Investment Q&A

Q: Is there a publicly-available list of Canadian stocks (including preferred shares) trading on the TMX in US dollars?
Thanks!

Q: Hi, Constellation's COO Mr Miller also announced an ASPD agreement for acuisition/disposal of his company shares but at a much larger scale of 10,000 shares a week for price range above $1,000 and below $800. It could be some sort of management plan approved for its top executives/large holders to generate personal liquidity. But, how do you view it from investors' perspective ? There could by as well more of these disclosures in the future. Would such initiatives not put a pressure/cap on stock price ? Thanks

Q: I am thinking of switching NFI for CAE mostly for growth. What do you think?

Q: May I please have your latest view on GRUB? I note DoorDash has very recently surpassed it as the top on-demand food delivery service in terms of dollars spent, and its increase in share seems to have come almost entirely at GRUB's expense. I have only a very small position, made much smaller over the past few months. Time to move onto one of the many better (or better behaving!) opportunities out there?

Q: I'm interested in this ETF for the international portion of our portfolio because I like the dividend yield as well as the countries it is invested in. But it is very small and only recently opened by Vanguard in August with very low trade volumes. What happens to investors money if an ETF folds? What are your thoughts on this ETF? Are there other ETF's with similar yield and country diversification?

Q: I am considering adding PIF to my TFSA due to the high dividend. Your thoughts?

Q: Would you consider Toy and NFI dead money over next 6-12 mons. If so, what would you replace them with?

Q: I follow your Balanced Equity portfolio, and have new money to add, probably enough to add to 6-10 positions, which ones should I add to today?

Please do not include the following companies, since I am fully weighted/overweight in them: BNS, CSU, MG, MX, PBH, PKI, SIS, SU, WSP

When do you think you will be making the next BE portfolio change? If you are planning on selling an existing BE position, please do not recommend that I add to it at this time. Thank you.

Q: Would appreciate your view and outlook for BSR REIT.

Q: Hi, Could you please comment on the earnings release from this morning. Sounds upbeat !! What do you think of their plan to double Sales with higher margins over 5 years ? Do you believe, company is back on track after repeated misses ? Thanks

Q: With the news this morning that WSP is to pay 4 B in fines to the Quebec government is this time to sell??

Q: Not a question just a statement. Here is a reminder for us long term holders of Knight Therapeutics on what the investment horizon may be.

"For investors, if their investment horizon is not their grandchildren, we are not the right company for them. Paladin had 19 years of record revenues but for 12 of those years, our stock was flat. It took us 19 years to become an overnight success." - Jonathan Ross Goodman

Q: Now that the quarterly results are out, what is the buy argument vs the sell argument when it comes to PBH?

Q: I saw in a prior response that you feel Goodlife is "too small". It has performed well since it's IPO and may not be so small for much longer. How do you feel about this one 3 months after your last response?

Q: Hello - May I have your comments on ITPs results?
Should I continue to hold? Thank you.

Q: I still see considerable upside here looking out 1-2 years. What are the biggest risks facing the company?

Q: What are your thoughts on YETI? I have used their coolers and they are fantastic. Trades a bit pricey but they project strong growth.

Q: Nice bump today on news. What’s your take on Q4 results and the NRB acquisition? How do you feel about prospects for this company moving forward?
Thanks!

Q: Should I sell this stock and take my losses or continue to hold in the hope it may go up in value?

Q: I have heard anecdotally that the quants, computers, algorithms, etc. are responsible for a large portion of stock trades in today's market. Sometimes "experts" say that these automated systems exacerbate stock price moves to both the upside as well as the downside. Shorts sellers seem to have the power to punish stocks that get to ridiculously high valuations. But what tool does the market have to reward stocks that have been overly punished, other than time and the management taking the time to talk up their stock. An NCIB seems to be kind of an incremental way to support share price and I believe (correct me if I am wrong) that a company has to apply for an NCIB which takes time. Should stock exchanges give some new tools for companies to counter act a sharp downward share price movement? If a company has a strong balance sheet, let's say net cash positive, perhaps they should have the option to buy back large amounts of stock on short notice when the quants, computers, automated trading etc. drive prices far lower than they should go. In this scenario companies that are prudent financially could take of advantage of a Dec 24,2019 incident. In these situations a company could say to the market," If that is how little you think of our shares we will gladly buy as much of it back and send them to treasury, thank you computer traders, thank you computer trading, thank you ." I am not in the financial industry so I may not understand the big picture. This is kind of a long and complicated question so I am not sure if you can answer it without writing an essay.!!