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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: TNP, much like VLE is involved with developing natural gas company interests in developed and undeveloped properties in Turkey and Bulgaria. It has shown strong momentum since late November. In mid-January they announced a plan "to market the Company so that it can pursue a stronger capital structure for future development" and enhance shareowner value.
May I have your opinion on its worthiness as a higher risk investment? Thank you
Read Answer Asked by Martin on February 13, 2018
Q: Tony Seba's video paints a picture of massive disruption coming by 2020ish. His thesis is that the convergence of electric and autonomous vehicles, solar efficiency, etc. will disrupt many industries and especially transportation and energy business models.

Have you seen any of these types of projections? It’s a bit of a longer video but you might take a peek at it particularly near the end where he connects the dots.

If true, we had best be getting out of pipelines and rethinking renewable energy, let alone the many other industries that this may impact. For example, if people reduce significantly their purchase of vehicles and simply allow autonomous vehicles to drive us around, we won’t need nearly as many parking lots, and this will free up land for housing in urban areas.

Is this guy credible? Any thoughts?

Best regards ... Kirk

https://youtu.be/2b3ttqYDwF0

Read Answer Asked by Kirk on February 13, 2018
Q: I am looking to add to HPR because its holdings are predominantly in floating rate or fixed-to-floating rate preferred but am having trouble understanding how sensitive the overall holdings are to rising interest rates. HPR has reacted positively to rising rates over the past six months but negatively over the past few weeks so its hard to judge how it will react to further interest rate increases. Part of the problem is that most of the holdings are fixed-to-floating rate and the period of time before those holdings convert to floating rate. Do you have any thoughts or further information on this?
Read Answer Asked by Robin on February 13, 2018
Q: Looking at TAP. Since your last comment, valuation improved. But looking at long term chart, BUD shows better stock price return and higher current yield.
Which would you choose now, and how strong would be the case to buy that kind of stock in your portfolio in this valuation reset of the markets?
Thanks for your help
Read Answer Asked by Daniel on February 13, 2018
Q: I am 60 years old and recently retired, have a company pension and am drawing my CPP early.
I have usually used individual Bonds for my fixed income portion (8%) of my RRSP.
My advisor suggested I should use these 2 Mutual Funds instead: LYZ801A & MMF559.
Do you have an opinion on these funds and are they a suitable replacement for individual Bonds?
Only joined your group recently but am learning a lot - THANKS.
Read Answer Asked by Reg on February 13, 2018
Q: Hi,

Presently I have no fixed income position, just cash. (70% of portfolio is in equities). This is mostly due to lethargy. I was thinking of allocating equal weights of the following: XHY, CPD, ZAG, CBO and PIMCO Monthly Income, what are your thoughts? Also, how should I approach entering a rising interest rate environment? Now?, Wait?

Thanks for all you great advice.
Read Answer Asked by Robert on February 13, 2018
Q: OK so... no question this Bitcoin rage has a similar look to the dot com bubble based purely on the hype, volatility and the number of cryptocurrency players now involved. Heck, cryptocurrency isn't even a word recognized by spell checker yet. BUT... as we sit back and scoff at it, it appears more and more businesses are starting to offer Bitcoin as a payment option. And now I am reading there are many new innovations coming for 2018 with some prognosticators iterating we could see Bitcoin reaching the $50,000 value. This is a risky and very volatile investment no question, so to bet the farm on it would be ludicrous. And if you do own a hyper wallet, best to make sure you have an excellent firewall. Having said all that, why am I finding this such a tempting investment? And what can you tell me that would dissuade me from starting a 2 or 3% portfolio position in this technology, because I don't think it's going away.

Thanks for all you do

gm
Read Answer Asked by Gord on February 13, 2018
Q: I realize that BNS is in your portfolio but if you were going to buy shares in a Canadian bank would you still suggest BNS as the top choice. I tend to lean toward Royal or TD as perhaps better choices at this time but would appreciate your opinion and thoughts on how each of the banks is positioned for best growth and how you would rank the three banks for purchase now.
Read Answer Asked by John on February 13, 2018
Q: I am in the process of building the Balanced and Growth portfolios, and I would like to take advantage of the recent pullback. I had been waiting for a correction to buy SHOP, but I notice that not only did it not decline much, but that it has recovered extremely quickly. I was under the impression it would be very volatile. Apparently not.
Anyway, could you please help me order in terms of priority to buy the top three or so securities that I don't currently have in the two portfolios:
Balanced: CAE, Celestica, Altus, Parkland, Sun Life, Stella, Sylogist
Growth: Dollarama, Covalon, Photon, Shop, IWO
In terms of best in the sense that they were unfairly punished and therefore have the most potential going forward?
Thanks for always great insight.
Read Answer Asked by Gordon on February 13, 2018
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