Investment Q&A

Q: Greetings,

Regarding Management Expense Ratios and Management Fees. TD WebBroker lists both under fees and expenses for ETFs and Mutual funds and I was hoping you could help me understand my costs. Using TDB900 as an example the MER = 0.33% and the Management Fee = 0.35%. Am I paying annually 0.33 or 0.35%?

Cheers!

Q: What is the difference between a distribution and a qualified dividend

Q: If I wanted to build a $300000 balanced portfolio starting now Would you suggest jumping in the deep end or building slowly with your new recomendations

Q: I've held ADN for a couple of years and am underwater about 10%, but have enjoyed the 5% dividend along the way. I don't mind hanging onto it other than I'd sure like to see it break water one of these days. But is there another company in the same sector that I could replace it with that pays a dividend but has better growth prospects?

Q: Dear Team,

What's your opinion of this company? Investible or not for the long run?

Thanks

Q: Could I get your thoughts on PUR, it has been declining recently and was wondering if there are any catalysts for growth this year.

Q: I currently hold VET and WCP and have room to add another position. Can you suggest a viable pipeline stock?

Thank you
Marty

Q: PIH has been dropping quite strongly from above $10 to below $9 in a matter of days. I can't find any news, except perhaps NAFTA re-negotiation anxiety, but nothing specific. Any thoughts? Thank-you

Q: There is a lot of hype about the future of this Co. Can you give me your best estimate of it's worth Harry

Q: Do u think cathedral will double any time soon

Q: VBI Vaccines

Could you please give your opinion on this stock, and does it merit a buy at this price.

Q: Hi Peter and Staff:
More of a comment than anything else . First a thank you - I would not have hung in for such a large gain if you had not been comfortable enough to leave it in your portfolio.
I do wish that other than situations like Concordia where you decide you cannot stay in due to a bad situation that you would not drop good companies unless you added your replacement at the same time - I follow your strategy of not sitting in cash - When you toss a stock from your portfolio without a replacement despite comments you make that there is nothing wrong , I think you leave us scratching our heads as to why you feel it is so important to drop it to sit in cash . For one thing you may add a stock that we already own so we would not have sold ADW or you may add one we are not 100 percent sold on and would only sell 1/2 of Adw and buy the replacement for a 1/2 entry .
Thanks for all you do
Dennis

Q: Good morning,
If I sell ADW.A (which I am tempted to do) as I am trying to follow the Income Portfolio as well as the Bal. Eq. Portfolio I will need about a 5% ($35000) position in another equity to replenish the Consumer Staples sector. Currently hold ATD.B, DOL, L, and PBH. Thanks as always for your insightful responses.
Ted

Q: Could you give me you opinion on HSE? Why hasn't the stock price moved, if they are profitable & oil has rebounded slightly?

Q: This company describes itself as a Canadian manufacturer. In fact the vehicles are manufactured in China. Is this not somewhat misleading. New Flyer does manufacture in Canada a big contrast !!

Q: Could you please give you option
on this company
Thank you

Q: Ihave some shares in the above co.Do I have to do anything before 5 pm as they are to be listed on London.Will they still be listed on toronto?Jim

Q: As a follow up to your reply on a member's question, it is worth noting that Royal Bank recently set up a credit facility with the company. Up until now they had relied on more expensive mezzanine financing.That upgrade in financing is usually a good sign that business is improving. The company year end numbers will be out by month end.

Q: Hello 5i!

Knowing that SHOP is expensive on a PE basis, what is it's Price to Sales ratio? How does that compare to the other FANG stocks? (Facebook, Amazon, Nextflix and Google). Do you consider it reasonably price on that metric?

Looking forward to the 5i Event tomorrow!

Regards,
Angelo

Q: Savaria peaked in October and has been going down since then. With today's loss it's reached the -10% mark where I usually think about selling stocks (I was stung by nortel and JDS uniphase during the dot com days and vowed not to ever again follow a stock down too far). I know this stock is a favorite of yours so could you tell me what might reverse this steady downward momentum?