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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: Hello All,
Why would stocks raise just because of the stimulus.
The Streets are empty and companies are laying off people or are closed. No production, no income, only stimulus money from governments which is not backed. There will no quarterly earnings now and for the second and perhaps 3rd quarter!
Why is the market bull crazy, doesn't make sense.
Thank you, Frank
Read Answer Asked by Frank on March 26, 2020
Q: Hi Peter, VCN and XAW are in one portfolio, VXC is in another. Would you add to these or is there a better choice considering the Canadian dollar or Covid? Thanks.
Read Answer Asked by John on March 26, 2020
Q: With what appears to be both Canada and the US now passing massive stimulus packages, would you consider now a good time to start taking some positions on companies while they are down? Or do you think there is still room to bottom out in 2-3 weeks when the virus starts to hit us (and the US) like it has Italy and other places?

Thanks!
Read Answer Asked by Harrison on March 26, 2020
Q: Hi there,

The market has rallied hard over the last 3 trading days. Still it is far off from the all the highs when looking back. In your professional experience and years of investment experience, can you comment on where you think the market goes from here? Do you think this is a head fake / bull trap and we are heading lower in the coming months and there will be better entry points over the next 6 months? I've heard more people say U shaped recovery, and a couple saying V shaped. What is your positioning on this? It would great to hear your perspective on the current market and where it might go over the next 12 months.

Thanks!
Read Answer Asked by Michael on March 26, 2020
Q: What is the one stock you would suggest to go all in with this correction?
Read Answer Asked by Nino on March 25, 2020
Q: Re: Article appearing today. I have never agreed with David Rosenberg. This time I think he might be right. What would you place the odds of his view of the market proving correct?
Read Answer Asked by Dennis on March 25, 2020
Q: I know currency's are very difficult to forecast. However, I will ask this question anyway.
With the CDN $ hovering around $.068 do you recommend taking hedges off or leaving them on ?
Read Answer Asked by BOYD on March 25, 2020
Q: I'm thinking of switching etf's, selling VGG and buying VSP to take advantage of tax loss selling (VGG) and also buying into a CAN dollar hedged fund as the CAN dollar has taken a beating lately and should rebound looking forward, appreciate your professional opinion? Thank you!
Read Answer Asked by Pat on March 24, 2020
Q: Want to get your opinion of what’s happening in the market today? Fear of missing out rally? Did you expect stimulus package in U.S. to create this much optimism when the virus is still spreading like wildfire in places like New York?
Read Answer Asked by Curtis on March 24, 2020
Q: Do you think we've seen the bottom now that the USA is close to a stimulus deal (as of writing today). I was wondering whether that stimulus announcement will be the last bit of good news for awhile. I'm trying to decide whether to wait for further lows which seems to be what everyone was calling for or whether to go in with a part position now. Your thoughts today on the stimulus deal and what may be to come would be appreciated. Thank you.
Read Answer Asked by Jason on March 24, 2020
Q: David Rosenburg said on BNN: "I think that in short order we have all gone from talking about a recession to a steep recession, and now I think that we are talking about some form of Economic Depression, which might not have a formal definition, but it is a steep plunge in economic activity over a period of time, and then coupled with a very abnormally weak recovery."
The market is very spooked. Can I get your reaction/opinion, please.

Carl
Read Answer Asked by Carl on March 24, 2020
Q: Lots has happened since your March 9 special report. Which ones are now your favorites?
Any other names you find interesting or sectors to avoid at the present time?
Thank you,
Read Answer Asked by Pierre on March 24, 2020
Q: I have asked a question today and here is another question that is related and comes with the same caveat that i do not know much about bonds/debt/fixed income; beyond the basics.
From what i saw on TV, the selloff in equities would force pensions to sell debt.That should depress the corporate debt prices? The central banks would buy mortgage backed securities. Who would purchase corporate debt, specially high yield? Would that also make the fixed income bonds issued by canadian banks more attractive(cheaper)? Would it also indicate that equity selloff is near bottom or reached bottom?
Would you prefer to buy bonds/debt or equity when there is a little stability? And could you please suggest some?
Thanks.
Read Answer Asked by Rajiv on March 24, 2020
Q: What do you estimate the remaining decline in the market will be? I have read that the decline could be between 10 to 50 percent. Also, what do you think the market will end up at the end of the year?
Clayton
Read Answer Asked by Clayton on March 24, 2020
Q: What is your opinion on the $1 trillion+ stimulus and the Covid19 impact on the economy in the next few months or longer? What happens if the general lockdown last a few months? Any chance that it is not as big of a story than reported by the media? I had to drive out of town on Friday and I listened to CNBC for 2 hours. It was so negative I had to turn it off. Is it just me or are they trying to scare people? Thank you for your general comments.
Read Answer Asked by Pierre on March 23, 2020
Q: Considering buying US large caps ETF when things turn more positive.
To hedge or not to hedge with the Cdn$ having fallen so much largely but not only because of the Russia/Saudi war on the price of oil - which will get resoved. I understand under normal circumstances your preference for not hedging.
Thanks for your great service especially during these uncomfortable times.
Read Answer Asked by bill on March 23, 2020
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