Investment Q&A

Q: Good Morning team!

What are your thoughts on Celestica's result this morning.
I have started a half position as per your inclusion to the Balanced Equity Portfolio. Is it O.K. to add more?
Thank-you. Sam

Q: This Company continues to report excellent drill results. Deep drilling results seem to be exceeding expectations. Would appreciate your analysis! Thanks. Stan.

Q: Hi,
I would like your thoughts on these 2 companies, StorageVaultCanada Inc. SVI.V & Park Lawn Corp. PLC.TO.
It would be a small % in our portfolio.
The current price for : SVI.V $2.33 & PLC.TO $18.45 Are they worth buying at this price? if not what will be their entry price.
Thanks,
Rosina

Q: Hi guys,

I'm curious to know what names get you really excited nowadays. Are there any comapnies that you see really moving in the next 12-24 months? I'm looking for places to move the more speculative portion of my portfolio (~10%).

Q: Looking at buying zbh for a Long term time horizon.. Any feedback is appreciated.
John M

Q: Is there a possibility of RRX being bought out? Seems there was
such a rumour lately. It seems like dead money.
I'm considering trading it for CRH, as I am looking for growth.
Your thoughts please.

Q: Any insights into this US banking company. Do they have room to continue their growth trajectory. Comments on insider holdings, etc would be helpful.

Q: Hi,
I've been accumulating a position of REI and SRU for a number of years for income. I've noticed not so good performance in REI, would like to know if I keep accumulated just SRU over REI.

Thanks

Q: I am not a big fan of gold as a place to be in the event of a disaster (rather be in the banks), and how much of a weighting of 5% would help your portfolio anyways.
Having said that, what is your opinion of OR if one decided to be in gold? Is it suitable as a long-term hold? Thanks
DEREK

Q: This co. seems to have an interesting business model. Can you take a look and tell us what you think??

Q: The Globe has a short article on NXR.UN which appears to have come out of the merger of Edgefront Real Estate Investment Trust and Nobel Real Estate Investment Trust. It is small but with a rich dividend. Your thoughts, please.

Q: I held this one since 2009. From time to time I hear news about trade deals that can negatively affect this company. I generally ignore the news as it is an international company. This time is Trump's protectionism. Is it different this time?

Q: If a person wanted to purchase either of the above for growth, stability which one would you recommend? Or conversely perhaps another transportation stock should be considered..Thank you.

Q: Cardinal Health may I have your thoughts on this company

Q: RE: Health care exposure

Hello, I need to add into the healthcare sector to have proper portfolio diversification.

I sold my CRX shares a while back, and today I am looking buying some CVS and MCK shares.

I might buy GUD in the future but right now I want to buy bigger cap companies.

May I have your opinion on these two companies for LONG term BUY and HOLD strategy?

Thank you very much and have a GREAT day!

Stephane

Q: Hi Peter and Team. Do you think the dividend will be sustainable for BDI? If so, it might not be a bad one to hold for an eventual recovery.

Q: Saputo has been very weak as of late,m with the dairy disputes stock has lost approx 7 percent in the past few trading days alone. What do you think of the situation? Would you step in? Or would you let the waters settle first (as in not catching a falling knife).

Many thanks

Karim

Q: Having recently become eligible for the company RRSP matching program, I have a small investment in the Mackenzie Ivy Global Balanced fund.

I am limited in this program to the Mackenzie Funds, so it seems I am stuck with the high MER as a trade off for the company matching.

I have limited experience picking mutual funds and the advisor's picks would have seen me with 55% fixed income at age 35 which I feel is far too conservative given the high MER for this companies funds. As the current value in these funds is insignificant compared with my own funds, I just directed most of the funds to the balanced fund, and skipped the advisors other suggestion with the high bond allocation for the time being.

Is there anything specific I should watch out for when reviewing/selecting funds when my annual meeting with the 'advisor' comes around. If I stay where I am for the long term this will represent the bulk of my RRSP contributions for the foreseeable future.

Q: What is your opinion of PTM, doe they have cash to get into production?
How is management and do they have substantial shareholdings

Q: Hi Peter &Ryan
I held ipl in a reg account for many years and now appears to be range bound .my thoughts are to exit the position and move on .
Any thoughts for a replacement?
Kind regards
Stan