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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: Hi team,
The recently released Nintendo Switch has done very well and has a lineup of AAA titles in the development pipeline for release over the next 18 months. The modular design of the hardware itself suggests to me Nintendo might be pursuing an upgrade cycle similar to iPhone where consumers do not need to repurchase accessories with each new release. Please give me your thoughts on this and your general prospects for Nintendo. Thanks. IS.
Read Answer Asked by Marco on October 25, 2017
Q: Hi Peter,

The recent drop in value for KXS is somewhat perplexing if this is solely attributed to the loss of one customer. We don't own the stock today but it is next on our list to purchase 1/2 to a full position. Do you recommend waiting for another few days or longer to purchase or would you purchase KXS now while it is exhibiting weakness?

Thank you for your advice

Debbie and Jerry
Read Answer Asked by Jerry on October 25, 2017
Q: Hi there, I am looking to add 3 of the 5 names to my portfolio. I know you are a fan of all 5 but how would you rank these? I like a balanced approach but am open to growthier names and would be purchasing for a longterm hold. Thanks!
Read Answer Asked by Michael on October 25, 2017
Q: Have held both KEY & PPL for 5+ years & enjoyed substantial gains & excellent dividends from both. However, major changes have taken place in this sector and I have decided to move on. In our principal Cash acct we hold KWH.UN, DRG.UN, WSP, PKI, LNR, RY, WPK, SIS, & CHW - all dividend paying. Would appreciate your suggestions for 2 or 3 CDN. replacements. My RIFF investments cover USA, Asia & Europe. Thank you.
Read Answer Asked by Robert on October 25, 2017
Q: I seem to have a ...bad... habit of selling my winners and keeping my losers, especially Cdn resource co's, waiting for them to turn around.

Forest Co's under perform, constantly under U.S tariff threat.
Gold Co's and base metals ...who knows where commodity prices will go ?
Oil and gas ...Regulatory and fed govt is a disaster compared to U.S investment climate.

Are Cdn resource Co's only for stock pickers and short term traders in todays economic climate ?
Read Answer Asked by Bernie on October 25, 2017
Q: I was looking at adding another US position to my portfolio. I hold VUN, BAC and FB already. The rest of my portfolio is well diversified so any sector is fine. I was looking for a stock or two that you think has very good upside over the next 5 years or more. I'd prefer one that doesn't pay dividends. I was thinking of ICHR
Read Answer Asked by Richard on October 25, 2017
Q: You expressed a little concern on Tuesday with reits that had little or no exposure to retail space. Could you suggest a few top picks that avoid retail?
Read Answer Asked by Valdis on October 25, 2017
Q: Hi. The sentiment seems to remain quite negative for the the smaller oil names like RRX. When even oil strengthens and the Cdn dollar weakens, it still goes down. I thought with oil firming up over the last couple of months, it would start to show some strength. Is it just Canadian smaller cap oil sentiment or is there something happening on Canadian netbacks or the longer end of the oil price curve that is driving this? Would you recommend continuing to hold? I could use the capital loss this year, what similar security would you recommend buying if I was to retain my exposure? Thanks!
Read Answer Asked by Darcy on October 25, 2017
Q: Hi Peter, Ryan, and Team,

With the demise of Sears and the "old news story" about the relationship between Sears and Easy Financial, does this have any negative implications for GSY going forward?

http://www.marketwired.com/press-release/goeasy-announces-point-of-sale-financing-venture-with-sears-canada-tsx-gsy-2107178.htm

There's been bad press about Sears not honoring warranties among other aspects of Sears demise, and Easy Financial was mentioned since they took over from Chase Bank when, I presume, Chase Bank "saw the writing on the wall".

My wife holds GSY in her RRSP and it's been a stellar performer so far. Hopefully it will continue to be.

Thanks in advance for your insight.
Read Answer Asked by Jerry on October 25, 2017