Investment Q&A

Q: Taal recently put out a 5 year corporate vision (https://www.taal.com/files/TAAL-CorporateVisionDeck.pdf) which seems to pivot the company's focus to transaction processing and some other related areas. This new vision relegates the volatile mining business to the background in favour of what seems like a more sustainable model. I understand this is still a speculative investment and a very small cap company but I would appreciate hearing whatever thoughts you might have. Thanks.

(I think the ticker in your system needs updating as it has traded as TAAL since late last year.)

Q: Hello Peter,
Air Canada has a take over offer at $18 per share, and assuming the regulators approve the deal, would this price still hold given Transat is trading in the $6 dollar range? If the deal is not approved by EU regulators, would Transat be a good buy at $6 per share or would Air Canada be a good buy at the current $19 dollar range? Thanks very much

Q: Hello team, after a large down day in the markets today Primo ended up in the green. Is there any explanation for this? - eg Primo company?👩‍🦲
Mucho gracias

Q: I wonder if you can point to an article or other guidance on what key metrics to look at and how to interpret them for a stock. Being relatively new, I tend to look mostly at profitability and revenue growth on a go/no-go basis when looking at a company in the absence of other info (ie 5i recommendations). Using REAL as an example, total after tax profitability is only 9% and 3 yr revenue growth is a tepid 8% and falling from a 5yr rate of 17%. These numbers are underwhelming compared to other co's, so I must be missing something with a company like REAL, and would like to learn how to see a little deeper.

Q: would it be to late to purchase Abbvie after this big run in price.

Q: What is your best guess as to the likelihood of a dividend cut by any of the above listed companies? Thanks.

Q: I thought the quarterly results that were released yesterday by Transcontinental were reasonably good considering the Covid -19 pandemic. What is your view of the results. Thanks.

Q: Good morning, please comment on latest results from Peller. Do you still consider this a good long-term hold.
Rob

Q: The Dividend is pretty high. Is it safe? Thanks!

Q: This is a big picture question about the current "incredible" rally.

What percentage would you attribute to
a) Fed's fiscal input including printing money and buying all kinds of bonds,
b) Short covering by both big and small investors
c) FOMO by Institutional investors (smart money) and
d) FOMO by retail investors (dumb money)?

Is there a place or articles one can access to get an idea about these variables?
Many thanks.

Q: These are the US holdings in my RSP. All have done well except for SYK down about 8% with a limited outlook for the rest of 2020 based on the Covid pandemic. Regardless of sector weighting, what are your favorite 2 or 3 US equities for growth over the next 5 years? I'm okay with a moderate risk.
Thanks in advance,
Greg.

Q: Hi there,

I'm looking to purchase a full position of BYD. It's come off a little bit and I was wondering if it's a decent entry point of it's better to wait for Q2 for this company. I suspect with driving down so much, their Q2 numbers could be soft. What is your opinion and what would you do.

Thanks!

Q: I asked this question yesterday and I am re-sending as I have not received an answer. Thank You.
Enbridge Inc Pref Ser D
This prefered is currently yielding around 9%. It will reset in Feb 2023. Since interests rates are expected to remain low for the next year or two, is this a safer way to invest in a RIFF for the next 2 years? I expect to sell these shares in 2 years to meet the mandatory withdrawals. What risks should I be concerned about? Other then interest rates going down from here, what can possibly drive the share price further down ?

Q: what are your thoughts on Pulse Seismic Q1 and future prospects?

thanks
Don

Q: Hi Peter, Ryan, and Team,

Today (rightly or wrongly), I used the large uptick in the share price of CAE to sell my position that's held in my TFSA. (I sold with a gain of 4%, not counting the previous dividends.) I feel that the "airline" sector will still be under pressure after the present euphoria settles down, but who knows?

Having said that, please suggest two or three stocks or ETFs from each of the following sectors that could be considered somewhat defensive as well as being suitable for a TFSA. Portfolio Analytics indicates that I'm underweight in:
Basic Materials
Communication Services
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials

Please deduct as many credits as you deem necessary. Thanks for the continuing superb service especially during this unusual time.

Q: There has been quite a fall in ATE's share price in the last week. Do you have any information on this? Do you see any upside, or is it time to let it go?

Q: Do you think this company is a recovery play? If so would you recommend it is a good time to initiate a position right now and hold for the long term? Thank you!

Q: With Endo's latest issues and a multi year low for their stock price, is it time to act for Mr Goodman? It would be great for GUD to go after the Paladin business. Endo needs the cash.
Can they do it? Should they?

Q: The profitability of the life insurance company is negatively impacted when the interest rates are low. Since the interest rates may remain low for a while, does it make sense to buy Sunlife at the moment?

Q: OECD is in the news predicting the possibility / likelyhood (??) of historic global recession. What might we see to refute / support this dire scenario?? Thanks, Jim