Investment Q&A

Q: Was thinking of buying GSY in TFSA now that it has dropped to the 53$ mark. My only real concern is that we go into a recession and loan losses increase. Seems that their loans go towards higher risk borrowers and with possible job losses / lay-offs during a recession the ability to repay these loans decreases. Am I thinking correctly?

Q: Distributable cash dropped 36 cents a share which seems quite large. Is there any reason for this?
Thanks
Mike

Q: Hello
I hold both stocks and liked them so far. I am considering back some more stocks with both stocks currently down with this market volatility.
With the corona virus fear and probably a recession, how do you see both companies outlook based on their overall earnings and management.
Do you still consider PKI as a good growth stock?
Do you suggest waiting for more downturn before buying them ?
Thank you

Q: Thoughts on adding to ENB at this time?

Q: Does price of oil directly affect the business of ENB? Or is downdraft just sympathetic to oil price.

How do you feel about a purchase of ENB in this current bedlam?

Tks,

G

Q: With the carnage going on in oil. IF, one still to partake in the gamble, is Enbridge a better gamble being a midstream company vs a producer. It looks decent for an entry I think

Q: The TD report on TOY earnings says:
Q4/19 Results: A Self-inflicted Trip to the Penalty Box
(owing to an ill-advised transition to a new DC during its peak selling season).
TD is famous for using acronyms in their reports. DC?
Confusing. Can you explain what transition they are talking about?
Thanks

Q: Lightspeed just closed a $175M financing a couple of days before the meltdown. Great timing for them and their large shareholders who also sold some stock.
Would you buy this stock now at $30? It's up from $18, the 52 week low but more than one-third down from their $49 high. What do you think?

Q: Has the Brazilian currency gone up or down much since Knight made the purchase of Biotoscan and do see it as an influencing factor overall or is the currency relatively stable?
Thanks.

Q: I would like to start a small position in GC, in a corp account that is not looking for a dividend (5+ year time horizon). In your opinion, is GC a good longterm hold and is now a good time to buy? Can you please give me some insight into why they are buying back shares - is there a chance they wish to delist and become a private company? As always, thank you for your comments.

Q: Sell or hold after quarterly report and further drop

Q: Is there a particular reason why PKI falls like a rock?

Q: Looking at a short-term hold (2-3 yrs)
which of these three would you recommend has the best chance for the most growth?
What order would you put them if you were purchasing
thanks
michele

Q: With lower interest rates - is Real Matters an opportunity in this market ?
The current market conditions with corona will affect it as well but I thought the lower interest rates may actually make this a better opportunity today.
Is corona a significant issue with Real as well?

Q: I am a long term holder of CAE and would like to take advantage of the market turbulence to add more. Can you please offer some thoughts as to the sensitivity of CAE to a downturn in the aviation and travel sectors?

Thanks for your awesome service. Think of all the good you guys are doing for the retail investor at this time in particular.

Q: In Jaime’s question he references GUD price to book, one has to realize that the acquisition was done at a premium to market, and likely several multiples above book.

Q: H8 I bought this at 75 I’m wondering your thoughts as the price keeps going down buy sell or hold and why thanks

Q: With the latest government announcement is it to sell the telcos .

Q: I follow the BE portfolio. I am underweight the following positions, which of these should I add to today:

CCL.B, ENB, MG, MX, NFI, PKI, SLF, GUD, TFII, GIL, BAD, DSG

I am full/overweight in all the other BE positions. Thank you.

Q: An investing strategy question for a TFSA where growth is the primary concern, the investing horizon is 5+ years and I’m comfortable with risk. About 18 months ago, market turmoil resulted in me going all to cash in my TFSA. I have since returned to growth stocks and have learned to better weather the volitility that comes with them. Today I’m wrestling with the same capital preservation vs ride it out scenario as many investors. My question is what advice would you provide given my growth objectives. I’m considering selling CSU and GSY simply because I have nice profits, while keeping PHO because I’m down 30% and would rather not sell at a discount. Does this make sense or am I selling 2 winners and keeping a loser that might drop much further as the economy slows? Is selling PHO the better capital preservation move? BTW, I’m open to not selling anything in this market as you frequently advise the best move is sometimes no move. I guess I’m wondering what your thought process would be in scenarios such as this. Thank you for all of your guidance, at times like this it’s invaluable!