Investment Q&A

Q: Can you please give me your comments on the ETF

Thanks

Q: Hi guys,
I know the US isn't your area of expertise, but I was hoping for a quick review and what you thought about Duluth Holdings.

Q: What is the leverage of underlying OSB commodity pricing to Norbord's share price and if supply stays constrained through 2016 what EPS acceleration could be expected for BLX?

Q: I'm wondering if you can comment on their latest results. Thanks

Q: I am looking to start a position in Trinity Industries. What is your opinion of this company and its sector? Thank-you.

Q: I'm holding GRT.UN. It has underperformed the XRE substantially YTD. Can you talk about this poor performance, and what do you think of the company going forward. What else do you like in the industrial REIT space?

Q: Hi Ryan and Peter,
My question is of a general nature and concerns a problem many seniors are having with portfolio construction. I'm 70 years old, have a defined benefit pension which, along with my wife's defined plan, covers our monthly commitments. We are underinvested in the fixed income part of our portfolio but because of the lack of returns on bonds and GIC'S, are hesitant to commit a large portion of our savings to this sector.
As with many seniors who have their monthly expenses covered by pensions, we need guidance as to what percentage of our funds should be in fixed income. What percentage do you think is appropriate and could you suggest a few specific investments.
If you believe, as I do, we would be better off investing in Canadian Blue Chip companies that offer relatively safe growing dividends, could you suggest several such companies.

Thank you in advance for your much appreciated guidance.

Q: What do you think about replacing a combination of VGH and ZQQ with a single holding in ZUQ--you gotta love the sound of "high quality". thanks Gary

Q: In addition to 19 specific U.S equities in my portfolio, I would appreciate your opinion on the following which I also own, including comments on any apparent duplication, and suggested additions.
BBH; FEZ; 1WO; SCTY; KRE; XLK; XLF. Thank You.

Q: Will you be covering Concordia Healthcare in the future seeing that it is in the growth portfolio (and there are many questions on it)?

Thanks,
Andrew

Q: I purchased nhc at $4.00 it was at $9.00 went to $3.00 then went to $6.00 and now under $3.00 should I take my hard hit, sell and move on?
Thanks,

Q: Could you comment on the latest earnings, and how the value compares to say Vail Resorts in the US. Would this be a good entry point with the stock down from it's high. Thanks.

Q: Which of these 2 stocks do you prefer primarily for income but also some stock appreciation.
Thanks

Q: Is there a stock right now that you would recommend more than ATD.B in the consumer sector? I am considering buying more on this dip, unless there is something you like better? Thanks, Neil

Q: What are your thoughts on Exact earth going forward --I got this via CDV and wondering if I should dump it ??

Q: Your thoughts on the large drop in rail traffic and how it might effect SJ and future revenue.

Q: Can I hold VUN in my TFSA without tax implications or do I need to hold it in my non registered account?

Q: Update

Q: Please comment which type of account (non-registered, RRSP or TFSA) would be best suited to hold Brookfield Business Partners). From the prospectus the distribution will be approximately $0.25 per annum (1 %). I currently hold the other Brookfield LP entities (BEP, BIP and BPY) so I am familiar with the issues associated with T-5013 on my tax return.

Please comment whether it's better to hold the TSE listed units (BBU-UN) in Canadian dollars or the NYSE listed units in US dollars.

Thank you for the excellent service.

Q: Considering purchasing for income and some growth. Could you comment on the high p/e of 46 and the potential going forward.