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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: Hi, REITs have seen a strong YTD and 52 weeks returns, on the back of market volatility and "lower rates for longer" syndrome, more so after BREXIT uncertainty. I have no REITs in my portfolio now. Your recent report on Chartwell Housing is interesting. Based on demographics tailwind and low interest rates environment, if I want to initiate position in one REIT name, will CSH.un fit the bill ? Also, do you think current level at $15.70 is reasonable, although it's flirting with 52 weeks high? Thanks
Read Answer Asked by rajeev on July 05, 2016
Q: Hello,

I am looking for something in the green energy space for a longer term hold. I would like to buy something in the solar industry and prefer a non utility stock as I have enough yield from that sector. I already own CSIQ and can buy either in the U.S. and Canada and have been looking at TSL. What are your thoughts on this company and do you see anything particularly interesting in the sector? Thank-you very much.
Read Answer Asked by Alex on July 04, 2016
Q: Gte has just won a court case & has come back in price with the the increase in the price of oil.I would appreciate your opinion on this company including any drawbacks such as the Columbia location.Do the risks of buying in Columbia outweigh the rewards of purchasing this stock? Thanks for your advice as always.
Dave
Read Answer Asked by Dave on July 04, 2016
Q: Hello,

What is the proper way to assess ones portfolio performance and over what period of time should it be underperforming before you change your approach?

The equity portion of my portfolio is down 8% for the year which is horrible compared to the TSX. I have lots of solid blue chips and stocks from your balanced, but 25% of my portfolio are small caps (mostly from your growth portfolio) that are not doing well at all.

It makes me kinda depressed to be underperforming an index but on the other hand I know that small caps aren't doing well right now and generally need to be held for several years. Also, if one or two doing really well, my portfolio will too.

So how long do I wait to see if I get the 9% yearly returns I'm aiming for?

Best,

Carla

Read Answer Asked by Carla on July 04, 2016
Q: Gentlemen - Wondered if you had any thoughts on Accord Financial? Seems to fit many of your criteria. It is small, pays a nice divi which has grown, is well owned by insiders and has no analyst coverage nor raises any money. It reminds me a little of Prism Medical in that you can hold it, collect a nice dividend and wait for a potential take out down the road. Cheers.
Read Answer Asked by matthew on July 04, 2016
Q: Peter & Ryan,
What's your current take on MDA? I have a rather large 7% position, and I am getting concerned that the stock is essentially where it was three years ago and I am not being paid highly enough to wait for returns to appear.

Do I owe it to the incoming CEO for a qtr or two to see if he can ignite the stock? I am a buy it and forget it type of investor, as long as fundamentals don't shift to the negative.
Many thanks.
Read Answer Asked by JAIME on July 04, 2016
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