Investment Q&A

Q: I have done so well with tech companies that they have grown to 29% of my portfolio. I expect I have some duplication and some are not as profitable, so I am hoping you can help me to reduce to about 20%. Many thanks for your excellent and thoughtful advice. Reading member questions is an essential part of my day.

Here is my list:
BABA
BOX
GPS
ISDR
KXS
NVDA
PHO
SHOP
SQ
TCEHY

Q: Would you consider Cascades a buy,sell or hold ?

Q: What is your opinion of this company and management. Do you consider it a growth stock with good potential. Thanks.

Q: Hi 5i - Using Itrade THO shows a book value of $8.26. Would this include the book value pre or post mine closure?

Q: What would be your top 5 dividend stocks (excluding banks & resources)which are presently undervalued based on their most recent earnings and would have the highest potential growth in the next 12 to 18 months. Thanks

Q: Well, Gilead Sciences finally made there acquisition with their cash. Some say they should have brought Kite Pharma one year ago and overpay for it today. In addition, they say the Kite takeover will not be accretive for three years, What are your views and opinions on the deal that Gilead Sciences made for Kite Pharma?

Q: What do you think about Algonquin's 54% debt to asset ratio? Is this a little high or not bad? I note that it is higher than bep and bip's ratios. With word of them looking at more acquisitions, are they in potential trouble with debt levels if they do so? Thanks.

Q: We hear so much about artificial intelligence as being the next thing. What companies in Canada or the US (aside from nvdia) have great traction in this space that are investable.

Q: Hello there, I know PEO is a company that you like very much. It has been performing well as of late. Would you be a buyer at today's levels of $6.89 or would you wait for a pull back? If so, at what level would you take an initial full position? Thank you!

Q: Is there a etf to short $canadian or how can i do it at TD

Q: What's your take on Siyata's earnings report? Would the report give you more confidence in the growth trajectory?

Q: What are your thoughts on this LNG transporter, tia, I have a small position.

Q: Just another follow up on the insider purchase
of ADW. B shares. I see he bought the Voting shares
I wonder if their is a coat-tail provision
If not , I would be somewhat worried if I owned the non-voting shares having been burnt in the past ( laidlaw)

Q: Can you explain why the price of gas at the pump is going up because of the hurricane Harvey; while the price of the oil barrel is going down for the past few days. (Eg. $46.29/barrel NY Aug. 29/2017).Thanks

Q: I am reviewing my holdings in Consumer non-cyclicals for my RRSP (balanced approach with 15+ years to convert to RRIF). I am underweight in this sector (4%) divided between CCL.B and FSV which you agreed in a previous Q&A that they can be considered c. non-cyclicals.

I’d like to increase to about 8-10% total by boosting one of the two holdings I already have (which one between CCL.B and FSV would be best at this time?) and/or acquiring one or two additional stocks. Here I think it would be wise to buy more typical c. non-cyclicals like ATD.B + PBH or perhaps simply just XST to get exposure to a basket of food-related stocks at once (primarly ATD.B, L, MRU, SAP). Your observations will be appreciated as always.

Q: Hi guys. Could I get your opinion of OML-T. Long time share holder, but still waiting for something spectacular to occur.... Thanks to your entire team for the great website. Cheers!!!

Q: I own a preferred share, BAM.PR.Z which comes up for reset later this year which is currently trading around $24. I bought it for $25 at issue. I have several options available to me including the option to take the reset for another 5 years at a slightly lower interest rate which is still a decent return. I am concerned that, if interest rates rise, albeit probably slowly, that the value of the preferred would fall and my capital would be eroded. At the same time there is also the possibility that, if rates rise, BAM would call the preferred at some point and I would get the original $25 a share back. I could also sell the preferred in the market and accept a fairly small loss now. Can I have your opinion on which you feel is the best course of action.
With thanks, Lynda

Q: Hi, what is the business sentiment in Canada among CEOs and business owners vs a couple years ago?
It seems everywhere in the news lately that Canada is just not as an effective and attractive place to do business with its increasing bureaucracy and threats of increasing taxes. From Ontario, where the high utilities are impacting manufacturing, to Alberta and BC where the anti-oil brigade seems to be determined to kill any new O&G, LNG and pipeline investment.
Is the news painting an accurate picture? Are CEOs and business owners more/less positive with trying to perform and grow their business in Canada in the current environment?

Q: Just a follow up on the JEEI insider purchase of $11.2MM B shares - looks like an even stronger commitment as the shares are pledged to a Canadian bank as security for a loan to buy the shares - so leverage is involved

Q: Aa aging seniors, my husband and I are beginning to feel our "investing for the long term" is probably less appropriate than investing for the short term. Following your observation that CGX is less reliable than it once was, therefore, can you suggest a good replacement for it? It has done extremely well for us. And we are still well "up" on it. Thanks for your continued sage advice.