Investment Q&A

Q: Would you sell or hold any or all of Sprott Energy, Sprott Gold, Sprott Cdn. Equity funds at this point Thanx Robbie

Q: I have a half position on ADW.a, I am wondering if ADW.a is currently over priced? Does it make sense to add to this at these levels?

Q: Quite often, in both questions and answers, when there is no apparent or obvious reason for a significant drop in a stock's price it is simply attributed to "profit taking".
Can you please explain how and why this works - what are the mechanics of it?
Thank you,
John

Q: This company has been on an uptrend for the last 6 months and has shot through its year-ago highs on significant volume. What is your call on the performance of this stock in 2018 ?

Q: Hello
My Self Direct RRSP account holds approximately 50% in the older couch potato version XIU,XBB,XSP,and XIN. The balance is primarily Canadian dividend funds found within your income and balanced portfolios.
Now that I have retired should I sell the original 4 couch potato funds and replace it with the new Vanguard fund (VBAL) plus keep a few of the better dividend stocks.
Just looking to keep it simple and not stress over re-balancing and diversification.
Thanks
Gary

Q: ROE, Debt, tech ratios, div. all look good to me, is there any reason this REIT trading volume is almost NIL. Am I missing something, thought this was a solid holding going forward, please comment. Thanks.

Q: Good Morning 5i. Please comment on the recent quarterly results from NXR.UN. Do you recommend for growth and income? How does the payout ratio and debt compare to other REIT's?
Rob

Q: What is your reading of the quarterly and annual results? Has the investment thesis changed in any way?

Q: This stock which i happen to work for as well ,has its share price going up and up. With the pathetic dividend that they pay share holders ,why do people continue to buy the stock at these prices ? And this is even after the stock split. Thanks.

Q: What do you make of Solium Capital earnings results? Lots of potential but it has yet to materialize on the bottom line.

Q: I have held this stock for awhile, cost about equal to current price. Dividend suspended for reasons I could not follow after the price of the common dropped like a stone following Air Canada's withdrawl. I have no clue on how to do an objective analysis of this situation. I am not losing money, the potential gain is very good but the whole situation with the company is very murky. The easy out is to sell but if the company stabilizes itself or sells itself the potential gain is quite good. Given that the dividend on the preferred was stopped for what was described as legal reasons rather than cash flow reasons how does one assess the possibility of the dividend being restarted?

Q: What is the equivalent site (annual reports, quarterly disclosures etc) for Japan?
Thanks.

Q: A brief follow up re your response to my question regarding American tariffs.
Could you pleases clarify what you meant when you stated that
"Inflation is no one's concern,"
I thought that the higher the rate of inflation the greater potential for rates to rise which ultimately affect the markets. So I think that inflation is a concern to the Fed.

Q: What are your 5 best picks for dividend growth stocks with an appropriate valuation?

Q: Is there a specific reason for this stock to be falling the way it has recently ,other than today? Should I sell or hold?
Jack

Q: Hi
Can I have your review of their results just released and whether it's worth staying with this company or moving on to another in the space. If moving, what company would you recomend? Thanks

Q: Hi there,
Just doing some portfolio re-balancing as my portfolio seems to have gotten off track a bit lately. I am running with about a 22% weight in industrials but have CCL and richards Packaging classified there. I always struggle where to classify these two - more suited to materials or do you have an alternate classification. i am extremely underweight in Consumer Discretionary. Any recommendations? i have been reluctant to buy anything in this space lately!

Q: Hi, following my Cannabis theme... what are your thoughts on SUN (Wlidflower Marijuana)?

Q: I have a general concern that I would appreciate your assessment regarding both the US and world economies. We have a US stock market that has been rising consistently for some time now. Bond yields are on the rise with increasing concerns about inflation. Now there is a threat of a major trade war as Trump considers placing significant tariffs on Chinese imports. This has been tried in the past (ie 1930) with dire consequences. Sure, US imports of tariffed goods decreased but so did exports as other companies struck back with their own tariffs. And if China, for example, sells less goods to the USA it will buy less raw materials from other countries affecting their economies.. So the risk is a major slow down in world economies. I would expect prices for many products in the US to rise substantially, due to Trump's insular view of how things work with increased pressure on inflation and bond rates. My concern is that all of this could result in a major recession next year. How do you view this situation? I would appreciate your thoughts and analysis. Thanks.

Q: With the drop of share price I have less than a full position in these stocks. I can top-off only two, which would you choose and why? Thanks!