Investment Q&A

Q: Hi Team,
Hi Team,

Denison Mines has had a very sharp drop over the past several days. Do you know why and if it is likely to continue or turn around in the near term?

Thank you, John

Q: The company issued a news release yesterday regarding a significant contract. The prospects seem promising. I would appreciate your comments, as well as your understanding of Bay Street's view of the company.

Q: I have a larger position in this stock. Would you recommend to sell all now or 50%?

Your opinion is very much appreciated.

Thank you.

Albert

Q: Last year I believed that oil reached too far of a low and would rebound and luckily I was rewarded. My allocation into this was a measured risk with BTE, MEG and BXE. This year, while I think we will see higher prices, I do not believe the growth will be as great, perhaps hitting $60-65 by the end of the year as an optimist.

I am seeking to follow a similar pattern (1 pure gas play, 2 oil companies). I am not overly concerned with dividends nor risk (I don't believe a large plummet to $40 WTI is going to occur either). What I am concerned about is owning companies that are spending capex to drill and take advantage of these increased prices.

VII vs PEY is what I have narrowed things down to for nat gas, just curious where you see them going forward especially related to capacity increases. TOU is too much of a 'safe play' for this account.

Furthermore, are VET and WCP (intl and North American) some of the best in breed, or am I overlooking some other gems? CPG, as an example, doesn't make my cut because of their focus on maintaining rather than expanding. BTE and MEG will be okay but I think they're too focused on survival and debt rather than expanding. This is for my TFSA only so I am focused on growth.

Q: Could you provide an approximate percentage break-down of BAM.A's component segments - ie renewables, real estate, infrastructure, other?
Harder to find than I would have thought.
Thank-you

Q: I am a long term holder of Spectra in my US acct. I am pleased with the takeover by Enbridge, especially with the long term dividend growth guidance. Do you know if I will be given a choice of US or Can listed stock? If I receive US stock would I get the dividend tax credit, and if not can I switch to Can stock without triggering a gain? What do you think of Enbridge at today's levels?

Q: what do you think of this etf?

Q: I have money available to buy 1000 shares of ecn. They have also prefered with a 5 yr reset.In your opinion would the prefered be better for dividend over 3yrs.Also what is worst scenario for prefered shares.Tks 5I

Q: Warren Buffet is credited for investing in companies he understands. I have to be honest, I don’t understand what many of the Information Technology companies actually do, or how strong their business models are. What advice would you have with respect to understanding IT companies? Do you have a suggestion for an easy-to-understand IT company with strong earnings, growth, etc? Are CSU and KXS your top recommendations? Thanks in advance!

Q: As a follow up to my previous question on Harte Gold I am trying to put a value on the resource. They are already mining on a very small scale and have all the inputs in terms of grade and costs. They have a custom milling arrangement in place to expand the ore body. That said is there a calculation i.e. Net Present Value that can be done to arrive at a potential share value if they define 2 Million ozs, 2.5 Million ozs, 3 Million ozs and so on. Can this be done and if so what would be the formula. Thank You.

Q: WANTED TO BUY THESE ETF'S NOW. DO YOU THINK THEY ARE GOOD TO BUY
NOw? WOULD YOU RECOMMEND JUST GOOD COMPANIES INSTEAD.
THANKYOU.
PAULINE

Q: Good Morning
I am doing a bit of fine tuning to my TFSA. Regardless of sector/business which stock would you pick today and why? Sylogist or High Arctic Energy Services?

Q: Hi. New member. What are your thoughts long term on NLN. I am really impressed with the CEO, Nancy LI. She has done this before. Are they a good takeout down the road?
Thanks, Cliff

Q: How do Canadian telecoms compare to US or European telecoms? If attempting to build a globally-diversified portfolio, which region would you suggest an investor go to for telecom exposure? Which companies would you recommend? Thanks in advance!

Q: Algonquing Power (AQN) is considered a renewable energy company, but it has sizable natural gas operations through its Liberty Utilities division. Natural gas is obviously not a renewable resource. How does AQN get grouped into the renewable energy sector? Is this justified?
Speaking of which, what is your favourite company in the renewable energy space? BEP.un or another one? Thanks in advance.

Q: I have lots of international investments in my TFSA and as such I am thinking of making Couche Tard my 2017 investment. What are ur thoughts on that name? Thanks

Q: I previously had brought together several accounts into one and am doing some analysis to figure where I'm at from a portfolio approach. I am looking at the sectors of Financial, Consumer, Materials, Technology, Energy, Gold, Health Care, Utilities, Real Estate, Telecommunications and Industrials. Is that the right list and what kinds of percentages (of total portfolio) are recommended for each one?
Thanks!

Q: Shipping companies seem to be on a tear today. They've been in the dumps for years and supply has been cut, is it finally time for a rebound as commodities may finally get a re-run and the inflation trade plays out? I've been looking at a few US listings SBLK, GNK, DSX as examples - wondering if you had an opinion on the sector and any recommendations? thanks

Q: Is it better if the shares outstanding and the float are close in their amounts.
What percentage do you prefer a ROE to be?
Thank you.

Q: If Canadian interest rates remain the same (or even go down) this year, while US interest rates rise, what effect would this have on Canadian companies/stocks in the telecom (T), insurance (SLF), bank (BNS), and utility (BEP.un) sectors? Thanks in advance!