Q: Some pundits seems to push BNS and TD as the 2 best banks. But, when I checked this morning, I found BNS had dropped much more than the others. BNS-1.14, BMO-.17, CM-.09, RY-.28, TD-.10.
I just do not understand the enthusiasm for BNS when so many of its branches are in very unstable countries; Mexico, Central and South America. The thought would bother me if I had a position in it. Comment?
Q: MDA has been steadily going down in an upward market over the last while (down 9% over the last 6 weeks). In the last two days it has fallen 4%. Any idea why? Is it a buy at these levels?
Q: Just comparing NPI to other electric utilities in Canada during the past year this one wins hands down. Can you please explain the recent outperformance and future prospects. It still has an attractive yield of 5%. NPI generates power from renewable sources but then so does BEP.UN as opposed to a coal based utility such as TA. perhaps NPI would be a nice addition to the income portfolio.
Thanks for your great service,
Steve
Q: What do you think the end game is for Constellation Software? Will it just keep acquiring more and more companies, or will it eventually be acquired itself?
Q: If the C$ continues to gain some additional momemtum, how would that FX affect Boyd going forward. I note that the ROE is negative and their net profit margins are also low to negative, their PE pretty high but it has been a solid performer to date. Should the above factors be important if a person is thinking of buying into the company at this juncture. Would you suggest any other company you like better in this category. Thank you.
Q: Why is it that this stock looses 2,5% upon the release of an expected deal? Are there any changes that was missed by the market? What is your opinion of this stock moving forward to 2017?
For references, here is the press release:
Q: Could you please recommend 3 names of companies/ETFs/ that would produce monthly income, to be added to an otherwise reasonably balanced portfolio for a long term hold.
Thank you for the great service.
Q: Ref. your answer to my recent question, the only investment accounts we have are RRIFs and the 6.7% weighting is a % of the total investment accounts.
I think that what you were saying is that in case, we may need to be more cautious. Am I reading that right?
Q: I was looking for previous questions and answers on CCL Industries CCL and could only see two Q & A going back to January this year. I am sure I have read more previously??
CCL has gown to 6.7% of my portfolio, though it would have been less if oil had not taken such a hit. It's one of the few stocks that we own in RRIFs that does not seem to have pulled back and I am loathe to sell to balance the portfolio becbecause of its performanceause of its weighting.
In a case like this, is it appropriate to hold on, or should we trim and buy something like Winpak?
Q: I'm an owner in AW.UN, MTY and PZA for income. I have a tax refund and would like to reinvest a few thousand. Each of these are below 5% weighting so I can freely contribute to any one of these.
Q: I was hoping you can tell me what the expected #'s are for TNC when they release their qtr tomorrow? Should we expect the closure of the acquisition to be announced in tandem? The latter seems to have dragged out - any indication of issues?