Investment Q&A

Q: This is a follow up to Rajeev's question regarding AQN. Although I have not yet contacted TD, it appears they are offering access to some of the new issue. It is listed on their WebBroker site under New Issues as open, with price to be determined in US $.
Dawn

Q: Can I have your opinion on this investment? Thx

Q: I owned Paladin and was very happy with the sale to ENDP, but I, regrettably, held my shares of ENDO until I lost most if not all of my Paladin windfall. You endorsed ENDO and saw future growth there. Now that TSGI has been sold, I am wondering what to do. I realize there is some deal risk and regulatory risk, and I am not fond of the inconvenience of the London Exchange. I am thinking I might sell my TSGI shares and put the proceeds split into LSPD and/or SHOP. I know you see growth in all three, but you have perhaps been endorsing LSPD and SHOP for longer, now. And you took TSGI out of the portfolio (before the sale, I realize). To focus my question, let me ask: How do the two Canadian stocks compare to TSGI in terms of risks/rewards going forward. The 2 for 1 would at least add a bit of diversification.

Q: Hi,
Morguard has bought a substantial position in PLZ and since the news release the stock keep moving up. I have sold 20% of my position because I do not believe that a takeover is in the cards but I am starting to doubt. Do you know who was the seller(s)? Michael Zakuta, the best REIT CEO in my opinion ( I worked 20 years in real estate), is the major shareholder and is still buying regularly. Has Morguard ever done a takeover? or taking a company private with management?
Thank you in advance

Q: Hello team,

Just a follow up on 5i answer on Sam's inquiry about buying exchange traded US pay
PSU.U. The list you provided of possible brokers that will allow you to buy the product included TD. I use TD Webbroker for online trading, and they have conflicting offerings and won't let me purchase. The TD previous trade you saw yesterday was most likely Institutional.

Stephen

Q: I have a question about asset allocation. I'm 70 and don't need income from my portfolio. Currently I have 75% in equities fairly well diversified and 15% in fixed income, mostly bond ETFs (rest cash). You recommend having 25-33% in fixed income depending on how I answer your asset allocator questions. why do I need any fixed income at all if I do not need the income now or for the next few years. When I do need this income, could I not convert to bonds ? The bond funds that I have have been about neutral over the past couple of years; some have gained and some have lost value. they have paid out interest but then so have the equities to a considerable extent. thanks

Q: I am seeking dividends. I have room to add a new REIT. Currently, hold CSH.UN and DIR.UN. What is the highest dividend paying REIT that you would be comfortable starting a new position with?
Thanks

Q: Looking for your expert analysis of MIC and do you see any tailwinds for them as they approach their earnings call at the end of this month or another negative report?
Buy, sell or hold
Thx Gary

Q: It seems Peyto has continued to drop from the levels mentioned in a lot of previous questions on the company. I understand why investor sentiment is low on sector but it seems way overdone at this point for Peyto. Do you see any new obstacles management is ignoring? Also see that the consensus '20 earnings are forecast at $0.20 for the year but I just can't seem to figure out why they would be that low. Have a recent position and thinking of averaging down or adding to another portfolio.

Q: Hi, Has the company set a price and date for the secondary offering of 21.5 mln shares ? Do you see any impact on current share price and is it worth buying the secondary ? Thanks

Q: I hold Enterprise Product Partners in my RRSP account. I own this because the US seems less risky to pipelines in general. They announced further expansion with added capacity into 2021 and 2022. I know you don't cover US stocks but wonder if you could comment on debt levels, dividend coverage, etc.

Thanks for the fine service you provide

Q: Would you consider ala for tax loss selling. If sell is your recommendation what would you replace it with or buy back in 30 days. In a balanced portfolio.

Q: I know those 2 stocks are not in the same sector, but which one will you pick for growth for short period of time ±1 year and which one for growth for a long terme 5-10 years+

Q: Would appreciate an analysis of SPH in regards to dividend safety, growth expectations and any upcoming tail or headwinds. Buy,sell or hold and do you see any resemblance to Superior Plus.
Thx Gary

Q: I’m having trouble buying this product
I’m using Rbc direct investing
It’s looking like they don’t offer it ?
If so how would I go about buying ?
Thanks for the help
Sam

Q: Am very curious about Antero. It will be removed from the CIBC Atlas MLP index this friday and was looking for your analysis of these guys as a short term bottom feeder with its juicy dividend. Much appreciated for your expert advice.
Thx Gary

Q: Can you comment on the company News Release yesterday

Q: Reuters is reporting that Knight and Eurofarma have teamed up and entered into talks to take a controlling interest in Brazilian pharma company Biotoscana. Might this acquisition be the big one everybody has been waiting for or is it just more tuck-in activity?
People are holding their breath.

Q: Considering the ownership change in North American Palladium, can you see any downside risk / upside potential?
Thank you

Q: Hello,
I'm looking for your thoughts on husky energy. What do you think about the 5 year scenario? Is it a candidate for a takeover and if so what would the target share price be? Secondly, if sold will it affect Tidewaters operation and share price?
Thank you,
Dave