Investment Q&A

Q: Hello Team,
What do you think of the acquisition announced yesterday.
After the recent drop on price, the stock is more attractive on a value basis but I am not sure to clearly understand how well the acquisition will be integrated with the current business they are doing so I would like to know If you think it is a good entry price now.

Happy Holidays!

Michel

Q: Please give your opinion on Biotricity

Thanks Mo

Q: We have some u.s money in a RIF acct and would like to compliment our balanced and income portfolio and were thinking of VG - IYJ- XLF and VXUS. Does this make sense as we are also playing the currency and this is profit from 2017 thanks to you and your service....thanks...Eugene

Q: Originally purchased LIF for income and some materials exposure. Capital appreciation in 2017 has been a bonus. How cyclical/volatile do you consider the underlying commodity? Does the company go through periods where it reduces/suspends their regular dividend?

Thanks,

Robert

Q: any current thoughts on the outlook for FCF? Thanks

Q: What is the best way to participate in the China/India market (buy and hold and ETF investor)?

Q: Blake asked about ENGH earnings for the quarter, but what about full-year results?

Q: I was wondering if the recent run up in scr was due to tax loss selling and if so should I sell the increase and buy back in January.

Q: For a retired investor, what % of your total would you deem appropriate for preferred shares and would CPD be a good ETF for this?
Thanks

Q: With a $150,000 balanced portfolio and about 25 positions, what would be the suggested starting weightings be for each of the KXS, GUD, SHOP and TOY positions?

Q: Your thoughts on the Linamar acquisition please. Thanks, Michael

Q: Google has contracted this co. to develop an optical face technology. The stock has moved up 30% since the announcement a few days ago. Looks like a good place to park some money. Your thoughts.

Q: Often I see two OTC pink trading symbols when looking to buy an international company. Is there a preferred one to buy (one often ends in 'Y')?

Thanks, cathy

Q: Capital preservation and sustainable growth at reasonable cost is key for us . Not looking for income . Long term timeframe . Don't do momentum . Have portfolio of Canadian large caps that have significant operations outside of Canada . For more diversification , we need exposure to U.S. large caps (not financials or commodities ).U.S. estate taxes major consideration for us. Directly held U.S. equities would be U.S. situs assets . Current U.S. deliberations re Federal Estate Tax will not eliminate this concern in the longer term . We plan to add a portfolio of sustainable U.S. large caps that have significant international operations .Mawer U.S. Equity Fund (MAW 108) is a possibility. The 1.19% MER is a factor, given the amounts involved . Could you identify one or more "Canada-Domiciled " ETF/s that would reasonably align with our objectives ? Could you also identify pertinent sources we could access . Thanks.

Q: Hi, i am trying to reduce the family's portfolios from 29 stocks to arround 20. I have Sienna and Chartwell. Both together represent 4% of the portfolios. If I was to keep one with a 5 to 10 year time horizon which one would you suggest. Also I do look at a mix of growth and dividend growth but i dont like hight debt, actually i prefer companies with no debt or very low debt. Thank you so much for this fantastic service.

Q: I currently hold the above etf's, which totals 25% of portfolio. Equities held are US and Canadian and am invested in all sectors with financials@17%,Tech 10% and Utilities 8%. Remaining 40% equally allocated to the other sectors. Am looking at reducing ETF's and would appreciate your thoughts on which ones are good holds and which could be sold due to over diversification! Thanks for your valuable input!

Q: Do you cover this company? Is so, what is your view on this company?

Q: Cleaning up at year end - winners & losers & am left with approx. 200K in a RIF that still holds ICHR, BOTZ (an experiment), VGT, SQ, FB & KXS. I definitely favour US however, am open to your suggestions & expertise. As always, thank you for over 6 years of excellent guidance & advice.

Q: How do you currently feel about Boyd Group Income Fund - would it be negatively impacted if NAFTA didn't get resolved - are there any other companies that would be negatively impacted - and any companies that it would be positive for. Thanks.

Q: Good morning. I currently have about 7% in healthcare consisting of GUD (4%) and CELG (3%). I'm considering selling CELG and buying CSH.UN. Do you see this as a good trade? Or alternatively, I could go overweight healthcare and hold all 3...thoughts?
Thanks.