Investment Q&A

Q: An update on your opinion on this stock would be appreciated. Many thanks.

Q: I've been thinking about the long term prospects of ATD.B recently. In a North America where non-gas vehicles may see adoption rates that could outpace even the most optimistic estimates (cue the Tesla Model 3 and general Silicon Valley enthusiasm), where does that leave ATD.B?

Q: If bought today, whats your guess on the best to worst performer over the shorter term; ENB, Altagas or Fortis?

Q: My Canadian portfolio closely follows your BE Model and is approx.75% of the total. The remaining 25% is invested as follows in more or less equal amounts: Apple, Abbvie, Bank of America, Alphabet, HEWJ, Wells Fargo, and ZDM. I have sufficient US$ for another foreign position. I'm leaning towards IWO or EEM/VWO. May I have your thoughts and advice please.

Q: I hold Amaya shares in both my Canadian and U.S. accounts. I would like to sell my U.S. shares (at a loss) and use the money to buy shares in a U.S. company that is growth oriented rather than income and is small to mid-cap. It does not have to be specifically related to the gaming field. Thanks.

Q: if you were to choose between rrx and vii which would you choose
and why. thanks donald

Q: BIN is down 6% on opening today. On what news ? Should I be worried ?

Q: Hi team,

how do you see the latest NYX deal.

tx

Q: Stock is on fire and the new evaluation seems to have increased the potential of the co. by 50% or so. What do you see?

Q: Could I get some up-to-date numbers on PIF please - How much debt? How is cash flow? What is the current payout ratio? Any recent insider activity? Any other cautions or comments on their financials would be appreciated. Also, how much political risk is in this company given the location of their assets? Thanks.

Q: Hi,
Is this a good time to buy metals?
I have no experience in metals except for losing money in both of these companies when metals began their decline a couple years ago.
If so, what sectors or stocks are a good place to start for a two year hold, or longer?

Q: I'm down 30% on POT. It was bought for income but I also wanted to preserve capital. Of course, now they have cut their dividend too. What criteria do you use when deciding to sell a losing stock? What is your recommendation for me (I also own Agrium and am down on that too but I know you prefer it). Thanks!

Q: PBH vs Loblaws?
Thanks

Q: Would you recommend this fund or is there something else you would suggest for income.
Many thanks,
Peggy

Q: I think for a dividend investor, where this trades it is a buy.
For another 2 years it pays you about 8.7%, and when it resets in 2 years it still pays you more than 6% at this price. It is cumulative and perpetual, and probably will not be called.
What am I missing, why is it so cheap? Is it the credit quality of Artis that is the problem?

Q: Hi all,

Wondering what your take is on Energous Corp if you have followed it much? I know they are still small and risky but the potential of the product seems to be pretty big. It has been on a rally of late and if you look at footnote 2 in small green writing at the bottom of the following link it appears as though Q1 performance shares have been granted: http://stkw.it/y3tS

Appreciate your insight, thanks.

Q: I'm considering buying either Ten Peaks [TPK]orDHX Media[DHX.B]for growth.Both are small companies with some risk but both have potential.Which one would you recommend or would you recommend booth? How big a %age would you recommend - 1.5%,2.5%,5% ?

Q: Hello Peter & Co,
I know you are a proponent of the portfolio approach; however, (1) if I were to fully participate in your 3 portfolios, I would have to own some 60 holdings; that is, in my humble opinion, too much to handle whereas 30 to 40 would be more manageable.
(2) Supposing that 60 holdings is OK and I just duplicate your portfolios, what would be the economically optimal and practical size for each portfolio in $ terms?
Thanks,
Antoine

Q: Any updated thoughts? Financial post article recently.

Q: I am not sure if this topic was covered on previous questions, so I thought to bring it up for the benefits of other subscribers who may not know it. Doing my income tax this year I just noticed that my T3 for the XMU ETF contains a large amount of phantom taxable capital gain that was never giving in cash and therefore was never reinvested in new shares. Upon calling Blackrock they informed me that this amount should be added to the cost of the shares. My broker doesn't add this amount to book value, so I have to keep track of these amounts myself for when I sell. This is a quite different from the mutual funds reinvestment of distribution, which you reinvest an actual cash distribution and obviously it is added to book value. Likely there are many other situations like these so one have to be aware of them.