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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: I have been a die-hard on IBM, holding through the long decline, thinking that the promised turn-around would come. Meanwhile other companies seem to have superseded them in cloud computing. I thought that I could not go too far wrong, since ibm had such a good dividend.. But, I have noticed that the dividend payout has become quite high (0.98) i think. And some have raised the question of the sustainability of the dividend. Especially since their buybacks seem to have occured when the stock price was high and not recently when low. I am thinking finally, because of this, of throwing in the towel on ibm and buy something like Nvidia in it's place. I was wondering whether you thought there was any hope for IBM and also your opinion on the sustainability of the dividend. Thanks as always for the exceptional service.
Read Answer Asked by joseph on July 30, 2018
Q: Got a bit of cash to add a new position to my RRSP. Which one of these names do you think has the most growth potential over the next few years? Feel free to suggest other names as well (prefer Canadian) - I currently own TSGI, KXS, and MAXR in this account. Thx.
Read Answer Asked by David on July 30, 2018
Q: Hello, i would like to ask your opinion & thoughts or guidance on War Eagle Mining Company. listed on the TSX-V under symbol WAR-X. thank you.
Read Answer Asked by Brian on July 30, 2018
Q: I have to sell one of the following stocks in the immediate future...CCL.B, NFI, SIS, CLS, PHO. Based on their growth potential (1 to 2 years) which stock would you suggest selling.
Read Answer Asked by Thomas on July 30, 2018
Q: What companies you would consider as value in your balanced model portfolio ?
Read Answer Asked by Terry on July 30, 2018
Q: I am down 25% on CGNX. Would you recommend holding or replacing with something with a better 24 month outlook? Recommendations?
Read Answer Asked by Chris on July 30, 2018
Q: DOL seems to be going out of favor with investors as the stock is drifting downward. With the current thesis by many that we are heading towards recession, does it make sense that consumers will "shop" more at a Dollarama when that happens? Would you continue to hold on, add on further weakness or move on to something else? It is currently a 2% (Half) position.
Thanks
Read Answer Asked by Rudy on July 30, 2018
Q: Further to your answer on the packaging companies, i have owned all three and done well across the board. I was planning on consolidating my stocks and reducing by one. Several months ago you recommended to drop WPK of the 3. You have rated them slightly differently on this latest question . Can you tell me why - is this a valuation, size or other call? As you can see, i have been dragging my feet on reducing only because i am trying not to sell my winners. I do like CCL.b the best as i can hold it on the us side of my portfolio and collect the dividend in US$.
Thanks as always
Read Answer Asked by kelly on July 30, 2018
Q: Due to higher minimum wages, lower Canadian Dollar, fear of trade wars, ,Dollarama has been under pressure. As a result they need to increase prices to restore their profit margins
Do you think markets will react favorably if Dollarama increases their Ceiling price from $4.00 to $5.00 ?
Read Answer Asked by Terry on July 30, 2018
Q: My portfolio lacks a serious commitment to technology although it is reasonably well balanced across the remaining sectors emphasizing a conservative income approach. To address the tech sector, I thought I would start easy, as it were, by investing in either ZQQ or XQQ. For an investor in his mid seventies, with a low comfort level in most things tech, that would appear to me to be the way to go. Appreciate your view.
Thank you.
Geoff
Read Answer Asked by Geoffrey on July 30, 2018
Q: Regarding MAXR, I've held it for a bit, down about 8%. Based on the upcoming earnings announcement, I may move on. What would you recommend as a replacement with a better growth profile? Should be a dividend payer. I'm looking for something in the industrial, healthcare, consumer (staples) or real estate sector.

Thank you for the excellent service.
Read Answer Asked on July 30, 2018
Q: Haven't heard much about HSE since 2017 as far as questions go and now with the increase in dividend and low debt would you consider it a good time to get into? I have a love hate relationship with Enbridge but do hold their stock but feel I could use more in that sector. Thanks for any help you can offer.
Read Answer Asked by Bonnie on July 30, 2018
Q: Good Morning,

My daughter's RESP has the following stocks. I have added some CSU because I simply can't pass up the buy opportunity on this weakness. I am overweight in IT now, what would you recommend for an 8 yr horizon please.

Current holdings:
BNS, CSU, DSG, DHX, ENB, ECI, HR.UN, KBL, MUX, RHT, STN, SLF, TSGI. She also has 3 ETF - US Dividend, Emerging Markets, Nasdaq Indexed all equal weight.

Thanks for all you do!!

Eric
Read Answer Asked by Erichsen on July 30, 2018
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