Investment Q&A

Q: I have this name from previous investment letter that I used to follow, and I don't anymore. It has run up quite nicely in the last little bit. It is US Bank, I know that isn't your specialty. Is there a compelling reason to hold longer or is it time to take some profits.

I believe that my Allocation to financials will be fine if I sell. Any particular area in US except Tech that you would put money towards. I can just do a broad market ETF as well.

As always thanks for the great advice.

Q: Nintendo has had quite the drop lately. What you think of it / how 'expensive' do you think it is?

Q: My son was very disappointed with his financial advisor so I have been asked to assist in the setup of a retirement fund that will consist solely of a RRSP for now. He is very hands off right now, but I hope to change that.

I like Vgro for the diversification, automatic rebalancing and low mer. Can you suggest a companion multi factor or rafi global etf for further diversification. I am having difficulty finding something with reasonable daily volume. Thank you.

Q: Could you assess this company and potential growth. It has performed well over the past 9 years. Can it sustain this trend given interest rates and it's debt load.

Q: I have positions in WFT,CFP, and WEF. All of these forestry stocks have had significant reductions the last few days. I can find nothing to account for these drops. Could you shed some light on this? With a booming housing market in both Canada and the US, one would think lumber stocks would be heading higher. With thanks, Bill

Q: Hi Guys,

I was thinking of buying SIS at $16.60. After reading many of your answers I know you really like the company.

Why does the stock price keep dropping going against your recent recommendations?

Do you see a problem with their Chinese factory and importing goods into the US especially with how "Donald" is acting?

Any comments would be appreciated.

Thanks
John

Q: Hi Peter and Ryan,

What is your outlook on Nektar Therapeutic?

Would you be a buyer after it's experiment of cancer drug disappointment.

Thank you for your help as always.

Q: Now that a couple more quarters have passed since the last question you received on Roots, what are your thoughts on the company today?

Q: Most analysts seem to have a generally positive view of BCE, saying it is fine for income, but they don't expect much growth. Despite the yield, in 2018 the stock has declined from about $60 to about $55 - the same price as at the beginning of 2016 - which is negative 8% YTD. The decline more than eliminates the yield. Everyone seems to think that "interest sensitive" stocks like this one decline when interest rates rise (which might make some sense if the interest rate rise were more than the tiny amounts we are seeing). But my question is whether there is more at play here. Without exception, the BCE consumers I know absolutely hate the company and are planning to switch service providers as soon as possible. Is this the sign of trouble on the horizon for this "widows and orphans" stock ??

Q: Would you expect PBH to hold up as well as Loblaw in a downturn? I hold both as part of my non-cyclical portion of my portfolio but I view PBH's growth prospects as greater and am therefore considering selling Loblaw. I realize that Loblaw is significantly larger although your report shows PBH's shares did hold up well in the last recession. My main concern with PBH is that a significant portion of revenues/profits comes from specialty foods. Would you expect this sector to hold up well in a downturn as I don't know if PBH product mix has changed significantly since 2008? I have no intention of selling PBH - I am just wondering if I can find a better substitute for Loblaw.

Appreciate your insight.

Paul F.

Q: It's been a little bit since BRE has been in the question spotlight. The stock has been acting well and the div is juicy. Are you still lukewarm because of its size? Any other concerns? The Brookfield name has to be a positive, yes?

Thanks!

Q: I would like to bump up my energy holdings in RRSPs, looking at CNQ and VET.
I'm leaning towards VET because of higher yield and lower debt. Your comments would be appreciated and thanks for the great service guys!

Scott

Q: Looking to add to consumer staples exposure. I am looking for best-in-class in the sector. PBH has performed spectacularly, and ATD.B has a great long-term track record, but poor 12-month performance. Leaning somewhat towards PBH, but would like to hear your thoughts. Thanks so much!

Q: Have held CHE.UN and growing tired of its performance.
Can you suggest replacement for dividend equivalent and growth potential

Q: I hold these in my us tfsa and each are weighted to about 4% of my total portfolio except nvda which grew to a nice 7%. I have some cash to add and wondering which I should top off first?

Q: Hello, What are your thoughts on Adobe as a long term hold? If would rather own some thing else in the US which shows a lot of promise in the long run what would it be? Thanks.

Shyam

Q: any current thoughts about FCF. Seems to be weakening lately. Thanks

Q: Hello team,

What is the issue with LLG? Is this still a viable speculative investment or is it time to move on?

Thanks for making investing possible for us all!

Q: Could you update your view on SGYP
Thank you

Q: Hi,
All the forecasts I’ve read for 1 year target for photon put it around 2.2-2.25. At 2.3 today, do you see much upside left or is the best part of this ride over? I’ve done well with it, so thanks to 5i for making me aware of it. If I was to cash out, do you have any other names for high growth companies that you would recommend a switch to? please name your top 3-4 as I own many of the companies you regularly recommend.

Thanks