Investment Q&A

Q: A & W issued a press release today that they are out of stock their new veggy Beyond Meat Burger and have to take it off the menu for now. It will be interesting to see if the robust sales will make a material impact on royalties.

Q: Hot.un is hot lately. I saw you mentioned the CC in the last question. Did you manage to listen, if so what did you think? I am particularly interested in how the outlook has changed ( given the volume and uptick) and whether your opinion has warmed. I have room to add more given I am underwater but like the dividends.

Q: Russia has sold most of its US Treasuries and is buying gold hand over fist. Putin is not a nice guy, not stupid either.
Trump is making everything more expensive for people in America with his trade war, and other countries are retaliating, could this is help drive inflation?
The stagflation every one was on about did not materialize because our consumer oriented economies responded to the central banks band aid.
Inflation did not happen as it "should" have after the 2008 crash because interest rates are artificially held down and "money" was printed like it was going out of style.
I feel like the past ten years of bull market maybe be the mother of all "dead cat bounces" and the piper is yet to be paid.
I also wonder if the inflation numbers are artificially low/lagging?
Makes me think I should sell the investment properties and buy more gold or gold mining stocks that would normally be acceptable.
Opinion?
Please take as many questions as you see fit.

Q: Are there any screaming buys for balance & growth investors that have emerged through last 2 month period on Canadian & US market? Please list 6 best buys.

thanks Andrew

Q: I want to sell ECN with 5 percent loss to buy either Tsgi or Cov in my TFSA, which one you prefer better for long term?your thoughts please, thanks

Q: I am thinking of buying some altagas. I have a very astute investor friend who thinks it is a great time to buy because it got beat up too much over the WGL acquisition, has a lot of upside and pays a nice dividend while you wait. What is your opinion ?

Q: I own both Eci and Bip.un in a registered account.
I am curious how you see the shares of Bip.un reacting to the tender. Will this not be diluting Bip.un shares forcing them lower. Would it be wise to sell and repurchase later or purchase another company you recommend.( please give examples)
Thanks Drew

Q: I currently own TOY (my only holding for Cyclical Consumer). I did have MG but sold it. I am wondering for a RRSP with a long time frame which 2-3 stocks of the list BCI, DOL, DOO. GSY, CCL.B. AW.UN which be best as I am trying to increase my holdings in this sector.
Thanks

Q: Is the cardinal energy loss a result of hedging and how do you see prospects with the current price of oil. ? Seems like they should be better

Q: Hello
I have held some AGT shares for a long time (since before name change).

Can you go over what a current investor should know such as last QTR results, buyout at 19$.

What do you believe could happen if buyout at 19 does not go through?

Thank you for the info and opinion.

Thank you
Stephane

Q: Recently there have been discussions regarding a change from quarterly to semi-annual reporting. Do you have an opinion on a change of this magnitude. What affects, both positive and negative, might this have on investors, both small and large?

Q: What do you think about a young investor (aged 25) starting to invest for their retirement future by investing in TD e-series mutual funds, specifically the Cdn Index (TDB900) and the DJIA (TDB903 or TDB953)? For the DJIA would you recommend TDB903 which is in Cdn $ or TDB953 which is in US $?

Q: For safety's sake I believe you recommend not allocating more than 5% to any individual stock in the event it went poorly. What about an ETF such as XTR for the fixed income portion of a portfolio - would 5% still hold as a maximum? If it is higher what percentage would you be comfortable with?

Q: The last 5i question on Ligand Pharma was 2014 so I thought I would ask your current opinion of it,with the understanding the US is not your area of focus
Cheers

Q: With the latest result now posted on RME would it now be okay to add as my position as only a 1.6 % weight or wait until the momentum is better? I am currently in a lost position but it is a long term hold.
Thanks

Q: I have had this for a while and now down 20% and sitting at a half position. would you hold or sell? If sell can you suggest a replacement for some growth?

Q: If I wanted to buy COV would you suggest a 1/2 position for now or ok to do a full position?
Thanks

Q: Hi team,
I notice you listed TTD as one of your top current U.S. buys in a recent Q&A and I saw it again in Peter’s column in the Financial Post. It seems like you have turned very positive on it. I have been in it for about 6 months but trimmed back before the last earnings which turned out to be a blowout quarter. You just never know with tech earnings. It is now around $125. I am thinking of topping up again.

In the past, you seemed concerned that one of the big U.S. tech guys could easily get into the digital programmatic advertising space where TTD operates. How come no on has and TDD continues to just sail along? Aren’t GOOG, FB, and others concerned about the inroads made by TTD? Could it be a buyout target of one of the big guys?

Thanks again,
dave

Q: Do you have an opinion on this company?
Thank you!
Albert

Q: Would this company be subject to US dividend witholding tax and thus not suitable for TFSA?