Investment Q&A

Q: I read this morning in Globe and Mail about Precision Drilling.
What are your thoughts about the article and PD in general. Would you buy now or wait&watch or sell and buy another driller?

Q: In reagrds to your model portfolio update;

Sell full position in BMO Equal Weight REIT ETF (ZRE, NR)
Trade Rationale - We see a few headwinds facing the broad REIT industry. Higher potential rates may make this segment come out of favour while also increasing costs to the REITs themselves. Add in high property values and pressure on retail stores, and we think it is time to be more targeted with any REIT exposure.


I concur and shifted my focus to smaller, higher yielding albeit riskier REITS like PRV which is flat since purchase not including DRIP & NXR just bought. My question is what REIT's would you recomend for this targeted approach and retail concerns, I am familair with some of your more popular REIT suggestions so hoping to hear some diferent names.

Thanks!

Craig

Q: What are the expected earnings for GSY?

Q: This may be 2 questions:
As part of balancing my TFSA which is Growth oriented, I am looking to add positions in the Industrial sector; how would you rank these? any other to suggestions?
Similarly, what would be you top 3 pics and rank for Consumer Cyclical sector
As always, Thanks for the insight.

Q: what are a few gold stocks( I have non ) that are :
- reasonable and safe as per engagement and jurisdictions
- low debt or cash
- some growth but may pay a small div/or have intention of do so

would you advice an etf here for me ( usually I do not like etf'd in places I can get good companies )
thanks
Yossi

Q: Could you give me your opinion on Zendesk (ZEN). How would it compare to Shopify? Thanks, Mark

Q: Hi Peter, the Brookfield companies have all been going down lately. Is this primarily because of currency impacts?

Q: What is your opinion on BPY.Un please? Hold or sell?

Appreciate your comment.
Thank you
Albert

Q: Can I have your opinion on the share price decrease for CSX over the last month. It appears there is a lot of employee pushback to the changes as well as dissatisfied customers. Has the shine come off of Hunter Harrison?

Q: Could you please suggest 4 names to be held in a TFSA, willing to take a medium to high risk, I would not want any names from the balanced equity portfolio.

Q: Q2 earnings out, is it good to buy now. I see Ryan is on BNN market call early Wednesday.
Regards AEO

Q: Hi guys, I'm looking to deploy new cash and add 2-3 stocks to a starter portfolio that is split between RRSP and TFSA, long term hold. Current port holds, SHOP,KXS,PBH,TOY,NFI,GUD,CCL.B, and (CRH down 45%). I'm Looking for balanced growth and for the stocks to be in one of 5i portfolio's. Ty!

Q: Whats your view on Cardinal energy earnings They seem to beating the earnings. Would you buy at this level.

Q: Please Comment on earnings
Thank you
Karim

Q: Hi, would appreciate your comments on RPI.un earnings. Results seems to have been benefited with a tailwind of low CDN$. Should there be an adverse impact, going forward? Also, company seems to be paying down debt steadily. Based on current valuation, is it worth an addition to the packaging co's group ? Thanks

Q: Hi Team,

Can you please comment on Saputo's recent earning report.

Thanks you,
R

Q: I am considering moving part of my profit in shopify to either cognex, amazon or boeing.

Which of the 3 would you recommend today?

Q: For long term income and some potential growth do you have a preference between Chesswood or Chartwell?

Q: good day...we have not added byd.un to our portfolio as of yet and to do so we would have to lessen our exposure to eci by 1% to make the 2% weighting in byd.un both of these are in tax protected accts at this time...does selling eci to make a full exposure to byd.un make sense at this time...cheers

Q: We always see the US$ FX value, today south of 93. As for the Cdn $, we always see it against the US$. Is there a Cdn$ index where it is measured against a basket of other currencies, not just the US$. Thanks.