Investment Q&A

Q: What is your current view of this company for a long term growth stock. A buy?

Q: What is your view of company as a spec/ growth buy

Q: Your thoughts on this bank? It looks incredibly cheap.

Thank you.

Q: I have extended family who want to learn about dividend stocks and all the terms and issues relevant to them. Is there a beginning level book on the topic that you can recommend? One that defines terms (dividend, ROC, yield, capital gains, POR, etc) as well as investment issues?

Q: I just want to park my money somewhere and be safe as far as the capital is concened plus and get some income... over a long period of time. 5.75% is a fine rate of return for an income-type investment as far as I am concerned. And the capital (i.e. the share price) looks to be very low volatility. Sounds exactly what I want. But is it too good to be true?

Q: blah blah "do not answer US equity questions" blah blah............

(not a shot, just friday levity......that, or its 4-20)

so, given you do not specialize in US equities..........why do you think Limited Brands is doing so poorly?

is it as simple as they are being 'amazoned' ?

thanks again for all your guidance

bob

Q: Can you please comment on E*TRADE's latest quarterly results. The company continues to beat analyst targets. It is my only US financial exposure (save for Blackstone). Buy more, hold , or sell? Thanks

Q: Hello, I would like to have some US dollars for future travel. Is it a good time to change some Canadian into US currency? What is your outlook for each in next 3-6 months? Thanks. Helen

Q: Hi guys,
I own TEAM, JPM, AMAT, GRUB, and AAPL in my RRSP. Each are 4-5% weightings with the exception of AAPL which is 10%. I've owned AAPL for years but I've acquired the other 4 companies within the past 2 months.
AAPL - up 140%, TEAM - down 10% (on yesterday's earnings miss), GRUB - down 10%, JPM - down 5%, AMAT - down 5%.
Do you see any issues with any of these companies? Would you HOLD all or recommend adding to or selling any.
I like to buy and hold long term and have no issues with patience. I just want to be sure that there are no red flags on any of these companies that I am missing...or if I should be viewing their recent drops as a buying opportunity.
thanks for the excellent service.
Mark

Q: Any long term hope on SEV going forward? In my TFSA , down 58% [1K]

Q: Down a lot on QTRH, DCM, SGY and also Voxeljet Ag (VJET-N). Should I consider averaging down? Hold as is? Dump? Thanks.

Q: Hello I have a couple of different portfolios each with a different objective so assume balance and diversification over all. But if a person wanted to construct a concentrated portfolio of 5-7 stocks total to cover different sectors mid risk with a mix of growth and dividend payers what would be your top picks today? Banking, telco, energy, consumer discretionary, utilities. As always thanks for the great service.

Q: I am building my porfolio following the BE porfolio. I have listed the stocks I currently do not own from the BE porfolio I have funds available to purchase 4 positions (or 8 half positions) in the stocks I have listed. Which four or eight would you recommend me adding?
SLF, CCL, WSP, CLS, PKI, GC, AEM, MG, ATD.B, PBH, GUD, TOY, AIF,

Q: In your opinion, what are the 5 top small cap stocks for growth over the next 2 years

Q: Hello Peter. Congrats on portfolio performance and many thanks for helping us out. Now the bar has been raised, hope this bring out best of active stock selection spirits to keep it up. Happy member since the beginning.
ANY PLANS TO ADD US PORTFOLIO.
best regards

Q: 5-I,
I am looking at a managed portfolio of a friend who deals at Wood Gundy. They are comparing the performance of the portfolio to the "Value Balanced Index". It says it is a blended benchmark comprised of 40% DEX Universe, 20% S&P/TSX composite and 40% MSCI World. What would be the closest ETF to this index that I could follow on an exchange ?

Thanks

Paul

Q: Is it a mistake to own both ENB & ENF? If I need to drop one which ome should I sell? I bought both of them for income purposes.

Q: Morning ... ok I am confused about the receipt deal involving ALA ..could you please explain to me what I have bought into (+$30) ?? Thanks for all you fellas do ...

Q: A friend recently sent me an article on Enbridge written by David Milstead and published in the Globe And Mail Dec. 3 2017. The article refers to the cracks in the Enbridge dividend story. I think the following quotes from the article summarizes the author's contention that Enbridge does not have the cash flow profile to be an income investment.
THE MISSING BILLIONS
ENBRIDGE EMPHASIZES 'AVAILABLE CASH FLOW FROM OPERATIONS' TO INVESTORS WHEN IT TALKS ABOUT THE SUSTAINABILITY OF ITS DIVIDEND. IN CALCULATING THIS MEASURE, IT IGNORES MOST OF ITS CAPITAL EXPENDITURES, DEDUCTING ONLY 'MAINTENANCE' CAPEX TO ARRIVE AT THE NUMBER. THAT HAS LEFT BILLIONS OF DOLLARS OF CAPEX OUT OF THE MEASURE OVER TIME. WHEN ALL OF THE COMPANY'S CAPITAL EXPENDITURES ARE DEDUCTED FROM OPERATING CASH FLOW, ENBRIDGE POSTS NEGATIVE FREE CASH FLOW IN NEARLY EVERY YEAR. STILL, THE COMPANY PAYS DIVIDENDS — AND ISSUES DEBT, AS WELL.
Can you please comment on this based on your analysis of the company, your assessment of its cash flow profile and its ability to maintain and grow its dividends.
Thanks
John

Q: is now the time to buy this company?