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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: Hello,

We are seeing M&A activity in the REIT space. Any thoughts on why we have not seen much activity yet in the beaten down energy sector?

Regards,

Robert
Read Answer Asked by Robert on February 16, 2018
Q: ATE is set to release final Phase 2b results of their lead drug ATB-346, in 4weeks. I'm curious if you have any relevant information on the outlook of this drug and the company overall? I understand GUD has funds deployed here. And my main question is if the trial results show less GI tract bleeding (the issue with prolonged doses of Naproxen) and better efficacy results than Aleve then how could the drug or company's valuation be estimated? Sales numbers for Bayer's Aleve that could be extrapolated? thanks
Read Answer Asked by Gordon on February 16, 2018
Q: I want to buy a half position in a US financial investment services company for a US dollar registered account. Please rank the following for potential capital gain with medium risk accepted. CME,IBKR,AMTD,SCHW,ETFC.
Please explain your rational.
Thanks, Tim.
Read Answer Asked by tim on February 16, 2018
Q: Hello team,

What would you suggest for water and solar themes. I have looked at XYL and SolarEdge (SEDG). I am looking for GREAT companies with low debt and good management and positive shareholder history. What do you think of these two companies. I welcome any other suggestion you might have for better plays out there and for a very long term hold.

Thanks a lot as always for your great work.
Read Answer Asked by Saeed on February 16, 2018
Q: For increased international exposure I’m thinking of either VDU or VXUS. To buy VXUS, I would need to convert $C to $US. I currently have approximately 24% of my portfolio in $US, and this conversion would increase that to 28% or so. Which option do you think I should choose?
Read Answer Asked by Jim on February 16, 2018
Q: Hi Peter and Staff
So your growth portfolio results for February will show a disposition of these two stocks at yesterday's close - with yesterday's volume - there is zero chance we get out today or anytime soon at what you did / are these two companies going to survive or should we take what we get and exit ?
Thank you
Dennis
Read Answer Asked by Dennis on February 16, 2018
Q: SNY (not in your database) recently reported a poor quarter and so-so guidance. On the other hand, the P/E is now less than 12x, the dividend is substantial, and the pipeline should be broad enough to protect against single-drug risk. My sense is that it's long-term-investable, but less attractive than other beaten-down pharma blue-chips (say, LLY); your opinion?
Read Answer Asked by John on February 16, 2018
Q: Regarding utilities falling prices, you have answered in a couple times in the Q&A: "The main issue is that US tax reform is going to reduce earnings due to lower tax recoveries." Can you expand on this? What is the percentage of reduction? I looked for an article and couldn't find one explaining this. I am looking to add to AQN, FTS and BEP.UN for their growing yield, but I can't determine a fair price or if they're under/over valued because of the US tax reform and am hoping you can help me make my decision. Thanks
Read Answer Asked by Curtis on February 16, 2018
Q: Good morning,

I notice in today's Q&A you mention the addition to Reliq Healthcare to one of your portfolios. When such changes are made to portfolios, are the intra-month additions and deletions announced somewhere on the site, or only visible in the month end portfolio update publications?

Also, can you comment on Reliq's patient onboarding process. In your view, are there risks with this process (delays on big contracts) or with a large competitor entering the space.

Thank you
Read Answer Asked by Jason on February 16, 2018
Q: I just read a contrarian report on Seeking Alpha regarding these two companies. Can you comment on the debt levels of each and their respective survivability in a prolonged long low price nat gas environment. In an RRSP, could they be considered decent ‘flyers’ for a small (1%) stake?

DON
Read Answer Asked by Donald on February 16, 2018
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