Investment Q&A

Q: Harry Dent and others claim that the markets are about to crash and we should get rid of all gold and silver holdings. History seems to show that precious metals are a good hedge against market pull backs and gold stocks appear to be as low as they have been for a while. Is this a good time to stock up on some precious metals? Your comment will be appreciated.

Q: Considering valuation and risk which firm would you put new money into today for a 3+ year hold?
Thanks in advance.
david

Q: I have held lions gate for many years waiting for something to happen. Have done the loop from $36 to where it is now—around $18. As one of the few independents left with all the mergers and acquisitions that have taken place in the past few years, do you see potential for it as a takeover target. Amazon has been rumoured as a potential buyer for their streaming operations. Now that the Starz lawsuit has been settled, do you see a future for Lions Gate with or without a merger.
Can you tell me if Maloney owns lots of stock and if insiders own a decent amount and is debt manageable. I am tempted to buy more. I think something good will happen soon but I know hope is not a strategy for investing!

Q: Hello Peter,
With the cannabis stocks trading 50% below the legalization date, I would have thought any big companies that wanted to take an equity position in cannabis companies like Canntrust , Aphria, etc would have done it by now. Any thoughts on this? Also, I am starting to wonder if Knight is worth letting go now. This looks like a 30 year timeframe stock the way it is going... Appreciate the comments

Q: What are your thoughts on CRH at this time. It has moved up in the last few days. Is it too rich? What do you think of it's turn around? Do you think it has a chance to reach $6+? Would any of you buy into this or is just "OK"?

Thanks for your help,
Stephen

Q: After close on 11/29,BNS filed a mixed shelf of up to $40b.Does it includes the issue of shares?Your take please.Thanks for u usual great services & views

Q: Can I get your updated opinion on this company?

I am thinking of starting a position. Have tried their product and it is excellent and saves a lot of time. Sales look to be booming.

Q: Big drop today with GEI and I'm now down 12%. With the production cutbacks in Alberta has business changed for GEI? Is it a hold or a sell? Thanks!

Q: I'm looking to reduce exposure to the energy sector and harvest some tax losses. My holdings cover a range of energy companies with different strengths and weaknesses (gassy, oily, big cap, small cap) so equivalence is difficult to calculate. From the list of CVE, HSE, PGF, SGY, TOU and WCP in what order would you reduce these holdings?

As always, thanks for the excellent service.

Q: Hi guys
I have held Saputo for a very long time and done very well on it and appreciate its relative stability. However it has not done much the last few years except gradually trend lower, plus it would appear the milk/cheese market is always affected by trade/tariff issues out of control of the company. I have to say when I listen to Lino Saputo on conference calls he is very impressive how he knows the most intricate details about what drives his operations. What do you think would be a catalyst for Saputo to move forward in the next few years. A 2nd question relates to Premium Brands and given its drop in price over the last while would it make sense to sell my Saputo and bus Premium Brands as a replacement. I always worry that with a loss of a big contract like Starbucks the stock price might just fall away and that has kept me out of it, but of course they have continued to do well.

Thanks

Stuart

Q: I hold HPR and the Dynamic preferred yirld fund. In light of the recent correction in preferred share,, do you advise to hold, buy more or is it time to reduce the positions held.

Q: Which types of shares/etfs should go in a cash account rather than a TFSA?
Thanks for the great help in good times and bad.

Q: Would you be able to rate the above in order of preference based on overall appreciation/performance over next 2-3yrs - also confirm whether you would be a buyer of any or all of them at this point in time and finally what exposure does each have to the Alberta economy.

Terry

Q: I want to add a renewables. I am stuff between aqn and bep. Both seem to be growing quite nicely. BEP has had more consistent returns. AQN had some serious trouble in 08 and I think it was down to around $2. If I am going to drip, does AQNs 5% discount play a factor here into your decision? I notice Scotia having AQN distribution rising slightly more rapidly than BEP into 2020, do you agree with this? What are key geographical / operational differences that would play an impact into long term growth?

Q: I looked at buying this stock when it was down around $55, but decided not to when it sold off what was suppose to be one of its best assets. Why is it hitting record levels in a bad market?
thanks,
Paul

Q: This is for a taxable account. If ZDB has a current yield of 2.1 and a one-year GIC offers 3.1 and no fees, am I better off choosing the GIC route?

Q: For income & some growth please rank the following in order of preference:
ALQ
BEP.un
ENB
KEY
PPL

Q: What happens to the warrants of BBI in this merger if it goes through?

Q: Clayton was asking about unwinding the Fed balance sheet you replied that they need to sell assets and referenced bonds. What are the assets. How and why does selling them effect the stock market.
Thank you for the excellent service you provide.
Peter

Q: In addition to your balanced equity portfolio and the etf’s mentioned in your answer to serges question (be: 35% BE, 15% XIC; 40% VFV, 10% VXUS.) can you please suggest a collection of large cap stocks to balance out the portfolio.
In the past you have made mention to this approach and appreciate your help with this.