Investment Q&A

Q: Hello 5i,
Made a nice profit with Opsens. Is it time to move on or there is still nice growth ahead? Would you recommend to maintain a full position of this company? Thanks.

Q: Hello, in which sector of the economy do you consider TRI? TMX Money put it in the industrials sector, does that make sense? I am underweight in both the consumer discretionary and industrials sector, could you suggest two names(with dividends)for each of these two sectors? Thank you, Gervais

Q: Good day,
I have seen some fairly substantial losses with some of the listed stocks in my portfolio. I would like your advice on whether you think I should continue to hold the above or to sell , take my losses and move on. BEP.un and ZUT have just been flat, so your advice on wether to sell or hold would be great!
Thank you
Thank you.

Q: Hi Ryan, Peter

Apparently there is some sector rotation going on. I noticed some quality names can go on sale pretty quickly, could you name some non-resources that look good to buy.
Great job as usual!

Q: When I go to the "ask a question" box there is always the start of someone elses question? Please fix.
To my question on TOY; the drop today of nearly 10% has occurred with only 100+/-unit bids & trades this AM at 6-8500 - whereas daily volume is generally around 50-60,000 trades. Just curious & would appreciate your comments. Thank you.
-

Q: Reviewed your reply on above, and in view of the current runup is this buyable at todays prices. Do you feel there could be a pull back?
Thanks

Q: How much money do you think is flowing from other sectors into the energy sector today? What sector and stocks are an opportunity outside of energy on a day like today?

Regards,

Robert

Q: I currently own Loblaw (L), ADW.A, and ECI in the Consumer sector. I would like to add PBH to give me two holdings in each of Consumer Staples and Consumer Discretionary, but I suspect CTC.A is a'safer' pick. So I am debating between the improved diversification by taking PBH versus the 'safer' choice of CTC.A. Which should I add? I am looking for steady dividend growth with holdings that might hold up better in down/bear markets. Thanks as always.

Q: What is your opinion on CST's potential for growth within 12 months? They have proven their technology on two fronts, first as their pilot plants were successful in proving the company's claims, second on successfully defending their patents. Lastly, would you see CST as a takeover potential?

Q: Can you give me per share AFFO for each of the above companies since inception? I'm concerned about share dilution in both of the above. Thanks a lot.

Q: I have this position in the resp of the children (2%).
before the change take place better to sold the shares or to continue with the new compagny which I don't know.
thank you.

Q: I currently have CSW.A which is not doing very well in my balanced portfolio, would you consider replacing it with MX?

Q: Why is cotts declining ? Thank you

Q: Good afternoon, and I hope everyone is well. Graphite was hot last year, and everyone was excited about graphene. Now that the interest has subsided I am interested to hear your views on graphite, graphene and the company in particular. Thank you, and my best wishes to all.

Q: Good afternoon,

Looking to see if there is a reason for the decline in Saputo today? The secondary offering settled yesterday- not sure how/why this would be germane, but hoping you can provide some insights.

Thanks
Brad

Q: Hello,

The current theme is that REITS and utilities will be drifting lower now with Trump spending announcements and higher interest rates on the horizon. Yet, yesterday (some) REITS had a good jump up. My questions are:
1. Would you hold buying REITS and utilities until there is clear direction of the market?
2. If you wanting to deploy 50K for each (REITS and utilities) what would be your preferred names?

Thank you
M

Q: you suggested this etf for my son.thanx.does the price move up and down with people buying the etf itself or the underlying stocks?

Q: If trade agreements are an issue with for the entire forestry sector, why is WEF down so much versus its peers? Other stocks like WFT and CFP are actually up since the election. Is there something specific to WEF that people should be concerned about or is it mis-priced by the market?

Q: Hi guys, a new member here. I have owned and sold both BIP.un and BEP.un as I do not understand their accounting methodology. Your report on BEP.un reflects the growing asset base, FFO, and distributions yet when I look at their profit picture they seldom show any. Quarterly reports show erratic misses to expected earnings. I like their business and distribution history as well as stated goal of future payouts but they seem to have an unpredictable annual profit. Could you comment on my reservations as your report currently gives then an A. Thanks.

Q: Now that there are 11 sectors in the Toronto TSX what would be your Sector allocations for a Conservative dividend and some growth oriented 45 year old investor.
Thank you.... Paul K.

I was wondering if you would advise the same weighting as you recently advised Paul K below* for a 63 old man's dividend growth portfolio in Canadian stocks. I would like to add that I like to avoid real estate related investment stock since I own rental properties and of course my home and therfore consider myself over weight in real estate. And what is your general perspective for investors with a lot of personnel real estate. Is this a good reason to avoid real estate related stocks. Thank you for your great service.
mike
*As a 'general' guideline:
Financials 15%, utilities 10%, telecom 10%, info tech 10%, materials 5%, energy 5%, real estate 5%, consumer staples 10%, consumer discretionary 15%, industrials 10%, health care 5%.