Q: I have a half position in both A&W and BPF. Have had long term holding on both. Thinking of selling BPF and taking full position in A&W. Or replacing the BPF with HR.UN. Your thoughts
Q: Lego reported revenue down 5 % for 6 months, net profit down 3 %. USA & Europe sales soft while China sales up. The young boys I see have hand held games. Hand held games have taken over. What does TOY have to counter this move on the part of our youth for this coming Christmas. RAK
Q: My wife and I are retired with pension income sufficient to cover monthly expenses. We are looking for some income and a bit of growth from our investments. Wondering if an investment in XIN AND XTR would help us reach our goal? Is a return of capital involved with either ETF? Also, could you suggest other ETF's that would help us to build a solid, well-divesified retirement portfolio of ETF's. Thanks so much for you guidance.
Q: stock has been acting poorly, even making new low today when other,similar cos are well off lows in the same industry. Debt/cf well under 2. Please comment. Thanks
Q: What is your opinion on Campbell Soup (CPB)? It is trading near its 52 week low but still trades at a p/e of about 35. It also has underperformed the S&P 500 by at least
20% since summer (June-September). Do you think it is undervalued at this level and may even be a takeover target?
Oleh
I am making an effort to increase my exposure to US stocks, and am considering adding a US healthcare position to augment my Canadian healthcare holdings of CSH.UN and GUD.
JNJ was my first thought, given its strong history, massive valuation, and diversification. However, I am (like many, I assume) concerned about its legal troubles; particularly given the severity of the issues that surround them. Moreover, it appears that said troubles may be present for quite a long time.
I am thinking long term (I am 36), am a "buy and hold" investor, and will not need the capital I would be deploying for the foreseeable future.
Do you feel as if this is a good entry point for JNJ (perhaps a half position to start), or would you wait to see how the legal situations unfold before considering this purchase? If the latter, is there another American healthcare stock you might recommend in its place?
Q: Your comments please on these two Trimark mutual funds: Global Endeavour (aim 1593) and Trimark Fund (aim 1513) regarding recent poor performance, currency issues, and their prospects going forward. Could you recommend alternative funds or ETFs in their place. I've held them for a long time and their MERs are high.I prefer using Canadian dollars.
Q: Hi 5i - If something were to trigger a broad based repatriation of profits for US companies, do you see any names that would see a significant bump?
CQE continues to lanquish. It has an FFO of $0.03 per share and production is up 8%. My understanding is that it is performing well and has a high level of inside ownership. Who are the "insiders" on this and what is your opinion of them? I am down almost 70% and I am looking to either triple down with another $4,000 investment or take my loss. What is your opinion?
Q: Just wondering if you think there are specific infrastructure or other companies that will benefit from rebuilding after Hurricane Harvey and possibly Irma.
Q: Hi, This question is also triggered by the sharp rise in Canadian Dollar over past 2 months. Canadian companies which trade on both CDN and US exchanges have seen their share price lag on TSX. Shopify is an example, which has seen a spectacular move in US Dollar terms but not so much in CDN Dollar terms.
This disparity in dual listed stocks was so pronounced on Wednesday after CDN Dollar shot up to 0.82 Cents at 10 AM after BOC Rate hike was announced.
Which are the prominent dual listed stocks that come to your mind which have fair share of trading on US exchanges ? I guess, I am trying to position and manage my expectations for price movements of some of my holdings in this category.
Also I have some US Dollar cash balance. Does it make sense to buy/add these stocks in USD instead of CDN Dollar ?
Q: Was considering Mainstream Health Investment. Am somewhat concerned that it operates in the States. From what I understand, extendicare pulled out of the US because they had to deal with legal issues. I realize that HPL is just the landlord for the facilities, however, if the companies leasing the facilities have issues it will reflect on Mainstream. Is it possible that extendicare is a lesser quality operator than the operators that rent mainstream's facilities. What risks are there since I plan holding this company long term given that it's a demographic play. What do you honk of the buisness model. Is it a good investment.