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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: I believe you responded to a question about variable vs fixed mortgages awhile ago, however I would appreciate your opinion at this time. I realize the individual $/circumstances but I was wondering what your thoughts would be. Thanks Paul
Read Answer Asked by Paul on August 07, 2018
Q: I'm holding a under weight position here and debating on closing it out and adding to my a&w position which would put me to an equal weight there. The fund has been totally silent on the Cara deal and all though the first quarter result showed positive signs of growth it was far from reflective in the share price. I am wondering if the Cara deal is not being viewed in a positive light for the fund.
Read Answer Asked by James on August 07, 2018
Q: My understanding is that this company generates its revenue from the sale of fuel, beverages, pass by restaurants, car washes, ... leading to a diversified source of revenue. It is also my belief that most of these sales are generated when people stop to get gaz. While filling up their tank they get a car wash, they buy an ice cream... As a long term investor, I really question the viability of their future. I think that in 5 years, there will be more cars on the road; however, I also believe that hybrids/electrical vehicles will start to steal some of their market share. A loss of one customer not buying fuel (I feel) has rippling effects. That customer may not stop to eat at their restaurant, may not stop to buy an ice cream... impacting their entire revenue stream. In 10 (15) years, I think the problem will multiply, eventually questioning their entire business model.

This past quarter was great as recent acquisitions demonstrated benefits, such as savings due to synergies but the pain has yet to start. In contrast to competitive forces trying to push them out, they are about to experience an industry shift, which may slowly make them somewhat irrelevant.

Your thoughts are appreciated. Thank You.
Read Answer Asked by Walter on August 07, 2018
Q: In my well-diversified portfolio, in your view, which of the following are worth holding for income and/or possible capital gains in one year, and which should be sold now with the intention of investing the proceeds in some of your recommendations? I do not need the cash nor tax losses. AT &T(US) CPG FLI G SSF.UN H . Thank you
Read Answer Asked by Harold on August 07, 2018
Q: I recently took over a portfolio of mine managed by a regular at BNN with so so results. Five of the worst performers I would like to know if any of them have a chance of recovery within the next year,
BDX - Cost 280.1
FDX - Cost 274.9
FRU - Cost 15.00
ORCL - Cost 62.3
XLP - Cost 72.6
Thanks for making me confident to take over something like this on my own. Dennis
Read Answer Asked by Dennis on August 07, 2018
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