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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: Hi team,

I am looking for your best ideas (small / medium / large cap) to invest in the ongoing and ever-increasing move to 5G. Telcos will be spending billions over next decade. And ultimately benefitting of course. But which companies will benefit from that, or government's (?) spending? Mostly interested in Canadian-based companies. I know AMT and CCI are the big players in US. Any chance they get a foothold in Canada? Does small company like Baylin have unique expertise to deliver in this space? Are they well-managed and well-known enough? Anyone else?

Thanks for advice.
Read Answer Asked by Randall on February 21, 2018
Q: I want to buy a half position in a US financial investment services company for a US dollar registered account. Please rank the following for potential capital gain with medium risk accepted. CME,IBKR,AMTD,SCHW,ETFC.
Please explain your rational.
Thanks, Tim.
Read Answer Asked by tim on February 16, 2018
Q: Hello team,

What would you suggest for water and solar themes. I have looked at XYL and SolarEdge (SEDG). I am looking for GREAT companies with low debt and good management and positive shareholder history. What do you think of these two companies. I welcome any other suggestion you might have for better plays out there and for a very long term hold.

Thanks a lot as always for your great work.
Read Answer Asked by Saeed on February 16, 2018
Q: SNY (not in your database) recently reported a poor quarter and so-so guidance. On the other hand, the P/E is now less than 12x, the dividend is substantial, and the pipeline should be broad enough to protect against single-drug risk. My sense is that it's long-term-investable, but less attractive than other beaten-down pharma blue-chips (say, LLY); your opinion?
Read Answer Asked by John on February 16, 2018
Q: I just read a contrarian report on Seeking Alpha regarding these two companies. Can you comment on the debt levels of each and their respective survivability in a prolonged long low price nat gas environment. In an RRSP, could they be considered decent ‘flyers’ for a small (1%) stake?

DON
Read Answer Asked by Donald on February 16, 2018
Q: Hi,
This is a follow up to your answer regarding my original question on Feb 14th regarding ETFs in the US Aerospace and Defense sector. Your answer focused my attention on the expense ratio as the main factor in choosing among ETFs with a similar theme, and you offered that 5 year average returns should also be considered. However, I am wondering if the dividends paid should also be a part of the decision? If yes, then as a general rule, ETF dividends would be considered only if all else is equal? Between the three ETFs, PPA pays .2504, XAR pays .0938 and ITA pays .3205. All are listed as quarterly payments. Thanks for helping out with my learning curve!
Dawn
Read Answer Asked by Dawn on February 16, 2018
Q: Is this a good Div ETF US oil/gas energy distribution to remain in? I am down a bit on currency slide in MAV so wish to remain hoping for a lower CAD or simply to remain bec of 8.19% Div, would appreciate your comment
Read Answer Asked by Arthur on February 16, 2018
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