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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: Looking to purchase a position in something (sector or weight not important) with good growth potential over 2-5 years looking for both US and CDN opportunities. Two names popped up recently on my radar TRQ and Chemtrade . Realize that both are completely different and would like your opinion on both and recommendations of 3-4 alternatives. Feel free to deduct credits as required.
Cheers
Alex
Read Answer Asked by Alex on March 15, 2019
Q: I hold some CNR at a reasonable weighting 2-3%. Thinking of adding CP to the portfolio. Can I please get your opinion on the Rails in Canada. Current opportunity, valuation and how would you rank them- worth holding both?
Thank you
Read Answer Asked by Kyle on March 15, 2019
Q: Do you see any of these as promising take-out candidates - and if so, in what order ? Thanx Robbie
Read Answer Asked by Robert on March 15, 2019
Q: Hi Peter/team, My question is about my Real Estate allocation, within my overall portfolio. I recently moved CSH.UN to my Real Estate sector from my Health sector which bumped my Real Estate holdings to 24.5% (good). I have heard some pundits say that you should also include your personal home as part of your Real Estate holdings? If I were to do this my Real Estate holdings would then jump to ~65% of my overall portfolio. Obviously, I would then need to trim some of my reits back down to roughly 25%. I'm wondering what the general consensus is and I would appreciate your thoughts. Bill
Read Answer Asked by William on March 15, 2019
Q: Any thoughts on the acquisition of 62% of Oaktree?
Read Answer Asked by Keith on March 14, 2019
Q: I own all of the stocks in the Balanced and Income portfolios across my RRSP, TFSA and RESPs with the exception of those listed above. Based on current valuations and 3-5 year prospects, which one would you choose to put a recent RRSP contribution to work?
Read Answer Asked by Chris on March 14, 2019
Q: Could you please rank these 4 stocks. Looking for growth and willing to hold for at least 5+years. This would be for a TFSA with a growth tilt to it. Do you see all these companies as a good investment? Thanks as always.
Read Answer Asked by Aaron on March 14, 2019
Q: 5i Please correct:
Not sure why you have a negative tone on ITC? You have misread the financial statements. Revenues and EBITDA are up in materially in 2018 and are also up in Q4 too! Also the write down on the Stream TV Investments has no impact on operations and Company indicated on the CC that may need to increase the value of Stream investment in the coming quarters.
Read Answer Asked by Charles on March 14, 2019
Q: Could I suggest questioners avoid (or explain) unusual acronyms if possible? When I read the recent question about CSU I thought it odd that the chief operating officer would suffer from Anti Social Personality Disorder!!
Thanks for your very valuable advice.
Chris
PS It took me a while to discover that ASPD really stands for Automatic Share Purchase and Disposition agreement.
Read Answer Asked by CHRISTOPHER on March 14, 2019
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