Investment Q&A

Q: Kevin asked a question about a question that Brett asked today about "keeper stocks". I searched but could not find the original question by Brett. But, I am interested in the context of this question and the criteria used to determine "Keepers". In the answer to Kevin's question, for instance, I was surprised to see a company like "Veev" mentioned as a keeper and no mention of a company like Google, or even Microsoft, I think. It could, of course, have been the context of the earlier question that produced this answer. Anyhow, any further commentary would be appreciated
thanks as always for the great work

Q: Peter and team
After getting out of the market in March, I am thinking of reinvesting my non registered money in Mawers Tax Advantage Balanced Fund. I intend to pay any tax bills from this money.
Would I be facing complicated tax calculations at year end for each withdrawal I made?
Would it be better to go with a Balanced ETF such as VBAL?
Thanks
Phil

Q: What are your thoughts on Gildan's latest financial results. Overall I am down on Gildan and thinking of buying additional shares based on their results. Do you agree? Thanks.

Q: I need to increase my Global ETF or ETFs (ex- North America) exposure. I currently have some VIU but am wondering if I should consider a couple geographic areas: Europe, Asia, Japan etc. My preference would be something I can hold in CAD non-hedged and preferred non covered call.

Q: hi guys are these good to buy and hold do you think there dividends are safe

Q: Hi 5i team,
There seems to be a lot of M&A activity brewing these days, especially in U.S. tech. AMD is in the process of acquiring XLNX and this morning there are reports that MRVL is close to buying IPHI. What are some other potential candidates that likely won’t be around this time next year as they will be acquired. I know you mention DOCU regularly but what are some other likely names?
Thanks again.
Dave

Q: Can you comment on Shop's earnings after the conference call. Is this enough of a beat to maintain it's price momentum?

Q: I am curious as to why SHOP's share price is dropping after Shop's great earnings release.

Peter

Q: Hi team:

about 2 years ago, when CVE was around $ 15, it was a top pick by a BNN
market call speaker who I think is a conservative investor in general; he thinks that it has good value and pays a dividend to wait

the company HSE that was bought by CVE now was trading around $ 25 plus over ten years ago too and paid a dividend for the investors

The less than ideal outcome of the CVE stock ( has suspended dividend if I am correct) does reflect the general outlook for the Canadian energy stocks;

but after the last Fed election, one of the natural gas company just moved the head
office to the USA, the dividend paid out from what I understand no longer qualified for the dividend tax advantage

I wonder if CVE might be the next Canadian energy company to re-locate South of the border ? I also share the deep pain of the workers for the CVE who got laid off after the merger that no longer have a job

I wonder if it is a Value trap stock ?
thanks
Michael

Q: I have read your cautions on investing in shares in this company. Have you any different opinion, or additional thoughts, with respect to their 5-year 6% green bond issue? These would seem to be suitable as a component of an investor's bond holdings? I imagine it would depend to a large extent on the safety of the assets of the underlying company being invested in by RE?

Q: Good Morning Team

Besides the general market sell-off any reason for ROP dropping. Was anything negative reported in their latest results? I thank-you in advance. Sam

Q: Goodmorning
What are your thoughts on the Canadian Scholarship Trust Fund as an investment vehicle for an RESP? and or would you have any suggestions as an alternative?
Thks
Marse

Q: Can you pleas comment on the significance of CMS’s decision to cancel competitive bidding for PTQ’s product offerings? I assume this was a big business risk that has effectively been taken off the table? Thanks

Q: Hi team,

Please comment on the quarterly results this morning.

Thanks!

Q: Can I have a short list of American renewable energy companies for a 3 year hold.
Interested in growth mostly.
Thank You
Peter

Q: I would like to add one or two reits to my portfolio which are unaffected by the pandemic. Which would you recommend? amt, cci, eqix, cor, ngg, qrvo. Do you have others that you recommend over these ones.

Q: Hi Guys,

As an US "Infrastructure play", can I please get your opinion of this fund, paying an 8 plus percent dividend yield. Thanks

Dave

Q: What stocks would you recommend for investing in the electric vehicle revolution? Or an ETF?

Q: Hi,

I have a very small spec position in Bitfarms who secure cheap power and lease state of the art computing power to mine bitcoin. They promote their good "mining margin" and "mining profit" (non-IFRS measures) however they still show a net loss (Q2 2020). Could you give a non-accountant like me the readers digest version of where all the money vanishes between the "mining profit " and the net loss. Also, your view on future prospects for BITF would be appreciated. I am up 40% on a small investment - take the money and run or does this thing have the potential to be one of those 2 or 3x home runs? I feel compelled to add that I believe my #1 investing mistake is selling too soon. Perhaps more than 1 question so deduct as required,

Q: Seems to me that we are a turning point in our world today. What with the problems the pandemic faces us with and those connected to climate change I think we are in need of some truly innovative companies that are dedicated to solving these kinds of serious problems. My question is, do you know of any ETFs that are focussed on companies with innovative ideas that will help to solve problems? I guess I'm looking for an "Innovation" ETF . If this is not possible, could you suggest a number of companies dedicated to innovative ways to help solve these kinds of problems.