Investment Q&A

Q: Point North is trying to control the board, a move which cannot be justified by their level of ownership.

I suppose the first question for the shareholders to consider is whether the existing board and management are doing a decent job. Do you have an opinion on this point?

If the incumbents are OK, I think that there would be no reason to give Point North's predatory demand any consideration.

Q: Hi,
What is your opinion of ZWE for some exposure to European markets in a diversified portfolio?
If you don't like this.. can you recommend a better idea?
Thanks
Phil

Q: For weeks now ETFs have dominated on the TSX new high list. Is this because foreign markets are doing better?

How does the performance of your ETF portfolio compare to the
performance of 5i's Balance portfolio. Are we wasting our time
and do you expect this to last.

This is not the case with the NH list of the NYSE.

Q: What ETF would you recommend for exposure to Europe? My portfolio is mostly from your balanced equity and income portfolios. I currently hold VEE.

Q: What are your thoughts on enercare over the longer term? 5-7 years or even longer

Q: Have you given much thought to having a preferred share portfolio. With the yields available they clearly have a place in an income portfolio. I realize you Income portfolio is designed for this but does not focus a lot on preferred.

Thanks
Paul

Q: Could I have your option on this stock and is it worth keeping. Thank you.

Q: Can you rank the stocks best to worst in your opinion. These are the stock s that are in my real estate sector which is 3% of my current portfolio. Would you add, swap or remove any of them? My portfolio holdings/thoughts are very similar to your BE Portfolio as I am a middle aged investor.

Q: My wife and I just started out an resp for our 3 year old. We only have enough to start out with one position and are planing on adding a potion or two every year. We are ok with some risk at this stage. Can you recommend one or two stocks at his point in time with good potential over the next 5 to ten years? I was thinking GUD may be a good fit. You are the experts though.

Q: Do you think WJA has reached a fundamental change on how it is run now that their pilot's have a union? What is your outlook for the company for the upcoming year?

Q: Hello, I would appreciate your suggestion for one additional holding to add to an existing RESP with the following (roughly equally weighted) positions: BNS, SlF, BCE, OTEX, PBH, SIS, WSP, VGG. Withdrawals are 10 years out.

Thank-you

Q: The convertible debenture with Mill Road Capital has me confused. If it converts into shares at $8.25/share that means the company would issue 1.8 million shares to pay back the $15 million in dentures. In addition the company has the option to pay the interest for the first 2 years "in kind" which I assume means shares of the company and not cups of coffee :) If this option is exercised the principal amount is increased by the amount of interest owing. I don't get it. If the company chooses this option it sounds like they are paying the interest charges twice, once in kind and the second time by having the principal amount of the debenture increased. Is this normal? Thirdly the debenture has a net settlement feature. It says the company can pay off the face value of the debenture in cash and any excess value of the underlying security in shares. Why does the company have to pay back more than the face value of the security if the shares are trading above the conversion price? Am I understanding this correctly?

Kenn

Q: With Cuf.un's downturn and payout ratio,though smaller would BTB.UN provide more stabilty in the income going forward. r

Q: HI,
In my RRIF I have 250 ENB
locking to change to CIX and OSB 50/50

good or bad

Thank
Jean guy

Q: I am looking to add 5 Companies to my cash {Non Registered} account with some growth and safety for a long term health.
I'm currently overweight on Telcos, Energy and Financials.

Thanks Valter

Q: What is the reason for Emera and Enercare falling stock price. It is time to buy or sell?
Thanks
Margita

Q: What are the three closet competitors in the same industry, by market valve, to WCC.

Q: greetings,

So open text has missed expectations and is down significantly. Is the earnings miss their usual miss that happens regularly with this company or is more going on here. I have usually bought this stock on the dips but the miss was more that just a minor miss this time. Your thoughts.

Q: Hello the team,

what is going on with Silver Wheaton? Why are they not trading without any explanations?

Many thanks!

Galina

Q: Can you rank the stocks best to worst in your opinion. These are the stock s that are in my healthcare sector which is 8% of my current portfolio. Would you add, swap or remove any of them? I am unsure of CRH. My portfolio holdings/thoughts are very similar to your BE Portfolio. Thank you