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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: I'm (still) planning an income portfolio and have decided on the above companies. I think they are solid and the income is attractive. I expect to hold them 5 years.

My concern about all of them is the electric car overhang. I see the trend to E-cars as a long term annual dissipation of the energy sector. Think of a successful 20 year short on the energy sector. There will not likely be a major event, just a gradual decline in earning etc. You have mentioned in another reply that PKI and ATB can use their locations for other purposes, but there's not a lot of uses for an oil refinery or pipelines.

Please provide your views on my conundrum. Thanks.
Read Answer Asked by Tim on July 25, 2017
Q: These mostly gas names are down significantly lately, and yet Gas is mostly holding a tight range. Are the earnings expected to be down significantly for Nat gas companies
Read Answer Asked by Mark on July 25, 2017
Q: Please explain what happened to the frac sand suppliers today. They all had a big drop today. Iv'e been watching them for a while now and thinking of stepping into them. Which ones do you like, why?
How about the pumpers like Trican and calfrac?
Read Answer Asked by Doug on July 25, 2017
Q: Hi Team,
Would you have any concerns about the credit quality of Cominar REIT if you held one of its bonds maturing in July 2020? If not now, what would be the best indicator(s) to monitor to be sure credit quality does not decline and become a concern in the future? At what point would that indicator(s) signal a concern?
Thank you ,Michael
Read Answer Asked by Michael on July 25, 2017
Q: On BNN this morning it stated our Canadian Stock Market ranked 96th out 100 world markets. Is there any way to find the figure for foreign buying of Canadian stocks and compare these figures to the past. Are we not in play due to Nafta changes coming and fear of Pres. Trump.,the low demand for commodities, our Liberal Governments Federal & Ontario Provincial, NDP in Alberta and BC. Our high home prices in Toronto and B C and fear of real Estate Collapse or What ? RAK
Read Answer Asked by bob on July 25, 2017
Q: Hi. Currently own BCE and T. Looking to increase my weighting in communications. Any suggestions.
Read Answer Asked by Susan on July 25, 2017
Q: Comment: If it's not "fair" to pay taxes when you withdraw from an RRIF, it's not fair to avoid the taxes in the first place. The trouble we all have in calculating our net worth is we forget about the taxes! The tax deferral just doesn't work as well for those of us with high incomes in retirement. I expect there arr many who think that's a good problem to have!
Read Answer Asked by M.S. on July 24, 2017
Q: Hi: Some time ago Pure Industrial was favourably mentioned on BNN because about 30% of its holdings are focused on warehousing for e-commerce distribution. An article in today's Globe and Mail also mentions it in this context. I note your comments on AAR have been cautiously positive, but not enthusiastic. Would you mind expanding on the e-commerce linkage? Is it less than it appears? Also, can you point me to other stocks that focus on the development of E-commerce distribution facilities? many thanks.
Read Answer Asked by Roland on July 24, 2017
Q: Hi, my only financial exposure is bns. With rising rates I know you recommend insurance companies such as sun life. I have a long time to invest as I'm only 31. What would you recommend for best upside potential to get some more financial exposure? I worry that the big insurance companies might be more for security and income providing less total return than some smaller growth oriented names. Could you recommend a few names and give my your thoughts on my ideas?

Thanks
Read Answer Asked by david on July 24, 2017
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