Investment Q&A

Q: Team,
What do you think about Bombardier? Is it a good stock to buy for a trade.?
I know they have about 9.5B in debt and lots of it is coming due in 2020. But given that they have the support of the government and the Quebec pension fund already invested 2.5B, it seems to be okay for a trade.!
Thank You

Q: Any comments on TOY results. Just wondering why the EBITDA margins were so low and amortization/depreciation so high and if these are expected to continue or more of a one-time.

Q: I was watching James Hodgins on Market Call last week and he mentioned that he is "restricted on the name and cant talk about it too much". What can be possible reasons for this? Thank you.

Q: ENW has been doing well, but ENW.WT has been doing much better. Two questions: what rights does a warrant give the owner? And why is the warrant doing so much better than the common stock? Thank you.

Walter

Q: Please comment on earnings, and if you would add to a position in any of the three?

Thanks

Q: I need to add utilities for portfolio balancing
I hold BEP.UN
What top 3 would you suggest in order, with what weight and why. Any geographical region is fine. Or should I top up BEP.UN?
10 year hold. Medium risk
Thanks

Q: How were the Finning International ( FTT ) earnings?
Is this the right time to jump in for a long term investment?

Thank you!
Nick

Q: Peter and His Wonder Team
In light of this Quarter Report how would you rate this company...a sell, a hold or a contrarian buy?

Q: Please explain the price surge of Atlassian corp today May 8.
Please comment on the earning release of Spin Master, what should investors do ? Is Zoom Video Communication a buy now with the big price increase after IPO ? What is the reasonable entry point ? Thanks for your excellent service.

Q: I need to add Financial Services for portfolio balancing
I hold BNS, ECN, SLF
What top 3 would you suggest in order, with what weight and why. Any geographical region is fine.
Or should I top up what I already hold? In what order?
Would you sell ECN to top off the others?
10 year hold. Medium risk
Thanks

Q: Hi, I hold full positions in ATD, L, and PBH. My PBH is down about 20%, however, and I have a small position in WN as a result of the spin-off.

I need to increase my consumer defensive and am debating whether to bring WN up to a full position or average down on PBH. I know you aren't a fan of averaging down and you also aren't a fan of holding very small positions so I'm leaning toward adding to WN.

Your thoughts?

Thanks,
Robert

Q: Pls compare the numbers for these 2. Looking to buy just one.
Thanks

Q: I've held this pipeline for a few years and down about 15%- dividend is attractive but the market is saying don't touch it.

I'm inclines to dump it and pick up TRP or PPL.
I would appreciate your comments

thanks

Doug


Doug

Q: How bad is this earnings report... ie where do you think the stock opens tomorrow?

Q: Looking to deploy this years tax return in my TFSA. I'm lacking tech investment. Looking for long term growth (10+ years). Could you recomment top small, mid, large cap in Canada.

Q: Comments on latest numbers please,, tia, Pat

Q: Can I get your thoughts on Canopy Rivers? I like the idea. From what I can find it seems to have pretty consistent “buy” ratings and one year targets of aroun $7 (currently at $3.87).
Thanks

Q: I need to add Industrials for portfolio balancing
I hold CAE, SIS, TFII, WSP
What top 3 would you suggest in order, with what weight and why. Any geographical region is fine.
Or should I top up what I already hold? In what order?
10 year hold. Medium risk

Q: GSY just reported. It has been growing earnings at a rate of 24% per annum for the past 5 years, pays a 2.3% rising dividend and seems to have reasonably good management. Why is it not a $100 stock? No, seriously why is not a $100 stock?? I've owned it for a few years now and I'm not complaining. I've done very well with it. But I really don't get the valuation. What is the unspoken issue?
Thank you.

Q: 3:44 PM 5/8/2019
I really apreciated the TSX60 list with US revenue percent for each company. I do however have some questions. Several of the numbers were a surprise.

1. We are told that TD Bank is 50% or more American with a branch on almost every corner in many large US cities but your list shows only 26% of revenue is derived from the US. Can you confirm this number as it makes a big difference to my investing decision.

2. I see Emera has 70% of income from the US which seems a little high to me as I understood that Emera was about evenly balanced between Canada and the US.

3. Fortis with huge investments in ITC in Michigan and 6 adjacent states [the largest independent electricity transmission company in the United States], in Central Hudson Gas and Electric and in UNS in Arizona shows just 9% US income. Surely this figure is sadly out of date.

Can we trust the rest of the figures in the list?

Thank you.............. Paul K