Investment Q&A

Q: I purchased Sun Life for some exposure to a rising rate environment even though I don't expect rates to increase very much. My concern with Sun Life and other insurance companies is there exposure to Canadian real estate as part of their investments. I know that Sun Life has an active real estate division and they purchased a real estate company in 2015 as well. Do you think this is a risk in the event of a real estate downturn in Canada? Safer to play Fairfax which I understand has zero exposure to Canadian real estate, despite its higher valuation? Am I over thinking things here?

Thanks,
Jason

Q: If you gave a rating to Altagas ALA what would it be.
Thanks PB

Q: There is a good article (approx. 8 pages long) in the recent National Post regarding the Cannabis Industry both in Canada and the U.S. which has a few states where it is legal for retail sale.

One grower in Denver, Colorado (where there is a lot of regulations which constantly change) has a legal grow facility and 14 stores. The facility spends $150,000 per month on electricity alone.

It is not as easy to grow and harvest to the specs required as many people may assume the article shows to some degree.

http://news.nationalpost.com/features/o-cannabis

Q: Realizing that this is new and its hard to evaluate. What is your opinion. Thanks

Q: I have owned the Baby B's from the beginning of time and I would like to keep the stock forever but Warren is no spring chicken.

If Warren were to the pass away ( I hope he lives to 120) what would be the likely stock price outcomes in the short term and medium term?

Q: Hi Gang
Have held IT for a while now. What are your thoughts when they move to London. Is there any upside or should we just move on.

thank you
Cindy

Q: Thanks for all the great work and insights you provide.

I would like to buy both of these. I only have enough cash for a full position for one currently. Which would you recommend at this time?

Q: Good afternoon,

Could you please verify the yield on BIP.un after most recent increase in distributions? As well, any current thoughts on the company are appreciated.

Thanks,
Brad

Q: FM is up almost 10% today alone. Any idea why? It has been held since about the $5-6 range. Is it worth continuing to hold this for further growth over the next few years or cash-in and move to another name in Metals, and if so who would you recommend looking at?

Q: With a market cap of almost $700mm and little to no sales revenue, investors are stampeding into Canopy and anything weed related.

When recreational marijuana is legalized should we expect bigger participants to enter the industry? I keep thinking that the current names are run by greedy white-collars who have little expertise but do have access to capital. Will these early RTO's get weeded out when big pharma and the gang step into the sector?

People are talking about weed as if it's the rediscovery of the wheel and fire. This is an easily replicated farm crop that requires very little skill, capital outlay and maintenance.

Care to share your thoughts on the zebra-striped elephant galloping through the green house?

Thank you

Q: Do you believe BTE is undervalued with oil being above $50 a barrel. if i remember correctly the last time oil was above $50 a barrel BTE was trading around $9 per share. what are you thoughts?

Q: Peter; Do you see any chance of BCI doing an equity issue to increase liquidity. It is very thin and difficult to buy . Thanks,
. Rod

Q: why the drop today???

Q: US Silica Holdings (SLCA)
Your comments on this US play on oil and gas production would be appreciated
Thanks

Q: Any explanation why SYZ has been so weak for the past month? It's down again today. Is it a case of no news from the company coupled with only one follower (5i) of the company? Is this a buying opportunity or a time to move over to something more interesting (and more followed)?

Q: SYZ is down 6% this morning, any insight about why ? Thks

Q: PUR and AYA are taking it on the chin today. PUR has been one of your favourites. Comments please?

Q: My initial purchase of PURE constituted only 1.5% of my portfolio. With the recent dip, would it make sense to top this company up to 3%? ... assuming there are still clear skies ahead.

Alternatively, I've been "toying" with the possibility of switching out of Pure and into Spin Master, for a 3% holding. Is Spin Master an overall better growth company?

Your thoughts?

Q: tck.b @$.00 vsn @ $7.00 is dundee reit getting close to being an ok long term hold. a disliked stock that is fundamentaly cheap with a n ok payout ratio that will soon have a lot of cash on hand which i like. your thoughts please or do you have other stocks you think are also good canidates with a good yield and cheap

Q: Could I have your thoughts on AC? Specifically current stock price run up vs business prospects? The sentiment and the stock trajectory is good but everything has its limits. I am looking for a reason to sell (so is the stock still a buy?). AC has grown to 3.5% of my portfolio (up 40% now).