Investment Q&A

Q: May I have your opinion on QSR for my TFSA, or maybe DOL. I have ATD.b ,PBH , AW.un, BCE and SLF. My total portfolio is short consumer discretionary, otherwise it is fairly well balanced. Your option would be appreciated. Thank you.

Q: I read with interest your recent discussion of super stocks. Though they are notoriously difficult to identify and even harder not to sell prematurely, could you nonetheless provide a short list (e.g., 4 Canadian, 2 US) of "potential" super stocks with the understanding that there is little chance any will actually attain this lofty status.

Q: Morning, just wondering if there is a Canadian ETF which is focused on US industrial that you can recommend.

Thanks,
Harry

Q: Hello Team,
Could you give me your analysis on this company and do you consider it a buy at this time.
Thank You,
Barry

Q: Kinaxis is down almost 10% in the last ten days. That's often a situation where I sell a company, not being a fan of volatility. Is this weakness a response to anything you know of and how long should we expect it to continue?

Q: what are your thoughts on these companies? can you please rank them in terms of upside potential and downside risk?

Q: Can I please have your thoughts on this company's recently announced earnings. Judging by the stock's performance today the investors are not impressed. Do you like this company?

Thank You.

Q: Of the two ETf's as listed above would you comment on the timing and prospects for these ETF's in the current economic environment with both the US and Canadian governments emphasis on infrastructure spending. With thanks, Bill
XMA and VAW

Q: I received some shares of Exact Earth as part of the COM DEV buyout by Honeywell and wondered what your thoughts are about the company's prospects. Would you recommend the company at current valuation?

Q: I'm looking for a few conservative growth stocks. Can you list a few that area a good buy at today's prices?
Thanks

Q: I'm looking to add a "healthcare" stock to my portfolio. I'm currently only exposed to PHM and TSO3 (combined at about 1.5% of my portfolio), so am looking for something with less risk than those.

Which would you recommend, GUD, CXR or other?

Q: What US ETFs would you recommend for growth at reasonable risk? I own most of the stocks in your balanced portfolio but about a third of my portfolio is in US$. Not knowing enough about US stocks I think I would probably do better to sell most of them and buy ETFs. I already own XHE.

Q: What do think of XCD - iShares S&P Global Consumer Discretionary Index ETF (CAD-Hedged) as a way to gain some global diversification without currency risk? Do you think this sector will do well in the next 3-5 years?

Q: What are your top 3 stock picks with the best return potential? Thanks.

Q: Hi Gang, would like an opinion on the above.

Thanks and keep up the great work.

Anthony

Q: hi team, could you list me five growth stocks unfairly punished that are paying a dividend

Thanks Dave

Q: I have roughly 5% exposure to infrastructure, exclusively through WSP. I am comfortable with my position (my entry point is quite favourable), and do not wish to trim it. I have been making a concerted effort to consolidate the number of positions in my portfolio (aiming for roughly 30-40 in total) as I feel it makes it easier to make decisions on what to include, as well as when to enter and exit a position. My question is whether I should increase my exposure to this sector, either through STN or SNC, or if I should focus on improving exposure to other sectors. If I were to increase my exposure to infrastructure, I would only pick one position. Any comments would be greatly appreciated. Thank you very much.

Q: Hello,

Do you have an opinion on EFL-TSX Electrovaya Inc

Thanks

Q: In Constellation Software Annual Meeting voting instructions, we are asked for vote for:

A SPECIAL RESOLUTION AUTHORIZING AND APPROVING AN AMENDMENT TO THE ARTICLES IN ORDER TO (I) CREATE A NEW CLASS OF COMMON SHARES TO BE DESIGNATED AS DE COMMON SHARES, TO BE ISSUABLE AT ANY TIME OR FROM TIME TO TIME AT THE DISCRETION OF THE BOARD OF DIRECTORS OF THE CORPORATION, (II) AMEND AND RESTATE THE RIGHTS, PRIVILEGES, RESTRICTIONS AND CONDITIONS ATTACHING TO THE COMMON SHARES OF THE CORPORATION, AS APPLICABLE, TO REFLECT THE CREATION OF THE DE COMMON SHARES, AND (III) CHANGE THE BASIS UPON WHICH THE MAXIMUM NUMBER OF CLASS A PREFERRED SHARES WHICH MAY BE ISSUED BY THE CORPORATION IS CALCULATED TO REFLECT THE NUMBER OF ISSUED AND OUTSTANDING COMMON SHARES ON A FULLY DILUTED BASIS, ALL AS MORE PARTICULARLY DESCRIBED IN THE ACCOMPANYING MANAGEMENT INFORMATION CIRCULAR.

I have read the Management Information Circular. My understanding: one can convert common shares to DE common shares and must be held for one year from the date of issue. Holders of DE common shares are not expected to be paid regular dividends. DE Common shares will not be listed on any stock exchange. DE common shareholders will be able to reinvest dividends (DRIP) in a more tax efficient manner. If any point is incorrectly, please advise.

My questions are:
1) How would you recommend voting for this resolution?

2) If this resolution was passed and DE Common Shares are made available, what investment criteria would one choose convert to DE Common Share versus keeping Common Shares?

3) Is creation of DE common stocks a common practice in public listed companies (either in Canada or US)? If yes, what other listed Canadian companies have issue this type of stocks?

Thank you.

Q: I have read that one or two "super" stocks can make up for a lot of losers. How is a super stock different from a growth stock with momentum which tends to fizzle out. Would averaging up be recommended or just let the weighting grow in the portfolio.
Thanks.