Investment Q&A

• Liminal BioSciences Inc. (LMNL)
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• BMO Equal Weight US Health Care Hedged to CAD Index ETF (ZUH)
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Q: Good morning, I need to increase my healthcare to 5%. Only holding now is GUD which is 1.7%. Considering going back into PLI and another name or what do you suggest? Have spare $US if that would be better.
Thanks for the continuing helpful advice..

Ted

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Read Answer Asked by Ted on November 11, 2016

• BMO Equal Weight US Health Care Hedged to CAD Index ETF (ZUH)
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• Health Care Select Sector SPDR (XLV)
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Q: In many of the ETFs that track US healthcare, some of the sub-sectors took a hit yesterday while others outperformed. Is it too early to tell what this portends? Given the new U.S. admin, I’d be grateful if you could share your thoughts on your favourites in this space, especially among the broadly diversified ones. Thanks very much.

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Read Answer Asked by Brian on November 11, 2016

• iShares Global Infrastructure Index ETF (CIF)
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Q: Peter; Do you know of a US ETF that would reflect the hoped for infrastructure spending ? Thanks. Rod

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Read Answer Asked by Rodney on November 11, 2016

• Utilities Select Sector SPDR ETF (XLU)
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Q: Hi Peter,

Why XLU (US Utilities) is tanking? Is this an opportunity to start a 2.5% position?
Thanks

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Read Answer Asked by Karl on November 11, 2016

• DaVita Inc. (DVA)
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Q: Can you please give me your thoughts on DVA? Would it be a good investment at this price? Thanks.

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Read Answer Asked by Ann on November 10, 2016

• Amazon.com Inc. (AMZN)
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Q: Do you think the drop today provides an opportunity to pick up a position in this stock? Thanks

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Read Answer Asked by Lesley on November 10, 2016

• Amazon.com Inc. (AMZN)
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• Meta Platforms Inc. (META)
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Q: Hi

Why aren't the tech companies participating in this after election market rally?

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Read Answer Asked by Linda on November 10, 2016

• Seaspan Corporation (SSW)
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Q: I see your last update on SSW was in August (when it was trading for $14/share). Many things have changed in the shipping business since then. Could I have your thoughts please as it is now into the single digit space.

Thanks for the election commentary special, was appreciated.

Mike

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Read Answer Asked by Mike on November 10, 2016

• Teva Pharmaceutical Industries Limited American Depositary Shares (TEVA)
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Q: TEVA has been quite volatile recently. Can I have your analysis, particularly in light of yesterday's election result?
Ted

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Read Answer Asked by Theodore on November 10, 2016

• UnitedHealth Group Incorporated (DE) (UNH)
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Q: Is it time to sell UnitedHealthcare and switch into IBB? Would a defense stock be more appropriate (weightings aside) and if so which one?

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Read Answer Asked by John on November 10, 2016

• Constellation Brands Inc. (STZ)
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Q: Why did it take such a hit because of Trump?

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Read Answer Asked by Danny-boy on November 10, 2016

• Bank of America Corporation (BAC)
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Q: I am up nicely with BAC. I got in when our dollar was stranger against the US. My question is should I get out now and switch to a Canadian bank to take advantage of the gains I've made on the currency side of things? Or do you think I'm safe to let it ride a while because we will continue to see a weak Canadian dollar?

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Read Answer Asked by Richard on November 09, 2016

• CRH Medical Corporation (CRH)
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Q: Please name a couple of pharma stocks that could rally with the election results. Thanks!

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Read Answer Asked by Kim on November 09, 2016

• American Axle & Manufacturing Holdings Inc. (AXL)
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Q: Would you still consider American Axle & Manufacturing Holdings a buy after it's recent acquisition. It's now loading up on debt. I am curious to see if your thoughts changed, and if it would be considered a good tax loss selling candidate for a mid December pick up?

Thank you,

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Read Answer Asked by Liam on November 09, 2016

• Truist Financial (BBT)
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Q: I am interested in the bank because of its growth prospects. It is located in North Carolina which is booming. What is your opinion please?

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Read Answer Asked by Richard on November 09, 2016

• BCE Inc. (BCE)
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• TELUS Corporation (T)
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Q: I also need to increase my telcom exposure. what do you you suggest between these three: BCE, T and IYZ-N?

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Read Answer Asked by Danny-boy on November 08, 2016

• TE Connectivity plc (TEL)
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• Air Methods Corporation (AIRM)
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Q: Hello team, was hoping to get your view on the following four companies. The first three look to be possible tax loss candidates for the year and could be worth picking up in December. I am curious to see how you rank them. Thank you,

AIR METHODS CRP AIRM
WILLIAMS-SONOMA WSM
Owens-Illinois Inc OI
TE Connectivity TEL

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Read Answer Asked by Liam on November 07, 2016

• AllianceBernstein Holding L.P. Units (AB)
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Q: I just ran across AB in one of my screens. They seem very stable over the long haul. What are your thoughts for income and some growth. Thank-you.

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Read Answer Asked by Alex on November 07, 2016

• Pitney Bowes Inc. (PBI)
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Q: Please summarize this company wrt the dividend and overall health

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Read Answer Asked by rand on November 07, 2016

• NXP Semiconductors N.V. (NXPI)
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Q: I am trying to determine if the following makes sense . I can buy Nxpi today at about
98.70( last trade) , Qcom has an offer of 110 closing end off 2017. I have not read anywhere the suggestion the takeover will not occur or that there are any government concerns.
In my truly humble opinion it looks like an easy way to make a guaranteed 10 plus percent on my money over a year.
Thus the issue.. Can it be that easy.
I suppose there is always a chance the deal can be terminated up until the cash is transferred , and if so Nxp get 2.5 billion .
I think the risk reward here is toward the reward.
Your comment would be appreciated

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Read Answer Asked by Leon on November 07, 2016