Investment Q&A

Q: I currently own these stacks which I understand are mainly natural gas. With the drop in NG prices I wonder If I should switch to more oily names. What stocks would you recommend to replace?

Q: CFX Canfor Pulp is down near 52 week lows. I know that it is not a very sexy industry and that no one is interested in this type of stock but I also remember some sage advice is to buy commodity stocks when they are hated (or at least off of everybodiy'radar) and wait for the interest to return (usually with a couple of quarters of good earnings). This stock has a cycle of two years of good earning followed by a poor year of earnings, and last year was not that great. They are now down to two pulp mills and I hope there is enough fiber to feed those two (it seems like Prince George is where there is a shortage of cheap fiber). I assume that the costs associated with the closing of a mill at the end of this quarter will not show up until quarters 2 or 3. Right or Wrong assumption? There will be severance package costs, human resource costs and I guess some sort of care and maintenence costs with the actual plant. Will permanently laying off 300 workers be a big one-time cost to the income statement or is it relatively insignficant? So should I run from this off the radar stock or keep an on it (or make an offer)?

Q: Should one be concerned that Alain Bedard holds all 3 positions of Chairman, President, and Chief Executive Officer. While one cannot deny that he has been very successful over the years, my concern is about governance. I also wonder about succession plans as this looks like a one man show. Please tell me why this should ( or should not) concern me enough not buy the stock. Thanks. Derek.

Q: I sent you a question(s) on CFX this morning. Since then I have been educating myself a little bit more about the company. There seems to be very little analyst or "expert" interest in this stock (stockchase shows no one talking about CFX for a number of years). I also found out that it has VERY light trading. Is that because the parent company Canfor Forest Products holds the majority of the shares? Since it trades lightly I know the professional money will say that the stock has no liquidity. But I am a retail guy that would start with a 1000 shares and may get up to 5000 shares max. Should I be that concerned about liquidity? If I leg into this stock I will promise myself not to think of it has a quick source of cash if the mark has a systemic leg down. B thyat tI mean if the market has a rough patch I will be willing to wait to sell cfx and instead sell something else if I think I need cash? Good strategy? I still have not bought since this stock has a lot of negatives and little shareholder following but it seems to be like a possible turn around stock especially if Chinese pulp demand grows because of a reopening of their economy. Also the only financials I can find on this company are together on a webpage with Canfor Frorest Products which makes in confusing to read. Do you get your info from your Bloomberg Terminal and if so is there aa cleaner way for a retail guy like me to read CFX quarterlies?

Q: RSP account, new position. 10-yr + hold. Don’t know whether to buy individual stock for nice dividend, or ETF for diversification. Thoughts?

Q: i am trying to make some little changes to my rrsp. If i can have your opinion on the rail way companies i have been holding UNP for around 3 years now can not complain much i am up 35% on it i am thinking of selling it and replacing it with CNR i would like to know if that will be better for me looking at around another 5 year hold. And my other question would be is i hold TRP and ENB in my RRSP as well would you sell one and if so which one would you think i should sell. Thank you so much and take what ever credits you need for this

Q: When will earnings be announced and will that be pre or post market?

Thanks


Sheldon

Q: Hi team
hydro one, I hold for some income in a registered account
the prices has been dropping for the last 2 weeks; any news?

if there are no further substantial increase in interest rate later this year
would it help the share price, ? or further rate hikes will hurt the stock
thanks
Michael

Q: Hi, Trp is down 5% on announcement it is raising its estimate for the cost of its Coastal GasLink project to $14.5 billion, up from an earlier estimate of $11.2 billion. I believe this is the second cost increase on this project. Will Trp have to eat these increases or be able to eventually recover them from customers? Do you believe with the current price decline and yielding around 6.5% Trp is a decent buy for income investors?

Q: Is there a good Canadian ETF for consumer cyclical / discretionary sector? If not what basket of stocks would can be included in the sector?

Q: Can I get your assessment of the balance sheet and future growth prospects?
Thanks

Q: I was interrupted during my buy of ROKU last Thursday when it was below $50 and when I next looked it was $56! Ouch. I see it has earnings on Feb 15. I know you recommend buying for long term and not waiting for earnings, but I feel like it could go either way here, and a 10% rise this week is significant - do you have a recommendation regarding buying before or after in this case? Thanks!

Q: Good Morning,

Could you please provide me with a couple of stable monthly paying US stocks for a RRIF account.

Thanks

Stephen G

Q: Can I please get your opinion on Motorola?
I would have it in an RRSP for at least 5 years.

Q: Any ideas on the big drop on big volume?

Q: Why the drop today? Would you continue to hold?

Q: Can I please have your thoughts and analysis on Thermo's recently announced earnings as well as your overall opinion on the company.

Q: Could I have an update please on the progress and prospects for this company?

Q: Even after the big jump in stock price yesterday and the investment news of GM, is LAC still your favourite in the lithium space and would you still consider it a buy? If not, which companies in the space would you recommend?

Thanks for everything,

Dave.

Q: Appreciate your evaluation and insights for this company and as a play in the semi space.
Thank you