Investment Q&A

Q: Good day gentlemen,
I know this company recently reported earnings. Can you comment. Can you tell if there is a significant cash burn? Also do you put much stock in the fact that they will have production capacity of 5000 kg in a few months; 15000kg in 6-12 months. With a sale price of 8-10$ per gram, that is 50-150 million in revenue.
I know this implies many assumptions, not the least of which is the attainment of a sales liscensce, but if this scenario was to transpire can you surmise a possible stock price at this revenue level.
It appears that the 5000kg milestone will be financed through shareholder capital as is a good portion of the 15000 milestone. (28 million in cash).
Does this potential capacity as well as their pesticide free production distinguish them from the majority of the players in this business?
I know this sector is not your preferred but I would appreciate your opinion.
Thx

Q: Hi there,

Can you tell me what's up with the steady gains over the last little while? Has something changed at the company that has not been posted.

Cheers

Q: As a follow up question to that asked by Mary Ann about the ten "forever" stock ideas. You indicated a few names could be added to the list and I was interested if you could provide a few of the names you think could be added.

Q: Any reason dhx is crashing?

Thanks

Q: Hello Team- how do you feel about the the news release regarding the handling of cryptocurrencies by XAU?

Q: About a year ago (Nov 2016), you provided 10 "forever"stock ideas. Would you still categorize those same 10 stocks as "forever" stocks today?

Q: In March 2017 Metro had 32,227,000 Class A Multiple Voting Alimentation Couche-Tard Inc. ("Couche-Tard"), representing approximately 21.81% of the issued and outstanding Class A Multiple Voting Shares of Couche-Tard.
Do you think ATD.B went down today as some concern that Metro sells some of their shares to finance the merger with PJC.A?

Q: I am a retired, conservative, dividend-income investor with a well diversified portfolio, including a company pension, CPP, annuities, Fisgard Capital, and equities via RBC Cdn Equity Income, Sentry Cdn Income, Sentry Global REIT, ZLB, XIT, AS, ALA, AQN, BCE, BNS, CSH, CGX, ECI, FTS, PBH, PEY, ABT, RY, WCP, WSP and a small position in Sprott Energy. Looking under the hood, this portfolio has 33% of its value in non-Canadian assets, which is at my comfort level.

Question 1 = I know portfolio make-up is very personal, but when is there too much foreign content in a conservative retirement income portfolio? Adding ZWE pushes my foreign content over 35%.

Q2 = most of the distribution for ZWE is capital gains, ROC and about 30% interest income. I plan to put ZWE in my cash account...make sense?

Q3 = I already have roughly 22 securities, which is plenty enough for diversification. I am hesitant to add more, but I think ZWE makes a good fit. A second alternative would be to continue to "trim and add" as the allocation #'s make sense. A third alternative would be to simply add NFI to top up my industrial allocation.

Thoughts please...thanks. Steve

Q: Hi,

What is your list of 5 stocks which seem to you to be irrationally under-priced today?

Thanks,

Gord

Q: hello again, just heard on BNN some speculation of ATD maybe merging with MRU or something along those lines...

Q: Stock was up 8% yesterday. Are you hearing anything

Q: Do the dividends of BIP.UN and BIP (US), both qualify as allowable taxable dividends in Canada? Right now I own BIP.UN in a registered CDN$ account but am thinking of switching to BIP (US) in a US$ Cash acnt. And in general is it best to keep a Canadian stock like CSU, which also pays its dividend in US$, in a US$ acnt so that the dividends don't have to get converted each time even though I will have to convert, one time, my total CSU holdings into US$ ?
Much appreciated. Great service!

Q: I looked at OSB(Norbord) and CFP(Canfor) and see that CFP is out preforming others in the field. At present I own CanWel CWX. Of the three which would be your choice? Thanks in advance.

There seems to be flood of info. on each stock and this is where I get confused.

Q: Seems like a significant volume and drop today,any particular reason ?

Q: Would appreciate your views.

Q: With free trade between Europe and Canada, which port city's will benefit(Montreal, Halifax)? Also what should we be looking for to benefit from this, shipping companies, port terminals, rail, warehousing,....? Any ideas on this?

Q: Where should NFI BE( RRIF,TFS OR CASH )?

The other 2 are industrial,financial ,real estae or etc........?

Thank you,Ebrahim

Q: hi peter my question is a general about buying a inter listed company say buy td in Canadian exchange in Canadian dollars and sell in new York exchange in usa dollars and that way you you can convert you Canadian dollar into usa dollars without paying bank exchange commission
is that alloyed or is that is possible

Q: Good Afternoon
I am getting ready to take some capital losses as gains offsets. I will not need to realize all of the above; but in what order should I use them and if I sell would you buy any of them back? The $ losses are about equal in all cases.

Thanks and enjoy the heat

Q: Hello- apparently Clearwater has lost their monopoly on the Arctic clam business, after investing 140 million in processing capability (National Post). What effect will this have on their profits? I was thinking of a purchase but the company is already somewhat expensive.
Thanks for your opinion.