Investment Q&A

Q: Portfolio analysis shows that I am underweight in consumer cyclical, consumer defensive, energy, and industrials. Can I get your top picks across these industries. Deduct credits as you see fit. Thanks as always for the great service!

Q: Saw target above $2 from ?eight capital?.
Any positive developments? Your outlook please?

Q: Dir.un has continued to dip below the issue of share sale-is this a good buy in or a dissatisfaction with share issue

Q: I have held a 1000 shares of this company since around 2010 and have a nice gain. However it hasn't done much recently so was thinking to sell when it suddenly jumped nearly 8% on the announcement of a reorganization. Would you comment on the reorganization and its likely results.

Thanks

Ross

Q: Not a question but in your response to Helen on 9 December, you incorrectly indicated that she would pay a total of 10% commission. While you multiplied the commissions by 10, you forgot to multiply the stock purchases by 10 hence the error. Her total would be $100 commission on $10K purchases or 1%. Happy Holidays.

"If your trading costs are $10/trade, we would first consider these, for $1,000 in 10 stocks would be 10% in commission in total. "

Q: I have read question on Bip.un I am still confused are bip.un shares automatically changed to bipc

Q: Any reason that you know of for 17% jump in Covolon? No news. Maybe tax loss selling is over.
Thanks

Q: which 2-3 Canadian growth stocks would you buy in YOUR TFSA for 2020 if you were allowed to buy Canada?
Thank you

Q: Would you why REI.UN has lost 4.5% in the last 3 days after attaining a 52 week high on Dec 11. Thanks … Cal

Q: Which of the three main US small cap etfs do you prefer, IWO, IJR or VB, thanks Bill

Q: I have a roughly equal weighting in BNS, LB, RY, TD and POW with no single stock much over 3% of my portfolio. With POW getting swept up in some euphoria over anticipated future improvement in its management, would it be wise to exit now on the wave and reinvest the proceeds in one or two of the financial stocks that I already hold?

Q: Why is NFI considered a Consumer Cyclical and SIS considered an Industrial? I might almost see them the other way around since consumer purchases of SIS's products would seem somewhat cyclical according to the propensity of individuals to make major commitments to their lines of products. Purchases of NFI's products would be driven by municipal budgets which might be more stable in good and bad times.

Q: On Dec 13 Credit Sussie downgraded BNS to Neutral (from Outperform),$75 TP, Av TP$78.92 It dropped $0.89 to $73.82 on above av. vol of 5.2m shares.Note that there was a purchase of 2m shares @ the close.Apparently there was above average vol. for the other big 4 banks. Your comment please. Txs for u usual great services & views

Q: On Dec 13 Chevron,the big partner in LNG in kitmat,B.C. wants to sell its stake.Reportedly some work had started on the site by ACTO etc.How will it affect BAD? Txs for u usual great services & views

Q: After market closed on Dec 13,it was announced that LSPD will be added to TSX Index on Dec 23 at the open.Your comment please. Txs for u usual great services & views

Q: On Dec 13,Goos dropped $1.52 to $51.35 after a report that it dropped its sale price on its product.Please comment .Is this a opportunity?.Hong Kong still in turmoil & no end in sight.However phase 1,US/China trade deal had been agreed upon & documents being drawn up for hopeful signing in Jan next. Txs for u usual great services & views

Q: Why si High today?

Q: I asked the following question earlier this week: "I was a shareholder of Enercare and received Exchangeable LP Units on BIP.UN's acquisition of Enercare. When the Exchange Corporation is created - will I receive 0.11 BIPC shares for each of the Exchangeable Units? (I have asked BIP.UN the same question but have not received an answer yet)"
I have now heard back from BIP.UN Investor Relations and they have advised that only holders of the regular units of BIP.UN will receive the BIPC shares and that in advance of the split (1Q 2020) that I could exchange the Exchangeable LP units for BIP.UN units. I checked with my broker (RBC Direct) and they confirmed that there is the option to exchange now and that I need to advise them by 12/27. I have also asked BIP.UN if the exchange of Exchangeable Units for regular BIP.UN units is a "non taxable event" but have not heard back from them yet.
Thanks

Q: Hi, any particular reason for the near 5% increase in TA the morning. Thanks.

Q: I am a recently retired income investor with a diversified portfolio that includes 14 Reits totaling about 15% of my portfolio. While they have done well over the last couple of years (especially in the last 6 months), they have been declining in unison recently. Do you think that this is the start of a rotation away from REITS and into more growth stocks, or simply some short term profit taking? How do you feel about REITS overall as an income strategy?
Thanks