Investment Q&A

• Enbridge Inc. (ENB)
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Q: I am puzzled ! ENB was okay for income at $ 58 at 52 at 48 at 46 now down at less than 44. Lost already 4 years of Dividend!
How far has it to go down to become a sell ??????? Shouldn't you people have more foresight ?
Frank

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Read Answer Asked by Frank on November 16, 2017

Q: re your advice to Paul yesterday to tender to the offer through a broker
Is there a difference if I sell directly online or do I need to speak with a broker.
Thank You

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Read Answer Asked by Peter on November 16, 2017

• Winpak Ltd. (WPK)
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• Gluskin Sheff + Associates Inc. (GS)
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• Corby Spirit and Wine Limited Unlimited Voting Common Shares (CSW.A)
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Q: Reviewing my portfolio at this time of year,i have decided to take a more defensive approach for 2018.I have recently purchased a couple of gold stocks(aem & lk).I am unsure if gold still has the downside protection for a portfolio that it used to.
Also with the expected interest rate increases will dividend paying large caps have the desired benefit of portfolio protection?
Do you have any suggestions on some debt free dividend paying companies that will do well in a flat or slightly down market.I don't care if they are small,medium or large cap companies!

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Read Answer Asked by Randy on November 16, 2017

• GoldMoney Inc. (XAU)
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Q: Hello team,
What thoughts come to mind on XAU following the latest quarter financials and how do you interpret the M.D,& A?

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Read Answer Asked by ANDREW on November 16, 2017

• Block Inc. Class A (SQ)
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• Ichor Holdings (ICHR)
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Q: Hello 5i,
I sold off NVDA when valuations exploded and didn’t like all the hype around the stock.
I’m guessing with SQ mentioning crypto-currency the stock will pop today. If anyone can make sense of crypto it’s probably Dorsey with his calm approach to building businesses (I’m still gettting my head around hash 256!)
Even with Dorsey as bench strength for Square should I sell some of this one off and top up ICHR where I’m down about 20%? Or sell ICHR and consolidate my SQ position? Both positions are held in a sheltered account.
Many thanks,
Ps great job yesterday Ryan! I really appreciate your frank approach to investing- it’s great that you don’t pull any punches - so refreshing.

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Read Answer Asked by Kat on November 16, 2017

• Knight Therapeutics Inc. (GUD)
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Q: Please advise what you think of GUD today...is this lower price a gift for investors?
Thanks very much,
Marilyn

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Read Answer Asked by Marilyn on November 16, 2017

• Miscellaneous (MISC)
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Q: Gentlemen, the next shale revolution article (Bloomberg) vs Steve St. Angelo's recent financial carnage update of U.S. shale oil production.

Can you provide some clarification?
Thank you. Gaston

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Read Answer Asked by Gaston on November 16, 2017

• Kew Media Group Inc. Variable Voting and Common Voting Shares (KEW)
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Q: What are your thoughts on KEW's current valuation?
Thanks

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Read Answer Asked by Neil on November 16, 2017

• Cronos Group Inc. (CRON)
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Q: Hi Team,
would you have insights into the stock? Is it a buy or too speculative?
Thanks, as always!

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Read Answer Asked by Sigrid on November 16, 2017

• Brookfield Property Partners L.P. (BPY.UN)
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Q: Brookfield Properties Preferred is available with different extensions from .x, .g, .t, .c, .p, .w, .a, etc. Are all these different preferreds and how can you tell which one is the best one to buy? Many tnx and great upgrade to the site.

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Read Answer Asked by Jacques on November 16, 2017

• Medical Facilities Corporation (DR)
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Q: In a recent reply to a question about DR, you concluded with a sentence:
'This makes it tough to have a whole lot of confidence on the potential cash flows.'
Could you please expand on this as it sounds like you are 'forecasting' a future drop in earnings / cash flow? Can you share any evidence you have that would support this view?

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Read Answer Asked by Elizabeth on November 16, 2017

• FLIR Systems Inc. (FLIR)
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• Garmin Ltd. (Switzerland) (GRMN)
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• Cognex Corporation (CGNX)
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• Check Point Software Technologies Ltd. (CHKP)
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Q: If you were to buy one of these today, what would be your preference and why?
Could you please rank them?

Thanks,
Milan

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Read Answer Asked by Milan on November 16, 2017

• Kinaxis Inc. (KXS)
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Q: Isn't a p/e ratio of 83 just too high for a company with Kinaxis' growth profile? Also, it would help if your information listing for companies showed the forward p/e ratio too as that is the one most people I know go by.

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Read Answer Asked by John on November 16, 2017

• Madalena Energy Inc. (MVN)
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Q: Your comments on the year end & quarter's results for Madalena Energy would be appreciated.Were they good enough to suggest keeping it or bad enough to suggest selling ?They had a hit on 2 wells with total output of 250 b/p/d. Does this make them more viable or does the political climate in Argentina cancel this out?

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Read Answer Asked by Dave on November 16, 2017

• Miscellaneous (MISC)
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Q: I have some US$ in a savings account (haha) and would be interested in your suggestions re; money market, T bill, or other reasonably safe yield bearing investment, tia. Pat

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Read Answer Asked by Pat on November 16, 2017

• CannTrust Holdings Inc. (TRST)
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Q: With everyone plowing into the weed stocks , this is one someone steered me towards. Can you please provide the metrics/outlook associated with this company? Much appreciated........

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Read Answer Asked by adam on November 16, 2017

• Magna International Inc. (MG)
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• goeasy Ltd. (GSY)
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• Exco Technologies Limited (XTC)
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Q: Good day,

What do you consider to be the top 5-10 undervalued stocks in your coverage universe or in the portfolios right now?

Thanks!

Derek

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Read Answer Asked by Derek on November 16, 2017

• Invesco Low Volatility Portfolio ETF (PLV)
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Q: Please give opinion on plv as a core holding in a retirement portfolio as compared to balanced mutual funds such as phn maw or others you rate as better options. Thanks Larry

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Read Answer Asked by Larry on November 16, 2017

• Pasinex Resources Ltd. (PSE)
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Q: Hi guys,

Your thoughts on Pasinex Resources, buy or stay away!

Thanks

Jim

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Read Answer Asked by jim on November 16, 2017

• AgJunction Inc. (AJX)
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• Great Plains Metals Corp. (GPS)
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Q: I am going to sell ag junction for tax loss.
What would a good replacement be?

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Read Answer Asked by elgin on November 16, 2017