Investment Q&A

Q: There was a article in the Financial Post regarding Canada's REITs. Basically saying to stay away from them and that they are over valued. Do you believe this is true?

Q: Hi, The secondary has been priced @US$91. Following is the stated purpose:

"Shopify expects to use the net proceeds from the Offering to strengthen its balance sheet, providing flexibility to fund its growth strategies. Pending their use, Shopify intends to invest the net proceeds from the Offering in short-term, investment-grade, interest-bearing instruments or hold them as cash."

Any comments ? Thanks

Q: I was looking @ holding growth w/o dividend stocks in USD in my TFSA. Are there any disadvantages if you remain under foreign threshold for US taxes?

Q: Would these be a buy today? Is the outlook still good?

Q: In response to other questions CRH has restated its last quarter financial announcement

Q: When someone is down on a stock like MDA say 20 percent and you advise the holder to hold then for someone who does not yet own the stock would that then be a buy for them? After all they would be buying at 20 per cent less than the person to whom it has been suggested they should hold. Thanks.

Q: Hi, Any comments on the unabated selling and advice on future course of action ? Guess, we can always hold for year end capital loss, but is it worth waiting or you see any light at the end of the tunnel? Thanks for your valued insight.

Q: What's going on with crh?
Would you be comfortable to buy at these levels?
Keep up the good work."...

Q: Congrats Ryan! Well deserved.
This company seems to be on a roll.Could you give me some insight.
Is it a buy right now for long term?
thanks Kim

Q: People corp is at $5.60 and Photon is at $1.35. Would you consider taking up a position at these prices?

Thanks.

Q: sorry if this is a long winded question. after yesterday's pull back and looking like some more today this might be the pullback everyone has called for since the beginning of the year. i've put together a list of companies i'd like to add to if prices got cheap enough. most are are utility/telecom/pipeline names that have done so well for me over the past few years. seeing as these names have benefitted from the low rate environment and possibly people looking for yield (bond alternatives) is this the right strategy going forward? i'm in love with the dividends but don't want to let that skew my investment so i'm looking for your advice. should i be looking at allocating cash to other sectors that might not be impacted negatively by rising rates? i have room to add to my financial, tech, and industrial holdings based on current weighting in my portfolio.

Q: Hi Team,

Following up on my question about SHOP's shelf offering, any further comments on their Offering of 5.5M Class A Subordinate Voting Shares today?

https://investors.shopify.com/Investor-News-Details/2017/Shopify-Launches-Offering-of-Class-A-Subordinate-Voting-Shares/default.aspx

Thank you. Michael

Q: Hi Team,

Kindly provide any insights into the $2.5B US Shelf Prospectus filed by Shopify today. Many thanks. Michael

Q: I had STN for a while and did well with it but sold it a few months ago. I see it is down close to $30. I know you have preferred WSP but is STN a better buy at its current price?
Thanks as always

Q: I currently own BEP.UN and BIP.UN. Thinking of adding BAM.A.
Are these companies linked in such a way, that really bad news would bring the other Brookfield stocks down?
Thanx
Saw your response on rating the order of the Brookfield stocks on the 17th. Noticed you put BAM.A ahead of all the Brookfield stocks.
What makes it better than the two I have , in your opinion.

Q: What is my true yield, if I do not cash / take my dividends that I receive whilst holding a stock, (a) the dividend divided by the cost / share or (b) the dividend divided by the adjusted cost / share (where my cost / share is reduced by the accumulated dividends received)?

Q: Hi,

Any recent thoughts on Noront Resources? Considering a small, long-term investment. Best regards, Steven

Q: Today, Cardiome jumped 8% in a down market based on receiving approval from Health Canada to market Brinavess and seem to have had a solid Q1 with Aggrastat. New product commercialization and launches are scheduled for next month and seem to have momentum. Can I have your assessment? Thank you for your support.

Marty

Q: Sangoma Technologies released fiscal Q3 results this evening. Revenues have grown for the eight consecutive quarter, 29% this past quarter. The Company stated in the earnings release that total revenues for fiscal 2017 will now exceed their guidance of $25 million. As the market cap grows (today still trading less than 1X sales) do you think this Company would be considered for your model growth portfolio?

Q: ENB has been on a downward trend since late January, accelerating sharply lately. PPL is doing much better? Why?

What do you think are their prospects for the next two years?