Investment Q&A

Q: Hello,
I have held FSZ for a few years now (small position of less around 1%). The share price has not moved basically since mid-2013. I am very happy with the dividend (another increase this quarter) and it appears to me they are a well managed company.

I know they operate in a sector that is not favorable but are there any catalysts on the horizon that might be a positive for the share price in the mid to long term or should one simply hold this for the income?

Would National Bank eventually buy this out (I know this is speculation but had to ask)?

And, what would be a good target % to hold in a well diversified income portfolio inside an RRSP for the average investor? I have full positions in BNS and SLF.

Thanks,
Dan

Q: you'd just respond to martin on benchmark of income portfolio is XTR.
My sense is that not a good benchmark with more than 45% of fixed income product (xfr, xhb) plus 4% HY and 4% pref (reflecting well your investment in cpd and xhy). Please comments

Q: Hi,
I see Onex has submitted a bid to purchase Gluskin Sheff for $14.25 per share.
Are you able to tell me if shareholders will still get their dividend next 1/4, or is it up in the air until they either declare it, and is there much of a chance at a special dividend coming this up coming 1/4.
Thanks

Q: To take Goodman's "grandchildren" analogy to heart, then, ... I'm assuming he's telling us to bail if we don't have grandkids? : /

What if our grandkids are already taken care of, and we'd like to see better results now?

Five years seems to be an awfully long time for compost to ferment, in my mind. I'm an organic gardener, so no disrespect intended here. ; )

Your thoughts, please, on his silly analogy. This slow-burning genius seems to be fizzling out, like a dud firecracker. Surely investors deserve a little something for being so patient -- maybe even a little respect.

Q: Hello There,

Company posted financials on 21Mar; by the sound of it look good, but the stock is getting negative vibe.

How do you think company did?

Thanks
Jabs

Q: Hello ! What is the benchmark of the income portfolio ?
Thanks, great work,
Martin

Q: Can you comment on earnings?

Thanks

Q: Your comments on earnings ?
Thanks!

Q: How tied to the price of oil is the profitability of TFII,
Thank You
Peter

Q: Is there more to report on PHO after call? Any surprises, good or bad?

Q: I hate lawsuits. Been holding Knight at a huge loss waiting for the big payday. I know you do not act as a financial advisor but would YOU hang on to your knight shares? Lawsuits take forever unless this Medison guy settles. This will distract from business at hand. Yes, no? Thanks for your views and sage advice.

Q: Please comment on earnings. Thanks

Q: Q4 looked solid. Did you see anything negative?

Q: If BCI earnings are out can you comment please

Sheldon

Q: good day team i just picked up some doo it is down considerably today,is there news on this company or fear of what earnings might be this Friday ,,,thanks Norm

Q: Earnings expectations for photon? Revenue and eps.

Q: Is now a good entry point to initiate a position in CCL?

Q: According to Morningstar.ca, DOO appears to have negative equity every year since 2014 on the balance sheet (except for 2017). Should investors worry about this?

Q: Gentlemen Good Morning,
3 stocks on TFSA have TSGI 36%PF (-46%), SIS 25%PF (-18%), SHOP 39%PF (+79%)
I thinking to sell 50% of SHOP and buying equal $, TSGI & SIS
Your thoughts please.
Thank You
Best regards

Q: Do you see an upside for CAE to benefit if additional training is determined to be required for pilots flying the Boeing 737 MAX 8 planes in the future or does Boeing internally provide the training? Thanks