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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: In a national post article, you mentioned that this could be the year of takeovers. I know you don't have a crystal ball but what stocks do you think could be attractive to a bigger player, e.g. the acquisition of Pure by Xlem. I note that Celestica appears real cheap but doesn't move. Perhaps someone might decide to come and buy this baby. Thanks.
Read Answer Asked by Helen on January 09, 2018
Q: Hello,

I have some cash in my TFSA, and I am interested in buying a stock with good growth in capital and dividend appreciation. I am a long term investor.

Currently in my TFSA, I have FAP, CHW, NEPT, PHO, SIS and S.

I am looking at TWM, Tidewater Midstream and Infrastructure.

What do you think of TWM? Or do you have a better recommendation?

Thank you very much.
Marc
Read Answer Asked by Marc on January 09, 2018
Q: Following your balanced portfolio. still have not purchased the above stocks. Give me your top 3 from the list above in order. Have a 5 year time frame. Thanks for all your help. Is this a good time to buy?
Read Answer Asked by Stephen on January 09, 2018
Q: I've been a long time holder of Constellation Software recommended by you. Thank you so much.

My question is in regards to the companies that Constellation acquires. I notice only a few deals through press releases, but if I were to go into the quarterly statements I see way more companies being acquired. Why is Constellation being selective and only publishing some deals and not others? Is there a criteria for this or is it just up to them what they disclose to public and shareholders?
Read Answer Asked by Eugene on January 08, 2018
Q: Hello Peter.
Just read your Post article and looked into current losses for pruning. My losses are the four highlighted.
I have a sense however that it is too early to prune the small caps(ITC, GUD and PTE) since I have held them for very short duration; not even a single earnings report. And it is likely a good idea to hang on to CGX given its monopoly position and new slate of movies generating Buzz.
I continue to hold CPG for the now 3% dividend and hope of investors returning to Canada and CPG.

Except CPG, all the losses are small $ value as I was only beginning to step into each of the small caps as they tumbled........(and all the losses are in registered accounts)

Would you allow these names to be included in the new years clean up or give them more time to let current themes run their course; current oil price movement for CPG and business execution for ITC, CGX, GUD and PTE?

Thanks
Dave



Read Answer Asked by David on January 08, 2018
Q: I currently hold a full + position in TSGI mostly in non-taxable accounts. You have chosen GC for the Balanced Portfolio - presumably you prefer it to TSGI. Could you please explain why.

Thank you as always.
Read Answer Asked by Alexandra on January 08, 2018
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