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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Would really like your view on Celestica going forward and where the company stands based on valuation among their peers. And is there another tech stock one might consider which has a decent balance sheet... long term holder here.
Thxs. Kevin
Read Answer Asked by Kevin on July 17, 2017
Q: I am looking for an industrial income stock and am considering xtc and wsp. I think you would pick wsp because it is much bigger. I would like a yield greater than 3% and these two stocks yield just under 3%. I like the yield of Exchange Income, but am leery of the short situation. Would you please suggest a good industrial stock with a yield close to or exceeding 3%. Thanks.
Read Answer Asked by Richard on July 17, 2017
Q: Within the last month I took a half position in CSH.UN, and a quarter position in DR (both in my RRSP). I am down about 6% on both. If you were to add to one of these positions today, which one would you choose, and why? Or just wait as they have negative momentum.

Paul
Read Answer Asked by Paul on July 14, 2017
Q: I am retired and consider safety and a high dividend yield with growth potential important.

I am a fan of the Brookfield companies and hold both BEP.UN and BIP.UN

My concern with BEP.UN is that RBC estimates its 2017 ACFFO payout ratio at 109% and may stay elevated for several years. It believes it to be fully valued and its share price is above target price.

I know you like this stock but should I be concerned? Thanks

DEREK
Read Answer Asked by Derek on July 13, 2017
Q: I'm helping my 65-year-old mother reallocate some funds (mostly diversifying and ditching debilitated oil stocks and mutual funds). Using about 3% of her funds, she would like to make a tech purchase (her first) for a long-term investment (5+ years) aiming at growth for this particular position. Following your recommendations, we are considering (a) Constellation (CSU), (b) Kinaxis (KXS) or (c) a mix of both. These are two great stocks and this is a nice moment to buy tech in general, but which of these three scenarios would be best right now?
Read Answer Asked by Christopher on July 11, 2017
Q: Am thinking of taking profits in AW.UN and switching to KBL. any suggestions? Herb I thought your report on KBL was interesting and the company still has some growth possibilities! I have AW.UN in my cash account and also my TFSA. Thankyou for your company reports!
Read Answer Asked by Herbert on July 10, 2017
Q: Hi Guys and gals

No that the insults, personal attacks and counter attacks have settled and there is a new board in place, How do you feel about the new management? Personally I like to see a shake up in the boards, not for sake ups sake's, but I think that long time management and directors get a little to complacent, especially ones tat have been in place since the IPO. Having said that, how do you feel about the new board and their history with other companies that they have been involved in, is it an upgrade in your opinion? I like the fact that they may exit the states and and look more to Canada to expand, and refresh some of the stores up here, anyways what do you think?

Thanks

Auftar
Read Answer Asked by auftar on July 10, 2017
Q: How did Samson's Holdings Limited end up owning 95% of CCL's class A shares?

On your updated company report, you mentioned that insiders own 17% of CCL. With Samson getting rid of their 14% position, I am assuming the total shares owned by insiders is now 3%?

Is Samson's at all related to the management of CCL?

And lastly, what percentage of a portfolio would you make CCL?

Thanks.

John
Read Answer Asked by john on July 10, 2017