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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: You've commented many times about pooor management at WIN and the poor ability (communication) of management at AVO.

Given what happened with WIN, am I better off avoiding these companies with weak management, despite what business acumen they may have?

Cam
Read Answer Asked by Cameron on November 05, 2015
Q: What is your opinion of Shopify after the last quarter results?
Read Answer Asked by Greg on November 05, 2015
Q: Terrible 3Q news. Thoughts on new CEO and what the recovery, if any, will look like and it's timing? Currently holding a small position.
Read Answer Asked by Will on November 04, 2015
Q: Hi team:

Can you comment on the Q3 results just released and more importantly looking forward? Much appreciated.
Read Answer Asked by Victor on November 04, 2015
Q: Will you be putting together a Conservative portfolio or should we consider the Income portfolio as that style? What about a covered call portfolio?
Read Answer Asked by Gregory on November 04, 2015
Q: Hi, in your response to Greg's CBO question you mentioned Canada is working its way through a recession. Can you elaborate why you think this is the case?

Read Answer Asked by john on November 04, 2015
Q: My portfolio includes above 7 names.
Please provide up-dates, resp. information for some where I could not find any Q and A info. Thanks.
Klaus
Read Answer Asked by Klaus on November 04, 2015
Q: This one is interesting. How do you think the turnaround story in this is going? Could you give some metrics such as their margins and inventory turnover or other metrics that might be more important. Your thoughts about it too.
Thanks guys
Read Answer Asked by Marie on November 03, 2015
Q: Hi 5i - at current prices - which one of these companies would you add to your portfolio first? I like them all, just trying to buy good companies at good prices overall in my portfolio (I have struggled with the good prices part at times!) : ) Thanks!
Read Answer Asked by Neil on November 03, 2015
Q: Which stocks do you consider most to benefit by the " proposed " huge Federal spending on infrastructure? I thought SNC, STN, WSP, ARE, might be good candidates . Do you think ARE and WSP already have had their run( ?)
Please give plus/minus assessment in term of promise and quality; and commnet on any other that might compete with these.... Thank-you
Read Answer Asked by lyle on November 03, 2015
Q: I realize past performane does not not indicate future performancebut MRU has outpermormed L and EMP.A on 5, 10 and 20 year metrics. I am looking for a long term consumer staple so at present I am thinking MRU or maybe all 3 makes sense also.
Read Answer Asked by blake on November 02, 2015
Q: I had held LIF for a few years and sold it earlier this fall to take advantage of a tax loss. Am thinking of buying back in once Tax Loss Selling season starts (late Nov). Materials would represent 10% of my Cdn Equity portfolio broken down between SJ, AGU, AFN and LIF in fairly equal percentages.
In the short term I am buying primarily for the dividend income and understand Capital Appreciation may not take place for a few years till Iron Ore prices improve.
Your thoughts on my plans for the materials section of my portfolio and at current Iron Ore prices is LIFs dividend secure?
Read Answer Asked by Bruce on November 02, 2015
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