Investment Q&A

Q: What do you think of WJA latest quarter?

Q: Not a question, just a comment. It seems that many members are now complaining about GUD slowly drifting downwards. When you recommended GUD you were very clear that it was a long term investment and Goodman would be very selective in how he allocated the war chest, and I invested with that in mind.Yet a year or two into the investment people are complaining about the lack of growth. I am comfortable with my position even though I am down a little. I take your advice, do my own DD and make a decision. It seem that patience is sometimes one of the harder concepts to grasp for investors.

Q: Hi Peter,
What is your take on crh, earning after the bell.
Thank you.

Q: After reading why dividends are the most stable form of total returns, which ETF would be considered a “dividend aristocrat” in the US? I already own VYM high dividend yield, VGH dividend appreciation and VHT health care. I would replace or add to current etf. Thank you Kim

Q: Hi 5i,
I would like to have international exposure with a time horizon of 5 years. Would you use an indexed- CAD hedged ETF? or not?
Would you please give me your opinion on VEF, VI and VVO ?
Thanks

Q: Can you please give your thoughts on Rockwell. I own a bit and there was a small jump yesterday on a leak regarding interest from Emerson. As a manufacturing/robotic play would you choose ROK, or EMR or otherwise?

Thanks!

Q: So, is it time to move into resource stocks? They are all moving and I don't want to start buying at the top again. Is the rally for real this time around? Which would you recommend in oil, gas, minerals, metals. Thanks.

Q: My grandson has just begun working and wants to start an investment plan with a long term objective. Could you provide your recommendation for 5 safe dividend growers that also drip.
Thanks much for the excellent sevice
GUY R

Q: With oil moving up and big spikes by firms such as Surge SGY and Raging River RRX, would you expect Crius KWH.UN to move with the spike in oil prices?
Thanks
GUY R

Q: Hi Folks,

This stock has been in a downward drift for some time. Any news? Are you still comfortable with it as a long term hold?

Thanks,

Dennis

Q: Hi,
CRH reports today after the close. What are the estimates?
Thank you,
Kerri

Q: Good morning Gents,

Have a little bit of cash ($2,500) hanging around. Looking at FSZ & ABT.

I also have some GUD (down 20%), also wondering if I should add.

Thanks

Q: Are Qualcomm events relevant?

Q: This was my question and the answer I promptly received yesterday. The answer was spot on but I have full positions in both SIS and GSY. I have sold my KPT today. Do you have a third name that might be suitable to replace it?

Thanks Heaps
Question:
I am trying to break my need to hold on to my losers. I have held KPT for 4 years with nothing to show other than the dividend. I like the dividends but I don't have need of them at this time and I want something with some growth too. Should I give it up? If so any suggestions for a replacement? Thank you

Answer:
KPT really has not created much value, and the stock was higher in 2013 than it is today. For income we would consider it 'so so' and certainly think there are better options out there. We prefer dividend growth, and the dividend has not changed in five years.

We would consider SIS and/or GSY for a nice combination of growth and dividend growth.

Q: Can you share your views on Reitmans please. Is there a chance the stock price could recover some what?

Q: To just add a comment to your reply today, in the last quarterly report the company disclosed that since the end of the last fiscal year it will increase the number of rental units from 26 to 58 by the end of December. Management of this company is terrific and experienced and they would not increase capital spending from $2 million at beginning of the year to $5.3 million by year-end unless they had confidence that they will need this significant ramp up.I expect that the 3rd q results release next week will add more colour to the business outlook or at least the capital budget for 2018. FWIW, I think QST deserves the same kind of evaluation metrics as Photon.

Q: Please provide consensus estimates for KXS earnings to be released later today.

Thanks, peter

Q: How would BTB.UN rate in the real estate space. Is this a buy?

Q: I am considering to re-enter the energy market. Of the four stocks here, CJ, WCP, VET and TOG, how would you rank them in terms of their potential combined returns (growth + dividends, and dividend sustainability). Thanks.

Q: Please comment on earnings. Thank you.