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Asked by jonathan on February 25, 2021
Q: CPG reported year end today. Their future with the latest acquisition of the Shell assets looks very bright. Canadian oil stocks have been severely undervalued, but as a Canadian investor trying to support our workers and in turn the Canadian Economy and Canada's social security benefits we are starting to reap the huge benefits. Please provide your expert opinion on CPG's year end.
Thank you Gord
Q: Hi Peter/Ryan, I've held CPG since 2012 where I bought it at 40 (don't know why I held on this long) and am now almost at my adjusted cost of 5.98. If I hit this target would you suggest selling and put the money elsewhere or holding on a bit longer, I don't think its going to get to 8 or 10 bucks (or am I wrong) because of the SU deal. I would hate to ride it back down if oil sells off. Thanks, as always you guys are a great help.
Q: May I please have your comments on Tdoc’s earnings today? It looks like a solid beat but alas the stock is down on lower guidance. I’m into it near the all time high. Looks like I will be holding it awhile at a loss. Thanks.
Q: Hello, Is there any controversy on Cathie Woods ARK etfs? I own some ARKK and ARKG.. is there any need for concern? Cramer was saying she should close her fund.. but I am not sure if the context..Thanks. Shyam
Q: Your most recent answers to questions about HR.UN and REI.UN indicate that you don't favour them and that they do not need to be owned, suggesting DIR.UN instead, among others. So a few days ago I replaced HR.UN with DIR.UN, and ever since, both
REI and HR have been shooting up while DIR languishes. Today alone they are up over 5% and 4% respectively. Can you explain what's happening here?
Q: Retired, dividend-income investor. Is NWC one of the stocks that is a source of capital to invest in growthier names and the reason for the recent drop? I trim-add around a core position. At what level would you top-up?
Q: Could you list a few companies (in Canada/ U.S.A) from each sector that may benefit if inflation catches hold and supercedes target rates set by their central banks?
Q: Why would DND currently trading at such a low price below its bought deal price of $50.50 (say around $43 at this moment, or a 15% discount)? What would the underwriters do to "salvage" this deal?
Q: I recently borrowed from my HELOC to top up our TFSAs. I'm thinking of potentially keeping it simple and going TEC + XAW (40/60 split). This would give me quite a bit of US exposure but thought of bumping up US exposure. Would it make sense to instead buy VUN + VIU + VEE in a 70/23/7 split instead of XAW which has a lower US allocation? Do you think US equities will continue to outperform world over 10+ year horizon?
Also thinking instead of the 40% allocation in TEC, should I take a small position in ARKK or other ARK funds? Maybe 30% TEC, 10% ARKK? I feel like many of the names in ARKK fund are priced to perfection. Thanks
Q: Retired, dividend-income investor who trims and adds around mostly full 4-5% positions. I own AQN, FTS. With the drop, due to Texas among other factors, how much is already baked into their stock positions? I am ready to top up Fortis now that it has dropped to < $50. What does your crystal ball say? Add or wait a little longer? I know it is a timing question. I just didn't want to jump in and catch a falling knife if you thought their might be a bit more downside.
Q: Hello 5i,
Exchange Income Corp (EIF) has grown its dividend consistently over the past 5 years. How stable is the company? What is the payout ratio?
Have you had this in the income portfolio since the portfolio's inception?