Investment Q&A

Q: https://www.thestar.com/news/insight/2016/10/16/justin-trudeaus-trillion-dollar-question.html?campaign_id=A100
Peter and Ryan ; Could you comment on this article with respect to (1) which companies would benefit most and (2) do you think this " Infrastructure Bank" will be a reality? Thanks. Rod

Q: Your answer to the dividend ratio payout for IPL over the past six months is in the 85% range. Over the past couple of years has this ratio been increasing? For an income investor would you consider this dividend payout ratio getting to the area of concern and if so what dividend stock would you consider replacing IPL with either in the same sector or another sector.

Thanks,

Bob

Q: In my income portfolio, I currently have these 3 REITS invested. I have some additional funds now to invest, which of the 3 do you think is currently the best to add to for long term investment?

Q: Slow but sure over the past 2 years or so have been putting in a small position into this company. How do you see their prospects looking ahead a couple more years.

Q: just released Q 2 would you recommend buying. book over $20 over one year back login orders, over $80 m in cash. but sales and per share earnings down.

Q: Boulder Income Fund - Would you recomment this fund considering its discount ot NAV and dividend and diversification. This would for 50% of US holding peortion. Or you have other recommendations.
Thanks

Q: Has your view on HBG changed for the positive since your last comment appearing June 30, 2016? Has it grown its assets under management much since then? Is there a minimum dollar investment required in this ETF within an RRSP? Mike Newton of I believe Scotia Bank recently had HBG as a top pick on BNN around October 6-7/16 or thereabouts.

Q: The 3-year stock price chart looks excellent. Teacher's just bought the Canadian wine business. The stock was down today. What is your read on the future stock performance based on these circumstances?

Thanks for a great job.
Dan

Q: Hi 5i. I was interested in your reply today to Shyam regarding XLV, where you noted that it has had "better performance of late". My records show that XLV price has dropped steadily over the last 3 months by 6%.
This leads me to my question : We hold XLV and PSCH (Powershare Small cap Healthcare ETF) in our non-registered account (< 2% of our total equities). Our cap gains on these have been reduced from 15.8% to 8.9% (XLV), and 14% to 9.7% (PSCH) respectively over the last 3 months.
My theory is that these will continue to drop as we get ever-closer to the U.S. election. I am thinking of selling both of these ETF's while they still give us a reasonable profit of approx. 9 and 10% respectively, and then waiting out the election fallout before deciding whether to get back into Healthcare.
We would appreciate your comments. Thanks T.
p.s. PSCH did not come up in the "companies" list

Q: For tax purposes, in which account should I hold ZWU ETF by order of preference, Direct trading, TFSA, RRSP?

Thanks for your honest services.

Bob

Q: Could you please update your list of top US stocks that you suggested were appropriate for an option writing strategy.

The previous list from 3-4 months ago was comprised of:

GOOG, FB, GRMN,AAPL, SIMO ( these five had substantial cash balances)

NOC, LLL, ITRI, JPM, NDAQ,HES

Thanks

Q: With Constellation Brands selling its wine business to OTPP for over $1B, how does this reflect on ADW and the company's valuation? Thanks.

Q: Thoughts on the results?
Thanks very much. David

Q: Because of the recent stock split, I have both class A and class C shares of Under Armour. Is there any reason to think that one class of shares will outperform the other? Or, put another way, Which class of shares should I sell first? Or is there any value in selling a equal portion of both and remain holding both classes of shares ?

Q: Hi,

I need to prune my financials and I am down to looking at DIV and AD. In looking at DIV, the question I ask is, "Would they have sold Franworks if they weren't confident that they had something in line to redeploy the cash into?" With AD, it is "When will they be able to get some resolution with troubled partners?"

In any otherwise balanced portfolio, which of the two companies would you choose to keep at this time?

Regards,

Robert

Q: EIF is in uncharted territory. It's in favour but it seems inevitable some fund manager is going to take profit after such a run?

Q: Do you know anything about a company cannabix technologies symbol bto on the cse. Dave

Q: Within a balanced portfolio, what would be a substitute, replacement for SYZ?

Q: Hi, this stock was recently added to Balanced Portfolio has dropped sharply from its recent highs.

New Flyer today closed at $37.83, which is off by about 15% from its recent high of $44.87, reached just after quarterly results. When Marco Polo decided to sell about half of its stake @ $40.40, the secondary issue was oversubscribed 3/4 times. In one of your recent comments also, this weakness was again attributed to one large seller.

It has been widely believed that lately NJ issue has been responsible for the depressed stock price. Today's weak backlog numbers and sequential decline in ECU deliveries besides lower after market sales have caused market to press the panick button resulting in another sharp drop.

My concern is that stock may not recover in near term and is even at the risk of losing more value. Should I bail and find better use of my capital? Thanks

Q: Hi, Here is another stock in which I built up a full position over past 6-8 weeks. Based on your many comments, I believe that you like the company but last time decided to add Spin Master instead of Sleep Country, due to higher growth prospects.

The company also appears to be a favorite among many guests appearing at BNN and has been often compared to Dollarama, with respect to its future growth potential and expansion plans.

The stock quickly rose to a high of $33, but has been on a constant decline over past few weeks, losing over 12% of its value, closing at $29.01, today. Recent weakness has been attributed to soft results from Temper-Pedic and also a M&A few weeks ago which was completed at a much lower multiple than what Sleep Country had been trading.

When an expensive stock like ZZZ continues to trade lower, what could be the next event or catalyst, which could help stock reverse this trend and regain market confidence? Or, it's time to sell before stock loses more value and redeploy capital in more consistent names in your portfolio? Thanks