Investment Q&A

Q: COULD I HAVE YOUR THOUGHTS ON MX, AND IS THIS A GOOD ENTRY POINT

THANKS

Q: I have just about forgotten why I bought into the silver craze (FR). It was self-explanatory when FR zoomed to $23. I thought about selling, but blinked--had I bought this as a speculation, or an investment? Now it's back down not far from where I bought in. For context, it's a small holding. I generally buy and hold 5i BE stocks and have reason to believe in the long-term story of my holdings. FR is the exception.

Can you give me an analysis of whether you think it is prudent to hold FR, given the macro environment--and more importantly, why? If silver is a useful 'hedge' for any nasty looming risk or otherwise good to have, would something less volatile (SLW? No etfs please) be better?

On the macro point, I can't piece together what silver hedges me against. As a non-yielding asset it seems to be sensitive to talk of a rate hike (going up when Fed didn't raise rates). But it soared along with gold earlier this year seemingly regardless of interest rates. Your thoughts would be appreciated.

Q: Hi
The platform has left the dock in Poland but there does not seem to be any news since then. With the promise of good returns from Stella and a seemingly stable oil price environment would you recommend buying in the current $1.10 price range
Thank you for your continued sage advice
GUY R

Q: For simplicity, the following list of stocks are close to equal weight in my RRSP portfolio. I want to add another full position of one stock. I am thinking of CM for dividend or TMR for gold exposure or another suggestion you may have. I included my TFSA holdings so that you can see all of my equities.
RRSP
Energy-ENF/RRX/WCP
IT-ESL/SYZ
Industrials-EIF/MAL/RBA/SIS/WSP
Utilities-BEP.UN/EMA
Consumer-MG/NFI
Financials-BNS/SLF
Health Care-SIA
Telecos-BCE/T
Materials-CHE.UN/SJ
Realestate-BPY.UN

TFSA
ADW.A/CCL.B/CSH.UN/DSG/ECI/GUD/IPL/PUR

Thanks and have a good weekend.

Q: I have the following in my TFSA:
ALA;BEP.UN;BHX.B;ET;FTG;HCG;MRT.UN;PHM;PUR;&TNC
I have about 12K contribution room left to top up my total limit and Im looking for 2 or 3 names to add which would fit in and will make it a appox.50k portfolio.Suggestions?

Q: Hi,

I am looking to balance out my portfolio with some dividend paying companies that will do well in a slowly rising interest rate environment. Something to balance off my utilities and reit's. No financials please. Ideally a dividend of 2% or more.

Regards,

Robert

Q: Hi, Can you please comment on Marco Polo sale of 4.5 mln shares on a privately arranged bought deal. (Any idea of the price?) I understand that they still will own 6.5 mln shares. This is the 1st and largest shareholder deciding to monetize a sizable portion of their holding on the heels of the company's 2nd largest private equity shareholder slowly and contantly offloading large blocks of their shares over past 6-9 months. Is there a theme here? New Jersey issue is still an overhang. What are your thoughts ? Thanks

Q: Wanted to say I liked the Article about Dividend Payout Ratio. It also happens to be what I have learned to use.

I liked Peter's "Sell Everything! Just Kidding!" presentation at the recent Toronto MoneyShow.

Have a great day!

Q: ON Sept22 you answered my question re what agricultural investments were worth looking at. You mentioned a stock AGE. Is that the correct call letter as I can't find it.

Thanks

Paul

Q: I am having difficulty investing new money into the market in the current environment because of perceived high valuations. If a stock is rated as a strong buy on the TMX web site, would you be comfortable starting a new position? Thank you.

Q: Thoughts on CPX's preferred share issue please.
Thanks,
Ron

Q: 1) The board of directors is staffed with a lot of what seems to be high level financial people with a lot of experience, what I did not see was a high level IT person, which for a company who is selling IT solutions for banks seemed a little remiss. My question was "how can you manage that portion of the company in a very specialized area if not even one person on the board knows anything about IT?

2)There was nothing in the literature about the security of their IT platforms. In the age where IT security and on line financial fraud is a huge concern, I thought it should have at least a nod in the presentation.

Thank you.

Q: I hold NHC with a 40% drop should I continue to hold it or cash it in an buy CRH. I also own GUD(up 40%) in the sector. What would you recommend? Thank you

Q: I wish to sell EFN to raise some cash over the next month. In your opinion is it best to do this before the split in early Oct. or to wait until after the split and see if the stock get a bounce post split.

Thank you for your advice

Q: will you please give your opinion on what to do with these shares

thanks donald.

Q: Thanks for the advice to hold BTE, up 10% in the last two days.

Q: Could I please get your opinion on Nuvo (NRI.to). Thanks.

Q: Are there any names in the oil/LNG tanker industry
worth looking at in North America that appear to be at a discount?

Q: In this morning's Globe FN is touted as being a future "dividend aristocrat".

The article went on to state: "It is dominant among mortgage brokers, of which about one-third of Canadians seeking mortgages utilize. The company has close to a 20-per-cent market share there.

First National has shown good capital gains and strong dividend growth. “The company has been a solid, under-the-radar executor of a simple business strategy: become the most trusted and efficient operator in the mortgage broker channel.”
Would you agree with these comments?
Do you consider FN to be a "buy" at this time?

Q: I submitted this question last Thursday and received the auto response that my question had been submitted but since I haven't received a response I will try again.
My question relate to the income portfolio. We own many stock from the 3 portfolios but now that we are about to retire, we are trying to mimic the income portfolio. I understand that if one already owned ET, SPB, VNR, and DH that we should stick with them however, if one was constructing an income portfolio today can you suggest substitutes for these names? Also, given the dividend that ZCL pays, would it be suitable for an income portfolio?
Thank you.
Maggie