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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: I have a relatively small RESP portfolio that will have to change to an RRIF. I would like the RRIF to be able to generate enough dividends to cover the required withdrawals. If that is possible. Can you tell me your top ten highest dividend-paying Canadian companies or maybe even better ETFs or a combination that you would be comfortable owning?

Thank you.
David
Read Answer Asked by David on March 15, 2022
Q: Looking at these for my TFSA and for me it’s a tough call. GSY is getting more reasonable price wise but could rising interest rates hurt it ? MG is
cheap but supply chains are clogged and materials getting scarcer and more expensive.
Which would be your pick and why ?
Thanks. Derek
Read Answer Asked by Derek on March 09, 2022
Q: Wondering what 3 or 4 Canadian stocks you would choose to buy in a non registered account now, waiting for a full economic re opening and a settlement on the Russia -Ukraine conflict?
Seems energy, financials and materials are at highs. Tech is beaten up.
MG and SHOP come to mind. Any others you would suggest?
Thanks
jeff
Read Answer Asked by JEFF on March 09, 2022
Q: Hello,

I am thinking of picking up Magna now that its fallen sharply, but there are a few points that are making me second guess buying now.
Wondering if you can shed some light on the following:

1) Given that Magna's profit margin is pretty small, how much of an issue would rising input costs (ie labour and raw materials) be for them?

2) Do you know if any of their facilities are unionized?

3) With rising inflation and interest rates - do you think new car demand will decrease significantly (in the near term)

thank you,
Brad
Read Answer Asked by Brad on March 09, 2022
Q: Good morning Peter, Ryan, and Team,

In our combined accounts, we are overweight in the Consumer Cyclical sector, and hold ATD, BYD, CCL.B, and MG. These stocks have been held for some time, so we have reasonable profits in all four.

In order to raise cash for our under-represented energy sector, please rank the four Consumer Cyclical stocks in order of the first to sell or reduce.

Our Energy holdings include ENB, TOU, and TVE. Please suggest three or four stocks in this sector that would be complimentary to the three already held.

Please deduct as many credits as necessary for this somewhat long question, and as always, thanks for your valuable insight.
Read Answer Asked by Jerry on March 08, 2022
Q: How exposed are BRP and Magna to Russia? Any other companies significantly impacted? Which companies look like attractive entry price at this time.. would you wait or add if already held? Thanks.

Shyam
Read Answer Asked by Shyam on March 07, 2022
Q: Hi Peter, Ryan, and Team,

I realize that Couche-Tard has only 38 Russian stores. Do you think that management will be under pressure (like Magna for example) to divest their Russian operation? If it happens, what kind of effect could there be, both to their bottom line, as well as loss of "good will"? For example, Couche-Tard operates in several former eastern bloc countries such as Poland.

Thanks in advance for your insight.
Read Answer Asked by Jerry on March 07, 2022
Q: Hi!

I understand why Magna is down given their exposure to Russia and Belarus even though it is small, investors are selling everything associated with Russia. It seems over done since I'm sure Magna could pivot quite easily given the size of their overall operations and the proportion in the undesirable countries. I have starting building a position at these levels since it is approaching a 3% yield. Agree?

On the other hand, not sure what is going on with Aritzia. Down from $58 to below $45. Is the market anticipating a recession? Doesn't seem like their manufacturing is affected by the War. Having a hard time making sense of this given Aritzia's momentum prior to the War and strong earnings reports.

Thanks,
Jason
Read Answer Asked by Jason on March 04, 2022
Q: Today, would you buy LNR with p/b of 0.95 and no debt or MG with 2.7B debt and b/b of 1.91. LNR has a wide range of products, other than automotive.
When is LSPD a screaming buy with p/b of 1.13 and 900M in cash?
Many thanks!
Read Answer Asked by Grant on March 04, 2022
Q: I am down 26% on MG in a non-registered account. I understand the geo-political reasons behind the slide, but am tempted to take a tax loss and replace MG with FTS. Would you recommend this...or suggest I hold the course with MG? Thank you.
Read Answer Asked by Maureen on March 04, 2022
Q: Good Morning Peter & Team.

I have two questions. Please charge me accordingly. Both have to do with ramifications from increasing cost of OIL.

1. Do you think the ever increasing price of gasoline is going to push more people towards EV and if so, what would be your recommended play to take advantage of this?

2. Commodities especially those coming from mining, and especially those used in the EV industry, appear to be on the rise. What recommendations would you make for us to take advantage of this trend? Right now I have RIO & DML on my radar.

Thanks for all you do

gm
Read Answer Asked by Gord on March 04, 2022
Q: Apparently Canada will ban crude oil imports from Russia. Are there any other petrochemicals that we import from Russia? How will this affect Canadian companies and which companies do you see benefiting the most from this move?
Thanks for your advice.
Ian
Read Answer Asked by Ian on March 02, 2022
Q: Magna is currently dropping significantly and I understand they have 6 manufacturing/assembly factories in Russia along with 2500 employees. What do you foresee the impact this year and longer term.

I'm sure inflation and the semi-conductor shortage are also having an impact on stock price, yet I expect to a lesser extent.

Do you see this as a buy and what would be a good target price?

Thanks!
Read Answer Asked by Loretta on March 01, 2022
Q: Hello 5I
Could you please list a group of “cheap” or discounted reopening plays? As well as the pe if applicable.

Thanks
Read Answer Asked by Tyler on March 01, 2022
Q: With intrest rate rising,perhaps faster in USthan Canada Which stocks will benefit and which has more risk but perhaps benefit.
Does Energy stocks still have room to grow?
Read Answer Asked by Nizar on March 01, 2022
Q: The above stocks all seem to be pretty good value, do you agree? How do you see the next 6-12 months for them? Should I consider certain growth stocks at this point instead?

Thanks,

Stephen
Read Answer Asked by Stephen on February 28, 2022
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