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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: G'Day All,
The recently announced deal whereby Fairfax, Agt, and native groups will buy the Churchill rail line and, as I understand it, some of the port facilities as well, seems positive for AGT. Owning their own deep water port would seem like a plus. Looking to see if your commentary has changed at all subsequent to this deal, (assuming it actually does get finalised).
Thanks
Read Answer Asked by Robert on June 27, 2018
Q: Could you comment on the buying and selling done by Mittleman. They have amassed a lot of share and taken a seat on the board. Now it seems they are selling some days and buying some days (manipulation to buy more at a discount?). Also the share prices when they sell are well below the current market rate (selling under $2). Are they selling in USD? Do you think they are making the market now?
Read Answer Asked by Wayne on June 27, 2018
Q: I'm curious about your opinion of this or other blockchain stocks. They were Bitcoin mining but are now switching to other cryptocurrencies. Is this something that has a future or just a passing fad?
Read Answer Asked by Antony on June 27, 2018
Q: Hello 5i.... I have watched Morneau 's recent run up and will likely take profits here. Do you feel it still has more growth potential going into 2019 ? Overall I'm concerned about lack of div growth for MSI and wish to "beat" its current div yield with a solid "dividend grower" in a RRSP account geared toward income/some growth, I am thinking about ENB or BNS from your Income PF , also hoping for more growth than MSI going forward..which would you pick here ? Or perhaps you could suggest another ( I already own RY BCE, BEP.un, ECI, FSV, WSP in various accounts)
thanks/Art
Read Answer Asked by Arthur on June 27, 2018
Q: Good morning,
A large portion of my non registered portfolio is comprised of a combination of Mawer Equity funds which over time have all performed very well.

In reviewing the annual performance of these funds, I noticed that the asset under management (AUM) for the Mawer Canadian Equity fund has grown to nearly $3B and that this fund has had difficulty beating its benchmark in the last two years.

My question is whether or not you would recommend switching to another Canadian Equity mutual fund or ETF with a lower AUM amount, lower or equal MER and better performance potential.

Thank you for your thoughts and recommendation.
Read Answer Asked by Francesco on June 27, 2018
Q: On Sat, Jun 23, 2018 at 5:55 PM, Kevin wrote:
In the past I've held and eventually sold; KKR(kkr), Blackstone(bx), Carlyle(cg) and W.P. Carey(wpc).


At one time or another each has been reviewed by analysts on BNN ----- but never have I seen or heard of a review about Main Street Capital Research (MAIN).


Why is that ? Is there something about MAIN that makes it an inferior investment to the others ?


Would you have a preference among these 5 financial stocks?


K.Quinn

Read Answer Asked by K. on June 27, 2018