Investment Q&A

Q: Please comment on earnings. Thanks.

Q: I have what I think is sort of a 'big' question. I am looking at various ways to help my performance through an eventual recession. I know that timing it is virtually impossible and even calling it (as we saw this fall) is extremely difficult also. So my research now turns to what are the characteristics of a company that will do well (in all likelihood) after a recession, or indeed right around the middle when equities seem to turn higher given that the big losses usually start just ahead of the actual recession and the buying often starts while the recession is still in full bloom. I look at GUD as one company that holds cash and is deal oriented (or is supposed to be) as a kind of exemplar for this type of idea. Any others? Or is this just a mug's game? Thank-you and please deduct whatever credits you deem necessary. Thankyou.

Q: I would appreciate your comments regarding their financials release yesterday. Thank you.

Q: Could you please comment on TTD's earnings release.

Thank you for your wonderful service.

Peter

Q: Hi, Any comments on CCL earnings release. Thanks

Q: Hello
I believe Finning has now reported. May I have your comments please. Is this a keeper? Thank you

Q: I have made very good returns in 2018 on Canopy Growth and HMMJ and have since sold all positions. I am considering a base position totaling 3 to 5% for a long term hold. As clarity evolves over long term performance I can adjust my holdings. How would you rank the three names given or would it be most prudent to diversify across all three initially?

Q: Do you have any comments on Genesis's results. Funding projects internally and not anticipating further distribution increases as a result.

Q: I would like to know what your thoughts are going forward on the higher than normal cash portion of your model portfolios?
Thank you.

Q: I am always on the lookout for small, profitable, ignored stocks. What do you think of Vitreous Glass (VCI)? They look profitable, pay out most of their earnings in dividends, and I can understand their simple glass recycling business. What are your pros and cons. Thanks.

Q: I saw this company mentioned as a past pick today on Market Call and I would like to know your take on this stock. Would you buy it? Thanks for any info you can provide. Peggy

Q: if you hold SIS at a 3%weight but are in a loss position in a rrsp would you sell to a 2% weight or just wait for earning to be released?
Thanks

Q: Your thoughts on Trinity Industries now that it is a pure rail car and leasing company? Management is busy buying up shares and it reported earnings so if have an opinion I would appreciate it. THANK YOU

Q: I own all of the above in roughly equal weights in my TFSA. I am attempting to replicate your Balanced Equity Portfolio. I am also trying to get more defensive. I think I am overweight in the Info Tech sector. I am looking at a 5 year hold. I have cash to buy another position. What would your advice be - hold the cash or make a purchase. If purchase what would be your recommendation for defensive position?

Thanks for your help.

Q: I'm curious how you would adjust your strategy, if at all, in terms of opportunities, signals, cautions or things to watch for, as we head into a 6 month period leading up to the federal election.

Q: According to their website Neil McDonnell is still interim CEO, as you know he was appointed in December. Any cause for concern here?

Q: Hi,

Can I have your opinion about this company? Can you explain how the reverse takeover worked as well as what you think about its recent acquisitions, financings, fundamentals and prospects going forward?

Thanks!

Q: What do you think of PPL's quarterly and annual results? Thank you.

Q: Could you name three or four stocks for a 25-year-old starting an RRSP today? Thanks!

Q: I am looking for a replacement for JNJ, recently sold. US$ to be held in a taxable account. Current healthcare holdings are Savaria, Knight, and Stryker.
2-3 suggestions would be appreciated.
Thank you