Investment Q&A

Q: ..with improved assets, greater cash flow and increased flexibility to pay down debt all resulting from the RRX deal, is your negative view of Baytex based on past performance of mgmt or poor future prospects? thanks.

Q: Enghouse continues to rise in price. What is your explanation for this and what do you consider its potential for further increases in market price??

Q: I just read an article about the future of Esports by B Carlson and he concludes that Esports is (will be) very big. Any ideas how to invest in this growing trend? Not sure that players bet on outcomes, so TSGI may not be relevant. Apparently Bezos owns a piece of the action, so maybe Amazon?
Thanks for helping with this rather difficult question.

Q: I recently entered into a 2% position in the recent dip when Amazon announced the PillPack acquisition. This dip was shortly after WBA's addition to the DOW. Do companies historically see short to medium term strength after being added to the DOW? The long term trend isn't great on WBA so I am trying to decide whether I should lock in profits and enjoy the successful trade or hold it longer term as an investment. My healthcare allocation is ~5% including WBA.

Q: I notice this is down a fair amount from your initial position in the Growth Portfolio. Has anything changed (NAFTA, the metals market, etc) in your reasoning for holding this company? Or could this be a good time to step in to a position?

Thank You as always

Q: Hello,

Looking to park $2,000 in my TFSA. Torn between the 2.

Would you have a preference. I'm in my early 60's. TFSA well balanced and currently hold: AW.UN, AQN, BNS. BEP.UN,GSY,PHO,PEO,MG,MX,BNS,SLF,PBH,SIS

Any other recommendation certainly welcomed.


Thanks.

Larry

Q: Would you please comment on QBR.B, the 1-5 year chart looks good and the last few months it has taken off. Would like to know what percentage of their business is outside of Canada and if you recommend starting a position in it at these levels?
Thanks,
Steve

Q: In your response to a question regarding dividends in a tax free account you replied that withdrawals must be reported. Who do we report withdrawals to ? I was under the impression there is no reporting of income in aTFSA.

Q: You like the long term prospects for VB. What are your thoughts on their preferred shares:Vb.pr.a or b?

Q: Good Morning,

Is it to late to buy Boyd and why?
Thanks
Paul

Q: I am looking to add another US growth company in my TFSA, and am thinking about GRUB and SPOT. Which of the 2 would you prefer for growth, or do you have others that you would prefer over these 2 stocks. I am already pretty heavy with tech in my TFSA.
Thanks
Nancy

Q: At about 9:30 this morning, the price was approaching a 3 year high, but seems to have met resistance, although it didn't drop dramatically.

Are fundamentals still looking good and could we hope that the price may break through the resistance level?

Q: Please comment on earnings, thanks.

Q: Hello Peter / Ryan and Team,

Looking at COV. Seems like there is a huge difference between Shares Outstanding and Floating shares. Does this mean that there are a lot of shares locked by insiders? When are these scheduled to be able to be traded and is that a concern for the future with the stock up so much? With the large run up lately, do you still feel it is a good buying opportunity or would you wait for a pull back as the chart gives me a bit of a pause.

Thanks for all you do,

Wes

Q: "We certainly see FCR as a 'slow but steady' type of income name, with not a whole lot of catalysts." A 5i response to a question dated 07 May 2018 from another Stephen.
With the investment news announced today (9 July) and the Short Description: Treasury Offering of Common Shares Price @ $20.50, is this looking good? Any possible problems for example debt loads? Unlike the other Stephen I am down a bit from where I bought this over a year ago.

Thanks

Q: Given that interest rates are projected to rise over the next while, would it make sense to shift some preferred shares to rate reset rather than perpetual? [I own some of both.]. If so, can you recommend any ?
Thanks

Q: Like to know what you think about atd.b. I’am a somewhat long term investor, I consider 3 years as the beginning of a long term hold and will hold at lot longer 5+ years if the stock is performing.
I have had look at atd.b with a three year chart and seen three years ago it was at about $57 and today it was at about $57, with a high of $68 a year ago. Did the have a stock split?
I do find it hard holding this stock as I only get .70% for waiting, and I do have a hard time picking the highs and selling.
Question is I do like a combination of dividend and growth ( I’m not greedy but do like to see something in 3 years) would you hang on, or could you suggest a company with more dividend and a little more growth.
Thanks for your comments

Q: Could i have your thoughts on cardinal and bonterra energy. Do you think this oil bull is for real.

Q: Again looking for a late opportunity in the marijuana space. Any thoughts on these or other ideas?

Thanks!

Q: What do you think of bonterra for income and growth.