Investment Q&A

Q: Hello, Can you tell me what do you think of this REIT? It has taken a beating since being spun out from Simon Properties. It has a 7% yield & some insider buying. It was a top pick from Derek Warren on Market Call yesterday.
Thanks,
Martin

Q: Hello

I'm wondering if you see anything positive in the company's future. It looks bleak to say the least but I keep thinking about all the cobalt reserves and companies like Tesla needing a whole lot of it in the upcoming years. Thank you

Q: Can you recommend a Japanese ETF that is hedged to the Canadian dollar? Is the Japanese market still a buy since it is at an 18 year record high?

Q: GOOD MORNING FOLKS,
WOULD YOU BE ABLE TO COMMENT ON THIS US CYBER SECURITY ETF PUT OUT BY PURE FUNDS ?

THANKS,
LARRY

Q:

I I have held Enwave for five years, could you give me some insight into it please. Thank you

Q: Could you give an update on BAR Balmoral
Thanks

Q: Ouch! Any thoughts?

Q: Hello, I am up 55% with ESL and am thinking of reducing position and buying a half position of Western Forest Products (WEF) or First Quantum (FM). Your thoughts please.

Q: Hi, Hope everyone at 5i are well and happy on this bright summer's day? It seems we are likely to use our cellphones more and more for our banking - paying for goods and depositing cheques. Will this trend affect DH positively or negatively in the medium/long term? Thanks again. Henry

Q: Hi team, Could I get your thoughts on this REIT? I'm looking for a combination of growth and income, and have no REIT holdings at the moment. I like the sound of what they are planning to do in downtown Toronto with family-sized housing. If you have a better one to suggest, please do. Thanks!

Q: Hi. TFI has dramatically underperformed UNS. Is the valuation that much more attractive for UNS or do you think TFI will finally get out of its funk.

Thanks.

Q: With the threat of increased royalties to the province of AB, how does this affect a royalty company like Freehold? Are they subject to provincial royalties or are the actual exploration companies that FRU lease to, the ones with responsibility?

Carl

Q: Hi... what other companies are in the same space as CRH Medical CRH.TO.

Thank you.

Q: I have traded a number of investment-grade preferred shares (fixed-resets and floating-resets) over the past 9 - 12 months, and have generally done quite well despite the BoC rate cut in January. One major exception however has been the ENB preferreds, where I have lost quite a bit of money.

When ENB announced their plans to drop down assets into Enbridge Income Fund and US entities, the credit agencies put ENB on negative review, leading to a big drop in ENB.PR prices (they trade now like Pf-3(high)/Pf-3 rated prefs).

This is very disheartening: I buy investment grade prefs in order to avoid such non-interest-rate-related losses.
In your view, what is the danger that other "utilities", such as TRP, FTS, etc., might also institute similar changes to their capital structure (and hence credit ratings), leading to precipitous drops in their pref shares?

Thanks!

Q: Espial's acquisition of Bluestreak looks like a perfect fit not only to expand its offerings and market, but to allow it to bulk up with the technical resources to deliver on its contracts to its Tier 1 (and other) customers. In short, the message to the industry is that the previous commitments by Espial have been de-risked considerably and ESP is now open to taking on more challenges. Your thoughts?

Q: Hi, what would your top three or four company's be with the best overall balance between growth and income, or in other words, the best of both worlds, thanks?

Q: Hello Peter
I am wondering at current prices is fairfax a good investment for 3 to 5 years

Kevin

Q: Could you suggest 2 or 3 US small to mid cap stocks that you are excited about their growth potential?

Q: I have my next years TFSA cash contribution sitting in a "high" interest savings account but am thinking of parking it in my non registered account and buying and holding a REIT (d.un perhaps?) until Jan 1...which do you recommend or perhaps I should play it safe and go with shares in one of the Canadian banks?

Q: What is your opinion of split corp preferreds as a medium term income investment? LBS.A yields 4.75%, matures in 3 years or so at par and appears to be protected in value by the Class A shares. There aren't many other 3 year investments that offer anywhere near this sort of return. What are the downsides? Thanks.