student Transportation Inc. (TSX:STB) (NASDAQ:STB) today announced that it entered into a definitive agreement with a company sponsored by Caisse de dépôt et placement du Québec (“CDPQ”) and Ullico Inc. “Ullico”, and CDPQ will acquire all of the Company’s outstanding common shares under the Business Corporations Act (Ontario). Shareholders of STI will receive US$7.50 per common share in cash, representing a 27% premium to the 20-day volume weighted average price per common share on the Toronto Stock Exchange for the period ending February 27, 2018, based on an exchange rate of $1.2776 Canadian dollars per U.S. dollars as of February 27, 2018."

It appears two public service pension funds (CDN and US) are joining forces to go into the schoolbus business. Would appreciate your comments on this development. Thanks.

Q: Hello

When did you add Crius energy trust to your income or BE portfolio and do you still see it as a solid investment in a TFSA ?

Q: Which companies are most likely to benefit from block chain technology? How would you suggest investing in this technology, hopefully some Canadian companies included. Thank you

Q: Hi Peter, Could you tell me where I would find PE history for companies listed on North American exchanges? Thanks.

Harvey

Q: This is a new entry into Canadian etf space,but has been a private fund for a few years. Could you please look at the funds history and performance as a private fund and evaluate? I realize that it is small as it is new,but could you recommend a small position for a long term hold? Thanx.

Q: Good afternoon,

If you had to choose either ENB or TRP right now for a longer-term hold, which one would you buy. Thx.

Q: Hi , can I get your opinion on this company. Valuations are good but do you think is worth investing? thanks.

Q: It looks like electric powered vehicles are an inevitable winner as we continue to struggle with climate change. The need for better batteries to power these vehicles also seems inevitable. It seems like an investment in this trend is a winner. My question is, how would 5i suggest we as members take advantage of this opportunity? Please suggest some areas to focus on and what you consider to be the best companies in each area to invest in. Again, thank-you for your considered opinions.

Q: Greetings,
MRC announced what looked like great results and yet the stock has done nothing. Anything i am missing here?

Thanks

Q: Could I please have your view on Sherritt. ( S )

Q: This is a follow up on my earlier question on tax loss selling for Enbridge:
1) Aqn. I like it but is it really an equivalent of Enbridge? I can see how Trans canada could be, because it is pipe lines. But, I don't think Algonquin has pipelines. So, I imagine you are saying that it is not an exact replacement but close enough. Am I correct?
2) I am not great with calculations and would like to know how you calculate the 21 per cent that you mention. You speak about a high tax rate. What do you consider a high tax rate. It looks like 20 per cent here. Is that right?

thanks again

Q: I hold this prefferred stock for years, bought by my then financial adviser. Is 5% of my RRSP portofolio with return -6.89%. It looks like dead money, I think it may be better holding TRP or other income stock. Not sure how this stock works, can I sell it or is better to hold until expires (not sure when?)

Q: Hi guys,

How do you feel towards PBH currently? You seem to be a little negative on the food/consumer staples companies right now...

Thanks!

Q: I currently hold Loblaw (3% position) and Saputo (2% position). Which of these two companies have better growth prospects? Following Loblaw's earnings and given their considerable 'headwinds' (competition, minimum wage, bread price fixing fallout) I am considering shifting some funds from L to SAP. What do you think?....Glenn

Q: On Feb 20 ENB filed for a potential mixed shelf offering;If it is selling shares @ this low price(think lowest for the last 3yrs) it will be dilution. & negative.It has $10b of non-core assets for sale of which $3/4 mil may be sold in 2018.What is going on.At one time almost all of guests on BNN recommend ENB,but more & more are not doing soBought @ $49.Txs for u usual great views & services