Investment Q&A

Q: Just confirming that todays down turn is oil related. Do you foresee this as a short term event and if so would you put money into oil stocks as the powers that talk on TV say to do. Where would you place your money in this sector.
Thanks Bob

Q: Another bad day for WMB. I've seen my profits fade to almost nothing. Is your advice to sell or hold? It's in my RIF.

Q: Hi,
Please rank your order of preference for these 3 stocks with any significant reasons why you may have ranked one higher than another. Considering starting a speculative position in 1 or 2 of them for a long-term hold, sector weightings aren't a concern. Thanks.
Chris

Q: Coudn't find any industry news but WCP is down a whopping 12% today.

Have you heard anything?

I don't own it yet cause I hate the business right now. Given the steep decline would you suggest stepping up or standing on the side lines at this point?

Thanks

Q: Keeping in mind the current meetings in Paris and the possibility that world governments will be more prone to support the development of wind, hydro, solar, efficient lighting (LED),hybrid cars, and other ways to reduce carbon emissions, what companies, in your opinions, are poised to make increased profits right now. I'm not interested in companies that will do well 5 years from now but companies that are currently seeing an increase in profits now because they are ahead of the curve regarding the need to deal with climate change. I realize you focus on Canadian companies but I hope you might give me your opinions on American/global companies as well as Canadian. ETF suggestions also welcome. As always, I appreciate your guidance/opinions.

Q: Company ihas been asleep for the past few years........they do have pricing power.( Thankfully). Due not to brand recognition, but to no competition...where are they going. A buy, hold or sell....

Q: If I believe the price of oil will rise what Etfs would be appropriate to buy to take advantage of that rise in oil? Thanks.

Q: What is your present view of Shopify? Is there allot of potential here? It's been coming close to the IPO area lately, would you recommend buying on one of the pullbacks?

thanks,

Paul

Q: Hi, after watching for nearly 2 years, I bought a small position on DEC/4 @26.27. The stock continues to steadily rise over past few years delivering in almost every quarter. I like the Global Logistics network business and huge opportunity in the future. DSG operates in small and medium scale business segments. What competition DSG has in this field? Also, it appears that co. has generated most of its growth thro' acquisitions. Is slowing organic growth an issue? Also from valuation perspective, how does it compare with CSU and KXS? Should I wait for adding to my position? I also noted that Descartes has a very large Institutional ownership, 88% per nasdaq.com, with some well know names like T. Rowe Price (13%, started and added this year July, 2015)and Mawer, BMO, Neuberger, CC&L etc. It could reduce liquidity, but is it a strong signal in favour of thsis company ? Thanks for your help, as always.

Q: Hi, Stella-Jones stock has been quite strong for past 2 weeks with all time intra day high of $52. I also noticed some fairly large block trades starting at $49.75 and recently at $51.50. Do you think there is some new institutional interest in the company? Ram Forest Group is engaged in supplying timber to US residential homes market. Is this a positive ? How is the valuation of stock, versus, growth prospects of various segments of its business, railway ties, poles, residential lumber etc? I have a 3% position and considering to build up to 5%. Should I wait for the stock to settle ? Thank You

Q: What do you figure on this stock..am thinking on perhaps purchasing 500 shares..would just continue to follow it and possibly be an owner for several years.

Q: What are your thoughts on UNS at this time?

Q: thank you for your hard work. tax loss season- is their 4 or 5 hi dividend stocks you could recommend? people are starting to sell high quality stocks that are getting sold down. i have nvu.un,d.un already. thank you

Q: What are your thoughts on TEL.TO as an early investment in a Telecom company (little amount of money)?

Q: My income stars of 2 years ago , Banks, Energy , Pipelines : have all taken me down …
Although we are told that volume ( not price per bbl ) is the big issue with Pipelines , I am concerned at a never ending downturn . I have stuck in there and I am overweight pipes: PPL, TRP, ENB .

Certainly Kinder Morgan’s debt problems are worse than the Canadian pipelines, but with the demise in energy, and an interest rate cloud on the horizon, should we be pulling back substantially to avoid a catastrophic loss ?

Q: Hi Peter, Ryan and Team;
Would you please render an opinion ob Empire Industries Ltd. What do you think about the current debt levels? Have the debt levels improved? The shares seem cheap, but there is a truckload of them on the market. Do you have an impression of the management?

Q: Could you comment please? Thanks.

Q: I am a retired, conservative dividend-income investor looking to add to the stocks I hold in the telecom-pipeline-utility sector. My current holdings are ALA, AQN, BCE and those contained within ZLB.

The candidates include ENB, FTS, IPL, KEY, PPL, TRP. I then filtered these down by using the following criteria = Beta < 1.0, Dividend yield > 5.0%, P/CF < 10.0, P/BV < 2.0. The result is TRP.

I am looking for a blue-chip, stable, dividend-payer, dividend grower, with obviously some capital growth potential.

Do you agree with my methodology? Any other filters to use? For diversity within the sector, should I included other candidate stocks?

Thanks for your help,
Steve

Q: This turn around story continues to be very exciting. Management has pulled off a near impossible feat. I know overseas but would like your comment?

Q: I am so glad you are now offering the same for EFTs! I just subscribed. I would value your opinion on BMO Low Volitality US Equity/ZLU & iShares S&P/TSX Consumer staples.

Thank You! Austin