Q: MFC looks like a screaming buy on most metrics. Especially compared to historical valuation metrics. Would you prefer this over a bank and Why so cheap? Thank-you.
Q: We are presently holding:
Brookfield Infrastructure = 4%
Brookfield Renewable Energy =3%
Brookfield Properties =1%
of a total low seven figure RIF (mine) and RSP (Wife's) portfolio.
In your opinion is a combined total of 8% too high and or would I be better off switching all to BAM ? Normally I do not allow more than 5% to any one company.
Your opinion would be much appreciated.
Thanks
Q: Is Teine Energy financially sound, and has it been a consistently solid, private energy producer over the years? Does 5i consider them to be a good, and sustainable, partner for Freehold Royalty? Thank you for your comments.
Q: Just for fun I am going to take a small position in WEED after earnings are announced in November. Can you share with me what catalysts, positive, negative and neutral to look for when they announce?
Thanks!
Q: I have the above losing stocks in my rrsp. Do you see any that I should let go and replace with something else? Sgy and pd are particularly painful to look at! The ok stocks I have in it are bns, engh and pbh. A good few years before I start cashing in. Thank you.
Q: I am basically a buy and hold investor, but the cannabis meltdown seems extreme with no end in sight. Is it time to throw in the towel or should I hang on? I own WEED and Cronos. thanks for your response.
Q: DescriptionMGM Growth Properties LLC is an American real estate investment trust that invests in large-scale destination entertainment and leisure resorts.
What is your opinion of this REIT as a long term hold please ? Thanks Rick
Q: I've been looking over FRU since I saw your most recent answer to a Q about it. Seems remarkable the it is now trading at a price last seen in 2000! It is trading below it's 2008 low. My question is: Considering that oil is a declining asset has this company managed to increase its land holdings in oil over the last 20 years or is it on a slow decline? Also, how did it perform in the 2008 Great Recession?
Q: I currently have about 10% of my portfolio in money market funds or cash. For a while this seemed like a good idea and I have seen other portfolios with cash. but its over a year now and the cash just gets more and is earning very little. I see from some other questions-answers that you do not recommend holding much cash. what do you think I should do? Reduce the cash? and to what extent? I have no need for cash now and have a moderately sized line of credit if there were an emergency. thanks
Q: Would appreciate your view of Valaris PLC. A Us Driller VAL:US. I've got a considerable loss on this one. Wondering if it has a future?
Thanks
Frank
Q: Hey guys, what do you think of RBA.CA at this level ? Almost at 52 week high, I have a 5% position, average cost of 40$, obviously, Industrials are a bit too heavy in my portfolio, I also own a 5% in CNR and a 5% in BAD? Any suggestions ?
thank you !
Q: With large US Discount brokerages slashing trading commissions to zero and with TD Bank owning 43% of Ameritrade - how do you feel that will impact TD Bank