Investment Q&A

Q: On a past BNN Market Call appearance by Ryan, I believe he commented on Kinaxis saying something along the lines that this stock could drop 20% in a year but investors need to understand the long term outlook for this stock and should continue to hold.

What other US or Canadian stocks would you place in this same category? Would Shopify or Tucows be included in this list?

I'm reading a book called The Big Money: Seven Steps to Picking Great Stocks and Finding Financial Security by Frederick R. Kobrick and he shares a similar view of thinking big for the long term. It's a great read and I highly recommend it.

Q: chemtrade has fallen to resistance, but I still have a small profit.
Would you recommend taking it, or waiting for an improvement?

Q: Would you recommend one over the other of these two, and if so, why?
Thanks

Q: Follow up question to SHOP share offering. Can shop sell this into the market at what ever frequency they want over the next year, or does it have to be larger block trades? How is the sale of the shares communicated to shareholders?

Q: There was a article in the Financial Post regarding Canada's REITs. Basically saying to stay away from them and that they are over valued. Do you believe this is true?

Q: Hi, The secondary has been priced @US$91. Following is the stated purpose:

"Shopify expects to use the net proceeds from the Offering to strengthen its balance sheet, providing flexibility to fund its growth strategies. Pending their use, Shopify intends to invest the net proceeds from the Offering in short-term, investment-grade, interest-bearing instruments or hold them as cash."

Any comments ? Thanks

Q: I was looking @ holding growth w/o dividend stocks in USD in my TFSA. Are there any disadvantages if you remain under foreign threshold for US taxes?

Q: Would these be a buy today? Is the outlook still good?

Q: In response to other questions CRH has restated its last quarter financial announcement

Q: When someone is down on a stock like MDA say 20 percent and you advise the holder to hold then for someone who does not yet own the stock would that then be a buy for them? After all they would be buying at 20 per cent less than the person to whom it has been suggested they should hold. Thanks.

Q: Hi, Any comments on the unabated selling and advice on future course of action ? Guess, we can always hold for year end capital loss, but is it worth waiting or you see any light at the end of the tunnel? Thanks for your valued insight.

Q: What's going on with crh?
Would you be comfortable to buy at these levels?
Keep up the good work."...

Q: Congrats Ryan! Well deserved.
This company seems to be on a roll.Could you give me some insight.
Is it a buy right now for long term?
thanks Kim

Q: People corp is at $5.60 and Photon is at $1.35. Would you consider taking up a position at these prices?

Thanks.

Q: sorry if this is a long winded question. after yesterday's pull back and looking like some more today this might be the pullback everyone has called for since the beginning of the year. i've put together a list of companies i'd like to add to if prices got cheap enough. most are are utility/telecom/pipeline names that have done so well for me over the past few years. seeing as these names have benefitted from the low rate environment and possibly people looking for yield (bond alternatives) is this the right strategy going forward? i'm in love with the dividends but don't want to let that skew my investment so i'm looking for your advice. should i be looking at allocating cash to other sectors that might not be impacted negatively by rising rates? i have room to add to my financial, tech, and industrial holdings based on current weighting in my portfolio.

Q: Hi Team,

Following up on my question about SHOP's shelf offering, any further comments on their Offering of 5.5M Class A Subordinate Voting Shares today?

https://investors.shopify.com/Investor-News-Details/2017/Shopify-Launches-Offering-of-Class-A-Subordinate-Voting-Shares/default.aspx

Thank you. Michael

Q: Hi Team,

Kindly provide any insights into the $2.5B US Shelf Prospectus filed by Shopify today. Many thanks. Michael

Q: I had STN for a while and did well with it but sold it a few months ago. I see it is down close to $30. I know you have preferred WSP but is STN a better buy at its current price?
Thanks as always

Q: I currently own BEP.UN and BIP.UN. Thinking of adding BAM.A.
Are these companies linked in such a way, that really bad news would bring the other Brookfield stocks down?
Thanx
Saw your response on rating the order of the Brookfield stocks on the 17th. Noticed you put BAM.A ahead of all the Brookfield stocks.
What makes it better than the two I have , in your opinion.

Q: What is my true yield, if I do not cash / take my dividends that I receive whilst holding a stock, (a) the dividend divided by the cost / share or (b) the dividend divided by the adjusted cost / share (where my cost / share is reduced by the accumulated dividends received)?