Investment Q&A

Q: Could you please explain the private offering OKTA announced today and what are your thoughts on it.

Q: Could you comment on the 60 million US public offering of common shares. Does this account for the sharp decline today of about 8%. Or is there more to it?
And is it a good sign for the stock that the company is looking to list on the Nasdaq.
Thanks - James.

Q: What is your view on BPY.UN as an investment for income. It pays well and payout ratio looks ok. What about stability/safety?
Bill

Q: Your thoughts on buying this stock for eventual rebound in the oil industry. Good div. that looks sustainable. Can you list the companies fru holds in their royalty play.

Q: Hey guys, what do you think of ALYA:CA ?

Q: Could you clarify your thoughts on the PP?
Is the company expecting the price to recover to the PP?
Also,what maximum allocation percentage would you recommend for REITs for a 68 year old geezer?

Q: Hi,

Would you view Corby Spirit and Wine a buy at this price. The yield is interesting at over 5%. Do you see some capital appreciation over the next three years and is the dividend sustainable?

Thanks

Q: What is your take at this time
And would you rate with the other Canadian Banks

Thanks Mike B

Q: Any reason for CAE to drop $1.03 to $33.77 today besides the poor US markets.It increased $1.45 on 8/30 after announcement of a 15yr contract with Directional Aviation.Time to start a position? Txs for u usual great services & views

Q: I am a long term Buy and hold investor with more focus on dividend paying stocks. I have roughly 19% of my total portfolio in Financial sector. 16% of that is from financial stocks and 3% from ETFs (market ETFs financial portion). 8.2% in five (TD, RY, CM, BNS, BMO) banks, 2.5% in two Insurance(SLF and MFC), and 4.2% in financials preferred (IGM.PR.B, GWO.PR.M, PWF.PRF, BIP.PR.E). I think am Ok with my Insurance and preferred weighing. Two questions:
• Considering the current conditions, is 8.2% in five banks OK or should I trim some and invest in some other sectors?
• TD and RY have higher weighing with TD at 3.3% and RY at 1.9%, the rest three roughly 1% each, Should I sell some of TD and RY and buy other banks or something else?

In case you need my overall asset allocation:
Equity: 63%, Fixed income (including cash): 22%, Real estate: 6.5%, Preferred: 8.5%
CDN: 73% (Equity: 48%, Fixed Income: 21% and Real estate: 4%), US: 18% and Global: 9%
Four highest weighing (59%) sectors are: Multi sectors (Market ETFS): 25%, Financials: 16%, Utilities: 11%, telecom: 7%, the rest in various other sectors.

Q: Unusually large downside move today. I cannot find any news out on sites I have access to- any idea what is driving the sell-off?

Thanks

Q: Your comment on PPL as an investment for income and safety of dividend

Q: Your wild guess on the take over bid for Transat, and on scale of probability 100% is being certain, that the takeover will go through. If the deal doesn't go through do you think it price will go down to the $ 5 level? How this will be affected by Westjet takeover bid now being challenged by Air Canada. Do you see opportunity of buying either at current prices? Thanks

Q: Please comment on the recent price drop , is it a time to add more?
Thank

Q: the score and lightspeed are by far my 2 biggest holdings.i like to overweight winners especially when they hit 52 week highs.
if lspd is added to the tsx in 10 days, obviously this is a positive but is it a one time blip or does it even matter.
and the score, new investor , huge volume very liquid , 52 week high. nfl starts thursday. can this company get taken out and can iyou see 1.50 in the stock.
dave

Q: This morning SIS announced that its CEO recently bought 50k shares @ $10.90 in the open market bringing his total shares to some 14.873m shares(29.5% of o/s shares).Should I follow & add a bit to my 2.75% position(p/p $17.28).Txs for u usual great services & views

Q: Crescent Point Energy just announced the sale of their Utah assets plus some Saskatchewan property, reducing their debt by almost a billion. With their reduced Cap/Ex, share buy backs, and paying down their debt is this the time to jump in? They appear to still have many years of proven reserves and a large 160000+BPD production and great potential for share appreciation.
Appreciate your opinion.
Thanks Gord

Q: Peter; I’m overweight FTS now due to the yield rally and underweight FSZ. Does trimming a bit of FTS and adding some FSZ make sense? Thanks. Rod

Q: What securities would you recommend for an investment in apartments or multi residential in Canada. Any that offer better relative value? Thanks.

Q: Is the ongoing downward motion based on fundamentals, sentiment, panic, or short selling?