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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: With just about every car manufacturer bringing out electric cars in the near future, how is the increase in electricity going to be produced? In Alberta 45% of their energy is produced by coal; 10% of energy in Canada is produced by coal and it is around 40% for the US. Hydro and nuclear plants are very expensive and time consuming to build; and getting new ones built are extremely difficult. Are any of these existing plants under utilized? Wind or solar power - I don't think so. So, does that leave fossil fuels to take up the increased demand? If that is correct, which existing energy companies would you think are best positioned?
Read Answer Asked by stephen on February 16, 2018
Q: Hello,

We are seeing M&A activity in the REIT space. Any thoughts on why we have not seen much activity yet in the beaten down energy sector?

Regards,

Robert
Read Answer Asked by Robert on February 16, 2018
Q: ATE is set to release final Phase 2b results of their lead drug ATB-346, in 4weeks. I'm curious if you have any relevant information on the outlook of this drug and the company overall? I understand GUD has funds deployed here. And my main question is if the trial results show less GI tract bleeding (the issue with prolonged doses of Naproxen) and better efficacy results than Aleve then how could the drug or company's valuation be estimated? Sales numbers for Bayer's Aleve that could be extrapolated? thanks
Read Answer Asked by Gordon on February 16, 2018
Q: I want to buy a half position in a US financial investment services company for a US dollar registered account. Please rank the following for potential capital gain with medium risk accepted. CME,IBKR,AMTD,SCHW,ETFC.
Please explain your rational.
Thanks, Tim.
Read Answer Asked by tim on February 16, 2018
Q: Hello team,

What would you suggest for water and solar themes. I have looked at XYL and SolarEdge (SEDG). I am looking for GREAT companies with low debt and good management and positive shareholder history. What do you think of these two companies. I welcome any other suggestion you might have for better plays out there and for a very long term hold.

Thanks a lot as always for your great work.
Read Answer Asked by Saeed on February 16, 2018
Q: For increased international exposure I’m thinking of either VDU or VXUS. To buy VXUS, I would need to convert $C to $US. I currently have approximately 24% of my portfolio in $US, and this conversion would increase that to 28% or so. Which option do you think I should choose?
Read Answer Asked by Jim on February 16, 2018
Q: Hi Peter and Staff
So your growth portfolio results for February will show a disposition of these two stocks at yesterday's close - with yesterday's volume - there is zero chance we get out today or anytime soon at what you did / are these two companies going to survive or should we take what we get and exit ?
Thank you
Dennis
Read Answer Asked by Dennis on February 16, 2018
Q: SNY (not in your database) recently reported a poor quarter and so-so guidance. On the other hand, the P/E is now less than 12x, the dividend is substantial, and the pipeline should be broad enough to protect against single-drug risk. My sense is that it's long-term-investable, but less attractive than other beaten-down pharma blue-chips (say, LLY); your opinion?
Read Answer Asked by John on February 16, 2018