Investment Q&A

Q: Something feels odd in the Canadian markets over the last couple of months. The overall market isn't off much (maybe because of pot stocks), however there has been considerable volatility and a drop in quite a number of BE Portfolio stocks (AEM, CCL, CLS, CSU, MG, PBH, RHT, TOY, TSGI, WEF). Do you think there is some kind of sector rotation going on away from 'growth-type' stocks (concern with valuation levels of stocks that have done well for quite a few years)? Is it just Canada? Or is it just coincidence with a concentrated portfolio? Also, are you any more concerned now that a couple of months ago? Thanks in advance!

Q: We are down 50% on SLCA and are considering buying Square (SQ), do you see any potential upside coming with SLCA to make it too soon to sell at a loss?....thank you ...Vic

Q: A friend of mine advised me to buy CYP.V. Apparently the company has some new development that should really give this stock a lift. What is your opinion of this company? Thank you

Q: Looking to add ITP to my portfolio for dividend and dividend growth. What are your thoughts about adding at this time? Also what is the payout ratio and recent dividend growth?
Thanks

Q: Hi Team,
I am looking at Blockchain Technology companies for long term holding (3-5 years), would HIVE and OSTK and any other companies which I don't know about is worth to invest ?
Your valuable ideas is highly appreciated.
Thanks as always.
Tak

Q: RHT is a small cap and is down more than 40% since it was added to the BE portfolio last year and is down 4% today. Comments please
Thanks

Q: We are thinking of moving our US holdings to etf's rather than individual companies. Currently we own some VOO but notice that you recommend SPY often because of its volume and liquidity, i think.

The first question is whether there is a lot of differnece between the two and whether it is worth getting SPY as well as VOO?

Secondly, we notice that the top ten holdings for both etf's contain a lot of FANG stocks. So we were wondering if we needed other etf's to balance this weighting?
Do you think a total market etf like this is enough to cover the US market?
thanks again for great advice

Q: XIC/SPI were 2 suggested ETF funds for a beginner. I'd like your opinion on XSP vs SPY because it is traded in Canadian funds vs U.S. funds. It was suggested that as a beginner I should study the market more and not plunge into U.S. dollar funds a this time. Opinion?

Q: Both these stocks are in my portfolio at a substantial loss. At what point does one, or for that matter you, decide to sell a position as it slides downward. Some have argued that if a stock slides 10% that it should be sold. Perhaps not the best rule of thumb but it would avoid the substantial losses in the company's share price. TCL continues to slide each day seemingly without a bottom. So at what point do you pull the plug on a position and move on? Recent research I have seen on TCL sees potentially another $3-4 of downside, Where do you see each of these companies forming a bottom?
Clearly the market is not in love with either of the two at this time. What will change this?

Q: 26 Sep 2018 08:23 ET

CNW Group - CND

/NOT FOR DISTRIBUTION TO U.S. NEWS WIRE SERVICES OR FOR DISSEMINATION IN THE U.S./

Aecon Group Inc. ("Aecon" or the "Company") (TSX: ARE) today announced that it has completed its previously announced public offering of $160 million aggregate principal amount of 5.0% convertible unsecured subordinated debentures due December 31, 2023 (the "Debentures"). The Debentures will commence trading today on the Toronto S
As previously announced, Aecon intends to use the net proceeds of the offering to fund the redemption of Aecon's 5.5% convertible unsecured subordinated debentures due December 31, 2018 (the "5.5% Debentures") and
Hi: I’m no business whiz, but this sounds like selling new debentures to pay off old debentures. More debt on top of debt? Is there a problem with Aceon or is this normal practice?

Q: Why has this Co. done so well in the last year?

Would it be risky to buy now.?

Q: Hello, This company Pancon Resources is a junior mining company that is threatening to develop a copper/nickel/cobalt mine in the cottage area south of Bancroft where I own a property. The companies shares sell for $.06. It has no revenue and the book value is close to 0. It does not appear to have any affiliation with a legitimate active mining company. Should I be worried that this development exercise could result in an operating mine? Thank you Alan

Q: Hi, I have made some pretty good profits in the marijuana sector but I feel like there's a down turn coming. Can you suggest some companies to invest my profits given the uncertain trade climate and terrifs. Dividends and growth potential are important factors.

Q: Hi Guys: . . Thank you for this great service; I am learning new things frequently. Two questions: I hold VEE and ZDM at about 6-7% each in my registered accounts. The share was higher, but I trimmed it recently in favor of individual stock holdings. Q1: With rising oil and US dollar prices, would you say that VEE is likely to remain stressed for another year or more? As per Vanguard it does have large India, Brazil, and South Africa components, countries I suspect might be more vulnerable to these stress factors than perhaps China & Taiwan, the biggest components. Q2: With Brexit approaching fast would you consider ZDM rather risky at this point with a 17% UK component? Again, what's the outlook in your opinion for the next 1-2 years.

Q: AIM stock price is doing well lately, do you think it is a buy?

Q: Hi 5i
Would you please rank the above stocks for growth in the next 2 years.
Thanks

Q: Hi, I was wondering if I could get your thoughts on NINE. They are opening retail stores in Winnipeg on Oct 17 (they are one of the first companies authorized to do so in Manitoba), and there is a lot of buzz over this company here. But I know this industry is very overpriced, so I am hesitant to invest quite yet.

Thank you
Mike

Q: What would bee your top two picks for:

1. Canadian Banks?
2. Canadian Tech?
3. Canadian Healthcare?
4. Canadian Consumer?

Q: Hello, I have owned this company for about a year. It has fallen by approximately 50%. Do you think there is any chance for a rebound in this stock?

Thank you Alan

Q: How do you explain the 10% loss over the last 2 weeks? Could you provide your opinion on the company?