Investment Q&A

Q: I think this question may be more about financial statement understanding, or oil & gas reporting specialization, than investment, so it may be beyond the scope of what you can advise?
Kelt's most recent quarterly report includes a $260 million impairment charge on their assets ("CGU") -- that magnitude is huge and is the lions share of their (huge) quarterly costs and loss.
Are you able to provide any explanation or further information about this transaction?

Unrelated, I see today's large insider purchase -- looks like a substantial vote of confidence?

(I have a tiny piece of KEL in my TFSA)

Q: looks like a good growth performer with a generous dividend whats your opinion is there any other insurance companies that you would prefer?

Q: With the impending increase in electric vehicles of all sorts, it appears to me that copper will be in higher demand. What is the best way to play that as an investment. Thanks Dennis

Q: Could you suggest some relatively safer RESP holdings keeping in mind that withdrawals may start to occur in the next 2 - 3 years? Thanks.

Q: Thank you for your response to my previous question. I still find the issues involved puzzling. Stating the apparently conflicting issues i) while the same store growth is expected to be modest at around 2% the overall revenue growth appears to have been closer to 20% (for 2019) and ii) while analyst share price expectations have been rising notably of late that has occurred in the face of reduced earnings expectations; according to First Call these have been declining modestly but consistently for at least the past year.
The rationale for investing in this company was at least in part based on its competence as evidenced by the share price growth and its participation in an industry sector that offered significant opportunities for growth as a result of substantial sector fragmentation, to which they appear to be willing and able to respond. I subsequently see that COLD also has substantial industry participation both in the US as well as overseas, and promotes its competence in its management and operating systems. I also see that the REIT sector is currently under pressure and, or perhaps despite, that the cost of capital should be low as a result of all time low prevailing rates of interest. The obvious question is whether the current valuation represents a significant entry opportunity for a company which is doing well but still sorting out the bugs resulting from its growing interests. I would be interested in your response.

Q: I am looking for a couple of suggestions for US stocks that would be similar conservative and yield as Fortis on the Canadian side

Q: What is your take on WM for gold exposure? The deal with KL looks positive?
Also VMD is taking a beating lately. Do you think this is just profit taking?

Q: Can you please comment on the prospects of this company and what do you think about the management?

Q: TD model portfolios removed all the energy and pipeline positions from their portfolios .
Do you think we have reached peak energy Is it a prudent move to remove all pipelines from my portfolio
I am a retired investor and depend on the pipeline dividends for my daily living expenses Your answer would be greatly appreciated
Paul W

Q: Could you recommend five US in five Canadian stocks to buy on the dip. Thanks

Q: I already own DOO, GUD, KXS, LSPD, PHO, REAL, STC and XBC from your growth portfolio. If i would buy 5 more titles from this portfolio during this fall, which one would you recommend the most regardless of sector concentration? I own other titles in different sectors.

Is there any titles we are better to wait before entering. For exemple, QST looks really cheap, but only going down since june.

Q: Hello Peter, Ryan, and Team,

Can I please get your current thoughts on Acuity Ads and its recent run-up. There's a lot of chatter about it being the next Trade Desk and the share price has more than tripled since I sold my small position in March. Do you think the price rally has room to run, or is this not worth chasing at this point?
As we all know, you win some and you lose some. Fortunately, my shares in Digital Apps have skyrocketed of late, but I can't find any news that directly substantiates the dramatic SP increase. Time to take some off the table or "let the winners run"? Thanks for your insights.

Brad

Q: Do you have an updated opinion and or information on this stock?
Thank you
George

Q: I hold T. Contemplating buying BCE(5.97% yield) or ENB(7.94%). Which do u prefer? or should I buy both.
Txs for u usual great services & views.

Q: Hello,
It is OK to have QQQ, VOO and VIG in TFSA accounts ? If not, are there any equivalent Canadian ETFs that are focused on US stocks like them ? Thank you very much.

Q: Do forest fires in the US northwest imply better prices for Canadian lumber producers, or are the effects of supply destruction outweighed by trade war dynamics? Supposing a demand surge materializes, will it be specific to west coast producers? Of the latter, do you continue to favour WFT?

Q: Could I please have your opinion on Knt and would you buy at this level.? Many thanks

Q: Couldyou compare and contrast these 3 stocks. Also provide your ranking. Thanks.

Q: CBR Any thoughts or insights into this company and its recent significant increase in price?

Q: I was looking at the credit Quality of the bonds. 41% are rated BBB. To me this seems quite high risk, considering all the debt that has been issued as of late. This makes up 24% of the Vanguard Retirement Income Fund ETF Portfolio.
Im thinking of selling my BNS430 and purchasing the Vanguard retirement Portfolio ETF VRIF.
Would the risk Factor be equal, and with the high MER would you prefer the VRIF over the BNS430
Thanks