Investment Q&A

Q: how serious is the whistleblower suit to Gilead at this time?

Q: Would the fact that Frank Holmes and Frank Giustra are involved with this company affect your feelings on this company?

Thanks.

Q: Have you an opinion on fairfax India

Thank you tom

Q: Hi team,
My Royal Bank Prefer RY.PR.B got redeem today, and like to put the money into similar prefer share. Any suggestion is highly appreciated.
Thanks as always,
Regards,
Tak

Q: Does Westjets entry in to low fare flights affect CHR ?

Q: I hold Metro in a diversified income portfolio where I reply on dividends and some growth to support my financial needs.I am wondering if you would advise selling and taking profit on Metro and replacing it with GC?Also could you explain from view Metro's recent news?

Thanks and I enjoy and appreciate your appearances on BNN.

Q: Hi, you have mentioned price momentum in determining time of trade. What metric do you recommend ? Thanks always.

Q: In the report about parkland, you show a chart with a p/e ratio and something called a rh i am not familar with this could you please explain this chart. thanks

Q: Can I get your thoughts on Discover Financial Services? How would it compare to Visa, Mastercard or American Express?

Thank you!

Q: Are there any Canadian or US Health Care ETF's preferably hedged I could use in my RIF? I currently hold HHL at a 6% weighting.
Dick

Q: I am 85-years old, locking for a safe income investment. Like to have your advise on ENC.Pr.c Min Rate reset, FFH.PR.k 5-year rate reset, BMO.Pr.s 5-yr R.Rest Preferreds. How safe are they in a rising Int. rate rise? I would also appreciate you expert advise of your chaises. Many thanks, J.A.P. Burlington

Q: Hello Peter,
My Frescii shares have tumbled 50% and am not sure if it is worth holding. What is your opinion? Do i hold or replace it with prometic or crh medical or for longer term knight (gud). With respect to Jean Coutu, would you expect the stock to go above 24.50 at a later point (higher offer) as my average cost is about that range or simply let the merger go through and I will get cash and some metro stock. Thank you.

Q: Hi 5I
Could you provide an opinion on Pure please. Any news recently to justify the price movement or just the nature of small caps?

Thanks
Mike

Q: There has been only one question asked in regards to TAL Education. Since then, have you gained any further information on it that would make it a possible candidate for a TFSA? If so, what sector classification would be assigned to it? Thanks for such a valuable service.

Q: Hi ryan .. Do you think this could warrant a 10000 share buy.. Thanks for your input in advance, Cliff

Q: I am reviewing my non-registered portfolio for cleanup and cash deployment. I have 29% in a global equity fund and 29% in cash; the rest are contained in 26 equities, for which this question is the focus. Diversification and risk not a concern.

I am looking for your advice as to whether I should sell, maintain, top up, or trim the following end member stocks in my portfolio:
ECN 0.2%
EFN 0.5%
ESV 0.03%
XTC 0.7%
HCG 0.9%
XEG 0.9%
LUC 0.4%
ASIX 0.1%
JAZZ 0.9%
HON 5.8%
MSFT 4.7%
SHOP 3.6%

With the equity fund as an anchor, a typical full position for me would be 2.5 - 3%. To deploy the cash, could you provide me with a list of 5 stocks (excluding SIS, ZCL, GSY, or KXS) you would buy today for growth and/or dividend growth. Based on this I will buy and top up the remainder of my portfolio.

Thanks for your help - deduct as many questions as necessary.

Q: When does pho and sis report and do expect good quarters.

Q: Aegon's latest press release stated the company will purchase 52 million shares to offset the dilutive effect of 2016 end year and 2017 interim stock dividends. Why didn't the company just pay and continue to pay cash dividends? It seems they are complicating what should a fairly routine process. Is there a tax benefit for the company by doing all of this?

Q: Good day gentlemen,
I know this company recently reported earnings. Can you comment. Can you tell if there is a significant cash burn? Also do you put much stock in the fact that they will have production capacity of 5000 kg in a few months; 15000kg in 6-12 months. With a sale price of 8-10$ per gram, that is 50-150 million in revenue.
I know this implies many assumptions, not the least of which is the attainment of a sales liscensce, but if this scenario was to transpire can you surmise a possible stock price at this revenue level.
It appears that the 5000kg milestone will be financed through shareholder capital as is a good portion of the 15000 milestone. (28 million in cash).
Does this potential capacity as well as their pesticide free production distinguish them from the majority of the players in this business?
I know this sector is not your preferred but I would appreciate your opinion.
Thx

Q: I am thinking of selling my positions in either USB or BBT and instead buy Morgan Stanley (MS). Does this make any sense? If yes, which of USB and BBT would you sell?
Thank you