Investment Q&A

Q: Hi Guys, my above holdings got wacked lately and was wondering if there is anything going on, from the above list should I sell anything besides WEED, are the institutions selling these companies because they think there is more to the downside? These are long term holdings are all up except for COV and KXS which I just bought before the tumble, not one of my best moves.

Thanks
Chicken Little

Q: Hi there - down 40% on both. If you had to get rid of one, which would it be?

Q: At the risk of sounding foolish, the last sentence in your response to Tim re WCP started wit "But", suggesting you would not expect a cut in dividend. Could you verify your answer.
Thanks

Q: Is the dividend safe?

Q: I have a question about UNH.can you provide an updated view on Unh investment appeal?

Q: Hi Team! I'm wondering what might move this market to a better place where there is some momentum for stocks. It seems that all indicators seem to point to a slowdown or downturn for stock markets. While valuations are more realistic, long term interest rates haven't moved up that much indicating that the economy might not have longer term strength, the market has been good for some time, the benefits from US tax cuts have been digested, stronger earnings seem to have petered out a bit and so in all of this as a layman I'm looking at whether I should be more defensive and perhaps move some funds to cash before things get ugly. Is the recent volatility perhaps not a warning sign that markets are bracing for a tougher session ahead. Your thoughts?

Q: Top 5 income stocks to initiate a new position? Seems like lots of beaten down or tax loss selling candidates this month.

Q: a majority of the questions and answers from your members are about a companies prospects over a period of years, lets say 2-5 years.
my question is what are your top 3 picks in canada and for the next year with the cavaet you prefer longer term.dave
dave

Q: I have some cash to deploy. Can you state your order of preference please.
Thanks a lot.

Q: In your answer to a question by David on Nov. 16th, you wrote BEO.UN under utilities. Was that a typo? Did you mean BEP.UN?

Q: FYI - I see on BNN - Market Call Top Picks , they have Peter's top picks from yesterday posted with the incorrect stocks of Celestica, Absolute Software and Photon Control.

Q: One more question on Crius and it relates to the capabilities of the management. Given the sell off and the recent results it would seem that the decision as to whether to hold or not has to do with whether management can be believed. If the outlook for adjusted EBITA of $100m annually is to believed, this seems quite positive since annual distributions would be $36m. In fact management says it makes the distribution sustainable.

However, this is the same management that a year ago was positive about the solar division, and municipal aggregations (even though they acknowledged the latters lowering effect on gross margins). In fact they were sufficiently sanguine that they even increased the distribution.
This year they are exiting solar and divesting municipal aggregations. The new strategy is to go back to focus on the original deregulated energy business. They acknowledge that the customer count will continue to decline over 2019 and the costs to obtain the high margin customers in the deregulated business is high. How long will it be before they get to their $100m?

In case you think these are the comments of a short seller I am in fact a shareholder who is wondering if this emperor has any clothes. Your opinion would be much appreciated.
Mike

Q: Hold ONEX in my RSP as a long portfolio diversifier. Could you comment on the latest numbers and would you prefer ONEX or BAM.A. Thanks Ron

Q: Hi guys
I see no one has asked a question on CWX and their recent reporting. I have owned it for some time and have enjoyed capital gains and a healthy dividend. Your assessment and guidance for a hold, buy or sell. Also do you see any tailwinds with their growth expectations.
Thanks Gary

Q: What do you feel is the better buy today. PHO or ITC.
Thanks
John

Q: Please comment on results of BUS released Nov 15\Thanks for u usual great services & views

Q: Do you have any 5G technology companies worth looking into or is it too early to get involved in this area ?

Q: BPY has been range bound for 4 years - between $24-$29. At $24.70 today, it is essentially at the same level as in Jan'15. Would appreciate your views on why you think this is happening? Do you see any signs of corporate changes on the horizon that would be positive for price appreciation? Is it financial performance? An issue of management capability? Of Street expectation management? The rising interest rate outlook is a relatively recent negative. I had expected that with the Brookfield reputation for management excellence, a DY of ~6.5% and an annualized DGR of >5% we would see a 5% to 10% annual share price appreciation over the long term. Thanks.

Q: Hi,

SHOP has held it's own very well wondering if it would be a good idea to reduce SHOP to small position from full position. And buy SIS, BNS, NFI or PBH..for safety and growth when the markets decide to rebound...Your thoughts and sage advice welcome.
Also I am surprised at SIS sharp drop for a small miss...Should I be taking advantage of this?

Thanks. Shyam

Q: Thoughts on this ? Any suggestions for preferred shares in current interest rate enviroment