Investment Q&A

Q: Gentlemen Good Morning,
In your answer to Helen "PIMCO has a high MER of 1.4% but a good since-inception return of 8.99%"
That means total return interest included since inception or by year ?
Thanks Regards

Q: Could i have your thought on Btr? Kirland lake acquired 2 million shares. Any debt, ownership, cash flow, cost per ounce, good long term growth? is it a good entry level at current price? Thanks

Q: At a current 6% yield, oversold and a solid credit risk, would this be a good time to consider moving into this? I am thinking of this as a shorter term hold (5 years). I understand that it is equivalent to perpetual or long-term bond and thus will fluctuate with interest rates.

Q: Hi,

Thinking about adding this company to my portfolio. Can I get your views and specifically the drivers that could continue to push this one higher. Would you purchase at this point?

Thanks!

Q: Hi Guys!
Wanna know about Heroux- Devtek HRX-T. Should i buy it at around $17?

Thanks!
Dean

Q: Peter and His Wonder Team
I see that an outside company wants to buy all the common shares of CTG. What does this mean for current share holders. Is it good news or not? What implications does this have for CTG in general? Your opinion please! Thank you!

Q: Tax advantaged ETFs, those that flowed through interest or dividend income as lower taxed capital gains, were supposedly going to be disallowed in new federal tax legislation (Budget proposal). Did this legislation ever pass into law? Do such ETFs still have a life? Thanks in advance, Ron W

Q: I'm interested in 2 lo-volatility stocks, with some dividend and some momentum for a minimum of 2 years. Most of these REITs mentioned have lots of hold recommendations, but very few buys despite their recent outperformance?? Are they overbought? Can you pick 1 or 2 US REITS for me and 2 CDN reits as well?

Q: Can you please share your thoughts on Armada Data Corporation, thank you.

Q: Further to my Q on 6/17,GMP has now completed the sale of the majority of its capital business.Both GMP & Pr.B have risen since announcement of the sale in June.However today Pr.B dropped 0.55(4.23%) to $12.45,while GMP was up 0.05.Are there any reasons? My p/p was $15 in Oct 2016 (2% position)& decline is nearly offset by the Q dividend(& X-div is 9/13).Thinking of selling & replacing it with a better stock.Please may I have u expert opinion.If sell,please provide 1 or 2 names with the best potential(can be any sectors).Txs for u usual great views & services

Q: I was going to hold Valener for one more dividend payment. Does this make sense or should I just sell now (before the Noverco deal completes)?

Q: aw.un seems to be moving down each day but there does not seem to be any bad news and sales and profits are still good.Can you see any reason for this movement?
Tks -Al

Q: What is your opinion on Nestlé? Which of the two ADRs should I buy? I have not been able to find a bid or ask on these ADRs - why and how should I proceed? Thank you!

Q: I am a retired conservative dividend income investor. I've held Sentry Global REIT for years (love the 6% distribution) and have been monitoring its performance as compared to ZRE and XRE. I didn't mind paying the 2.4% MER as long as it was outperforming. However, on a total return basis, Sentry has lagged significantly and I have sold it today.

With interest rates appearing to be on the decline and, more importantly, for portfolio asset allocation, I still want to have REIT exposure. I am leaning towards ZRE, due to the equal weight nature (as opposed to XRE).

I am normally a long term buy-and-hold investor. ZRE has had a good run recently, but I think the future still looks good, due to the macro environment. Your thoughts?

My target REIT allocation is 7.5%. I also have a position in CSH.

Thanks for your help...Steve

Q: What do you think about XIT in a cash account? It looks like 75% of the holdings are Shopify, CGI Group, and Constellation Software. With a MER of .60 for this ETF would you just buy the 3 stocks in equal weighting or buy the ETF to have the small holdings as well?

Thanks

Q: Do you know if TSGI will be updating the market on the progress of Foxbet as the NFL season progresses? Thx

Q: I'm looking at adding a blue chip company and I'm down to either TRI or FTS. My main emphasis is growth in the next three years and view dividend yield as a "fringe benefit". Since TRI have a major run up in the last year or so, can that momentum be sustained, hence FTS may be a better choice at this juncture? What's your view? Are there other names I should consider as well? Thanks.

Q: Eric Nutall at Ninepoint keeps on saying he is buying heavy into energy space companies that are trading around 2.5 EV to Cashflow. Just wondering what some of the better names he’d be buying into may be. Any idea or suggestions?

Q: PLC and KXS - two stocks that you promote have fallen quite rapidly over the last while. This rally we have had over the last few days - they have not participated in. I am thinking of replacing them with stocks which have more upside potential - PIF is one of them with a 7% dividend. What are your thoughts on that? On another note - I was logging into one of the model portfolios and it asked me for a user ID and password which I have not come across before and I wasn't able to get in -- even though I put a user ID and password in, it didn't seem to allow me to go in. Thank you Dennis

Q: If you are focusing on yield (which I need to more, not getting any younger), approximately how much of an upward target would you have to adjust for a non Canadian yield player?

So to simplify, if I was targeting 4% yield canadian stocks what would I need to target yield on a non Canada equity roughly?

Thanks
Mark