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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: Good afternoon,

I am wondering if you can provide your latest take on LMP. The forward PE has come down to a reasonable (relatively speaking) level, growth looks solid and the balance sheet seems safe, given the cash position/no debt. Can you speak to:(1)the competitive landscape in the sector and (2) anything investors should know about management beyond the 40%+ insider stake.

Thanks,

Jason
Read Answer Asked by Jason on November 22, 2016
Q: Hi Ryan + Group Presently I am over invested in WFP @$2:10 the thought was that the softwood lumber agreement risk was built in. Clearly now @$1:80- $1:90 range I would say it was not. My question is when I sell it (not if but when) what sectors / specific stock would you recommend Presently the market value is approx $200,000 . Thanks for your valued service
Read Answer Asked by Terence on November 22, 2016
Q: what is the best and most liquid way to play the vix in canada and in canadian funds.dave
Read Answer Asked by david on November 22, 2016
Q: A recent article by Larry Bermann in the Globe suggested that infrastructure spending to " repair potholes and bridges" would produce limited economic benefit because of the short term nature
of this spending.Money would be better spent on educating people
to adapt to the future realities of employment.In the interim
he has suggested allocating funds to ZWU as a an income source.
Another columnist suggests avoiding ZWU and sticking with ZUT
because of better long term growth.
What is your opinion of impending infrastructure spending and should ZWU be considered over ZUT? Thanks, Joe
Read Answer Asked by Joseph on November 22, 2016
Q: I noticed you mentioned while FFH is a good company it is not one of your favourites. Would like a suggestion for a replacement.
Second question, with hydro rates in everyones mind and the thought Kathleen MAY DO SOMETHING, I was wondering what affect reducing hydro rates might have on the stock.Hard question to answer but appreciate your thoughts. What would you suggest as a replacement. I reply on dividends in my retirment and safety is also a concern.

Wayne
Read Answer Asked by Wayne on November 22, 2016
Q: Based on the supposed increase in US infrastructure spending what US or Canadian companies would u recommend or ETF/
Thank you.
Read Answer Asked by George on November 22, 2016
Q: I have very little gold or silver or other precious metals stocks. Silver Wheaton seems a bit beat up. As I know you are good with a small amount of such holdings in a larger portfolio , would SLW be a good choice in your view? Or would you prefer AEM or some other stock at the moment? Thank you!
Read Answer Asked by James on November 22, 2016
Q: Can you please explain the difference between UL and UN (seemingly the same stock), and which one a Canadian retail investor should prefer and why. Also, given the large drop it has suffered in the past month, what do you think the reason is, and do you see it as a good long-term investment. Thank you!
Read Answer Asked by James on November 22, 2016
Q: I current hold Canadian BOS,AQN,ALA ONEX, TD AND T
I also hold in us US funds KO, GE, MSFT and SYY

What is your opinion on these accounts and what changes if any
would you suggest I make.
Thanks for your help, John
Read Answer Asked by John on November 22, 2016
Q: Tax loss season is upon us. Can you name 2 small caps and 2 large cap stocks that will be largely affected by tax loss selling, but have a chance for a strong rebound. Thanks
Read Answer Asked by Jean on November 22, 2016
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