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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 Guys,
Have these stocks bottomed here &
Would you buy these 5 names right now and in what order would you put them in 1-best & 5-worst
AGF,CIS,ONEX,BMO,CWB

What financials would you be buying if you don’t like those?

Thanks again!
Nick
Read Answer Asked by Nick on July 23, 2020
Q: Is there any advantage in any scenario to holding BEP.UN units over holding BEPC shares going forward, or any scenarios where one would want to convert the BEPC shares to BEP.UN units as they offer? Will investors just stop buying BEP.UN and just buy BEPC instead?
This deal will be quite dilutive to BEP will it not by fundamentally diluting the share count by 25%?
Thank You
Read Answer Asked by Clarence on July 22, 2020
Q: I have had these 3 utilities companies in my portfolio for some time .Their share value resilience and ongoing share price increases have been very beneficial for my portfolio. I am reluctant to trim them for adjustment of the portfolio utilities sector. These are also mostly " green energy " producers which have been in demand.In your view in what order would you trim these companies for portfolio sector adjustment ? Thanks for your opinion.
Read Answer Asked by Miroslaw on July 21, 2020
Q: Hi Guys
In regard to IPL's new Heartland Petrochemical Complex I understand at a approximately $4.0 billion cost it is a fairly big bet on the future and some of these things have cost overruns but this one, this far, seems to be on budget and will provide a new stream of income for IPL going forward, yet everyone seems to be negative on this project and the stock. And it seems given the cost of gas locally it should be successful at producing polypropylene at a profit. Could I get your thoughts on the project and stock in terms how risky it is going forward and if you think when the project is finished this could create a bit more interest with investors? Do you know whether they have contracts in place yet for the finished polypropylene? And finally do you think they have a solid Management team in place at IPL?

Thanks

Stuart
Read Answer Asked by Stuart on July 21, 2020
Q: Would you please rank these companies in descending order of their dividend reliability.
Thanks.
Read Answer Asked by David on July 21, 2020
Q: Can you please compare the current valuations of these stocks with their historical/average valuations? Can you also comment on whether there appears to be any parallel to their behaviour now as compared to during the last financial crisis, and if so, what happened to their share values after things returned to “normal” then? My concern about investing in the consumer staple space now is that they might suffer from a rotation out when the outlook for other sectors eventually start to improve. Do you share that concern to any degree?
Read Answer Asked by Stephen R. on July 20, 2020
Q: Could I have your top 5 picks for growth in the renewable energy sector in your order of preference for a 5 to 10 year time frame. Thanks for your services.
Read Answer Asked by John on July 20, 2020
Q: Would you please rank these companies in descending order of dividend security.
Thanks; also BRF.PR.C:CA
Read Answer Asked by David on July 20, 2020
Q: I notice that you both hold VZ and are generally positive about it, and conversely are generally negative in regard to AT&T.
I hold neither of these stocks at this time, but have been thinking about getting back into one of them.
Interestingly, Standard and Poore's rates VZ a sell and T a buy.
Beyond "that's what makes a market", any comments in defense of your position. Thanks.
Read Answer Asked by Donald on July 17, 2020
Q: We have sold out of USA Tech and have several full positions of USA $ in registered accounts. I no longer wish to devote as much attention to investments.
We know that USA is not your forte but could you recommend a couple of dividend paying "layups". Buy it and forget it ? We acknowledge that nothing is a sure thing.
Thanks for Your help
Read Answer Asked by Cacey on July 17, 2020