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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: I would like to add to my position on this, but am concerned about the valuation.
According to Morningstar, consensus forward P/E is 17.67.
BUT, the TTM earnings are $2.24 per share. If the forward P/E is correct, the forward earnings would have to be north of $5 per share, which doesn't seem to me to be realistic.
What do you think is the forward P/E? If it is over 20, I would likely look elsewhere.
John
Read Answer Asked by john on October 15, 2019
Q: Good day,

What would be your top 10 picks (ranked in order if possible) going forward for an
1. Income portfolio
2. Balanced portfolio
3. Growth portfolio (low-mid risk)

Thank you.
Read Answer Asked by Larry on October 15, 2019
Q: Air Canada has demonstrated very good EPS growth and ROE for some time. Their stock has had a modest pullback, August through September, but seems to be gaining momentum again. Air Canada has the 2nd largest fleet of Max 737 in the world. Why wouldn't the grounding and route cancellations affect results. Q1 and Q2 results beat estimates. Q3 results, typically the largest reporting period, is due October 29. Do you think it will affect Q3 results? Would you take position now or wait until after October 29.
Read Answer Asked by LARRY on October 15, 2019
Q: Does your crystal ball predict a recession in the next six to twelve months.

Clayton
Read Answer Asked by Clayton on October 15, 2019
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
Read Answer Asked by DAVID on October 15, 2019
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.
Read Answer Asked by Lois on October 15, 2019
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?
Read Answer Asked by Gerald on October 11, 2019
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