Investment Q&A

Q: I am overweight in real estate and currently hold both HR.UN and BPY.UN. If I were to reduce my holdings, do you have a preference for holding one over the other (or go equal weight)?

With the current market volatility, would it be better to wait before rebalancing.

Your thoughts please.

Thanks for the great Service.

Stephen

Q: what is your take on the deals announced today, i think quite impressive, i own some, would you buy more. dave

Q: Are these companies still a hold or is it time to move on?

Q: Would you suggest trading GOOG for SHOP for a long term hold?

Q: TCN has been trading down since their strong Q1 result.
I would like to have your insight on the future of the company.
Is this a good stock to hold for long term?

Q:
Please comment on BUS eps and sales yesterday

Q: Hello 5i,
Like many here, I have , according to the portfolio analytics program, far too much in Canadian and far too little in the rest of the world. I am trying to remedy this but I am finding reducing Canadian holdings a bit difficult. I know that you like to see each holding equaling five percent. Although, I guess you qualify this when you say that you are testing the waters on some stocks, then you go at about two and half percent.

I am wondering whether one might consider very similar companies, such as BNS and TD or CP and Cn, almost as one stock? That is, rather than hold five percent in each as maximum, hold 2.5 percent in each as maximum, allowing the two to equal five percent? thanks

Q: What likelihood is there for a competing at this point?

Q: Hi guys

I have held this for quite a while and while I have enjoyed collecting about a 6% dividend off my cost basis the preferred price has been falling lately after being up quite a bit at one point.
I am coming up to the end of a 5 year term so the interest rate will be set again by March 2010. ENB.PF.C currently provides an annual dividend of $1.10 and I am wondering given the current interest rates, if it reset today, would that payment go up or down?
This is my only preferred. My thoughts are maybe, if the payment is looking to be going down, then sooner, rather than later, I should sell this preferred and buy a dividend grower stock , like a Fortis, and get both a descent dividend, and some capital appreciation.

I bought the preferred with the idea of stability, but as you know in the last few years this has not been the case.

All the best

Stuart

Q: What are your thoughts on yesterday's earnings results. Revenue growth seemed quite strong, but the share price is dropping today after a brief rise.

Q: please give me your views on manulife as a longer term hold

Q: Any thoughts on Canada Goose's earnings? Looks like they reported earnings of 9 cents for the Q and $1.36 for 2019 against 6 cents and $1.30 expected (from the consensus info I have on iTrade).

Premarket, as of now, show the shares down 12%. Did GOOS miss on revenue or any other metric that is initially concerning the market? And if so, how do you feel about that miss?

In your opinion, what differentiates GOOS from becoming a Roots?

Thanks.

John

Q: Riocan was droping fast today, today we knew the anouncements of the elections of new directors. Were these results (one item noted : Paul Godfrey had 24% of the votes withheld) the reason for the drop ?. Volume jumped from 35k to 650k in the last minute of the session (3.59 pm) , are these real transactions ?, done by whom ?
Thanks !!!. take the credits you feel fair.

Q: Hi guys
In regard to Northwest Company I have held it for quite sometime as a steady eady income stock. My feeling were it was fairly safe because of NWC stores remote geography. This provided a fairly large moat around it. I am hearing that people in the north are now also ordering through Amazon and I guess because, like everywhere, this is cheaper. Do you have any thoughts or have come across information/questions during earning conference calls in regard to this manner from NWC? Will Amazon sales eat into NWC profits over time?

Thanks

Stuart

Q: Do you have any pulse producers or processors on your radar at all? Or an ETF that covers this space? Thank-you.

Q: I have a hard time understanding the valuation for GDI. What am I missing? Would you buy it at the current price?

Q: What do you think of Tsgi news this morning?

Q: Any reason eit.un is falling lately?

Q: Re special dividend question. Corby pays generous special dividends (unless there has been a policy change!).

Q: Is there any issue with potentially doubling up on dividends in any one month? If an investor times it right, you could purchase a stock that pays quarterly just before the x date and then sell it after the record date. You could then purchase another dividend payer before its X date and assuming this all happens in the same month you would collect two dividends in the next month from two different companies-do you see any flaws in this strategy?