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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: I currently hold a somewhat diverse 'long-term holdings' portfolio (PKI, FN, AEM, ENB, ATD.B, TD, BCE, CNQ, RY, ALA, ITP, TOY, and small DF). After topping up my TFSA and putting a bit of cash into my RSP, I'm looking to add two more names.

At first I considered adding BAM.A and TRI as they seem to be two names that keep popping up at 5i, but am hesitant primarily because that would probably put me overweight on financials, and secondly because I'm comfortable taking on some risk and I suspect BAM.A is a 'lower risk' name.

Thoughts on TRI and BAM.A, or any other names, that you think should be included in a "growth" (as opposed to income) portfolio?
Read Answer Asked by Ryan on January 30, 2019
Q: Wondering if some of the members here have experiences they can share about Nest Wealth at Work, as my employer is considering this for our RRSP plan?

Thanks.
Read Answer Asked by Stephane on January 30, 2019
Q: Thoughts on this company? Estimate on when edibles will be legal in Canada?
Read Answer Asked by JOSH on January 30, 2019
Q: Protech Home Medical (ticker now PTQ) just released their YE results. With the SP up 14% and trading volume more than twice its daily average in the first two hours, the market is clearly impressed so I would appreciate your analysis. As the turnaround under new management appears to be well underway, is there a chance that you might re-visit this company?
Read Answer Asked by karl on January 30, 2019
Q: ISRG was down about 4% Friday on general concerns about spending and increased competition from J&J and Google amongst others. I’m not sure what the fuss is all about since competition is just a fact of life and to the best of my knowledge neither J&J nor Google have any experience building medical devices.
It’s reported ISRG earned $2.96 a share, missing expectations by 2-11 cents per share. However ISRG reported profit was cut by 16 cents per share due to a payment to the Intuitive Foundation. Is the foundation part of the research arm of ISRG and why a foundation? Would ISRG have exceeded expectations if they hadn’t payed money to the foundation and did the analysis’s anticipate the donation to the the foundation?
I am contemplating buying the dip a little bit or do you think I should hold off?
Thanks for you prompt response on Conmed! (I don’t count the weekend as part of the 36 hour commitment).
Jim
Read Answer Asked by James on January 30, 2019
Q: Cheers. I’ve noticed that Lumber futures have had a nice climb since the New Year. Do your sources confirm this? If so what companies (1 or 2) would stand to profit the most from this rise?
Thanks for your assistance
Read Answer Asked by Terry on January 30, 2019
Q: 2:10 PM 1/29/2019
Hi: I am concerned about deteriorating trade relations between Canada and China. Could you please indicate which of the big 6 Canadian banks and big 3 Insurance have business in China and what percent of their entire business is located there.
Thank you.......... Paul K
Read Answer Asked by Paul on January 29, 2019
Q: You suggested the above ETF's for my daughter . She is moving to the USA so could you please suggest the closest equivalents if she is based in the US or would the 4 ETF's mentioned still be appropriate ? Thanks again.
Read Answer Asked by Paul on January 29, 2019
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