Investment Q&A

Q: Can you please give me your current thoughts on LYG.
Regards,

Q: QST - anything to explain weakness of late, particularly today? What's your take on the company going forward? O know they have good product.

Q: Wondering if you could comment on the ITW results, they beat expectations, raised guidance and everything seems to be really strong yet the stock is off this morning. I guess the market was looking for even stronger forward guidance?

Q: Comment: If it's not "fair" to pay taxes when you withdraw from an RRIF, it's not fair to avoid the taxes in the first place. The trouble we all have in calculating our net worth is we forget about the taxes! The tax deferral just doesn't work as well for those of us with high incomes in retirement. I expect there arr many who think that's a good problem to have!

Q: HI Peter Can you see any reason DIV is dropping today?

Q: Re: EIF and other companies that become targets of a short attack, typically how long do the shorts hold their short position before they start to cover it? Shouldn't the price rebound somewhat once they start buying?

Q: Could i get your opinion of Lundin Gold (LUG). Seems like a good project with a great name behind it? The political risk is my concern. appreciate your thoughts on the project and company.

Q: Hi: Some time ago Pure Industrial was favourably mentioned on BNN because about 30% of its holdings are focused on warehousing for e-commerce distribution. An article in today's Globe and Mail also mentions it in this context. I note your comments on AAR have been cautiously positive, but not enthusiastic. Would you mind expanding on the e-commerce linkage? Is it less than it appears? Also, can you point me to other stocks that focus on the development of E-commerce distribution facilities? many thanks.

Q: Your thoughts on Fastenal (FAST)? How does the valuation look to you?

Thanks,
FP

Q: Hi, my only financial exposure is bns. With rising rates I know you recommend insurance companies such as sun life. I have a long time to invest as I'm only 31. What would you recommend for best upside potential to get some more financial exposure? I worry that the big insurance companies might be more for security and income providing less total return than some smaller growth oriented names. Could you recommend a few names and give my your thoughts on my ideas?

Thanks

Q: I have held these equities in my well-diversified portfolio for many years and am a long-term investor, not averse to risks,and do not need the cash. Which if any do you think I should dispose of , and why? Thank you.

Q: Good afternoon, Peter & Co.
I am planning on diversifying my portfolio outside of North America and I am considering Alibaba and Tencent. May I have your comments on these companies and the timeliness of an immediate purchase.
With appreciation,
Ed

Q: Have a family member that needs to supplement her monthly income. She received $60,000 recently.Should she use a investment brokerage account buy dividend payers, collect monthly income she derives from that and pay the occurred taxes, or since she does not have a TSFA open one and then (can she) withdraw the monthly dividend from the tsfa tax free on an on going basis. There is investment knowledge in the family to assist her. Thanks you for all your help

Q: Hi , what is your view of Target as a long term hold please?
Thanks
Rick

Q: Being 73, I saved most of my life to an RRSP which flipped to a RRIF @71, with mandatory withdrawals. In the process of doing estate planning, and with the RIFF, being taxed @50% of withdrawals which is a difficult pill to follow. Initially I was withdrawing cash, however after further consideration, this year I transferred loss position "Crescent Point".
1. Would it be best to try and tsf everything before you expire and pay the tax.
2. When you tsf, is it best to tsf your losers initially, and then the winners.
3. I assume there is no other means of elevating the tax on RIFF.

For sure, RRSP are great during your working years, but never considered the tax burden after retirement. As an example if you have a 1 million RRSP after taxes $500,000.00 Does not seem fair
Look forward to your rely and thanks for your service
Rick

Q: If Trump's shenanigans hit the fan , and he is impeached ... which sectors will get murdered , or does everything fall , including the USD ? thanks

Q: Whitecap is back down around its 52 week low after dropping 7% the past two days. Is this just another over-reaction with crude dropping? Or has there been any other news regarding WCP the past couple days?

Q: With news out this morning that BUS will have its first profitable quarter and production is ramping up would it be a good time at add to an existing position? It sounds like some of the execution risk is starting to be eliminated.

Q: Hi 5i - I have a half position in BPF.UN (that has done well) and thinking about adding a half position in AW.UN (need some more consumer exposure). You have mentioned its preferable to buy into strength rather than negative momentum - what would you recommend here? Or should I just buy PBH? Thanks, Neil

Q: Do you have a preference of one over the other as a long-term hold? Is the switch to electric vehicles a consideration in your preference?