Investment Q&A

Q: Hello. I have a 31-year old son who I've been investing on behalf of for the past two years. Since he started earning a regular income, he has loyally saved and invested in his TFSA (up to the maximum allowance) and started to make some contribution to his RRSP as well.

In his TFSA, he has three stocks (TD, AQN, ECI) and other Canadian and US ETFs (VFV, XIU, XEG, ZLB, XQQ, VEF). Now, given the fact that he has some time before retirement, my new plan is to sell ECI, AQN, or possibly BOTH to buy into more growth-oriented stocks. Do you think my new strategy makes sense? Should I sell ECI, AQN or both or none?

In my mind, there are several stocks that fit into a long term growth strategy. These include SIS, PBH, ATD.B, KXS. If you can think of a better one, please let me know. Your advice is very much appreicated. THANK YOU IN ADVANCE.

Q: Reko generated 19MM in cash in the most recent fiscal year ending July'16.
They just delivered another profitable quarter along with their FIRST ever dividend of 20 cents as a special dividend. With a hard book value of 6.61 and working capital of 3.15 per share and virtually debt free how would you assess the investment potential of the company?

Q: What do you think of PHO's most recent quarterly results and their forecast for the future? Would you continue to hold this company, as an investor? Thank you...

Q: Why is Dollarama down so much today?
Is there any news on the company?
Thank you!

Q: Why is cotts declining ? Thank you

Q: could you give me your comment on HEO any reason for the recent weakness

Q: Hi, Could you give us your thoughts on NYX's last 1/4, I thought it was pretty good but the market's response was meh.
Thanks

Q: TFI has had a great run recently. I am not complaining (!), but...
The stock was languishing earlier this year and dipped below $20 in Feb. Now it is $34. I know about the new acquisition however I hardly think the company has improved its value by 70% over these past 9 months or so. What is the cause of this run? Can't see how Trump is going to help them. They are now at 15 or 16 x 2017E. I am patient and not overweight on the stock despite the gains. What to do?

Q: Solium, had a major news release last week, and the stock jumped accordingly. What are your current views on this Company, and what do you see going forward?

Q: Grande West was a top pick on BNN recently. Could I please have your view on this company. Thanks

Q: If I were to initiate a small position in either Dug or Heo,which might you recommend for a 2 to 3 year hold and why. Thanx.

Q: Hello, Lucara sent out a press release today indicating completion of sale of 12 large diamonds totalling $38+ million. Wondering how you feel this will impact the stock price.
Also, I note a large run up in price of Grande West Transportation. Anything other than recent sales (incl USA)? Could this be a New Flyer proxy?
Thank you,
Brian

Q: Hi 5i,

Can you tell me about Hydrogenics Corp (HYG.TO) and what your opinion is?

Thanks again, Shane

Q: May I have your current view in ITP. I believe it reported as well but I did not see any report. Thank you.

Q: Please comment on H2O Innovation recent quarter and their business in general. Please explain what "approval of insider loans" on the November 16 release means. They seem to win a lot of awards for their tech and their backlog keeps growing, but I'd appreciate your take. Thanks.

Q: AcuityAds reported another quarter of excellent growth on Tuesday and yesterday, news of another competitor (TubeMogul) being snatched up by Adobe.

Comments?

Q: What do you think of their latest results ? Thanks.

Q: Please provide your comments on EIF's Q3 earnings and dividend increase. Thanks.

Q: Have you come across this name & if so, would you have any insight as to potential? Seems like very innovative technology with revenue stream about to ramp up.

Thanks, George T.

Q: I have cash to add 3 new positions to my registered investment accounts. The current holdings are listed above. This is 15% of my portfolio. The other 85% is professional managed and well diversified in mutual funds. Can you recommend some Canadian stocks (that you have reports on) and ETFs that are the best purchases today that I should look into? Thanks, Matthew.