Investment Q&A

Q: Hi there,

I own a position in AQN and would like two of these 5 in a balanced portfolio. This would be for an extremely long term hold. Which 2 would you prefer and why please?

Thanks and Happy New Year

Q: Can you please comment on the payout ratios and free cash flow of these companies. As they are both growing and acquiring other companies, I thought the payout ratio was low. How would you rate their capital allocation over the last few years (cash flow, debt vs issuing new shares) ? Thank you!

Q: Happy Holidays,
can I get your thought on the following:
1. why is ZID-T recent performance decent and FIH.U poor?
2. why is ZID-T recent performance decent and SP500 index poor?
I'm curious why ZID performance is relatively good as of late.

thanks

Q: I would appreciate your comments on Westaim. There was recently a very positive (perhaps promotional) article on it on the Seeking Alpha website. Thanks!

Q: Peter and His Wonder Team
I am a common share holder. I have been away for awhile. Could you please explain what in happening to TDG with this takeover. What will happen to my shares? Thank you!
Ernest

Q: Hello,
If available, what are the estimated 2019 earnings for WED? What is your view of its potential for price appreciation over a 2+ year period from current levels?

Q: I'm in China for a few weeks, and I am astounded at the payment system. The only place I've been able to use my Visa card is Starbucks. For me, everything else is cash, because I am not set up for the point-of-sale system here. Aside from the few foreigners paying cash, this is truly a cashless society. Each vendor has a scan code sticker - Purchasers use their phone, scan the code, and pay the bill in one easy step. Do you know which companies are behind this system?

Q: I have a cash account, with both Canadian and US dollars, for tax purposes should I buy BPY.UN or BPY: US?
Happy New Year
Cec

Q: Hello. I just want clarification on what KML announced. So after the 3 for 1 stock reverse on Jan 4th, they will pay a special $11.40/sh dividend? So will the new stock price go from $15/sh to about $40-45, and they will be paying out 28% Dividend? What am I missing here or misunderstanding? Thank you!

Q: Can you please provide a list of 5 US stocks which have been unduly punished in the recent market turmoil and could be poised for a bounce back over time. Thx

Q: Why wouldn't you average down TSGI in the portfolio if you still like it and you are down 50%+ ?
Thx,
Silvia

Q: I can’t find any questions on this US aerospace parts firm. Could you run the numbers on growth projections, debt load, percentage of sales linked to defense contracts, and anything else you think is relevant. What do you think of this stock compared to other aerospace-defense stocks? Thanks.

Q: Are you planning to get rid of a lot of stocks,so you can polish up your portfolios?
Excellent way of doing this.
PHO,CLIQ,KXS,SPB,VNR,ENB,ALA,COV,TSGI
Which companies will be left in your portfolios?

Q: Can I please get a quick review of your thoughts of these ETFs - are they worth adding/ investing in for a growth tilt - young investor. Is CYBR the product of choice to play this space with Can$

Q: In my daughter's RESP i have TD, PBH, TSGI, GUD, AX-UN, ECN and 8 years to go.
I have 7000 I can deploy. I would like to add a stable dividend payer with upside potential. Could you suggest one or two companies? I was thinking of BEP.UN
(I decided against diversification into VIG as per my last RESP question).

Q: My mother, presently retired (almost 80) has a little bit of extra savings that I would like to invest in very safe businesses (she has no equity investments at the moment). I am not anticipating much upside, as safety is more important; however, with recent market turmoil there has been no place to hide. As a result a lot of companies, both big and small, both profitable or not, both stable or not have all seen their evaluations erode.
Can you please provide the names of 5-6 Canadian companies preferably in more than on sector (along with a few words explaining why you like these companies) that pay dividends (the higher the better but should not be the only determining factor), that you feel are good companies (and have demonstrated this quality for many years, possibly decades), that have eroded in price for little/no reason and have a good chance of recovering their lost market value.
As an aside, I sometimes feel (without having done any historical analysis) that these are the winners in the long run. They tend to be stable, are of low risk, consistently have some growth, regularly return money (dividends) to their owners, may buy back shares,... And if bought at the right price become pretty good investments with limited risk.
Thank You and Happy Holidays :) !

Q: I have a question about Twilio . Can you provide an updated view of the prospects for this name?

Q: I have been following this company on a watch list for sometime, and it really has held up quite well in spite of market swings. What can you tell me about this company and would you consider it investable.
Thanks and look forward to an early reply
Rick

Q: I am in my 70s and my focus is on capital preservation, income and, hopefully, a bit of growth. Would you recommend the income portfolio with a sprinkle of equities from the B.E portfolio? Have you ever given thought to developing a portfolio for seniors?

Q: I am interested in energy infrastructure ETF, preferably, trading in the US. This would include any energy pipeline ETF. The two I know are MLPX and AMLP. Any preference between these two ? Any others that you recommend in this space?

Thanks kindly.