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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: Many guests on BNN like ATD.B & some consider it cheap(I guess it is cheap for a reason)Partially growth by acquistions,& made so many & a very one in CFT recently.Can it continue along this path?No longer a market darling as it has underperformed TSX the last year(- 10% vs + 3% TSX).Technically weak as it is below 20d,50d & 200d MA.It traded in a range of $65 to $59/58.Amazon is having a very negative effect on Can.grocery chains like L & MRU & lately EMP.A,& may have spilled over to ATD.B.It missed 2,matched 1 & beat 1 of the last 4Qs.It is reporting on Sep 6,please advise expected eps & revenue.Is it time to enter in this climate?Thanks for u usual great services & Views
Read Answer Asked by Peter on September 05, 2017
Q: Howdy!
I try to be a buy and hold investor with a long-term investment horizon in my RRSP account.
I have recently joined your service and am thinking about trying to reposition my RRSP account to emulate the sector allocation in your Balanced Portfolio.
About 30% of my portfolio is sitting on cash /cash equivalent investments right now; and I have almost 0% in the Technology and Basic Materials sectors.
As such, would you recommend a position in all of the nine equities that represent the Tech and Basic Materials sectors in your Balanced Portfolio?
Or have some of them (like CCL.B) peaked /not as much room left for appreciation compared to when first bought?
Read Answer Asked by David on September 05, 2017
Q: GUD is consistently a top recommendation as a growth stock. Have you spoken with GUD mgmt. lately to be able provide any additional info. as to when/how they are expecting to invest some of their cash and therefore move the stock in the next six months?
Without any news, it seems that GUD will continue to drift down as the 'bored' investors continue to sell.
Read Answer Asked by Curtis on September 05, 2017
Q: I am surprised that you bought CGX in the income portfolio today. Even though it is down substantially it still trades at an EBITDA/EV multiple that is significantly higher than US comparables. I know that CGX is well-run, but has little growth and under GAAP accounting has not covered its dividend in 5 of the past 7 years. This does not seem to be a good stock for a conservative income portfolio. What am I missing? In your answer I would welcome a comparison to Corus Entertainment, which also offers little growth, but at least the dividend is well covered and would seem like a much safer choice for income.
Read Answer Asked by David on August 31, 2017
Q: there is an article by robert tattersall in last saturdays globe where he talks about price to sales ratios -- psrs, and he quotes various experts who say never buy a company with a psr more than three, shopify was 15.5 at the time, today probably 17, we all know shopify is expensive but this is ridiculous. and he says it never ends good, never.can you comment. dave
Read Answer Asked by david on August 31, 2017
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