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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: Good Afternoon,

I had a full position in Milestone and today it is being sold. What are your thoughts on BPY.UN for replacement or would you have other names in the multi family residential properties? I know that BPY.un is not in the muti family residential property.

Thanks

Paul
Read Answer Asked by Paul on January 20, 2017
Q: Could I get your thoughts on the Canadian SaaS space please. I currently hold SHOP & a small position in AT, are there any others that you could recommend or are currently on your watch list?

Thanks for your excellent service and guidance in 2016, I have no hesitations in renewing this year!
Read Answer Asked by dan on January 20, 2017
Q: I read your summary back in December on MSL. It was not flattering. As you expected the stock continues to languish. Are there other Companies in this space you would prefer and would you sell MSL (small holding) to buy it?
Read Answer Asked by Greg on January 20, 2017
Q: Shopify is flying even before your top pick recommendation yesterday as it was $55 a month ago and just hit $68. It's on a trajectory that may imply a financing is coming soon. What do you think and how would you compare it's potential to Kinaxis' at today's prices?
Thank you.
Read Answer Asked by Steven on January 20, 2017
Q: I asked this question several hours ago but did not get a response.I don't know if you respond the same day...so I am asking again. I have a non-registered account and would like to buy an eTF that is Canadian in content, to reap possible tax benefits. Can you recommend one that holds many stocks. There are so many - it is really hard to pick the one that holds the most stocks representative of all sectors. Or do you feel an S&P/TSX EFT holding just 60 is the way to go? Thank you.
Read Answer Asked by Elizabeth on January 20, 2017
Q: I would like to add one infrastructure company to my portfolio (I have none) which one of the above specified companies do you prefer, or do you have another suggestion?
I like the WSP's dividend, but I like to see some growth as well. Which one of these companies will give me the highest total return? i.e dividend plus share appreciation.
Thanks in advance,
Jacob
Read Answer Asked by Jacob on January 20, 2017
Q: The only energy producer I currently hold is SU. I'm thinking of adding one more (non-oil sands) company and am considering WCP and CJ. I like CJ because of the larger dividend and the lower Debt/Book. I like WCP because it is a much larger company. I prefer companies with decent dividends and the ability to trade options. Which would you suggest or would you recommend a different company?

Thanks
Read Answer Asked by Peter on January 20, 2017
Q: Signed up tonight after watching BNN. I have reviewed your website and have a question in how to translate this into a successful strategy.

I've gone over your portfolio's and have decided Growth is the profile I will follow.
My TSFA is nearly maxed out and currently all CASH.

Your Dec 31st Growth Model Update shows approx 25 companies with different allocations. Half of these show an NR (Which I assume is New Rating - Initiation)

Would you advise investing primarily in the NR's as a place to start this portfolio and over the coming years sell and buy as suggested? Or would you advise in investing in only those stocks with a grade higher than B+?

Thank you.

Read Answer Asked by Geoff on January 20, 2017
Q: 11:36 AM 1/19/2017
I have a 5% position in Tucows that is now up 103%. It pays no dividend and I am shifting my portfolio towards dividend growth stocks and at some point should sell to "harvest" the gain and switch to a dividend stock.
Is this now the time to be selling this stock or does TC have strong growth and future gains ahead?
Thank you........ Paul K
Read Answer Asked by Paul on January 19, 2017
Q: Hi, would like sell spe or tog and put it in Wcp for more stability.Is this a good move? Witch one would you let go?
I like dividends,but not at the expense of higher capital gains.
Thanks,Brad
Read Answer Asked by Brad on January 19, 2017
Q: Good Day. I purchased Andrew Peller @ 3.77. To date I have made 198% (3 years) and it is currently paying 4.50% on my original investment. I read a blog concerning investors that tend to sell their winners as opposed to their losers, which seemed to indicate that this is a bad strategy. As such I have kept this stock up & down and that theory as proven to be correct in my case. I understand that in an Income portfolio the current 1.40% divined doesn't really cut it. That said, I look at the Capital gain implication, the history and the potential future upside given the government approval for wine sales in major grocery stores coupled with the weak Canadian dollar that makes imported wine more expensive and exported Peller less expensive and I can't bring myself to sell. Perhaps I am too enamored with this stock. The old adage that says "don't fall in love with a stock". PS My wife, who is from Grimsby Ontario, suggested I buy this stock. If I sold I would have to put up with her nagging. (LOL) I would appreciate your thoughts on this situation and keep in mind that I am in no way questioning your decision. Regards.
Read Answer Asked by roland on January 19, 2017
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