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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 Morning Folks,

I own half positions in several companies - AFN, AC, TCL.A and NFI. Do you think now would be a good time to increase some or all to full positions?

Thanks for your assistance.
Dennis
Read Answer Asked by Dennis on June 05, 2018
Q: which company do you like the most for the next 6-12 months for growth period.
you have been asked this question before with no clear answer.
i own tsgi , would be happy to buy gc depending on your answer.
maybe i should just own both, overweighting a sector is not a concern for me. dave
Read Answer Asked by david on June 05, 2018
Q: Thank you for your prompt response to my question. I checked the stock at 4:30 PM and l saw a news feed that the company had received the final government permit to operate the back fourty mineral deposit. (We will call it a mine if it ever gets into production). It appears possibly some people or maybe even many people knew the permit was going to be granted before the general public knew. Would this concern you?
Market capitalization has now passed 100 million. A Feasability Study is next up in the not too distant future. I am pretty sure management already knows the study will be positive - otherwise they wouldn’t be spending all this time and money getting permitted. There may news leakage out of the head office but I don’t think this company is a promotion and dump operation. Would you consider the company investable now or is it still highly speculative?
Thank you,
Jim
Read Answer Asked by James on June 05, 2018
Q: I'd like to pick a US stock for my portfolio. I like NVDA, but do you feel it and MU at current prices are already overvalued and if so would you suggest something else.
Thanks!
Read Answer Asked by William on June 05, 2018
Q: I notice that MG is doing much better than LNR right now.
Would you choose LNR for growth over MG or is there to much uncertainty with the US trade situation to consider either.
Thanks for the great service
Read Answer Asked by don on June 04, 2018
Q: I'd like to invest in the thesis that low-mid level income earners are going to start having more income based on a resurgent economy, lower taxes, and a very tight labor market along with reduced immigration. Can you suggest 3-4 companies that would really benefit from this scenario?
Read Answer Asked by Rick on June 04, 2018
Q: I own some individual rate reset preference shares which pay dividends. I also own some ZPR/HPR shares which pay interest. Why are the payments classified as interest when the income comes from underlying pref share dividends? I can’t seem to find an explanation on any of the websites. Can you clear this up for me. Thanks as always.
Read Answer Asked by Bryan on June 04, 2018
Q: A while ago you answered a question re. companies with large inside ownership. You gave a list. I am unable to find the answer now can you repeat the list please.
Thank You 5I
Read Answer Asked by Peter on June 04, 2018
Q: I am a multi-year owner of this company. I read your recent report and was surprised to see that Mawer owned such a large position (must have missed it previously). I consider them one of the better money managers out there so on the one hand, I consider their position a plus. But it does make wonder about a few things.

Is it common for a fund company to own such a significant position in a small cap name? CXI is a very thinly traded stock so how does Mawer exit other than through a takeover since selling out their position would likely decimate the stock price? Would this have been their plan all along or have they accumulated this position over the years suggesting they are believing in the story more and more? Would Mawer be an active or at least "very interested", party as to how the company is run? In sum, does having Mawer own so much change or affect how we should view this stock?

Appreciate your insight.

Paul F.
Read Answer Asked by Paul on June 04, 2018
Q: I have 6% of portflio in ENB. Will it be better to sell 50% of ENB and buy KEY for better risk management and capital appreciation. Although ENB pays 2% more dividend.
OR
Will it be prudent to sell half or all of ENB and buy CSU?
Thank you, kam
Read Answer Asked by KAM on June 04, 2018
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