Investment Q&A

Q: Could I have your assessment of earnings for Tantalus Systems .
Thank-you.

Q: Have you released a list of candidates to pick up during tax loss selling season?

Q: Could you comment on the latest Q please. The income drop seems rather significant. Do you think the income drop is short term? Thanks.

Q: Just to build on the question from Allan today (Nov. 8th) and your answer, can you re-visit your most recent report on SJ and make some comments on what what might change if you were updating that report today? I consider your reports a fundamental and valuable component of your service, and when I re-read your report with the information that we now have there are few things that don’t seem to track. Based on the ratings criteria is this now a B+ (or even B) company? I know “post-mortem” is too dramatic, but maybe a report “de-brief” is in order?

Q: In your reply to Sheldon on nov .12th, you mention RLKB. I cannot find such a stock. Could it be RKLN-Q

Q: How come the PE is so low on this one?

Q: I have a 40% return on RY and am considering a switch to BNS.The risk seems reasonable and more rewarding.Would you agree?

Q: The HVAC industry as a whole seems to have done well but many businesses now seem to be very richly valued...what is your view of that area going forward?

Trane has been a great investment. It is now 5% of my portfolio; given its valuation, if it was you, would you hold, trim or exit?

Or if you see this area as still having potential, rather than adding to TT, do you think SPX or CARR would be good options? Any others come to mind?

Many thanks for your excellent service

Q: Hello. What are some Cdn list companies that pay dividends in USD? Any with decent yields (above 5%) and/or with solid dividend growth? Thanks!

Q: Hello

What is 5is shortlist preferences for these 3 sectors: Materials, Consumer Defensive & Healthcare.
* 3 USA & 3 CDA choices per would be a great starting point

Q: Your thoughts please on the latest quarter?

Thx

Q: Comments on quarterly earnings please and thank you. Michael

Q: at 1.40 and heading lower, why would anyone invest in Canadian stocks or bonds for that matter.?..also why cant the government get their house in good financial order to show to the rest of world that we care about balancing the budget? pissed off snow bird...

Q: is this bond etf safe if the US stock market retreats or is there risk with its corporate bond portfolio ?

Q: there are some well known professionals predicting the USA stock market currently points to a bursting bubble , and investors should allocate heavily into bonds to protect the portfolio.If the risk of this happening is drawing near, will the Canadian markets suffer the same fate ?

Q: What has happened to this company? It last traded at 9 cents , said it was going into a reorganization, but I can find no information on it or if there is any value remaining. Would appreciate your comments. Many thanks

Q: Is it time in the market that truly matters instead of trying to time the market?

Q: Hi


I ask this for tax savings in the end.

As I am single (widowed age 68) and have done very good as a result of 5i.

When I pass away have my RRSP will be taxed at about 50%.

My thinking is moving my RRSP into a RIFF and start withdrawing now and funneling my payments to my children after paying the taxes.

I do not receive OAS now, so it is not a issue.

I would like to see my children learn how to invest now.

Does this make sense.

Thank you

Mike

Q: Hi Peter

I have been holding onto this stock on the assumption that AI would soon enable MDT to market or otherwise exploit their massive amount of product research data and information. Am I too optimistic ? I'd very much appreciate any insights you may have on this, and whether you think its worthwhile to hang on because of this thesis, or move on to a "growthier" stock, such as ISRG.

My other question is about Neo Financial. I see that Tobias Lutke and others have contributed in the second (?) round of financing, which to me means that Neo is quite promising. Do you have any info from your sources on Neo's disruption potential, when an IPO could be expected, etc. ?

Thank you kindly.

Ps. We benefitted alot today from the jump in price of shopify, thanks to you.

Q: You have beaten down on all the the pro's and cons about tel, and bce. My situation is the fact that I have to convert my rrsp to a riff. I am way down on bce and tel, I have no plan to sell, this is my reasoning. the value that I use for with with drawls is the current price and not what I paid. As such my return is 10% and 8 %. My goal is to make enough on dividends to be higher than 5% so I am not taking out for money than I make, since I don'd need the money, and hope a little capital gain thereby not depleting my rrif. Since bce has allready said that they will not increase the payout, I think that tel has a better chance of increasing the pay out, thinking of adding some more. I have some piple lines that have gone up a lot and I am getting a good return on them. Looking to buy a solid company that has a good dividend. What say you, is my plan make sense?
Thanks