Investment Q&A

Q: I’m considering Brookfield Infrastructure Partners (BIP.UN) for my TFSA as a means of diversifying from common shares while maintaining a return above current fixed income rates. Would you recommend the current price of $54.92 as a reasonable entry point or is there a valuation point that you would be more suitable considering that I would also like to ensure potential growth? Alternatively, is there another security you would consider in order to achieve my goals.

Q: What is insider ownership on WCP?
How many shares owned by insiders # & % please.
Seems to be considerable interest in market buying and several insiders own a reasonable number of shares.

Q: My portfolio analytics says that I should increase my telecommunications by 2.84% Should I increase both T and BCE as I do own both or buy a third stock, one from the US?

Thanks

Q: Hi Peter, looking into buying in on cldr. How would you rate this co on safety and is it cheap and would you buy at this point. Thanks. Alnoor

Q: I have owned this fund for a few years now and enjoy the high percent payout but am concerned as the price I payed is considerablely higher than the present price. are the overnight offerings diluting the funds or is this because the banks are lower right now or perhaps both? some of my costs were over $12.00 a share so is this a good time to cut my losses? Thankx for your great service. gord

Q: Please comment current status on Hrt. Is current dip buying opportunity? Ownership, cost per ounce, debt? Cash flow and good long term growth potential? Can Hrt for long term hold? thanks always.

Q: I was wondering if you could recommend some stocks that trade on the tsx that pay dividends in US money. I believe pif does, could you name some others.

Q: Hi Ryan can I have your thoughts on CHW.re safety of div and outlook
Took a 10% haircut in the last few months
Kind regards
Stan

Q: Your thoughts on this one please

Q: HI Peter,
I invested in Knight for long term (5 years plus) but it has been frustrating. I was going to hold on given the management teams in place; however, with the current proxy fight, I am not sure what to do. I think in all of the time i have been in the market, this company has been a major disappointment as it feels like the company just drags its feet, and I simply trusted management given the track record. Now, as a shareholder i feel I am in a tough spot. What are the negatives and the positives for holding onto the stock please? In past discussions relating to gold and other types of commodities, the best way to invest was in streaming companies or picks and shovels. Any idea why this has not translated into the cannabis stocks? For example, the stock performance for Auxly Cannibis group and radient tech has not been that great. Lastly, what do you think of Valens Groworks and Enwave? Thanks very much.

Q: what's your opinion on this small co?
buyable?

Q: What are your thoughts now of this small reit? has anything improved enough for small position?

Q: Hi Guys just to circle back on a question I answered and you replied in the last day or so. I'm sorry I should of been more specific, I'm looking for a growth mutual fund for a 25 year old that will be adding to often and therefore don't want any trading costs involved with buying ETF's, the 2 that you suggested are XWD and VT. Looking for mutual funds and not ETF.
Thank-you

Q: Following close scrutiny of the available information to date, I have decided to support Johnathan Goodman in his battle with Medison. This is essentially a war between two men as no one else at Knight or Medison has more than 35000 shares (one person) and the rest have basically none. Goodman has double the number as Medison. I predict Goodman will add to his position before May 7 - he could afford as many shares as he wants/needs to succeed.
However, kudos to Jakobsohn, despite my extreme cynicism towards his motives - he will control the 28% of his company that knight owns plus get control of almost $800M in cash that he did NOT raise, Goodman did - as this process has unquestionably devalued Goodman's reputation and I am sure he will be working at full potential to restore it and long before his tired grandchildren timeline evolves. When/if he wins, he could do a $2B deal the next day as raising any extra funds would receive widespread market support. Can Jakobsohn claim the same?

Q: I know that your firm does not espouse/research such high risk companies such as this but given Fipke's track record, do you feel a small position is warranted given his latest find in the Yukon? The price and volume suggest even non-retail investors are stepping in?

Q: How much cash does Gud have compared to its market cap and do they have any growing cash generating product. Thinking of selling position and splitting the proceeds with zynex and viemed.

Q: Do you think of Engh is a good entry point at current price ? Thanks always

Q: I have 2000 shares of pwf in my riff. Can you explain to me in simple terms as to what is going on? Thank you for your help.
Ron N

Q: Like many long suffering investors, I am really getting fed up with this stock. I watched a recent interview on BNN with Jonathan Goodman and was not impressed. He had an opportunity to justify why GUD was a public company and completely failed to do so. His message seemed to be if you are not investing for your grandchildren's financial future you might as well forget this stock. I think GUD should at least initiate an initial and rising dividend policy since it has failed to invest much of the large pool of cash being reserved for acquisitions. What do you think of these odds. Thanks.

Q: Hello,

Portfolio analytics is suggestion that I go 75/25 equity to income and from the 75% equity to allocate 35% into US, 35% in International and 30% into CND. Suggested ETFs for US and International are VUN, VIU and VEE. How would you view instead of holding three funds I go with one, either VXC or XAW? Or do you feel that is too much into just one ETF Also, which one is better suited for an RRSP account.

Thank you.