Investment Q&A

Q: Hallo I5, my cash position is over 25% and would like to buy one or more of the above stocks with div. income in mind and some growth. I would appreciate your help in my selection, perhaps suggest better ones. I like the chart of MFR.un but can not find any information MER, holdings, etc. I also own MAW104 and Maw105 in my portfolio and I am up 25% on both, should I take profit? Many thanks for your advise. J.A.P.Burlington

Q: Hello: If you were to pick ETF's today for an RRSP, one to cover Europe and another the US, what would your choice be? Large-medium-small cap at this point would make very little difference. They would be for a long term hold.

Thanks, Brian

Q: I want to start a portfolio with my kids who are still in their 20s, while at the same time teaching a little of "how to". Do you have any suggestions? Any particular literature you prefer, or your own approach would be terrific.
I could always buy off of your list but then not much teaching would occur:)

Q: Cohodes has a new short report through seeking alpha. Is there anything to this report?

Thanks

Q: How should be value pipeline companies. P/E ratios do not seem accurate given large amounts of depreciation. Should we look at Price to EBITDA or Price to Adjusted EBITDA or should we examine EV to EBITDA?

Thanks,
Jason

Q: This has been a disappointing stock, it is slowly trending downwards. It the yield safe? What is the outlook. Is it a Hold, Buy, or Sell.
Thank you

Q: I purchased Sun Life for some exposure to a rising rate environment even though I don't expect rates to increase very much. My concern with Sun Life and other insurance companies is there exposure to Canadian real estate as part of their investments. I know that Sun Life has an active real estate division and they purchased a real estate company in 2015 as well. Do you think this is a risk in the event of a real estate downturn in Canada? Safer to play Fairfax which I understand has zero exposure to Canadian real estate, despite its higher valuation? Am I over thinking things here?

Thanks,
Jason

Q: If you gave a rating to Altagas ALA what would it be.
Thanks PB

Q: There is a good article (approx. 8 pages long) in the recent National Post regarding the Cannabis Industry both in Canada and the U.S. which has a few states where it is legal for retail sale.

One grower in Denver, Colorado (where there is a lot of regulations which constantly change) has a legal grow facility and 14 stores. The facility spends $150,000 per month on electricity alone.

It is not as easy to grow and harvest to the specs required as many people may assume the article shows to some degree.

http://news.nationalpost.com/features/o-cannabis

Q: Realizing that this is new and its hard to evaluate. What is your opinion. Thanks

Q: I have owned the Baby B's from the beginning of time and I would like to keep the stock forever but Warren is no spring chicken.

If Warren were to the pass away ( I hope he lives to 120) what would be the likely stock price outcomes in the short term and medium term?

Q: Hi Gang
Have held IT for a while now. What are your thoughts when they move to London. Is there any upside or should we just move on.

thank you
Cindy

Q: Thanks for all the great work and insights you provide.

I would like to buy both of these. I only have enough cash for a full position for one currently. Which would you recommend at this time?

Q: Good afternoon,

Could you please verify the yield on BIP.un after most recent increase in distributions? As well, any current thoughts on the company are appreciated.

Thanks,
Brad

Q: FM is up almost 10% today alone. Any idea why? It has been held since about the $5-6 range. Is it worth continuing to hold this for further growth over the next few years or cash-in and move to another name in Metals, and if so who would you recommend looking at?

Q: With a market cap of almost $700mm and little to no sales revenue, investors are stampeding into Canopy and anything weed related.

When recreational marijuana is legalized should we expect bigger participants to enter the industry? I keep thinking that the current names are run by greedy white-collars who have little expertise but do have access to capital. Will these early RTO's get weeded out when big pharma and the gang step into the sector?

People are talking about weed as if it's the rediscovery of the wheel and fire. This is an easily replicated farm crop that requires very little skill, capital outlay and maintenance.

Care to share your thoughts on the zebra-striped elephant galloping through the green house?

Thank you

Q: Do you believe BTE is undervalued with oil being above $50 a barrel. if i remember correctly the last time oil was above $50 a barrel BTE was trading around $9 per share. what are you thoughts?

Q: Peter; Do you see any chance of BCI doing an equity issue to increase liquidity. It is very thin and difficult to buy . Thanks,
. Rod

Q: why the drop today???

Q: US Silica Holdings (SLCA)
Your comments on this US play on oil and gas production would be appreciated
Thanks