Investment Q&A

Q: In your reply to Michael this morning you stated: "So we think it is a little too soon to write the company off." Your response implies that there is some possibility that SIS will be written off, whereas your previous comments on SIS have been very positive. What level of confidence do you have in SIS as a viable investment for the long term?

Q: Hi,

Peyto is getting a bit beat up today. Any thoughts on why this is?

Thanks,

Gord

Q: I am now down 24% on this stock. I don't hear good things in the long term. Is it time to move on? Thanks

Q: Is this a good time to buy wef ?

Q: Does the short sellers report necessarily affect operations/ earnings? Also, at what point do POT stocks become attractive?

Q: I know that you have recommended selling all Crius Trust Units, obviously there is a few of us who haven't ... can you tell me where you think this stock will bottom out ? ..and is a dividend cut a for sure ?? Thanks as always for your sage advice.

Q: david rosenberg just publishes an article in the globe ignore the yield curve at your own peril, the crew at 5i seems to me far more optimistic than this article indicates, furthermore the market action seems to indicate rosenberg is right on,so my question is who is right andshouldn,t we all be raising much more cash including 5i portfolios. dave

Q: I really can't understand DOO.
I have been investing for 15 years and have never seen this. DOO has beating earnings 9 out of the last 9 times and the stock, after reaching
$51 on Monday is now below $41.
I know there is no news to account for this drop.
Can there be something we do not know about that is the reason?
Can that sale of stock in September still have an effect on this stock?
Maybe Trump has plans to only tax Ski-Doos?

Q: do you feel a 50% dividend cut is priced in

Q: I would like to add a comment in response to the question on Manulife's Income for Life offer from Dave. I am a financial advisor who recently dealt with this issue with an inherited client who had both a registered and non-registered Income for Life product. Some considerations to keep in mind is that the "top up" offer for non-registered plans is fully taxable. In my client's case, we determined that the non-registered offer didn't make sense but that the one for the registered plan did, as there was no taxation and it does not affect the client's RRSP contribution room. In my experience, when an insurance company wants to get out of a product, take a hard look at it because it usually means it is favouring the client too much (but not always, of course). Income for Life is meant to provide not only income for life but guranteed growth in the base amount as well. In Dave's case, the low growth in his capital to date is because of the investments he chose to be in - there is a wide range of investment choices so if the time frame is long enough, he may be able to grow that value. These products are not for everyone but the offer should be examined carefully with the taxation issue in mind. Hope this helps.

Paul F.

Q: Hello, I would like to start a Share Purchase Plan with one of the main banks in Canada. I am not an employee, and would like to do this in an RRSP/TFSA/RESP. I contacted Computershare to do this and they told me it cannot be in done in a registered account. Does anyone know if this can be done any other way or with another company?


Thanks

Q: May I please have your opinion. Thank you.

Q: Odonate Therapeutics - May I please have your opinion on this stock? It looks like insiders own a large chunk of the company and keep buying. Thank you.

Q: What would the beta be of the B.E. portfolio versus the TSX?

Q: Hi, SIS has added a significant amount of long term debt over the last 4 years, and free cash flow seems to have hit a plateau, with a lot of cash coming from financing. Do you feel the growth by acquisition story here looks sustainable?

Q: Is the income portfolio designed to ride out a recession without major changes?

Q: May I have your opinion please. Thank you.

Q: I’m curious about IFOS. A guest on BNN recently described it as a smaller but more promising alternative to NTR. It’s selling for about $1 as I write this but it used to trade close to $400 per share. I certainly wouldn’t mind owning a 400-bagger, if possible, but before I step in I’d like to know what caused the overwhelming loss of value as well as your general opinion on this company and its outlook. It hasn’t stopped falling in price and the P/E is only around 2 (according to Google). Isn't it a red flag when the multiple is so low?

Also, the guest said that NTR wouldn’t do well in a recession and I’m wondering why and whether the same would be true of IFOS.

Please deduct as many credits as necessary. Thanks very much for your comments.

Q: What are you thoughts about Aphria after all the news coming out?

Q: Would you please provide your comments/thoughts on this Limited Partnership ETF. The yield is quite attractive and it seems to contain some quality names. Additionally, could you please provide some insight as to what the tax implications would be, if kept in an RRSP.

Thanks,
David