Investment Q&A

Q: In your summary of the task force report on Cannabis you mentioned in your last "OUR TAKEAWAY" that "the implementation is still far away". I take it that you mean years. This seems contrary my information as I've been advised that actual implementation could be as early as the fall of 2017!
Your comments please. Thank you.

Q: Hi Team,

Recognizing that CEF.A is about 60% gold and 40% silver, which do you prefer, 100% Central Fund splitting between Mint (MNT - gold) 60% and Mint (MNS - silver) 40% for bullion?

Thank you.

Michael

Q: Would you consider XTC a buy or have the risks increased?

Q: I don't hold much in the way of fixed income but based on your sage advice, I have decided to take the plunge. The question now becomes the best way to do it. It seems I have three options. One, buy an ETF. This is easy to do, the MER cost is low and it provides diversification. However, there is no maturity so downside risk is greater and although the cost is low, there is still a cost. Two, buy preferreds. I understand that with the rate reset feature, downsize risk is minimized but there is no maturity date so the initial capital may never be regained. But they are easy to buy. Third, purchase individual bonds. The return could be higher (especially if corporate) and capital should be returned at maturity. However, I have no idea how to buy individual bonds. Can they be purchased through most on-line trading accounts? How do you find individual bonds that are for sale and how do you determine if it is good value (I have no particular expertise in this area)?

Is my synopsis fairly accurate? If so, what do you recommend as the best way to proceed in acquiring this class of assets?

Appreciate your insights.

Paul F.

Q: Can Canadian companies that derive revenue from U.S. and European
holdings (eg., MG, ATD.B,BIP.UN, MST.UN,STN,LNR,POW,etc) be regarded as partial foreign equity within a portfolio?

Q: Physical gold is down to levels last seen in February. I get it that it can always go lower, but is there anything about the price of gold alone that sets a defacto floor (analogously to book value for a business), or is it too much at the mercy of dollar strength, etc., to think of in this way?

Q: I've been cleaning up my portfolio and now have one stock left to decide on which is NHC. I bought it at 9 dollars and its at 2.80 and it is in my TFSA so I cant use a loss for tax purposes. Sell, Hold or Buy a bit more to top up?

Q: Please provide your comments on NWC's quarterly earnings. Thank you.

Q: A follow up question on PBH if I may. I'm not questioning the value in PBH so much as I'm trying to understand how to interpret the numbers I see on the Globe's stock quote page. From 2012 to 2016, revenue has increased from 960 to 1,485 million, but net income was 15 mil in 2012 vs 12 million today, and diluted normalized EPS plus dividend was 2.10 in 2012 vs 2.14 today. I'm just wondering what I'm missing in the bottom line results that would justify a tripling of the stock price over the same period if the acquisitions aren't hitting the bottom line. I'm quite new to this and am just seeking to understand.

Q: Hello 5i
I am looking to find an individual investment or etf offering cloud storage securities. I prefer to invest with c$ due to currency exchange fees but if the best companies at good valuation are in US$, then so be it.

Would you please suggest a few options and comment on valuation or other significant indicator to consider before entry today?

Thank you
Dave

Q: Hi guys, you mentioned in an answer this week some good bets you made early in your career and mentioned companies bought at 0.25$, 0.10$, etc.

In today’s world how would someone go about selecting good companies in their teen with share at less than a dollar and what would be your current top 3 penny stock non-related to natural resources?

Q: In your recent web address you suggest you look for companies that are able to excell in proving rising dividend rates. Can you suggest a source of this information ?

Q: I have 30 thousand in a TFSA and I would like to invest it over 5 stocks. Do not mind being aggressive or semi aggressive. Which 5 stocks would you select at the moment and do you feel now would be a fair time to invest in them.

Q: Hi,

Can you share any updated information on Teck resources. It's had a bit of a pullback. Have the fundementals changed? Would it be a good entry point now?

Thank you

Q: Aside from zub,are there any canadian listed etfs that are comprised of not only the big 5 American banks but some midsize regional banks and insurance companies. Thanx. Best wishes for the holidays.

Q: I have to raise some cash in my non registered account. Please rank (with some reasoning) the named companies from most desirable to least desirable . I will likely have to sell 2 of them.
Thanks once again RAM

Q: Hi Team, newbie here....I'd like to add about 5% precious metals to my portfolio in the form of an ETF or Mutual Fund. can you make some suggestions?

Q: VirtualArmour VAI.CSE I came across this interesting stock in what I'm sure is going to be a positive and profitable $sector. What is your considered snap shot opinion please. As always, Thank you

Q: What do you think of the deal with Precision Drilling? The market seems to like it, do you think this would be a good entry point?

Q: I have a very small position in Leucrotta. I held on since it was so small but it is now back to my book value. Sell or hold? Could I have you opinion, please
Thanks