Investment Q&A

Q: USIO, at first glance, is one among many payment processing firms. Is it worth a long-term hold position? My portfolio is currently low in tech stock for valuation reasons.

Q: Hi 5i , I am interested in adding an REIT with focus on large warehouses and I wonder if there are any you would recommend? Also REIT ETF's interest me . Thank you for any input you have

Q: RPI and LWRK are both long-term holds for me, and have done well - particularly RPI (+500%) in spite of the recent slide. However, these were bought in part for their dividends, which have decreased on a percentage basis with the stock price gains. Both have also been rather weak lately, and I can easily get significantly higher dividends with other stocks. I am looking at selling one this year, and the other next year.

Could you comment on which has the least likelihood of a rebound, and should go first.

A further issue is that both are in a taxable account, and the sale of either will result in the complete clawback of OAS due to the capital gains. I have no offsetting loses at the moment. Any suggestions on how to handle this?

Thank-you

Q: For a consistent and reliable distribution, and some growth, HCAL or HDIV or some of both?

Q: Assuming (I know, bad thing to do) ENGH is sold, what Canadian company would you replace it with? Small but growing divy, excellent management, etc.
Thanks for your always expert advice!! Ron

Q: Hello,
Enghouse is exploring options to sell. What is a reasonable price a buyer would be willing to pay given the company's state: balance sheet, market presence, etc .. Buying a company based on a potential takeover is tricky but do you think it is a good price today regardless of a takeover? Much appreciated. Thanks for the advice on the various stocks over the years.

Q: I used the recent weakness to add TCL to my portfolio a few weeks back when I felt the slide had ended. Starting to feel like I jumped in too early with the further drops in the past week... Are you still strong supporters of TCL in the income portfolio? It does have a good yield so not an issue if you still like the company long term.

Q: Hello,is there any reason for the continuous downtrend of AQN since at least one month,wich is not the case for similar utilities? should it be then replaced by another utility stock ?

Q: Hi, do you have any compelling purchases from the stocks that have recently achieved 52 week low status? The negative momentum is not an ideal buying strategy but perhaps tax loss selling has pushed some of these stocks to this status, warranted or not. (AT, Well, VFF are a few that hit this status today...and that I have on a watch list).
Do you see these or others that have this recent status as a buying opportunity or should one wait to see more positive momentum?

Cheers,
Steve

Q: Hi Peter, Ryan, and Team,

If one doesn't need the income that HHL provides, and can buy and sell XHC commission-free, but not HHL, how would you rank these two ETFs? XHC appears to have a better long-term chart.

Thanks as always for your valued advice.

Q: Good day. This is a follow up question to a couple of previous questions related to my daughter's TFSA account with a 5+ year hold period, moderate risk with growth and dividend prospects, Based on your responses she holds the companies mentioned in her portfolio. Based on her weightings she has enough cash left to invest in one more equity. She is considering adding either T, TIXT or LNF. In your opinion which if any would be the best choice and do you have an alternate selection and perhaps a comment on the portfolio? Thanks for your learned guidance.

Q: Hi,
Last year around this time, you were asked to guess a few names in the US or CDN Market that had 100 bagger potential. Some of the names mentioned were WELL, TTD, LSPD, XBC, MGNI, PLTR, VEEV, PINS, KRR, & STC. Just wondering if there were any names you would add or delete from this list? I realize identifying the next 100 bagger is next to impossible, just for some fun.
Thanks

Q: I currently am not set up to invest in US stocks. What do you think about the 10 CDR stocks currently listed on the TSX? If you like that vehicle, are there any in that group that you like more than others?

This would be a 2 credit question.

Thanks

Q: Where do you see Methanex and LMT going forward?
Do you still see them as a good hold for the next 2 years?

Thank you

Q: Looking to buy one or both of these companies in light of recent weakness, this would either be for a taxable account or an RRSP (have some room in both for a new position). Would you hold off for now? Which would you buy first and what would you consider an attractive price? Thank you.

Q: Hi could you please give me your opinion on the recent slide in this stock .
Kind regards
Stanley

Q: What are your thoughts on investing in a crypto etf?

Q: Can U recommend a good book to explain transferring a RRSP to a RIFF
THANKS RON

Q: I’m considering a pure play China ETF. Have no exposure to any eastern market in my portfolio.
As a #2 and potentially future #1 economy it makes a compelling long term investment.
Thoughts and suggestions are appreciated.
Thank you

Q: Can I please have your thoughts and analysis on Keysight's recently announced earnings. Any comments you have would be appreciated and do you see good things for this company going forward. Thank You.