Investment Q&A

Q: Air Lease (AL) - What are your thoughts on this company. I've held it for 2 years and I'm down about 10%. Starting to feel like dead money. Time to walk away ?

Q: what are the prospects (short and long term) , are you familiar with any of the management/directors - is the company strategy similar to Alaris?

Q: I was looking at BHY.un for income. Do you think the dividend is safe, and how does it rank for an income play?

best
Linda

Q: Doesn't look like anyone has asked a question on AF yet? What's your opinion?
Thanks

Q: Hi Peter & Co.,
Can you please comment on Dream Industrial REIT's latest quarter? I hold this as part of my income-based portfolio. Other than interest rate risk, are there any company-specific risks you see with this company? Is the industrial real estate space still a better place to invest than office space REITs?
Many thanks,
Brian

Q: what is your view on Lululemon Athletica? Is it a buy after going through its troubles last year?

Q: Descartes was removed from the growth portfolio to make room for kinaxis. I own DSG but not KXS. Descartes I think reports tomorrow. Lots of strength in the stock yesterday. Do you still like it and what are analysis projections for earnings. Thanks.

Q: Is there a Canadian ETF that mirrors the Schwab US Broad Market ETF (SCHB,50)? It captures America's 2.500 largest stocks.

Thanks, Austin

Q: I have held this wonderful stock for the last 4 years and am very reluctant to make any changes. However it has become a fairly large position in my equity portfolio i.e 11%. What are the risk/rewards comparing it to an AQN or SIS which are on my radar ( i know they are in different sectors). What would be a comfortable level in a portfolio bearing in mind that I remember you guys suggesting a few years back that a good company should be held indefinitely.

Thanks

Peter

Q: Hi, PBH stock has been under constant selling pressure, after hitting an all time high of $59.81, one day after the quarterly release. I know, co. missed earning estimates, but outlook and growth expected from additional sandwich capacity coupled with C&C acquisition should be quite positive. Technically stock seems to be quite weak and may even go lower. Is there a reason to worry ? I have a full 5% position and would appreciate your comments. Thanks

Q: I have a 3.5% position in DR. It pays a 6.25% div, monthly, and has grown over 19% since I purchased it the end of April. There was a comment on BNN this morning and the opinion was that it is very susceptible to changes in US Medicare regs. Could I please have your opinion on the safety of the stock? Thanks, Ted

Q: Hello: I hold shares in SunLife in a Registered Account. I am hoping that it won't be affected by the Alberta wildfires. Do you have any reason to suspect the stock price would not be affected? Many thanks, I learn from your site every day.
Marilyn

Q: My partner and I are retiring soon on a portfolio of around a million dollars, comprised of more than 50 stocks. Compared to your Balanced model portfolio (22 stocks), the number of stocks I have in my portfolio seems to be too many. I have both large & mid cap stocks (85% of portfolio) and small cap growth stocks (15%) in the portfolio. The percentage I've allotted to each stock is not equal. Some of the smaller riskier stocks could be as low as 1% weighting in the total portfolio. My questions are (1) Is this a good investment strategy to include both balanced safer equity and higher growth riskier equity in a portfolio? (2) What should be the optimal number of stocks in a large portfolio? (3) Is there a general rule of thumb for the weighting of each stock category (large cap, mid cap & small cap)? I want to make sure that what I've done is correct, especially since we are retiring soon. THANK YOU IN ADVANCE.

Q: Moody's have just basically downgraded William Hill's cash flow from Positive to Stable. I believe those ratings agencies may have self-serving motives in doing so but they must be considered nonetheless. The general slant of the article is negative. What is your team's opinion of the article and rating.

Thank you
Clarence

Q: I have a small position in SRU.UN and it has done very well. I noted your comment about valuation. I was looking at TMC as the stock I would switch to. I would certainly like the divvy uptick. Could you flesh out TMC's prospects a bit more and tell me what you think of this move? If you have an idea for a better trade please mention that.

TIA

Q: GBN, Gibson Energy Inc., is a transporter of oil & gas products which has dropped a lot in value.Your comments on its debt,worthiness as an investment & some companies you'd consider better choices if you don't like this one would be appreciated.Thanks, as always, since you've saved me from myself many times.

Q: Gibson announced today a 200 million equity deal, and 100 million convertible bond in your opinion which is better to participate on it. How is the balance sheet of the company?

Q: Thank you for providing the link to short interests. Correct me if I m wrong but I saw an increase of 6.9 million shares to 9.8 for Concordia. Looks like a lot of people still think it will not sustain the present share price.

Q: I have held a position in PWF for several years and have been disappointed recently. I fear it is collateral damage to low interest rates and too much exposure to that dinosaur of the 21st century - the mutual fund. Maybe it is time for me to move on but think there may be some link between PWF and Wealthsimple. I think the last mentioned may be a privately held recent start-up in the fin-tech space. Could you help me , please. Thank you for all you do.

Q: What do you make of the bizarre trading range since March?