Investment Q&A

Q: Good morning,

KL continues to do everything right, no debt, close to 1 billion in cash, buying back shares, its cheap, excellent management...but the stock is down 37% the last year and has been on a downward trend all year. Is it heavily shorted or something else is wrong ?
Thanks, George

Q: Good morning,

I hold FR ,PAAS, and WPM. All three have performed poorly the last month, Please rate them best to worst and should I continue to hold them?

Thanks,
George

Q: On Yahoo finance today at 11:32 adt, it show a volume spike of 52.9K. On the TSX site under "Trading History" for the same time, there is no indication of that many shares being traded, not even close. On my Questrade "Time and Sales" it's not there either. I thought volume on bar charts where actual traded shares, if this is not the case, is what I'm seeing on Yahoo the level of Ask and Buys, but not actual trades? Thanks,

Q: Hi Peter,
CIBC launches depository receipts for shares in US companies. The first to launch was amazon.com CDR NEO: AMZN-NE on the NEO exchange.
The shares are hedged to the Cdn dollar.
For Amazon with a cost per share of $3,622 US the cost per share on the NEO is 22.86 Cdn.
CIBC will be launching more of CDRs for more US companies in the next days. What is your take on this method of buying into US companies without spending a lot of US dollars?
Thanks
Ron

Q: Pls comments on the earnings. How about its long-term outlook? Is it buyable at today's price?

Q: Good morning,

ABX has paid off all its Debt, cash is building up, excellent CEO, its cheap, but the stock is down 36% the last year. What is your view of ABX today ?

Thanks,
George

Q: Good day. Do you have any revised opinions for the Shaw takeover? Anything more positive about the deal going through? Thank you.

Q: Me, want to share this zinger that made me chuckle like hahaaaa.....BNN attributes it to Lorne Steinberg​ that I understand is a "value portfolio manager"
here is Lorne's "elbow" at investment analysts - If investment analysts were meteorologists, rain would never be in the forecast.​

Q: Good morning,

PSLV has dropped a lot in the last month, even more then the price of silver. What is your view on it?

Thanks,
George

Q: I currently own PIMCO Income Opportunity Fund. PIMCO is planning to reorganize and merge some of the funds. PDI would aquire PCI and PKO. The new management fee will be 0.11%.

I have been happy with the income from PKO. Should I continue to hold the new fund or seek an alternative.

Q: With the growing interest in ESG companies do you think AQN is a potential acquisition target? Wondering if it small enough to get the takeover-kind of attention.

Q: Good afternoon. I hold 2 companies from each major sector of the economy. In the Industrial sector I own shares in CNR and CP.

I am considering selling CP and replacing it with TFII for diversification purposes.

Although the capital gains hit would be large as I have held CP for over a decade would you consider this to be a wise move or a foolish one?

Many thanks in advance.

John

Q: For a 3% position and a 2-3 year hold which would you pick regardless of risk in regards to share appreciation/growth which one of these companies would u pick and why? Thanks for all your work

Q: GUD seems awfully cheap at $5.05. Would you have any issues averaging down at this price? I see there was some insider buying fairly recently in the 5.25-5.30 range.

Q: I have a follow-up question on TTE. As a French company that trades in the U.S. what would the withholding tax be in a non-registered Canadian account?

Thank-you.

Q: I will soon start to withdraw from my RRSP and I am looking for tax saving ideas. I don’t like the idea that if I was hit by a bus tomorrow (aside from negative outcome for me) that my RRSP would be taxed at 53.53% and my dependents would be left with less than my hard-earned savings. I need your advice and yes I will look both ways before crossing the street. I recently listened to an audio by Allan Schieman where he suggests flow-through shares as a tax saving option. It seems like an interesting idea with some risk. I searched and found a Maple Leaf Fund managed by Craig Porter in BC. I suspect there are many pitfalls here, and I seek your advice and input on two questions i.e, 1. are there any reasonable/recommended flow-through share investment vehicles to help save taxes and 2. How else can I reduce RRSP withdrawal taxes? Please deduct as many questions you see fit. Thanks for your valuable advice.

Q: I have held BCE for a while now, and have always enjoyed the dividend yield it provides. TIXT seems to be poised for greater growth, but BCE is a steady provider of dividend yield with modest price appreciation. I have been looking at TIXT, and I am wondering if I should make a switch, or stick with BCE. I don’t think I would want to make a larger commitment to telcos, as I would rather keep my capital free for investment in other sectors, so I would feel comfortable with an either/or situation, rather than equal amounts of both. I will appreciate any insight you have to offer. Thanks so much, and I look forward to your response.

Q: Hi,
I am looking to take a position in APPS. The stock is down roughly 38% from its high.
I am looking at a 3-5yr time frame and have a high tolerance for risk.
Could you share your thoughts on this stock?
Thanks

Q: May I have your comments on earnings please. 5i is a terrific service!

Q: What is 5i thoughts about Q2 results. It seems revenue growth is here and sustainable derived from a more diverse customer base (according to CEO comments) and take-up from a major retailer (believed to be IKEA) is moving forward.