Investment Q&A

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?

Thanks.

Q: If you had ALA for a five year hold would you keep it or sell and buy Fortis? The difference in yield does not matter. Thanks Bill

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: Hi,
I'd please like your opinion on whether I should swap out CWB and into LB?
Thank you,
Kerri

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.

Q: A Seeking Alpha article yesterday summarised KWH.UN as follows:
-Consistently overpays for customer relationships.
-Value destroying acquisitions are financed through dilutive and costly equity issuances.
-Continues to accelerate amortization of intangible assets, as they fail fair value.
What are your thoughts?

Q: Buy, sell or hold Inter Pipeline Ltd? Tx

Q: Hi What does cara offer mean for keg unit holders
Stan

Q: I have visited the Pimco website but am still unable to get a clear understanding of the holdings of the Pimco High Income Fund ( PHK:US). In your opinion, in general, would this fund be suitable for a retired senior? The income is high but does it come at a price to risk?
Thank you for considering my question.

Q: I've held Stantec for about 4 years. I'm up about 5% plus the rather low dividend payout. I've held on because not losing money is important, and I appreciate the portfolio diversification it provides. However, I'm feeling increasingly impatient and have been contemplating switching it for Brookfield Asset Management. Is it worth sticking with Stantec? Also, is Brookfield tax efficient in a cash account? I know some of the Brookfield companies have complicated structures.

Thanks for all your help!

Q: Is there any reason why stock popped yesterday after soft trading for past few weeks ? Thanks

Q: I am retired living off dividend income. I currently own a 1/2 position and just read your summary on hot.un: "Minimal earnings growth is expected in 2018, as most cash flow is paid out as distributions. We would consider it OK as a mid cap income stock."

I was considering filling out my position for income, but based on your lukewarm response, I will hold off. Can you recommend a couple stocks that you are more positive about for a midcap income stock (other than SIS)?
Thanks

Q: This stock was a top pick of Ryan on his recent appearance on BNN. I am considering starting a position. Do you agree that a 2.5% position would be a good staring point. Thanks.

Q: What are your current thoughts on Saputo?

Q: Hi,

Would you consider GBX as a good buy today?

Thanks,

Q: My husband and I hold a very small amount of Chartwell and Telus in our RRSP account. We are approximately 5 - 10 years away from retirement and have a good mix of stocks amongst all the sectors holding only about 15% in fixed income amongst our RRSP and TFSA's combined. Most of our 30 some dividend/growth stocks are ones you've recommended and we tend to be buy and hold investors. My question is when we have a couple of bonds coming due this spring (4%) would you buy more bonds or would you add to Chartwell and Telus? What do you think of Chartwell's high P/E ratio being over 100? We are still contributing to our accounts on a regular basis and could put future contributions towards fixed income if you think we're short in that area.