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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: Since your last comment a month ago, there has been a flurry of news including several new purchase orders, a solid earnings release and this morning, FCC and IC approval for their In-vehicle cellular device. With this in mind, I would appreciate an update. While acknowledging that it still has a small market cap, is there potential for SIM to become a candidate for your growth portfolio.?

Thanks as always. Karl
Read Answer Asked by karl on December 05, 2017
Q: A couple of others do not display above, MKZ.un, BSO, LCS & OSP. Is there a reasonable amount of safety in any of these Very High Di Payers? If a stock pays a Dividend > 8%....who cares if there is NO appreciation, as long as risk is limited.

Thanks as always!
Read Answer Asked by Austin on December 05, 2017
Q: Good Morning
My question is about which preferred shares can be classified as being part of a FIXED INCOME component of a portfolio.

1. Would you classify the rate reset preferreds as part of a fixed income portfolio?
2. Would you classify also the perpetual preferred shares as part of a fixed income portfolio?
3. Would you classify only the investment grade preferred shares as part of a fixed income portfolio (e.g banks and insurance companies) ?

Some analysts include only rate resets and not perpetuals as part of Fixed Income. Yet others only the investment grade preferreds as part of fixed income.

What is your opinion?
Read Answer Asked by Terry on December 05, 2017
Q: I have a question about retail exposure in REITs. My broker is encouraging me to sell these REITs due to exposure to retail and/or Alberta. Seeing that they all seem to have plans to rebalance their portfolios, I am less concerned. My exposure to retail is around 15% of my REITs overall (mostly via Riocan) and less than 5% of my total portfolio. My exposure to Alberta overall is about the same (mostly through these REITs). Would you recommend reducing my exposure to these REITs and in what order (descending vulnerability)?
Read Answer Asked by Carl on December 04, 2017
Q: Way back when, the NASDAQ
crashed. I believe it was called dot.com bubble. It took years to recover. The NASDAQ is picking up speed on the down side. How much longer do you think this will last? On Shopify - Dec. 4 on Market Call a technical analyst answering a question on it, said he would sell and buy back later but you wait 30 days and a lot can happen. Your opinion. Thanks Dennis
Read Answer Asked by Dennis on December 04, 2017
Q: Hi There,
I would like to increase my position in two of the six stocks listed.
Could you please advise which two companies you believe would be the best to add too at current levels.
Thank You
Read Answer Asked by Kevin on December 04, 2017
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