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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: I reviewed analyses from investing letters services, including Sabrient, New Constructs and GuruFocus. I also read through materials available from the well known financial sites such as Yahoo Finance and Thompson Reuters. I am used to seeing opinions and projections that cover the spectrum-- from excellent to disaster.

On CBRL.us however it looks like analysts are either at one extreme or the other. CFAs are generally not dumb and the opinions being clustered at the extremes puzzles me. Please give your insight and opinion. Although CBRL would not be a ‘must have’ it was recently added by AAII to its model dividend folio. And, after some back tests I now try to follow its models. AAII also advises members to include all its selections. Notwithstanding that advice , I don’t always add a stock AAII likes if for example I lack confidence in some criteria they used. AAII would not however have been casual about this recent selection

In your response, I am looking more for your insight or substance , with your thoughts and instincts, your opinion or thoughts on the future of the industry, and the prospects for the specific company. Thank you.
Read Answer Asked by Adam on April 05, 2017
Q: For US stock exposure, is it better to hold the CAD or USD version. Does the CAD version have and exchange fees. Does it hedge out currency exposure.
Also as its traded on the TSX, I understand its does not count as a US stock holding so no US estate tax exposure for non-registered accounts. Are there other similar ETF's
Read Answer Asked by Lloyd on April 04, 2017
Q: What are your thoughts on Crown Castle International (CCI in the US) as a long term stable force in a portfolio? I'm looking for stability and some growth in Communications in the US. Would this also double as a REIT?

In terms of its competition, how would you rank CCI against American Tower and SBA Communications? ... and here's the naive part of the question, but ... do these tower companies hold footing in Canada as well, or what would be the equivalent for a Canadian holding?

Thanks!
Read Answer Asked by Sylvia on April 04, 2017
Q: With the trillions of dollars held offshore by US Corporations what would be the impact to European Banks when Trump approves the repatriation of these funds back to USA at a low tax rate. Would monies out of the USA be on deposit or held in government short term investments or US Treasuries. Would there be any negative impact to European Banks or local currencies ie Euro or pound etc when money is brought back to USA ? Bob
Read Answer Asked by bob on April 04, 2017
Q: Hi
I am looking for your top pic for Secure High Dividend ETF's - One Canadian Equity and One USA. I am also looking for High Dividend Growth ETF's (Like CDZ) - One More Canadian and One USA
Read Answer Asked by Ron on April 03, 2017
Q: Hi Peter and Staff,
What do you think about the turnaround story at FireEye. Could this stock get back to the $20-$25 level within the next year or two? According to their inventor presentation released Feb 2/17 "Q4 2016 Financial Results" they have made some progress towards trimming their sale and marketing expenses year over year. Any perspective you have would be appreciated!
Thanks Steve.
Read Answer Asked by Stephen on April 03, 2017
Q: Hi,

I have some questions to ask:

1) I have noticed that there has been insider buying in Whitecap Resources (WCP) and Raging River Exploration (RRX), but they dropped by 2% and 4.5% respectively on March 30. Do you have any comments/idea why this happened?

2) Why is MacDonald Dettwiler (MDA) finally moving upside?

3) Peter Lynch avoids investing in computer stocks since new computer/tech companies keep popping up. But he also mentioned keep an open mind to new ideas. In Davos Economic Forum it was mentioned that we are currently in the fourth industrial revolution which is electronic based. Do you have any suggestions for stocks participating in this trend?

Thank you.
Read Answer Asked by Lai Kuen on March 31, 2017
Q: I hold the balanced portfolio complete and have 20% of my total portfolio in the u.s. i like cgnx and evi but am looking at possibly some canadian stocks that would mirror these two or be part of the solutions. Could you please give me your thoughts on this matter and your recommendation of some stocks that would fit the bill.
Read Answer Asked by gene on March 30, 2017
Q: 10,000 Americans a day will reach the age of 65 and this will continue for the next 19 years. That's 3,500,000 a year times 19 years. More walkers, hips, knees, wheelchairs, nursing homes, retirement homes, pain pills, drugs. More of what Savaria ( SIS ) produces. Great for Savaria !

What other Canadian & U.S. Companies will benefit from this great explosion of aging of America . Is Canada in a similar situation. Baby Boombers, Bob
Read Answer Asked by bob on March 30, 2017
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