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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: Interest rates. I use the theme that interest rates will show where the country is in the business cycle. At this time interest rates will be declining or will be stable rather than rising. Therefore the chances of a recession are very low to low.
I would appreciate your opinion.
Clayton
Read Answer Asked by Clayton on January 22, 2020
Q: I have some $ in zwh and I am looking to add either sphd or zlh for more u.s. exposure with capital preservation and income. Would you please evaluate these 3 etf and make a recommendation. Thank you.
Read Answer Asked by Steve on January 22, 2020
Q: I am interested in your view on the best strategy for selling stocks to raise cash in a non-registered account. I am looking to sell 1% of my total portfolio, and my thinking is to either A) take this out of one or both of two stocks that are the largest (each about 5%) weighting in my portfolio or B) sell my least favourite, lowest weighting, stocks (energy producers) with 3 stocks comprising 3% total weighting.

With option A) I could pare one of my largest holdings back to 4% or both of them back to 4.5%. One stock is ENB, in which I have a 30% gain and the other stock is AAPL, in which I have a 350% gain. ENB pays a 6% dividend, which I am reluctant to lose, and which benefits from the dividend tax credit. AAPL pays a 1% dividend, which is fully taxable and easier to give up, but I will have to pay a sizeable capital gains tax. I have no stocks with losses that I can sell to offset the gains. You have always advocated hanging onto winners, and both of these stocks are "winners" in a way, one for income and the other for growth.

With option B) I could sell half my energy producer holdings. I bought the energy stocks as a "lottery ticket," expecting at least a double if and when energy prices rebound. I hold CVE (up 25%), ERF (breakeven) and WCP (up 32%). They are roughly equal weight, so I could achieve my goal of selling 1% of my portfolio by selling just one of these three stocks.

Which stock(s) would you recommend I sell and why?
Read Answer Asked by David on January 22, 2020
Q: Hi,
Can you tell me what you think fair share value is for Aritzia now? Ive held it less than a year, and am thrilled with being up $8 (almost 50%). Im just trying to decide if the best part of this ride is over or if it has potential and reasoning to make more solid gains. Even if you think growth will continue but slow down from the current pace, I will likely sit on it a while. I just dont want to kill my returns by waiting if its likely to stagnate for a while.

Thanks
Read Answer Asked by david on January 22, 2020
Q: I have had a small position in Keyera since before the oil price crash. It is still down 20% and even the most optimistic forecasts will only bring it close to my cost price. Its dividend is about the same at PPL, is lower than ENB and higher than TRP. ENB is my only other pipeline stock. I could sell KEY and add to ENB or open an position in PPL or TCP. Which do you think would be better for income and a little growth?
Read Answer Asked by Ken on January 22, 2020
Q: Recently there was a negative comment about Governance at NVU at a BNN Tonight market call (Jeffrey Olin) . In past November 5i team made the comment that valuation was attractive (price=30), now price is slightly above 31, Do you agree that Governance is an issue ? and do you still believe that valuation is attractive ?, TDW shows 2020, P/AFFO =17)
Read Answer Asked by Alejandro (Alex) on January 22, 2020
Q: Hi guys. In your opinion what is the best way in Canada to get some gold exposure? Would you buy a specific company Like AEM or WPM or just go with an etf like XGD?
Read Answer Asked by Ryan on January 22, 2020
Q: Can you explain how GPN was better than the newer fintech plays like SQ + PYPL last year?

Is this a trend that will continue?

What's going on in this space?

Thanks as always.
Read Answer Asked by Mark on January 22, 2020
Q: Wajax and Transcontinental have several things in common : mid single digit p/e, moderately high yield, relatively safe pay-out ratio, and a turnaround in earnings seems possible. Can you think of any other companies whose profile hits the 4 previously mentioned criteria. Thank you.
Read Answer Asked by JACK on January 22, 2020
Q: CSW.A I owned this one oncemany years ago for quite a while and sold at nice gain. I am thinking of buying back at the current price? Seems to have minimal debt. - high pay-out ratio of 146%, liquidity ratios are great: dividend sustainable? Place to park money and earn a good dividend & would be a very small % of my portfolio?
Read Answer Asked by James on January 22, 2020
Q: Huge volume on this one today on news of a new business strategy. Would appreciate any information you may have on this small cap company.
Thanx Gary
Read Answer Asked by Gary on January 22, 2020
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