Investment Q&A

Q: Two separate questions- deduct as necessary.

Forest product stocks appear to be in a trough right now, and weaker housing starts coupled with over-capacity seem to be holding them back with economic concerns in the background casting a shadow as well. I am wondering if you see a bit of a turning point here given recent capacity cuts, strong employment numbers, and a Fed decision to leave things as they are?

Regarding MFI; I struggle with taking profits too soon, but I have a fairly rapid 30%+ gain here. Your thoughts on its ability to maintain these gains or grind higher would be appreciated.

Thanks!!

Q: I have some cash in my TFSA. What would be your current growth stock to add?

Q: Would you buy SHOP today for a few year hold, or wait for a pull-back? It seems to be going up in leaps, and considering its volatility in the past, I'm wondering if a market pull-back might take it back 10-20% for a better entry point.

Q: Thanks to replying to my question.Would disclosing the information in a presentation on their site be sufficient? I also notice that in their press release of the year end numbers they state:
"The Company secured contracts in North Dakota during 2018 which resulted in moving 23% if it’s fleet from Colorado to North Dakota during the three months ended December 31, 2018. The successful award of North Dakota contracts and reallocation of rental assets to new markets support the Company’s strategy to diversify its markets and customer base. "
It is possible that management concluded that they had made sufficient disclosure with those sentences even though they did not mention that it was all to one customer. What is significant is that the % increased from 23 to 40.

Q: This is not a question about this particular company but simply an example. The notice today on earnings for Carbonite stated:
Non-GAAP EPS were $.44 above estimates for $.36
Net EPS was $.06 missing forecasts by a nickle
It goes on to talk about actual and estimated sales both on an Non-GAAP and GAAP basis.
Can you explain what the difference is between the GAAP and Non-GAAP numbers? and how Non-GAAP earnings of .$44 turn into $ .06 when shown on a NET basis and for your DIY investors, which should we pay attention to?

Q: Can you please give me your thoughts on earnings and growth.

Thanks for the great service.
Hector

Q: It appears TMAC has finally got production issues straightend out, they appear to have good drill results and good exploration potential.
Your comments please including management and finance.

Q: Hi team, I have these companies in my TSFA. Can you rank these stocks based on highest potential gains (catalysts) in the next 12-24 months? They are equal weight and I will need to liquidate 50% of them within the next year or so. I know short term predictions are difficult but best guestimates are appreciated

Q: Hi,

Would you prefer one of these over the other for US dividend exposure?

Q: If you were to rate this company, what would be its rating? Do you consider it cheap at current price?

Q: Moderna stock has been on an uptrend, (depends for how much longer). It has been a profitable investment. What about Difusion Pharmaceuticals? Medical trials seem to show positive results.

Q: Why do you think xpel is down over 25% in three months? Was their previous quarter bad?

Q: Hi,
What is your opinion on BIP.UN results ? Do you still like it?

Thanks,
Morris

Q: Chemical stocks where down yesterday not only MX. Dow and Chemtrade down over 6% each. Not company specific.

Q: Please commit on their latest earnings and what you think of this company going forward.

Q: I currently hold Royal preferred RY.PR.AZ series which Royal is offering to convert to floating rate non cumulative series BA., which will pay a quarterly dividend of 2.21% over T bill rate. If the Bank of Canada decides to lower its rates, will this not affect the dividend? Should I just stay with the AZ series for another 5 yrs? They are held in a RRIF

Q: Hi, I will like to thank you for the investment service you are providing. I am learned a lot about investing in the last 2 years or so, from your answers to questions alone. It has instilled in me virtue of patience far more than I had before I started subscribing to your service.
I will like to know how IWO, a USD security in a CAD account ( a sizable position in growth model) , will work out if the CAD appreciates versus USD. Will it be OK to invest in USD securities in CAD accounts at the current exchange rates? What time horizon one should be thinking about for such a move?
Regards
RR

Q: Hi,

So I have been investing for a couple of decades using mostly ETFs, and wanted to focus more energies on investing in 'World Dividend aristocrats' so to speak (ex-US, ex-Canada).

Something like the 'Dogs-of-the-Dow', but for the rest of the world, and maybe a list of 10 companies.

I tried to scour the internet with little luck, and short of me running a stock screener ( which I also tried to do also with little success), I would greatly appreciate if you know of an ETF or could point me along to a way of doing it...since it would need to be done annually.

Much appreciated.

Thanks.

Q: I can't believe how low S is. Nickel and cobalt are going to be going up in demand with there use in batteries. Why the big drop and how do you view management and there finances.

Q: Looking for a stellar buy today in the US market can you please make a recommendation of 3 solid buys.
Thank-you