Investment Q&A

Q: Please comment on $SAP for a long term hold, thanks Valter

Q: We have sold cottage and have 600,000$ to invest. Looking for 12 safe(!!!) or safest dividend paying stocks with an understanding that stocks can go down but good companies usually come back.
Thanks
Jean

Q: Hi I have some money that I want to park for a few years in a couple of stocks that are considered conservative. I am thinking of ALA and Chemtrade. They both seem reasonably priced. I will be reinvesting the dividends. Are these good choices and can you recommend a couple of others? I have considered SLF but it sure moves quickly based on interest rate news or rumours. Thanks, Bill.

Q: Hi 5i - I own the following stocks (in a diversified portfolio) and Im looking to top them up to a full 5% position. At todays prices (for a long term hold) which ones would you top up first? Thanks, Neil

Telus - 3%
BNS - 2.5%
SIS - 2.3%
PKI - 2.1%
KXS - 1.2%
SJ - 1.1%
NFI - 1.1%

Q: Why is there is there such a big gap about your thinking and the market for this company
I am getting worried

Q: Can you comment from a total return perspective which of the above three seems most attractive at Nov 15th levels??

Q: Just released quarter looks terrific - you comments?

Q: Hi Peter,
Any idea why Brookfield Infrastructure partners is going down? I was thinking of taking a full position of 5 % rather than diversifying with Stantec etc. Also, what is the reason for stocks such as Hudbay Minerals and Agrium to continue to go up and is this sustainable? I have noticed the canadian banks and insurance especially TD Bank and Manulife have gone up alot lately. Do you think it is time to trim them as they look over bought. Lastly, can you comment on why Ceapro and B2Gold are taking a hit. The big prediction was gold was going to go much higher after Trump, but all of a sudden, gold continues to experience declines. Thanks very much.

Q: Further to my earlier question, I wanted to know about KXS, SHOP, CSU, GIB.A in particular. They were in the companies addressed field but the reply showed MISC.

Thanks for your earlier reply and this one too.
cathy

Q: Good Morning.

I would like to buy stocks in this dip. Which would you recommend of the ones I noted or others? As well, a small position in each or full positions? I currently own full positions in SIS, OTC, EFN, ECN, GOOGL and HOT.UN and small positions in TIO and CXI (to name some). I also have a large position in US cash. Any suggestions for it?

Thank you!
cathy

Q: Looking at what is going on in the USA, if Trump reduces the tax rate to 15% and encourages the money held outside the US to come back will this be USD bullish?
Also can you give me your thoughts on ZRE, REITs are going down, should I be looking to add?

Q: Given the "new" political landscape in the US, which sectors should do well ?

Q: Hi. Can you let me know what you think of Brookfields results today. Is the 3% drop today due to the results or is it more interest rates? Thanks!

Q: BAM.A's quarterly report appeared good today. What is your reasoning for the drop in price?

Q: Nov 14 Canopy Growth Corp

Canopy Growth reported earnings today!!

* Q2 revenue rose 22 percent to c$8.5 million

* Canopy Growth net income for quarter ended September 30, 2016 was $5.4 million compared to net income of $3.9 million in same period last year

Q: Can you give me the 3 and 5 year growth in FFO for each of the above? Also, global warming is expected to reduce brazilian river volumes by 30% in the next 20 years sa recent NYT article stated. Will this slow bep down or can they work around it? Thanks

Q: what is the closest proxy to CPG that you can think of? I want to sell for a superficial loss, however, I don't want to be out of the market for 30 days.

Q: Now that people have had time to digest news of the election, what are some names you feel have been unfairly punished and are good buying opportunities?

Q: Hello,

I have a diversified portfolio across all sectors. I recently sold most of my big losers like CXR and PHM etc. I'm now left with the following three losers: MG, ECN/EFN and AD.

I just don't know what to do with these. I'm down about 25% in each. I regret not selling CXR once it was down 25% and instead took a 75% loss and don't want to be in that position again. Should I sell any of these? MG seems to be the best company of the three, but it hasn't recovered this year like other stocks (at least not from where I bought) and now with Trump in there are a lot of fears about the auto sector, and I'm worried it will keep going downhill as NAFTA discussions begin. Anyways, I'm interested in what you think I should do with these three companies.

Q: I am considering taking a position in either Absolute Software or Chesswood Group as I am looking to increase my exposure to small cap with dividends ( I am particularly light on tech ). I would appreciate your choice between these two, and your reasons. Many thanks.
John