Investment Q&A

Q: Just a comment. You recommend without caveat HFR as a short term hold for cash. This ETF does fluctuate and with just a 2.1% payout annually can negate this modest payout, just like any other equity. I held this for a year and broke even on distributions/capital gain but paid higher taxes on the distributions than the capital gain so overall lost on a full year hold. This is not for short term holds any more than BCE would be.

Q: As a follow up question to that asked by Mary Ann about the ten "forever" stock ideas. You indicated a few names could be added to the list and I was interested if you could provide a few of the names you think could be added.

Q: When does SHOP report?

Q: I would appreciate your comments concerning Mitel Networks as a medium- to long-term hold.
Thanks!

Q: Any reason dhx is crashing?

Thanks

Q: Hello Team- how do you feel about the the news release regarding the handling of cryptocurrencies by XAU?

Q: Can you comment on PBH's recently accounced acquisition of Skilcor food products ?
Thank you
Karim

Q: Your opinion of corby for income,stability and defence.As a second question, your opinion of dws as a lottery pick.Thanks.

Q: I have a full position in JAZZ PHARMACEUTICALS PLC (JAZZ:NSQ, US).
Is this company a hold in your opinion? Or should one cut and run?
Thanks

Q: Hi 5i trying to decide between picking 5 junior golds of zjg. They 5 would be small position that would total 2.5%. Recently bought FNV 5% as Trump seems likely to ramp things up in precious metals.thanks for your help!

Q: Hi, recently your answer touches tax loss selling. Are there many more stocks that will fall into this category ? Thanks always.

Q: I added ENB recently on your comments.On BNN yesterday it was said that they are heavily in debt,not enough cash flow to pay their dividend and might have to go to the equity market for cash diluting stock value.
Is this true? what is their recent payout ratio?
Thanks Kim

Q: Have been waiting for CXI shares to do something for a couple of years now. Do you think ECN offers more potential at this point or should I at least wait until CXI reports near the end of the year given that the summer is their busy time and last quarter was very good.

Appreciate your insight.

Paul F.

Q: Would you have any opinion on Alignvest Acquisition corp. although they do not appear to have purchased any business as of yet. Do you have any knowledge of the principals of this company and their previous business experience?

thanks
Lance

Q: 3:05 PM 9/27/2017

I have been looking at Extendicare as a source of slow growth and a good dividend, but I have a number of questions about the company that you may be able to answer.

1. What happened in May 2013 when the company cut the monthly dividend from 7 cents to 4 cents? In the same year Revenue dropped from $2,037 million in 2012 to $784 million in 2013 and Operating Income was cut in half.

2. Morningstar shows Equity of $135 million and Debt of $533 million. Can you explain these figures as they relate to Market Cap of $823 million?

3. What is the actual current $ debt, and Debt/Cashflow, and is it unacceptably high?

4. What do you think of management and do you forsee any problems ahead for the company other than inflation and minimum wage increases.

5. Do you have any concerns about the company's ability to continue paying the 4 cent a month 5.2% dividend?

6. INK insider shows that there has been good net insider buying in the last year at EXE with the CEO almost doubling his holding to 240,000 shares with rights to an additionsl 197,000+ shares. In contrast I note that Directors at Sienna have sold nearly 200,000 shares of SIA in the last year. Does this hint at trouble at Sienna and better days ahead for Extendicare?

7. Would you consider EXE's dividend any more or less reliable that those of SIA or CSH.UN? I currently have a 1% position in EXE.

8. Would adding new Money to my 1% position in EXE for the dividend, be a complement to my positions in SIA [4%] and in CSH.UN [3%]?

Thank you very much............ Paul K.

Q: I will reword my last question to be better understood, which equity Etf's would you recommend for each region of the world outside Canada, in other words, your favorites, thanks?

Q: Hi Guys,

Could you please suggest somewhere safe to park $300K cash that is sitting in a brokerage account.

Thanks
Dave

Q: I would like to top up one of these 4 stocks and would appreciate your opinion on best buy at this time. Please rank best to worst with an explanation.
Thanks for the great advice.

Q: About a year ago (Nov 2016), you provided 10 "forever"stock ideas. Would you still categorize those same 10 stocks as "forever" stocks today?

Q: Thanks very much for your recent reply. I’d like to get your opinion on the Active Beta ETFs from Goldman Sachs, particularly GEM (Emerging Markets) and GSIE (International). They charge a higher MER than Vanguard funds, but would you say it’s worth it because investors benefit from the expertise of top managers? Between VWO and GEM, which would you prefer and why? Thanks again.