Investment Q&A

Q: After this Q I feel the next 2-3 Q's will be challenging. I'm looking at CPX & AQN and wondering even for these utilities whether this year safer to put money into their preferred rather than common shares. Their preferred shares both pay 6%+. Between the two I believe you feel AQN better because of size, true?
Thanks,
Mark

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Read Answer Asked by Mark on February 27, 2020

• CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B)
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• Methanex Corporation (MX)
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• Nutrien Ltd. (NTR)
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Q: I follow your balanced portfolio and have taken opportunities in the past to harvest a tax loss and replace with another company in the same sector. I have losses in CCL.B and MX. Considering NTR in the same sector. Does this seem reasonable or is there another non gold company you would recommend. If so CCL and MX are each currently a 2% position. Would you sell both and buy a 4% NTR position or just sell one. If so which one?

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Read Answer Asked by Paul on February 27, 2020

• Linamar Corporation (LNR)
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Q: Hi 5i
LNR has been on a precipitous slide since a recent high around dec 20-2019. Is there any hope left for this stock and would you to continue to hold it? If so why? Currently down 45% and this position is held in rrsp.
Thx for your insights.

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Read Answer Asked by jim on February 27, 2020

• ECN Capital Corp. (ECN)
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Q: Please comment on earnings. Thanks.

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Read Answer Asked by Julie on February 27, 2020

• RF Capital Group (RCG)
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Q: Peter and His Wonder Team
I own GMP. I guess this consolidation means that my share count will be cut in half. Management says that this consolidation is a great move. However the stock is crashing. Please give your assessment of this and what I might expect as a share holder going forward. Thanks!

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Read Answer Asked by Ernest on February 27, 2020

• Costco Wholesale Corporation (COST)
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• Starbucks Corporation (SBUX)
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• Roku Inc. (ROKU)
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• Alteryx Inc. Class A (AYX)
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Q: Can you please recommend some US stocks which have become attractive buys with the recent market decline.

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Read Answer Asked by Vineet on February 27, 2020

Q: Would you have any recommendations on this company?

Thanks,

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Read Answer Asked by Bryan on February 27, 2020

• Unity Biotechnology Inc. (UBX)
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Q: Thoughts on UBX:US?

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Read Answer Asked by Colin I on February 27, 2020

• iShares 20+ Year Treasury Bond ETF (TLT)
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Q: Are there a few stocks or ETF's that will have a low correlation to the balanced portfolio but offer higher returns than bonds(XBB). Any ideas?

Thanks again!

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Read Answer Asked by Derek on February 27, 2020

• Maxim Power Corp. (MXG)
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Q: There has been some insider buying at MXG, is it a buy at this time? Meredith

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Read Answer Asked by Ulla on February 27, 2020

• Brookfield Property Partners L.P. (BPY.UN)
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Q: Has Brookfield Property Partners issued dividend guidance?

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Read Answer Asked by Carl on February 27, 2020

• Orogen Royalties Inc Com (EVM)
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Q: Any thoughts on this company?
Thanks

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Read Answer Asked by Joanne on February 27, 2020

Q: Please give me your opinion about PLUG,PWFL,VSLR, AGYS for next three to five years.

Thanks,

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Read Answer Asked by vipin on February 27, 2020

• Parkland Corporation (PKI)
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Q: The SP of PKI has been very weak and falling steadily of late (since the new year). Are there any news or issues with this stock? Thanks

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Read Answer Asked by Victor on February 27, 2020

• Suncor Energy Inc. (SU)
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Q: I currently hold SU as my energy allocation and looking to add a non-integrated energy holding. My biggest concern in the current environment is balance sheet quality. Can you suggest 2 or 3 names in the sector with the strongest financial position. Thank you.

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Read Answer Asked by Benjamin on February 27, 2020

• Savaria Corporation (SIS)
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Q: Savaria's price seems to have reacted poorly in the "virus" market. For a health care stock this was a little surprising. Do you have any thoughts on what might be concerning investors?
Thanks
Mike

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Read Answer Asked by michael on February 27, 2020

• Sherritt International Corporation (S)
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Q: S has issued a press release today on restructuring their debt. I have some bonds from them due in 2021 that I understand will now be due in 2027. There are some other related clauses in there that are difficult to figure out. Any way that can read the press release and figure out what the deal is? Thanking you in advance, Martin

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Read Answer Asked by Martin on February 27, 2020

• WSP Global Inc. (WSP)
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• CAE Inc. (CAE)
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• Kinaxis Inc. (KXS)
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Q: Could you please provide me with your you three picks from your Balanced Portfolio to deploy excess cash into once the current correction reaches near bottom (tough to time I know.)
Thank
Phil

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Read Answer Asked by Phil on February 27, 2020

• BRP Inc. Subordinate Voting Shares (DOO)
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Q: DOO has dropped 20%. Is there anything corona-virus related to the stock?
Thanks

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Read Answer Asked by Herm on February 27, 2020

• Descartes Systems Group Inc. (The) (DSG)
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• Kinaxis Inc. (KXS)
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Q: How would a slow down in global trade and supply chain disruptions effect these companies?

Thanks for your excellent service.

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Read Answer Asked by Joel on February 27, 2020