Investment Q&A

Q: I am retired, and have a portfolio with a mix of equities, ETFs and bonds. I have some money from municipal bonds to reinvest and I am considering some ETFs such as XSB, CBO, XBB and XHY as options to invest these funds, with a 5 year investment horizon. In the current environment (interest rates and the US election), how do you think these ETFs will perform in the coming years? Thanks for your great service.

Q: Would you please clarify the latest news on Kirkland Lake Gold? I no longer know who is selling what to whom, or who's buying what. Is there a new player altogether in this? It was halted on Friday, but now open for trading and up again, modestly. (I'm starting to feel like I'm in a David Lynch movie with this one, waiting for the dwarf to appear in my dream and read the signs for me.)

Thanks for your help, as always!

Q: Since mid-year when VNR hit $23, it has been on a steady decline and then, of course, with the new threat on renewables, it has dropped considerably. Q3 showed weakness in Gaz Metro net income and now I await YE results. Any insight into what Q4 looked like? Should I sideline this one and wait for the dust to settle on the renewable threat or should I just sell because VNR will continue to perform poorly?

Carl

Q: Looking at what is going on in the USA, if Trump reduces the tax rate to 15% and encourages the money held outside the US to come back will this be USD bullish?
Also can you give me your thoughts on ZRE, REITs are going down, should I be looking to add?

Q: I hold XQQ and have a small gain. In light of the US election result would you recommend holding on to this etf? Or, would you switch to a Dow based etf? Thanks, Bill

Q: Can you please provide your opinion of Seagate Technology (STX). Buy, sell or hold?

Thanks

Dave

Q: Given the "new" political landscape in the US, which sectors should do well ?

Q: Hi. Can you let me know what you think of Brookfields results today. Is the 3% drop today due to the results or is it more interest rates? Thanks!

Q: BAM.A's quarterly report appeared good today. What is your reasoning for the drop in price?

Q: Nov 14 Canopy Growth Corp

Canopy Growth reported earnings today!!

* Q2 revenue rose 22 percent to c$8.5 million

* Canopy Growth net income for quarter ended September 30, 2016 was $5.4 million compared to net income of $3.9 million in same period last year

Q: Can you give me the 3 and 5 year growth in FFO for each of the above? Also, global warming is expected to reduce brazilian river volumes by 30% in the next 20 years sa recent NYT article stated. Will this slow bep down or can they work around it? Thanks

Q: About Mark's question, on Twitter, @CdnMortgageNews posted this yesterday: "@EQBank says > 1/2 of its 2016 YTD prime single-family securitized mtgs would not qualify for insurance under the new rules. Src: RBC". Could be a reaction to this. Hope that helps.

Q: what is the closest proxy to CPG that you can think of? I want to sell for a superficial loss, however, I don't want to be out of the market for 30 days.

Q: The recent quarter saw eps. at -0.03 cents per share and low mining volume. There is no explanation on this. The stock has gone done from recent highs of 4.25 to 3.25. Is this a good entry point or is it time to exit. Thanks to 5i excellent service.

Q: Hi guys. I really enjoy your service and have done well in my investments since joining. I was wondering if there is anything behind the recent weakness in Loblaw that you are aware of? This right now is the worst performing stock in my portfolio. Is this still good for a 2 year hold? Thanks.

Q: Any thought on Equitable Group's latest results? Share value is down over 5% on news of increased dividend, increased EPS and increased ROI. Is this because of the mortgage market overall in Canada?

Q: Now that people have had time to digest news of the election, what are some names you feel have been unfairly punished and are good buying opportunities?

Q: A general question about the drop in Gold prices. It seems from the crystal ball gazers that if Trump spends like crazy that this will fuel inflation which should be good for gold. Why the disconnect?

Q: Hello,

I have a diversified portfolio across all sectors. I recently sold most of my big losers like CXR and PHM etc. I'm now left with the following three losers: MG, ECN/EFN and AD.

I just don't know what to do with these. I'm down about 25% in each. I regret not selling CXR once it was down 25% and instead took a 75% loss and don't want to be in that position again. Should I sell any of these? MG seems to be the best company of the three, but it hasn't recovered this year like other stocks (at least not from where I bought) and now with Trump in there are a lot of fears about the auto sector, and I'm worried it will keep going downhill as NAFTA discussions begin. Anyways, I'm interested in what you think I should do with these three companies.

Q: These three are all tech, but of course, in different sectors. How would you rate them in terms of risk? Which represents the most upside potential from here? What would be your top pick of the three at the moment?
thanks, Len