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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: BEW: Morning Star has a four star rating and a fair value of .23 at a 34% discount. BCE has Rep on Board of Directors. I think there is a US Co. with interest as well ?? Your comments appreciated.
PNG: Have done well. Now using house money for my investment in the Co. Appreciate comments on options issued. ( Market didn’t seem to like it) also on press releases re demos.
Thanks.
Read Answer Asked by Roy on July 24, 2019
Q: What do you think about NHC, is not it to late to initiate position at this point?
Read Answer Asked by Oleksii on July 24, 2019
Q: On July 22 you stated that NFI is listed as Consumer Cyclical...are you sure? When I check the TSX website I can’t find Consumer Cyclical stocks. There are Consumer Discretionary stocks but NFI is not listed as one. To the best of my knowledge there is no heading using the word Cyclical. Of course we understand Material and Energy stocks are cyclical. Consumer Discretionary stocks would seem to have the potential to be cyclical since the consumer could elect not to purchase. Peter in the past has warned us that NFI is a cyclical company but maybe he could clarify what makes it so. I suppose in times of high unemployment people could stop taking the bus to work. Large buses are used by the tourist industry to transport visitors so I guess that could be a cyclical use too. Any other uses? With the retirement of us Baby Boomers we seem to be traveling more (speaking for myself) then when we were working and that seems to be a fairly strong trend which should be good for another 10 to 15 years. This trend should help a company like NFI don’t you think?
Jim
Read Answer Asked by James on July 24, 2019
Q: I have about 20% cash in my TFSA. Other holdings are AQN, MSI, BPY, ENB and CGX. Would like to deploy about half the cash into one of AFN, NFI, CGY or FSZ. What would your pick be?
Read Answer Asked by Kelly on July 24, 2019
Q: After using your portfolio analytics tool I have learned I should make the following adjustments. 1. I need to increase my international exposure. 2. I need to increase my exposure to health care, utilities and telecom. Any suggestions that might accomplish both at the same time? Or failing that, your best overall pick for each sector. I do own VOX which is currently a 1.5% weighting, GWR/Global Water Resources @ 2% and GUD/Knight @ 1%.
Read Answer Asked by ralph on July 24, 2019
Q: I am looking for stable Industrial companies with good management, low debt, and are well positioned for a recession. I would also like a stable growing dividend, showing good faith for investors.
Would you please be able to suggest your top 4 or 5 companies in canada and top 4 or 5 in the US?

Thank you yet again,
Fed
Read Answer Asked by Federico on July 24, 2019
Q: Further to my prior question about allocating stocks to multiple sectors, how would you assign the following? I know this is 'not a science', but I think it will give me a better idea of my sector distribution.
TCL.A Cons Disc:Industrial
CCL.B Cons Disc:Industrial
NFI Cons Disc:Industrial
MG Cons Disc:Industrial
LNR Cons Disc:Industrial
TFII Cons Disc:Industrial
EIF Industrial:Financial
AQN Utilities:Energy
EMA Utilities:Energy
MX Mining:Energy
T Telecom:Healthcare
PSK Mining:Financial
TRI Financial:Cons Disc

If you think that other sectors should be included here, please add them.
Thanks again, and please deduct questions as you see fit.
Read Answer Asked by Federico on July 24, 2019
Q: Can I get your advice on what to do with KNT. I bought in at just under $1 and have made a decent profit so far. I know you should let your winners run. I was wondering if you feel the current valuation is fair or has it over shot a little. I feel that the price of gold maybe responsible for some of the gains and KNT could drop quite a bit if gold reverses.
Read Answer Asked by Nicholas on July 24, 2019
Q: Keep in mind that I am now a retired (unabashed) income investor. My high risk growth days are past,(too much stress) Slow steady reliable 4% + div stocks ROCK MY WORLD NOW. So what is up (in your view) with the former Brookfield named (now Bridgemarg Real estate services)Is the recent poor performance a reflection of the name change and not having the star high profile parent name in it or a sagging sector. Is there something to fear about the div here. All my stocks average 3% holdings. Is this suitable or should I reduce? I have held it since 2012. Thanks for your time.
Read Answer Asked by James on July 24, 2019
Q: I currently have $115 K saved in my children's RESP with the chikdren’s ages almost 14 (grade 9) and 12 (grade 7).

Currently I have $46,600 in 1-2 year GICs
$9K in Fortis
$25k in VDY
$35k in VFV

Considering cashing in Fortis or $10K of gains out of VFV for another GICs as I am concerned about markets and will need this money in the next 4-6 years for both children. Should I stay at 60/40 or reduce to 50/50 at this point?
Read Answer Asked by Sarah on July 24, 2019
Q: Over the weekend I was reading about the potential for mean reversion producing a rebound in value stocks in the US. Do you think this makes sense overall, or is it just about as likely as any of the ten thousand other 'this is what is going to happen' stock market ideas? And, do you have any CAD US based ETFs that would fit this profile and that you would recommend? Thank-you, again.
Read Answer Asked by Alex on July 24, 2019
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