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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: Gey Guys,

I basically follow your balance portfolio and the stocks that I hold are between 2% to 6 %. Does it make sense in these unsure days to lower everything down to 3% and hold more cash?
Thanks
Jim
Read Answer Asked by jim on March 05, 2020
Q: I have held SIS for about 2 years now and down 28% - I am looking at selling SIS and replacing it with FSZ - has a nice 7.50% dividend growing at about 5% a year. Can I have your opinion on SIS and whether it's worth holding, hoping that it recovers and can I have your opinion on FSZ as a replacement. Your opinion is greatly appreciated.
Thanks
Read Answer Asked by JOHN on March 05, 2020
Q: GC is a very big disappointment since purchase @ $55.96 some time ago($57 is 1 yr H) with problems like money laundry in B.C. & muted outlook despite some good Qs like today's.Today Canaccord upgraded to $59 from $58 with a Buy after It beat
estimated Rev & Eps. Estimated that casino Pickering will completed by end of Q1 & hotel & entertainment venue by Dec31 It hurts while waiting with no dividend despite buy back by GC with no meaningful appreciation in price.Is there a better stock to replace it,if desired.Txs for u usual great services & views
Read Answer Asked by Peter on March 05, 2020
Q: I've dug back in your past Q&A on this stock. I see you mention that this company has a high debt load. From what I gather, debt : capital is in the 55% range if I'm reading the figures correctly. Do you consider this high / worrisome? Is there a different metric you use that raises a concern.
I know this is a cyclical stock and am not planning to buy today, but want to put this info in my back pocket for a future purchase if the company is on solid ground.

For what it's worth, I agree with Kyle's comment yesterday about "Free Markets" (or lack thereof). With markets close to record highs and low interest rates robbing retirees of income from interest-bearing investments, do Central Banks feel they have an obligation to continually goose the market, or at least put a floor under it? Debt just keeps climbing at all levels. Will be interesting (scary?) when the music stops.
Read Answer Asked by James on March 05, 2020
Q: Lspd, Engh, Otex and Dsg, which one is faster growth and which one is the cheapest , which one you like it better?
Many thanks
Read Answer Asked by Hue on March 05, 2020
Q: Hi, TRZ fell nearly to $14 last week, even if the Air Canada $18 offer has been approved (except for government). I do not think that AC could walk out of the deal or change the conditions of the offer because of the changing market or economy. The investors do not believe this will be approved ? You mentioned before a 55% probability- is this still your number? Many thanks.
Read Answer Asked by Denise on March 05, 2020
Q: Hi,
In this down market and in your professional experience, how do you recommend legging into the market? Lets say you have $100k in cash to invest, would you invest that in equal % parts over the next X months? If you think mild to severe recessions last between 9 months-2 years, best to leg in in equal % parts over that time? Or what do you think about investing more as the markets drop more? So lets say market drops 10%, invest 10%, market drops down another 10%, invest 20%? Thoughts? Investment horizon is 10 yrs+.

Thanks!
Read Answer Asked by Keith on March 04, 2020
Q: Hello: I sold BABA and cut TCEHY holdings in half last week in a bit of a panic and would now like to know of any US stocks you might suggest to replace these two. I already own GOOGLE.
Thanks. Lesley
Read Answer Asked by Lesley on March 04, 2020