Q: Hi, I'm looking for growth companies in the Financial sector, either Canada or US. I already have major banks covered, and not a big fan of the "payday loan" type companies that finance at very high rates such as gsy. Do you have any recommendations here, in the context of likely 2 small interest rate hikes per year in the US for the next couple of years, and generally positive economy?
Q: I notice that Savaria Corp is having its annual meeting on May 15. They have also called it a special meeting. Could you elaborate on the reasons why a "special meeting" would be held? Thanks!
Q: I Have held arc energy for years while collecting their dividend that has been reduced.There is buy ratings on the stock and insider buying.Would you recommend averaging down at this time.
Tks in advance
Al
Q: I am interested in investing in small cap companies and am fully aware of the risks involved. However, conversely, I believe that there are potential mid term gains. Please advise me of your top 5 small cap companies that I could put on my watch list with the possibility of eventually investing in them. Thanks for your considered thoughts
Q: Do you think HFD is a good way to play the housing bubble or any problems with mortgage lenders?
My thinking is that there is more to come as incomes have substantially lacked the stratospheric rise in housing prices.
Any other ideas you would have to bet against this scenario.
Thanks as always
Q: Can you please give a brief overview of Modernadvisor and Wealthsimple, the advantages and disadvantages of using them over the do it yourself approach and also perhaps how long they have been in business.
Q: Please give me your thoughts on this company. Buy, sell, or hold. The prospects seem good. Several well known resource-savvy investors hold a large number of shares. Thanks for your insight.
Q: Is the US energy self sufficient presently and if not when can they hope to be in the future. Will Canadian oil and gas be required for the medium to long term? Thanks for your valuable help. Gaston
Q: 5i
Appreciate your comments on this company. It has increased its dividends 19 times, revenues have improved for the past 2 years as has profits. It pays a 7.3% dividend.
Q: Hi everyone,
Could you please provide comment/analysis on CanWel Building Materials with specific reference to: 1) growth rate over the next few years 2) characteristics of industry sector
3) sustainability of rich dividend based on available cash flow/payout ratio 4) debt/equity relationship and finally 5) the close (conflict of interest? relationship of CanWel CEO and their largest shareholder, Fortuna whose founder/CEO is one and the same as the CanWel CEO. I am investing for the long term based on solid capital gain expectation and dividend income.
Q: My only exposure to equities outside of Canada is through the etf VUN. Would it be appropriate now to invest in emerging markets, Europe or world etf's? Could you please make some suggestions to compliment my Canadian and US holdings.
Thanks for your wonderful service.
Q: The recent decline in CAD/US exchange rates has me somewhat concerned for my US investments. If you believe,as I do, that the CAD has reached its low point and may move up slowly from here, should you buy US shares in CAD funds? Or is it best to convert now and hold these in US dollars? In general do you believe it is best to have a mix of US shares in an even split of US and CAD currency? What should the factors be to determine how this is handled individually? Or does it even matter?
Q: After 6 1/2 years I finally sold Verizon as its share price and prospects have been trending downwards.
I hold BCE and T, together worth 7.2% of my portfolio. I usually keep Telcos at around 10% so I am debating whether to add to BCE and T or to consider Rogers or Cogeco to replace V.
- BCE and T have both been on a tear and sporting rich RSI's, but have a notably higher yield than RCI.
- Rogers is up 50% in the last 21 months.
- Cogeco has caught fire after years of treading water.
Q: Over the past two years I have acquired all three of the above companies and they now (together) comprise 10% of my portfolio. Do you see any problems with this? My portfolio is well diversified.
THANKS!
Bryan