Investment Q&A

Q: Hello.
Looks like your comments are trending to the negative side as stock price makes its way lower. Waiting to watch this low seems wasteful.

You have written "keep an eye on at this level".
Do you mean get ready to sell because of the disaster that others may no about or be favorable to picking stock at this level?

Peter, it is really hard to see you as a Fund manager holding on to a stock like this with real capital.

Your clarification on keep and eye would be good.
thanks
Dave

Q: of these two for a conservative account which would you favor at this time? brenda

Q: SYZ has been on a downward trend this past month. Is there an explanation for this movement or might this be an opportunity to increase my position
Thanks

Q: i am a bit surprised on the price action of knight. your membership is huge, on april 1 you released a new report on knight giving it an A-, added it to your balanced equity portfolio-- it was already in your growth portfolio, you are aske numerous questions weekly on knight and based on your answers i have to assume it is your single favorite stock or at least right up there with constellation and a few others. and yet the stock has trended down all week, does knight have a large short position, is something going on i do not know, can you comment. dave

Q: What are the chances of Wsp increasing the dividend -it has been the same for at least the last 5 years. Given that the stock price is up nicely this month I wonder if it isn't time to move on to a higher dividend stock or a stock with dividend growth for my income account. What do you think and what would you suggest as a replacement -I own most of the stocks in your income portfolio.
Thank you.

Q: Just an FYI to Kathy's question on DRIP from RBC DI/ DH. I was not aware
of DH discontinuing their DRIP, but I rec'd (synthetic DRIP) from TDDI on
March 31st so I'm sure this is happening at all/most brokerages.

Scot

Q: I'm a little disappointed at the $38 new issue price, close to the 52-week low after having touched $45 only six weeks ago. Nonetheless, would you have any concerns about taking a half position up to a full position on the pullback?

Q: For a 40 year old, would you pick Magna or Exco?

Q: Hi,

Thoughts on the acquisition Ag Growth announced this morning? Could we see any dividend growth in the future?

Regards,

Robert

Q: CSH has dividends in something called CAPITAL DIVIDENDS. As I understand it, these dividends are not taxable. Does this mean the cost base goes down by this amount, or what? In a related question, is it best to hold CSH in an RSP (where I currently have my units) or in a taxable account. Should I sell CSH in the RSP and buy it back in the taxable account, adding something else into the RSP?

Q: Good afternoon
In 2016 I purchased FSV @ $57. It popped in February and I sold it @ 65 and made $10,000. It just keeps on going but I'm hesitant to get back in because the PE is 65.
Any thoughts?
Thanks

Q: Do you think now is a good time to start chipping away at Magna? (Looks cheap)I understand that it is cyclical and it looks like it's pricing in the top of the cycle now, your thoughts?

Q: Hi there,
I'm curious about something. You don't have many good things to say about Black Diamond Group as an investment, but it's still rated as a 'B' in your latest Coverage Summary, dated April 3rd. A 'B' rating is equal to, or better, than other companies you do recommend. I'm confused by this.
Could you please clear this up?
Thanks!

Q: Hi
I just experienced the following with RBC DI which I would like your comments on.
I put in a sell order on Mar 31st for all of my shares of DH after verifying on the DH website that their DRIP program was suspended as of October 25th 2016 and that all future dividends would be paid in cash. So I assumed that I would receive cash for my March dividend. Then today, one share appears in my DH account as a DRIP.
I contacted RBC Direct Investing, ended up talking to a supervisor who agreed to sell my share with no fee. Then I asked how they could process a DRIP on a company who 6 months earlier suspended their DRIP program. It was explained to me that RBC DI has their own DRIP eligible list and it had not been updated as yet for DH change as there is only one person doing this.
I find this unacceptable as I depend on this brokerage to reflect what is happening in the market place. Is this ethical to issue drips, I assume from their inventory of DH shares?In your experience is this normal ?
Thanks
Kathy

Q: I've been following the Home Capital Group challenges from the sidelines. Given the valuation and what I see as pretty stable earnings and a sustainable dividend, I'm thinking of starting a position via selling puts but I'm not sure the dust has settled on the dismissal of the CEO yet. I'm worried there may be another shoe to drop like financials restating or another governance issue that the company hasn't shared yet? My thinking is that if any new problems contributed to the CEO being let go, the company would have had to make that public by now. What do you think?

Thanks
Peter

Q: Can you please comment on the share offering by KBL?

Thanks,
Dave

Q: The buyer of Dave Baasov's shares is one Tang Hao who now owns around 12% of the company. There is a rumour that he was involved with the deal by Baasov to take the company private. Have you heard anything about who this investor is?

Q: You thoughts on the news release from goeasy?

Q: In your opinion, was TD wrong to downgrade Premium Brand Holdings today? If so, why?

Q: I am holding smaller positions in all three in a fairly well balanced RSP but I need to convert to a RIF in a couple of years.
Is it time to let these go into some more conservative dividend growers or would you suggest I maintain a balance in my RIF similar to your income and balanced portfolios??
Thanks as always,
Peter