Investment Q&A

Q: Could you please give me your opinion as to which of these you would prefer for a long term hold.

Thanks, as always.

Q: Hi team,
I know this is a difficult, and perhaps speculative question; but what would be your top couple picks today for a growth stock that is capable and in your view, likely, to replicate the long term stellar performance of a stock such as CSU? I am looking for a long term, steady eddy growth that is capable of over years, producing that (000's of % return that CSU for example has done. Would you consider KXS a junior CSU? Or perhaps something such as pho? Give me your best, educated couple picks. Thanks,
Shane

Q: I would appreciate your views upon IJS as a vehicle for the US small cap market. Are there other funds that you prefer? Thank you.

Q: TD shows ECN’s projected earnings over next four quarters as 25 cents. Originally the preferred shares (ECN.PR.A) were rated Preferred -3 Low but perhaps deserve a higher rating if the common share estimated earnings are correct. Any view on the merit of adding to a small holding of this preferred (for income)?

Q: I'm currently invested in some "subscription model" Companies such as $APPL, $CRM, $MSFT, $AMZN.
Are there any other companies in Canada or the US that use a "subscription model" that you can recommend?

Thanks,

Valter

Q: I have a 3.77 % position in YGR. Thinking of adding a further 2% in the sector. I’m mainly a dividend investor with some growth. I’ve been looking at VET because of its dividend and exposure outside Canada. Con looks a bit expensive. Canadian oil trades at a large discount so Canadian oil stocks do not benefit as much from rising oil prices.What do you think. Maybe there are better opportunities that you can offer. Your best suggestion would be greatly appreciated. This would be in a cash account.

Q: I currently hold these stocks with a good profit in the American companies and a slight loss in the Chinese companies. While I know your focus is Canadian stocks I would appreciate comments on any or all of these holdings and, in particular, should any be sold if I plan to hold for a three to five years.
Please charge my account appropriately for the multiple stocks in my question.
With appreciation!

Q: I have taxable capital gains this year from previous trades. The only company that I own in my portfolio in a loss position is AEM. Would this be a good time to sell it for tax purposes and possibly buy it back at a later date?

Q: What are your top 10 defensive canadian stocks that, in your opinion, will best weather a significant economic downturn and/or market correction.
Thanks

Q: Peter; What do think of the ACB.WT warrants? If I read it correctly the exercise price is $9.00 in 2020 so is this not a bad way to play the cannabis fever? Thanks. Rod

Q: I have Richard's packaging in my portfolio the past 3 yrs.....Its a Very reliable stock, pays a good dividend. Great for my portfolio. I can put this stock in a drawer and not worry about the day to day price fluctuations.....

Can you provide at least one or two sleep at night stocks like RPI.UN I can stash away in my portfolio.......Can be either U.S or Canadian.

Thanks

Q: Regarding the above companies, do you see any short term catalysts or is a modicum patience required? I know I Just answered the question.

I deployed my available cash on the dips and am hopeful of a return back to the prices before the dips.

While I know averaging down is not the smartest strategy, it was too hard to resist.

I took a chance on ATD on the dip and it went well. Now I think I am brilliant. Will one ever learn not to try and outguess the market?

Thanks for the sage advise over the last two years!

I eagerly await the new selections for the growth portfolio!

Finall, my wife has just retired and has a LIRA setup. The Company that is handling it scrapes off approximately $600 a month to administer it. She is not drawing on it until we are both retired. I would like to invest it based on the recommendations from 5i. We have a 5 year timeline until I am retired with a DB pension. Do you recommend the income portfolio, or a blend of all three folio’s, or to remain in the global balanced fund paying fees?

Beat Regards,

KC

Q: What are you recommendations at this time for blue chip dividend holds. I'd like to know my money and dividends are fairly safe. Please give about 8 stocks, in order of preference. Please and thank you.

Q: What to do with these buy sell or hold.

Q: Hi Peter and Staff
I believe you consider both of the above a buy at present time.......family member has enough $ to start a small position in 1 of them. Which would you pick at present for long term hold and why.
Thanks for all you do
Dennis

Q: I have an RESP for my two year old granddaughter that is diversified into 6 TSX stocks and one US ETF. Each TSX stock is currently a small holding because of the limited RESP donations to date. My question is - when the RESP is liquidated many years from now, is there a minimum number of shares I should have in each stock to facilitate selling the position?

Q: What are your expectations of BNS"s Q results on Aug 29.How would its international exposure(no USA,arguably the best place) & recent very big bing in acquistions(say,$6/8b) over a very short period impact the results? Would U buy before results.Know that U recommend it for long term.Thanks for usual great services & views

Q: what do you think of Manulife would you buy this stock.

Q: Hi Team,
I am currently down about 30% on MAXR, your advice please on if I should sell and use the money else where, or hold.
Thanks

Q: Sangoma announced a major deal this morning. On the investor call, Management gave out fiscal 2020 EBITDA margin forecast of 13% based on at least $100M sales for the combined companies. (Of note Sangoma has a habit of beating its forward guidance.) What EBITDA multiple should STC trade at now?