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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: NFI seems especially weak these days. The lower backlog seems a relatively minor issue. Of course investor sentiment is just something one has to live with. That being said do you think a strengthening Canadian dollar (against the US dollar) will impact revenues? The company seems well diversified with manufacturing facilities on both sides of the border. I suppose if they report revenue in Canadian dollars but receive it in US dollars there will be less revenue when the US dollars are converted into Canadian dollars. May I have your thoughts?
Thanks as always
Jim
Read Answer Asked by James on July 25, 2017
Q: I'm (still) planning an income portfolio and have decided on the above companies. I think they are solid and the income is attractive. I expect to hold them 5 years.

My concern about all of them is the electric car overhang. I see the trend to E-cars as a long term annual dissipation of the energy sector. Think of a successful 20 year short on the energy sector. There will not likely be a major event, just a gradual decline in earning etc. You have mentioned in another reply that PKI and ATB can use their locations for other purposes, but there's not a lot of uses for an oil refinery or pipelines.

Please provide your views on my conundrum. Thanks.
Read Answer Asked by Tim on July 25, 2017
Q: Please explain what happened to the frac sand suppliers today. They all had a big drop today. Iv'e been watching them for a while now and thinking of stepping into them. Which ones do you like, why?
How about the pumpers like Trican and calfrac?
Read Answer Asked by Doug on July 25, 2017
Q: On BNN this morning it stated our Canadian Stock Market ranked 96th out 100 world markets. Is there any way to find the figure for foreign buying of Canadian stocks and compare these figures to the past. Are we not in play due to Nafta changes coming and fear of Pres. Trump.,the low demand for commodities, our Liberal Governments Federal & Ontario Provincial, NDP in Alberta and BC. Our high home prices in Toronto and B C and fear of real Estate Collapse or What ? RAK
Read Answer Asked by bob on July 25, 2017
Q: Comment: If it's not "fair" to pay taxes when you withdraw from an RRIF, it's not fair to avoid the taxes in the first place. The trouble we all have in calculating our net worth is we forget about the taxes! The tax deferral just doesn't work as well for those of us with high incomes in retirement. I expect there arr many who think that's a good problem to have!
Read Answer Asked by M.S. on July 24, 2017
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