Investment Q&A

Q: Hello Peter,
If i want exposure to China, would you suggest the following ETFs: CQQQ, FXI, MCHI, and XCH (on toronto ) or are there better ones out there? Thanks very much.

Q: Hello I have been watching PBH slowly go down every day for the last little while and was wondering what news is out there causing this? I have found none. I own this in a well diversified RRSP account and have a 40+% gain on my position and I am wondering if I should sell to take the gains and move onto something else?. How do the earnings estimates look for August 13th? Thank you for the great service and advice.

Q: I see that Crius Energy Trust (KWH.UN:CA) is still continuing a slight downward trend after that uptick last week.
It pays an extraordinary dividend and if the payout ratio is only 77%, I am assuming the dividend is reasonably safe.
Do you have any further thoughts on the situation?

Q: Any news on PBH drop today?

Q: I was looking for the quarterly report for A&W that the TMX site reported would be released on the morning of July 24 by newswire. I can find nothing. What is this 'newswire' and how does one access it?

Q: Can you comment on their recent earnings release ? Joe

Q: In the globe today there was a somewhat negative article about GSY and cash flow.
No need to reprint the entire article, I am sure you have read it with your morning coffee.
What is your take on this should investors be concerned

A portion below


At the behest of the Ontario Securities Commission, which was looking over the company's filings as part of a "continuous disclosure review," goeasy moved a couple of line items out of one portion of the cash-flow statement and into another. As the company noted in a news release, the change had no impact on the company's net income, earnings per share, cash position or balance sheet.

The change in the company's operating cash flow - a measure of cash the company generates in the ordinary course of business - was massive, however.

The company had told shareholders that it had $153-million in operating cash flow (OCF) in 2016; the reclassification turned the number to negative $21-million. For 2017, $179-million in OCF became negative $89-million. Over two years, that's a swing of $445-million (OCF figures are rounded).

And yet, the markets shrugged. The stock has not moved. Analysts covering the company did not put out notes. This was not "material," the word for what a reasonable investor would find important, a couple of analysts told me via email.

I think there's something wrong here, though, when a primary measure of how a company generates cash from its business can swing that much, and no one seems to care. Are we looking at the wrong things - or do financial statements that are compliant with generally accepted accounting principles - GAAP - not matter?

Q: What are your thoughts on MPC? I am trying to find a small cap real estate, non reit company that is growing their real estate rental units with reasonable dept. levels. I would prefer investment back into the company over a large dividend. Do you have any other names I can look into?
Thanks!

Q: Just like to get your thoughts on Tidewater it’s been around it’s 52 week low now for a couple of months do you think there is value here and what could drive that,could they possibly be a benefactor if the large LNG project goes through in northern B.C.
Thanks as always

Q: Can you please provide your opinion on Dynacor Gold? My understanding is that they want to establish a dividend policy this year, although I haven't heard much since. Buy or Sell?

Q: I have held AX.UN for quite some time. and I am up on it, solely through the DRIP. Would you recommend holding, and continuing to just build my gains from the dividend, or is there another real estate stock that would be better for the long term. My other real estate holdings are CHP.UN, FSV & CIGI.
Thanks

Q: It has been awhile since anyone asked about this company. What do you see in this company for at least a five year hold, a little diversification into Europe and expected earnings in the next year or two?
Thanks so much!

Q: Heat waves, fires etc,. Who would be the biggest public AC company and can you comment on it as an investment. Thanks.

Q: Hi,
What are your thoughts on Merck as an investment, the company’s potential growth and risk? My interest started in Merck because of their immunotherapy drug... Keytruda. Keytruda has eliminated some of my mom’s melanoma tumors and shrinking cancer in two other areas of her body. Other melanoma patients are seeing positive results. Melanoma cannot be treated with chemo. This drug is now being tried on some liver cancers and was initially developed for some types of lung cancer. I really don’t know a lot about this company and would like your opinion.
Thanks,
Kerri

Q: Hi 5i - whats your take on BPF.UN at the current price? I have a 1.5% position and was thinking of adding. Thanks, Neil

Q: You suggested ROBO as an option re US & global technologies. Could you provide further info on this ETF and your outlook?
Thank you.

Q: Could I have your take on this US payment processing company, Bottomline Tech? The stock has certainly been performing well the last year.

Q: Our son owns this security from a former financial advisor. It is a closed end fund and there is an approved normal course issuer bid. I don't understand what is going on here. Please explain how this works and what is your opinion of the security. What is your general opinion of closed end funds? Thanks

Q: Your comment on recent pull back (approx. 13% over the last 3 months) in XYL would be appreciated.
Cheers,

Q: Hello,
What are your thoughts on a full position PANW for long term at current levels and on the upcoming SONOS IPO. Thanks.

Shyam