Investment Q&A

Q: Hi Gang, I would like to buy one of those two. Which do you think would do better between dkng and penn and why? Thanks.
Alnoor

Q: A few weeks ago you said that close to 40 % of the dividend paid by ZWU in2019 was actually return of equity. Would you know if this would be more or less true about most years?
Also, you don't seem to have a very high opinion of ZWU. Why then do you include it in your Model ETF Portfolio?
Thank you
jerry

Q: Government uses previous year total income to determine if one is qualified for GIS (guaranteed incoming supplement). I would like to know if the GIS received from previous year is also included in the "total income" calculation? The Government of Canada site does not seem to be very clear. Thanks.

Q: What do you think of this company? Is it comparable to EMA/FTS? Anything to recommend it over a Canadian equivalent?
Many thanks.

Q: What are the best opportunities you see to play the emerging hydrogen theme? I have starter positions in Ballard and Xebec, not sure if I'm missing anything obvious or should add to those?

Q: have you any news on Quarterhill... jumped up over 12% earlier in the day!
ed in montreal

Q: Is there any news on Ttd? Why the sudden drop..Wondering if it is a good time to add..I added some already..Thanks. Shyam

Q: Could you give me your take on this ETF compared to investing in the banks directly. Risk level?

Q: I am wondering about what stocks in the US you would see as cratering upon the announcement of an effective vaccine for covid. I see a significant vaccine breakthrough happening sometime within the next 6 months (or sooner) albeit with its attendant issues such as who gets it first, distribution, quantities, cost, etc but at least step 1 would be having the vaccine. I mean, just consider the gigantic effort being put into vaccine development. In particular, I'm wondering about buying ZOOM which now has a P/E in the 600 to 700(!) plus range depending on where you look. CNBC lists Zoom's peers among others as TEAM and DOCU which I already have full positions in. These all look wonderful to me now in a heavily covid world, but are they set up for a huge decline upon a significant vaccine announcement? Thank you.

Q: Thoughts on GNSS:US?

Q: Given your answer a month ago
"We would prefer WFT today. HDI is small, but is expected to show good earnings growth. The balance sheet is a bit stretched but with good cash flow growth this becomes less of a problem. The stock is acting well and there has been some insider buying. It is very cheap on valuation if its growth expectations come through. It is not likely too late."
Has anything changed, Looking into the future do you see this sector as a hold or should I take my profit.

Q: What do you think about today's news release ? Will this be OK for Ballard Power long term ? The stock is down today after the news release.

Q: Gentlemen:
Would you still favour PHYS as opposed to MNT to hold gold bullion.? Which one is more cost effective and liquid.

Q: Every year I look for a beaten down company - out of favor this year but with an intact business likely to do well in future years. What should we be keeping our eyes on?

John

Q: I work in tech and for that reason I had told myself no need to add further exposure to tech by holding tech stocks. Now I kind of regret that strategy. I wonder what percentage of exposure to tech In my portfolio is sensible? Is it too late to enter? Do you think tech stocks are in a bubble? Can you suggest some names (ETFs/stocks) in canada and US that would be good choices if we decided to add some exposure to tech?

Q: 5i, thank you again for all the great advice! I saw someone asking a question about these bond / high interest ETFs earlier today. Do you have other suggestions for bond / high interest ETFs? I have a longer investment horizon, but currently are 40% equity and 60% cash. I want to put some of this cash to work in a relatively safer manner.

Q: Good morning, thoughts on the new ETF HCAL that uses 25% leverage on Canadian bank stocks.
Will this ETF suffer similar long term erosion like the double and triple levered ETF'S?

Q: MDF Commerce has gotten a bit of attention lately, I wonder if you have any new thoughts or might go back to covering it, I noticed you dropped it in 2018

Q: I have held this company for 4 years. It pays a good dividend and in earlier years it paid special dividends once a year. The share price has dropped 30% since acquisition. Given its growth prospects, do you think it should be sold? If so what would you buy in its place?

Q: Ther has been a big drop in Regi in the last few days. No information could be found for the drop. Do you have any news

Thanks
Thomas