Investment Q&A

Q: QD is currently in "falling knife"mode. In your opinion, does their relatively strong apparent fundamentals argue for a speculative buy?

Q: From the little information I was able to dig up, it would seem that Mix Telematics is among the top providers of cloud-based SaaS for tracking fleets of commercial vehicles worldwide. It also appears that its share price is currently at bargain levels compared to its competitors. Is there something fundamentally amiss with this company or is the problem a temporary issue which would be to my advantage to exploit by buying right now?

Q: Hello,
Regarding Nestle..is NSRGY the correct ticker symbol to invest in this stock for someone living in Canada..I am getting interested because the "Nespresso" seems to be getting popular I know so many people buying it and many more gifting for Christmas..What are your thoughts on this stock from a financial viewpoint..and would it fit the category of a long term buy and forget type stock. Thanks.
Regards,

Shyam

Q: I was watching BNN last night and they had Asian correspondents on talking about Cathay Pacific and all of the challenges they are having with earnings amid the unrest. My thesis (and what I would like you to comment on) is whether this might not be a time to buy into a company facing headwinds that are beyond its control but priced into the stock? I love flying on the airline and hope you can comment on the stock.

Q: For the moment, I'm satisfied with each of the CDN and US holdings in my portfolio. But I have nothing that is non-North American. So I'm planning to invest about $50,000 which would be 10% of my current portfolio. I haven't tracked international equities very much and am looking for recommendations. What do you think about purchasing individual stocks ... intending LT (5+ year) hold? Could you suggest 4 or 5 stocks I might look at? Asia? Europe? etc. Finally, if you're not keen on investing in individual stocks, can you recommend a few international ETFs for me to research? Thanks very much. (5i is an awesome resource for me).

Q: Which company do you like better as a long term hold in an RRSP?

Q: I'd be grateful to know of 5-10 stocks which can be purchased on the LSE. Blue chip, good dividend, long term hold (10-30 years), consistent past growth and future potential. For my neice in the UK. Many thanks in advance.

Q: Hi,may a have your thoughts on those banks? I own both besides can financial and .want to sell one of them.

thanks

Q: I found your response to Leonard’s question regarding which accounts international ETFs are best placed quite interesting. I hold large positions in both VE and VEE in a registered account. If I understand your response it means that I am paying a withholding tax twice (on US and International side) with no recourse to claim it back. If staying within a registered account, what two ETF would you recommend to replace VE and VEE for better tax efficiency? Would you endorse immediately switching and would there be any drawbacks to making such a switch?

Q: Hi,

I own both these funds. Both are held in a TFSA, and I am looking for "total return". I was thinking of selling one and adding to the other.

1. Is there a lot of overlap between the 2 ETF's? (I noticed on some trading days, they sometimes have a negative co-relation).

2. If you were sell one and add to the other, which would you sell? Or would you simply keep both "as is".

Thanks,

Craig

Q: Hi,
Watching China lately and wondering if it might be a good time to start a position in a related ETF such as those mentioned above. Are these good choices, or are there better ones out there? I believe ASHR is an index sort of ETF, whereas the KWEB is focused on the internet? Maybe there are other, better ETF's? I don't fully understand fundamentals, nor can I suggest I've anything but a rudimentary sort of grasp on the world economic situation - that's your department! I just see some technical signals that might infer these are improving. Looking forward to your comments and as always, much appreciate all your hard work!
Thanks,
Dawn

Q: Hi Team, heard about NICE on BNN from one of the guests. What are the growth prospects? The guest compared it to the equivalent of "Roper Industries " type of company but on the tech side.Would you feel comfortable for a long term investment.
I Thank-you in advance! Sam

Q: How does one invest in the Chinese stock market and high tech in particular? I am not looking for a general index fund but a fund with active management that investigates and only invests in hiqh quality growth and dividend stocks in China and with a proven track record.

Q: Could I have your general comment on the proposed IPO. Will it be possible for Canadians to purchase the shares?
Thank"s
RM

Q: Can I please have your comments and thoughts on Alibaba's recently announced earnings. Do you see it as a long term hold? Thank You.

Q: May I have your current thoughts on Alantica Yield? Have they reduced their debt load since your February review of the company? I suppose as a utility like company they can carry more debt due to their steady cash flow. On the other hand recent experience with ALA has taught us that utility like companies can still get into debt problems! 6.9% dividend yield seems to be implying that the company is entering either the danger zone or becoming a great buy - not sure which. Gordon Pape recommends the stock in todays Globe. We already own AQN, BEP.UN and ALA to a 6.5% weighting. We could make a purchase of AY and bump our weighting up to 9%. We wouldn't go higher. In your previous review you noted a link with AQN, could you explain the link a little more?
Thanks,
Jim

Q: Any comments on these 2 High Yield US stocks? Are they best bought in Cash, TFSA or RRSP for Tax implications?

Thanks as always!

Q: What are your thoughts on this company given head winds with tobacco and/or potential growth with cannabis? The dividend is tempting.

Q: In August you comment that CIA has had a good run, lots of cash and expanded earnings. Stock continues to show weakness, wondering if you have any additional update.

Q: I'm interested in India for emerging markets exposure. Would you recommend individual companies (financials?) or go with an ETF or FIH.u? Thanks for your service.