Investment Q&A

Q: Good morning,

Looking for your insights on fixed income strategies in this environment of potentially rising rates. I have reviewed a number of etf 's which have shown negative returns over the last couple of years. Are they any etfs, bond funds or strategies ( ladderred gic's?) that you feel are suited to what may be a new era of gradual interest rate creep.

thank you

Q: The recent purchase of property for starlight seems like a bad deal as they are exchanging north view stock which pays over 6% for property which has a 4% cap rate. This deal will be delutive. This deal just seems to good for starlight. Please comment. Thanks

Q: SNC seems to be have solved some of their on-going issues and have now broken out of their trading range. Is this a name investors can now return to given some of the underlying assets they own along with infrastructure expertise? I own WSP but am looking to add another name.

Q: A little pop on Interrent tody, 4x averge volume.
I see no news. What reason? Would you still buy here?

Q: I read the blog post on best US dividends.

5) IVZ - Invesco Ltd
4) AMAT - Applied Materials
3) T - AT&T
2) WBA - Walgreens Boots Alliance
1) CAH - Cardinal Health

What do you think of these? If I bought US Cash now to get some exposure are these relatively safe to hold for income and potential growth in the next 1 – 5 years?

I searched past questions on a few of these and I didn’t necessarily see 5i recommending them. Interested to know your thoughts / ranking.

Thanks.

Q: So now it makes sense why it crashed with no "news" I mean no news for us, but the promoters of the stock, new well in advance of all the inside maneuvers and took their profits , while dumb money are .. well dump money. Pretty much all health care stocks have been a disaster: PHM, CXR, PLI, CRH. The only way to make money on this type of stocks is to be early and leave once everybody is talking about them.

The above is a question asked by a member of this site for Reliq. if the above is true, why would you recommend to members that RHT is still worth buying. Please explain. Photon keeps bouncing to $2.30 level. Do you think it is worth adding to a full position and any idea why Spotify is surging everyday. Is Spotify a potential Netflix (in terms price appreciation). Lastly with the senate vote, i would have expected a surge in cannabis stocks, but they actually fell a bit. Thanks for your input, and appreciate your ongoing advice.

Q: Could you help me understand the reason that DOL is interested in buying back shares while also proposing a 3:1 stock split. Isn’t that counter-productive?

Q: Did the Senate PASS the Recreational Weed Bill? Why is there NO mention of it in the Media...............Even CNBC was talking about it yesterday, but today = NOTHING!

Q: Can you comment on Saputo's latest earnings announcement ? I have been a longtime
shareholder and have watched the shares stagnate for years. Is it time to move on to
something better ? Joe

Q: Many moons ago I had bought Azarga Uranium's predecessor before it tanked and became Azarga! I had hoped it would have been taken over by a Big player like Cameco. This didn't happen. This is before Fukushima disaster I think. It is now worth 18-35 cents a share. (52 week range)
They announced their ? merger with URZ an energy company. Worth buying AZZ or URZ? I am fully aware that this is completely a speculative buy!
Taking a small position is NOT going to impact on my overall portfolio positions and my retirement. I am fully aware that this is not a strategy that you generally recommend! However I pose this question b/c "out west" ( aka Vancouver exchange) ) some of the companies seem to go through sudden surges when they assume new identity! I had witnessed this during dot com bubble!!
Many thanks.

Q: Does Reliq have direct competitors and how difficult would it be for another company to design a similar business?

Q: I am intrigued with Alcanna. However, Scotia has EPS expectations of only 15cents for F2019 leaving it's current forward PE at above 60. It also have negative cash flow which means they are funding the dividend by debt. What are your expectations? Is the valuation pricing in growth from renos and cannabis past F2019. I can't seem to convince myself that holding this through 2019 is worth it especially at this valuation. Please give me your thoughts and provide buy-side analysis. Thanks.

Q: "MKSI" share price dropped more than 7% yesterday, what happened? Shall I hold or sale my position? Is "MKSI" a leader in the sector? or what is their ranking in the sector? Who is holding a leadership role? What is your view to the company's future? Is this a expensive stock?

Thanks,
Lin

Q: Hello,
Do you recommend this stock as blockchain play? Is it too expensive? I heard the management team very promotional.
Thanks
Victor

Q: Can I please get your view on Noah Holdings Ltd.

Thank You

Q: Thanks for u comments on the poor/below estimated results of DOL.I may add that It blames on poor weather(also negative impact on earlier results of $ Tree & $ General) & new increase in min wages in some provinces(eg Ontario).The competition may be getter tougher as $ Tree stated last year that it may open another 1000 stores in Can,over time Also a Chinese $ store is opening..So DOL is hit & hit hard(currently down some $10).This also have a carry over impact on PBH(one of u stars) & ATD.B ,both down by some 3%.Please u short view if this is an opportunity to buy these 3 stocks,Always appreciate u normal great services & views

Q: Could you please comment on the earnings release, please. thanks

Q: Hello Folks:
My only health care stock is a 7% weighting of JNJ. I am considering adding UNH... would you think this prudent with this stock’s PE at 23%. What is your view on JNJ; would it be reasonable to fund a UNH purchase by selling some JNJ or would you use other money?
Thanks again for your “most valuable service”!

Q: Would you add to a position here give the weakness. Looks like backlog continues to build but the stock seems to be struggling here at bit. Time to add?

Thanks

Q: Both TOY and NFI have been drifting downward after reaching highs earlier this year. I sold 1/2 positions of both when they were near $60. Would you feel comfortable adding to both at this time to bring weightings back to full positions?
Thanks for your advice