Investment Q&A

Q: Good morning,

I am interested in an ETF (cdn or us) that will benefit from the new technology used with driverless cars.

thanks

Carl

Q: I see PIC.A has extended the term of these units but that there is a redemption option available for those who do not wish to continue and a potential 10% gain with that. I am interested in making a purchase now/soon - what would be your advice ???

Q: Hi Peter and team,

Reading some of your past comments on Cascades Inc your main concern is with their large level of debt. Looking at MSN.com, they show that the company has a debt/equity ratio of 1.2. When comparing this to another company that you really like (GSY), MSN.com shows that it has a debt/equity ratio of 1.5 - much higher than Cascades, but you don't ever mention the higher debt/equity ratio of GSY.

Could you please tell me why Cascades debt level is a much greater concern for you than GSY's debt level, even though GSY has a much higher debt/equity ratio?

I'm considering purchasing one or both of these stocks and just trying to understand why your much more negative on Cascades than GSY (and I know they're in different sectors and tough to compare the two).

Cascades trading much lower than price to book and looking pretty attractive at these levels.

Thanks in advance

Q: Your comments on the new etf CARS on the TSX would be appreciated.Is it like all initial offering wait & see or is it a buy now or never?

Q: Hi, All Canadian banks have bounced back nicely over past few weeks. Canadian Western Bank, however has outperformed the big banks by a wide margin. Analysts have also been busy raising price targets, citing higher NIM and stronger growth in loan portfolio. Recent stabilization of oil prices and rebound in Alberta economy may also have a role to play. What is your opinion of this bank as long term hold? I own CM,TD and RY and recently took a starter position 1.5% in CWB. Is it worth adding at current prices ? Thanks

Q: Hi, In your opinion, which would be a safer investment over a five year time frame, xhy, U.S. high yield bond index fund or Bam.a Brookfield asset management "A" stock, thanks?

Q: Does the recent announcement by Riocan to sell off properties in secondary
markets offer an opportunity for smaller Reits to buy some real estate
in smaller centres or is it a sign of dwindling profitability in retail
real estate in those centres? Are there any Reits that might buy these properties from Riocan ? Thanks, Joe

Q: Hi there, it looks like NVO is gaining much attention as of late. What are your thoughts on this name and its future potential? How risky of a name is it? Thank you!

Q: Good morning...current thoughts on these today please...

Q: Hello 5i :

I current own Wellsfargo shares and they are not doing much. Do you think I should sell them and buy Banc shares instead? Please compare the two and provide your expert advice regarding the future earnings, cash flow, dividend growth, debt and multiple expansion in the next few years!

Thank you as always,

Q: I have a question about IWO. ( GROWTH PORTFOLIO). How Would you compare it to Mawer Global small cap. Which one Would you prefer ( considering taxes, fees, performance, expected return). I would like to know this in context of growth portfolio. thanks

Q: RE- smaller (around 2%-2.5% weight). There are 9 positions with lower weights - some are losing while some are lower wights to start with. Is there any rational in keeping those low convictions. why not consolidate few or may be buy more of if we still like. Just wondering what is your thought around these. Thanks

Q: i bought BCE almost 10 years ago after the flaherty income trust debacle. i have not added to the position and it now makes up a small percentage of my portfolio (less than 2%). going forward i struggle to see where BCE will get growth from. I was thinking of selling BCE and buying more BEP.UN. It would bring BEP.UN up to a full 5% weight. To me BEP.UN would provide a little more capital growth along with a higher dividend. These are both held in a registered account. Thoughts?

Q: Hi Peter and Staff
I have a very small weighting in oil and gas and would like to increase it slightly with 1 more name. The two that I own so far are PEY and VET . If I will own 3 for a long term hold ,total return, dividends and capital gains, are those two fine to be 2 of the 3.
If so, please recommend one of the following with your reasoning to add. If you would drop PEY or VET in order to have 2 of the ones listed below, please advise

CNQ,FUR,RRX,SU,TOG or WCP

Thanks for all you do
Dennis

Q: is this time to invest some money in to american banks(i have american money), and what which would you recommend

Q: There is a lot of noise about how expensive stock markets are and that we are overdue for a significant correction, particularly in the US. But if I look at my US stock, P/E's are very reasonable (see AAPL), and less than ten in some cases (see GILD).
What gives?

Q: What is your opinion of AW.UN? I find their new marketing strategy designed to appeal to the millennials with antibiotic free natural foods, etc., appealing and I am considering investing in this company.

Q: Any opinion on this American health-care stock?? I own some and have doubts about holding it.Thinking about averaging down on Savaria Thanks Jim

Q: Hi gang, ET is quite weak the last two weeks. Any news? Do you still like this stock? Thanks Rob

Q: Please kindly provide the expiry date of the quite / black out period for insider after the IPO in May this year. Thank you very much. Bill