Investment Q&A

Q: Hi Gang,

You mention an expected sell-off of BOS & XTC before year end.

What would you expect the timing and bottom resistance for the sell-off of each company to be?

I would like to take advantage of the tax avoidance while minimizing my hit in participating in the sell/repurchase. I have high hopes for both entities but maybe my focus should be elsewhere?

Thank you for your input and all the great work you all do. This is a great community and I am happy to be a part of it.

Q: See Alaris is hitting 52 week lows. Any reason that you are aware - tax loss selling or other? Would you be a buyer here for the long term? Do they have cash flow to cover their dividend?

Q: What do you think of the transaction announced by RMP today?

Q: Hi Can I have your thoughts on VET q3 results?
Stan

Q: Is KMB a buy, sell or hold? Thanks, cathy

Q: Even after incorporating political risks, many health care stocks seem to have been punished more than seems justifiable. On Friday; minutes after the FBI said it is re-opening that email investigation , the health care sector sank even lower. The sudden stock price drop was in near-perfect correlation (McKesson, Novo Nordisk, Gild, CVS, Allergan and others were already down significantly year to date, yet all dropped sharply on the FBI news).

Granted, the damage to bio tech and pharma companies was self-inflicted. No one with a moral compass can dispute the fact that drug pricing abuses did happen (and perhaps still do). At current depressed stock prices, however, does it not now seem that many health care companies are being water-boarded indiscriminately? Is available info so nebulous that even traders or investing professionals don't feel confident. Are the unknown factors significant enough to depress stocks this much, though? Even after the already steep drops year to date? ( Sorry, I don't mean this preamble to turn this into a leading question).

QUESTION: Would you buy any Health Care stocks at current valuations (many show low PEG, high ROE)? This sector has been sliding down since 2015. Specifically, would you add to a position in Amgen or Merck , OR in the alternate, would you rather initiate a new position in a medical equipment maker? If the latter, which one please and why? Thank you.

Q: Can I get your thoughts on these 2 gold mining companies. Are they investable at this time? What is their outlook? What is the consensus?

Q: I am a retired, conservative, dividend-income investor and receive a pension, CPP and annuities. I own AD, ALA, AQN, BNS, BCE, CJ, CGX, ECI, FTS, PBH, RY, TRP, WCP, WEF, WSP, XIT, ZLB, RBC Cdn Equity Inc, Sentry Cdn Income and Sentry REIT.

I am almost fully invested with roughly 5% cash to top up my holdings, mostly in the industrial and consumer sectors and maybe a little in the financial sector. I have filtered it down to 4 candidates: ABT, KBL, MG and SLF.

Question 1 = are there any "red flags" within my current holdings that I should consider selling?

Q 2 = are there other candidates, besides the 4 that I have selected, that I should consider buying, that would compliment my current holdings?

Q 3 = are there any liquidity issues (ABT, KBL)? I think I have selected ok candidates.

Q 4 = Depending on the candidate, should I wait for the tax-loss season to wind down?

I am, for the most part, a buy-and-hold investor.

Thanks for your help,
Steve

Q: I want to buy shares in Thermal Energy International.
I did my research, it has tail wind behind it due to be in right industry(green energy and energy cost saving)with very high level of technological staff.
It has also 7.8 million dollar back log of contracts that growing fast globally.
Please let me know what is you opinion?
Thanks

Q: CFP -Canfor -your thoughts on the latest earning report - i am seeing a 1.66 % dividend - is this new or did they always pay a div.
thanks,ed

Q: Is WYN.us a good company to invest in for someone who is interested in growth (operations) and dividend growth ? Will the strong US$ hamper revenue or does WYN have operations outside the US that balance or dilute Forex risk? Is WYN excessively vulnerable to competition? Is it responsibly run and is it shareholder friendly ? Is WYN’s snr. management compensation reasonably aligned with shareholder interests? (Latter includes reasonable compensation and FAIR stock options and paid only if EARNED . Abuses by management in many companies is insufferable. Too many Boards allow c-suite ‘occupiers’ to hold investors hostage by demanding illogical bonuses often unrelated to performance; plus obscene payout upon dismissal for cause.

Please give your insight into WYN’s prospects,its current valuation (PEG and ROE), and prospects for growth. If you prefer a different company , I’d be thankful if you are able to suggest that alt. name)

Q: Hi,

I am a income investor so looking for dividends. My portfolio currently contains banks, pipelines, utilities, and telco's. I am thinking I should add some real estate to my portfolio and i was looking at MST.UN and/or CUF.UN-T. What are your thoughts on these two company's? Are there other real estate investment trusts you prefer?

Thanks,
Eileen

Q: NYX has hit new 52 week lows today and has gone down pretty much daily for the last 2+ weeks. I still like its potential and I feel its been beaten down with Amaya and Intertain.I think the earnings release could help correct this negative momentum but its not until later November.There are no further support levels to base an exit on if it keeps dropping. So my question is do you see a point where NYX is beyond help and I should cut my losses? My fear is by the time we get to the earnings release the share price will be at $1.

Q: Good afternoon,
Now that CG has completed the acquisition of Thompson Creek, would you consider it a speculative buy in light of its large discount to its peers? I am willing to accept the political risk for a small position.
Thank you.

Q: Please comment on;
TFI
CRH
NHC
BUS

Thanks

Q: Could I have your thoughts on DealNet Capital Corp - DLS.
Thanks

Q: This TSX listed stock has been quite volatile and up nicely this year. Any comments regarding future growth?
GUY R

Q: Hi Peter and Team! I know that Us stocks are not something you specialize in, but I was thinking that I might like to invest in a Us bank with good stability and growth potential ,or an ETF that holds a basket of US banks. Any suggestions? Kind Regards, Tamara

Q: I have been following and learning about this sector.

Canopy Growth with the announcement of rapper Snoop Dog's involvement was part of the reason for CGC's price rise a few weeks ago. CGC-TSX is listed on the TSX in Canada and on the U.S. as TWMJF-OTC.

Per Health Canada's website there are 36 Marijuana licensed companies in Canada. Not all are licensed to sell as some can only produce, and not all are public companies.

CGC-tsx, TWMJF-OTC, Canopy Growth is the 1st such company in the G7 countries to have a signed agreement to provide the product to Germany for it patients. It has positive revenue.

Alaska very recently approved recreational use for cannabis.

There has been a lot of $$ made recently for those so inclined and astute and informed. I recommend none of the companies, as everyone makes their own choices.

Some public companies:

CGC-tsx
OGI-tsxv
APH-TSXV
CANN and equipment & media surlier
FITX
PHOT
EDXC
EAPH
ENRT
FSPM

Best of luck. Lets make some $$$$.

Q: Winpak announced earnings last week or so. What to you think of it? They hold so much cash on hand it's getting a bit curious why they have not been better capital allocators like capital investments. Do you also see them issuing a special dividend?