Investment Q&A

Q: A follow up to my previous question. What are your thoughts on their
report? Agree or Disagree?
Thanks

Q: Good Morning;
Both companies appear to have been caught in recent Tech sector selloff. Both also continue to struggle to recover. Has anything changed in underlying fundamentals of either company that would cause concern or limit growth prospects going forward? In addition, was the market reaction extreme and would you expect a (partial) bounce back up or will both companies require some catalyst to maintain/gain growth and regain lost share value?
Thank you
Ian

Q: Hi 5i,
Is there any news, etc. to justify the down moves on these two former market favourites? Has the market lost confidence in the management? Has the Canadian O&G sector gone out of favour as managers move to global co's? I would appreciate any comments/insight on these question & stocks. Thank you.

Q: I have a question about MSI. I have held MSI for some time and have a significant capital gain. I am currently wondering whether I should be selling some/all of the position based on its high valuation, lack of dividend increases and fairly static stock price. However, I am attracted to its potential stability in a down market and the overall "steady eddy" nature of the business.
May I have your thoughts?
Thanks

Q: What is your take on the convertible debenture sale closing Aug. 24? A good income portfolio addition?

Q: Would you buy HBM-T and if so when.Thanks

Q: What do you think of this fund as part of an income portfolio? RBF578

Q: A & W issued a press release today that they are out of stock their new veggy Beyond Meat Burger and have to take it off the menu for now. It will be interesting to see if the robust sales will make a material impact on royalties.

Q: Hot.un is hot lately. I saw you mentioned the CC in the last question. Did you manage to listen, if so what did you think? I am particularly interested in how the outlook has changed ( given the volume and uptick) and whether your opinion has warmed. I have room to add more given I am underwater but like the dividends.

Q: Russia has sold most of its US Treasuries and is buying gold hand over fist. Putin is not a nice guy, not stupid either.
Trump is making everything more expensive for people in America with his trade war, and other countries are retaliating, could this is help drive inflation?
The stagflation every one was on about did not materialize because our consumer oriented economies responded to the central banks band aid.
Inflation did not happen as it "should" have after the 2008 crash because interest rates are artificially held down and "money" was printed like it was going out of style.
I feel like the past ten years of bull market maybe be the mother of all "dead cat bounces" and the piper is yet to be paid.
I also wonder if the inflation numbers are artificially low/lagging?
Makes me think I should sell the investment properties and buy more gold or gold mining stocks that would normally be acceptable.
Opinion?
Please take as many questions as you see fit.

Q: Are there any screaming buys for balance & growth investors that have emerged through last 2 month period on Canadian & US market? Please list 6 best buys.

thanks Andrew

Q: I want to sell ECN with 5 percent loss to buy either Tsgi or Cov in my TFSA, which one you prefer better for long term?your thoughts please, thanks

Q: I am thinking of buying some altagas. I have a very astute investor friend who thinks it is a great time to buy because it got beat up too much over the WGL acquisition, has a lot of upside and pays a nice dividend while you wait. What is your opinion ?

Q: I own both Eci and Bip.un in a registered account.
I am curious how you see the shares of Bip.un reacting to the tender. Will this not be diluting Bip.un shares forcing them lower. Would it be wise to sell and repurchase later or purchase another company you recommend.( please give examples)
Thanks Drew

Q: I currently own TOY (my only holding for Cyclical Consumer). I did have MG but sold it. I am wondering for a RRSP with a long time frame which 2-3 stocks of the list BCI, DOL, DOO. GSY, CCL.B. AW.UN which be best as I am trying to increase my holdings in this sector.
Thanks

Q: Is the cardinal energy loss a result of hedging and how do you see prospects with the current price of oil. ? Seems like they should be better

Q: Hello
I have held some AGT shares for a long time (since before name change).

Can you go over what a current investor should know such as last QTR results, buyout at 19$.

What do you believe could happen if buyout at 19 does not go through?

Thank you for the info and opinion.

Thank you
Stephane

Q: Recently there have been discussions regarding a change from quarterly to semi-annual reporting. Do you have an opinion on a change of this magnitude. What affects, both positive and negative, might this have on investors, both small and large?

Q: What do you think about a young investor (aged 25) starting to invest for their retirement future by investing in TD e-series mutual funds, specifically the Cdn Index (TDB900) and the DJIA (TDB903 or TDB953)? For the DJIA would you recommend TDB903 which is in Cdn $ or TDB953 which is in US $?

Q: For safety's sake I believe you recommend not allocating more than 5% to any individual stock in the event it went poorly. What about an ETF such as XTR for the fixed income portion of a portfolio - would 5% still hold as a maximum? If it is higher what percentage would you be comfortable with?