Q: My TFSA Account is primarily made up of the stocks indicated above. In 2017, my net performance was around 2.8%. Would you provide suggestions for a growth stock with reasonable valuations that might help boost performance in 2018 and advise on a reasonable price for point of entry? Also, are there stocks that I hold that you view as a trade at this point with the goal of achieving a reasonable return with moderate risk?
Q: Hello
My question is related to the vastly discounted price that Canadian oil companies are able to achieve for their product, with many analysts indicating they need to get it to either or both coasts so it can be sold for a better price. I would think that the rail companies are probably getting some of the oil to the coasts, and have to potential to move greater volumes even if more costly than pipelines. Are CNR or CP in the position to benefit form this need to move the oil to 'tide water'?
Thanks,
Brian
Q: With the purchase of the Keg by Cara do you view this as the better growth story with respect to the stock price as compared to Restaurant Brands International.
Q: On Jan 24 a member named Ron stated that CPX had a payout over 100 percent. You failed to acknowledge that this is incorrect information and could mislead other shareholders. On an AFFO basis the payout is approx. 50 percent, this is the common method of measuring ratios for this sector. Please comment.
Q: After yesterday's results, do you still feel as you did last week regarding CNR or might your feelings have changed (even slightly)? Also how do you see CNR's future?
Q: In Leon’s recent comment about CSU.DB he said “So if the rate of inflation is 2% greater then the yr before and is 3.8 % then it is 6.5+ 2 NOT 6.5 plus 3.8”. You agreed with him.
However, the CSU.DB short form prospectus says “at a rate equal to the Cost of LivingcAdjustment (as defined below) (which amount may be positive or negative) plus 6.5% (“Floating Interest ”). Notwithstanding the foregoing, the interest rate applicable to the Debentures will at no time be less than 0%.”
The Cost of Living Adjustment is defined as “the annual average percentage change in the CPI Index during the 12 month period ending on December 31 in the prior year. For the 12 month period ending on December 31, 2014, the Cost of Living Adjustment was 2.0%.”
So in Leon’s example, the rate would be 6.5 plus 3.8.
The correct understanding of this point is of major importance to me, and maybe to others. Please check your answer to Leon carefully once again and let me know whether you stand by your earlier validation of his interpretation and if so, why.
Q: Hi, What is the YTW for CSU.DB, if it is redeemed on Mar. 31, 2023 and given a constant cpi at todays rate - what is the current cpi rate?
Are there any other important terms of the debenture besides its interest rate, 5 year call and final maturity?
Thanks. Peter
Q: Can you please comment on the decline of PZA over the last few months. Is it expensive compare to peers and a good time to start a position ? Thank you.
Q: I believe yesterday you had somewhat indicated that Saputo's future growth may be limited. If this were to be the case, do you see an eventual longterm decline / flattening of the stock price due to a potential decline in P/E ratio? Do you see it becoming more of a dividend paying stock as opposed to growth stock as it matures?
Q: For a dividend investor,would you consider this a good and safe investment given the stability of the company and the fact that an increasing interest rate environment should be inflationary?
Q: Could you please assess reson for last 2 days drop in SNC? Seems odd when CIBC raised target to $68 form $65 and they've just gainedsome nice contracts
Is there some news that only a few or some advance notice before the rest of the market is advised?
Q: Has your view and rating of Altagas changed? Please note the 15 January 2018 presentation at the TD Securities London Energy Conference. The Q4 CC is slated for March 1 so you may prefer to delay your response until after March 1.
Q: Your kurt response of the merger having little effect on keg unit holders is not shared by the market place with keg holders losing 3+% of there value.
I would ? the legality of a sharholders company being sold with out shareholder approval
Stan
Q: How do you rate them A, B....?
Should I hold in RESP with 5 years ahead
or a margin acct. . I’ve made money on DF for several years and am now setting up RESPS for G’kids. .
Help
Thanks Sandra
Q: What are the benefits and risks of investing in CPD in the current rising interest rate environment coupled with high stock valuations? I am seeking yield and want to compare CPD with the typical equity income etfs regarding safety of capital. Thank you 5i.