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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: I realize you guys have to be diplomatic, but the rationale that the shorts (different people in each case, by the way) were right on other stocks so they are probably right again is laughable. And it should be pointed out that just a month ago Motley Fool (not exactly the cream of the investment crop anyway) issued a very positive report on CRH.
http://www.fool.ca/2017/03/22/investors-forget-valeant-pharmaceuticals-intl-inc-check-out-crh-medical-corp-instead/

Thanks,

Alex
Read Answer Asked by Alex on April 24, 2017
Q: Team,
Just like your thoughts on the listed stocks and which you would add ( in some order of preference) to an existing portfolio skewed to secure dividends and modest growth with a target 7-8% combined dividend and growth. Conversely is any one a definite NO.
Thx
Read Answer Asked by Peter on April 24, 2017
Q: Peter, in the past you've indicated that you want to like this stock more. It's finally moved over this past half year, or so, as it's finally getting noticed again.

Can you get past the fees, etc., which you've objected to previously? To me, the fees are relatively modest, considering the discount to NAV, private holdings, astute management, overall long term decisions made by the company, etc.

They have a good sized stake in Real Matters, which will have its IPO in early May.

And, would you consider it ever for a spot in one of your coveted portfolios?

Thanks,
David
Read Answer Asked by David on April 24, 2017
Q: Hello,

In the real estate sector, I have a position of 7% in D.UN, and 2.5% in CUF.UN. Both positions are respectively held in my TFSA and RRSP. I would book a 15% profit over the past year if I were to sell. How important is it to be exposed directly to real estate?

What's your thought on selling to buy more growth oriented stocks since I am a young investor and don't really need the income. What would be your company suggestions? I am currently underweight in consumer defensive (3% ATD.B), industrials (3% SNC, 3% WJA) or/and could also add another position in technology (2%BB, 2%PHO, 5% OTEX, 6% KXS).

Thank you,
Read Answer Asked by Julien on April 24, 2017
Q: With BMO and RY recently announcing they will securitize and sell uninsured Canadian Alt A mortgages, does this indicate that Cdn banks are following in the same foot steps of US financials leading up to 2008 financial crisis? What is your view on what this portends for Cdn financials and the Cdn housing market?

Thanks

(http://www.wealthprofessional.ca/business-news/big-six-bank-to-enter-fray-with-new-product-224397.aspx)
Read Answer Asked by Scott on April 24, 2017
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