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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Are you of 2 minds on ATA? I get the sense you like the company which seems to be doing well including setting new highs recently. One the other hand your comments seem to suggest that you don’t think it is really a growth company. Maybe you feel the valuation is too high for a slow growth company?
I like the momentum, the sector and the management. In spite of what my iPhone says they don’t pay a dividend so I sort of feel they are a growth company after all. They appear to straddle manufacturing and IT. I suspect there must be some tie-in with the University of Waterloo which may help them stay on top of the technology race.
Any comments?
Thanks,
Ji
Read Answer Asked by James on October 04, 2018
Q: I'm curious as to what you think of Dollarama now that it’s fallen so much. The company's growth forecast was lowered, but I’m thinking with high household debt and rising interest rates, many people might shop there out of necessity. Do you recommend it as a buy at these levels, and what are the risks associated with the stock? Do you think it’s better to wait until December to buy?
Read Answer Asked by Pamela on October 04, 2018
Q: I own the following in a non-registered account. (I own growth stocks in my TFSA, and US/international equities and Canadian bonds in my RRSP). The goal is to DRIP the following stocks in my non-registered account until I retire and then use the income only to cover some monthly expenses.
CPD; BNS; SLF; FTS; ENB; ALA; BCE; CHP.UN; NWH.UN; VET; NWC; and EIF.
Do you have any concerns with any of these companies long term?

Read Answer Asked by Pamela on October 04, 2018
Q: Thanks for the News Update. and it mentions adding Industrials. For that last few weeks, I'm pondering adding industrial positions to my balanced, diversified US portfolio. I assigned a 15% weighting to the US industrial sector. My current positions are UTX at 4.6% weighting and FDX at 2.6% These two total 7.2% and as a result, I could add 7.8%. Please provide a few US names in this sector for my consideration, including adding to bring FDX to 4%........Appreciate you insights....Tom
Read Answer Asked by Tom on October 03, 2018
Q: I have been reviewing your Income Portfolio. We have decided to bring all of the assets remaining with an Investment Company over to our non-registered account. Tired of paying the high fees and realizing that the rate of return is less than what we have been achieving ourselves over the past 5 years, in part due to the advice received through all the questions and answers on various topics we are able to read each day!
Considering the markets today, would you invest in the Income Portfolio in total ? Over what period of time? What changes you would make? Your thoughts are greatly appreciated.
Read Answer Asked by diane joan on October 03, 2018
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