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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: Comments by leaders of countries. " we will need to spend money on Infrastructure roads, bridges, airports, mass transportation, etc. How is best way to play this ? Heavy machinery, cement, re bar, steel, copper and other metals, Its like FDR times during the Depression to get the Economy going again around the World RAK
Read Answer Asked by bob on May 26, 2020
Q: My Canadian dividend portfolio lacks exposure to materials. I currently hold CCL.B and was considering adding one position in SJ, NTR, or BOS. My goal is owning a good business at a sound valuation with prospects of dividend growth for at a long term. I consider the companies the best in the Canadian universer of stocks when it comes to materials. I am leaning towards NTR, but I am hesitant because I try not to invest in businesses that are very sensitive to commodities prices. Can you comment on these companies, their management, risks, and outlook? What do you think is the best option among the three?
Read Answer Asked by Steve on May 26, 2020
Q: Hey guys, I have owned DPM, GCM, and SVM for a few years. The 3 stocks account for about 4% of my total portfolio. I currently have roughly 8% total in the materials sector(AEM 4%). keep holding these 3 or consolidate into 1 of the 3 or is there a better stock to play the sector?
Thank you!
Read Answer Asked by Derek on May 26, 2020
Q: Hi 5i, Stocks for a 5 year hold, I was thinking of Shop, CSU, GOOGL, how do you see growth of these stocks (inside my RRSP). Any suggestions ? Thank you!!!
Read Answer Asked by Fernando on May 25, 2020
Q: Hi Peter and Staff

At the time you added Leons to your income portfolio you obviously liked it "better" than Canadian Tire......I am not sure if it was because of the higher dividend. Looking at current price and possible recovery in price as well as dividend, how much better do you like one than the other and would you switch Canadian Tire for Leons looking at combined returns of dividends and stock price gains.
Thanks for all you do
Dennis
Read Answer Asked by Dennis on May 25, 2020
Q: The value of my shares of TSGI is now 0 on my account at Disnat.
Should I complete the LETTER OF TRANSMITTAL FOR COMMON SHARES OF THE STARS GROUP INC. available on Flutter website to get some money back or should I wait to see if Flutter shares will be credited to my account?
Is there any action that I should take?
Thank you.
Read Answer Asked by Serge on May 25, 2020
Q: Hi,
MAL just announced a share repurchase program. Given the present environment, especially the end customers for most of their products are airlines, is this wise move? Do they have the balance sheet strength for this?
I know the share price has taken a beating this year but seems odd timing for this.
What would be your current rating for the stock (Sell, Hold, Buy)?
Thanks,
Dan
Read Answer Asked by Daniel on May 25, 2020
Q: Hello Peter,
One of your fellow FP columnists suggests that the valuation gap between expensive (e.g., tech/growth) and cheaper stocks has never been greater. So while growth managers have been doing well, their upside may be limited. And value managers, while their patience continues to be tested, may have their day (soon). For those of us putting new money into the markets, your views on the above are appreciated. (I’m reminded of the dot.com boom when a start-up called 724 Solutions was, within days of its IPO, worth more than Bank of Montreal. I chose instead Edperbrascan, which was so out of fashion as an ‘old’ company that it yielded 6%. This of course became the best investment of my life, as it is now BAM!)
Thanks!
Read Answer Asked by James on May 25, 2020
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