Investment Q&A

Q: Hi, if I was going to buy one or two utility companies and one or two REITs for reasonable income, growth and safety, which ones would you recommend? Thanks.

Q: Hello,
Please comment on my logic based on relative beta's :

If I sell my holdings of XTR and buy equal amount of ZRE, in theory, is there more of a chance that in a market recovery, the overall return for ZRE will be higher simply because it fell more and can therefore rise more?

Or is that too simplistic considering there are so many moving parts?

Many thanks!

Q: In general, when the markets come roaring back, do investors tend to load up on those companies that weathered the storm (kxs, real thus far) or promising companies like lspd or stc who are taking a massive hit?
Thank you,
Kevin

Q: Having read their financials, I am trying to understand to what extent they have hedged their revenues. If I am reading this correctly, I not seeing many call options on oil beyond the first two quarters. Any concerns over their ability to weather the storm, debt wise? Long term debt isn't due for a few years. Covenants could be problematic? Cuz the stock looks very cheap.

Cheers Leo

Q: I own some CU. Knowing this, would ACO.X being more diversified, be good value at this price to hold as well as CU? Any thoughts on ACO management? They seem to have held up well in past "strained" markets and the dividend is nearing 5%. Good for a dividend investor?

Q: Would you have any recommendations for individual corporate bonds with decent yield to maturity for up to a 7-year term? Based on my research, yield remains low for decent quality. Thank you!

Q: Do you think it would be wise to invest in BRK at this time given the weakened balance sheets of some companies he may be interested in? With Buffet's stockpile of cash he may be looking to make his long-awaited "elephant-sized" acquisition in this beaten down market.

Q: Which companies in your balanced equity portfolio have a poor balance sheet and could be in trouble in this environment.
Thanks

Q: HFR has traded around $10 for the longest time. Why did it suddenly dropped 10% today. Will it recover? Thanks

Q: I own shares in Husky Energy. Today price dropped to $2 per share and Saudi Arabia will be increasing oil production. I expect the price will continue to drop for awhile. At what price would the stock be delisted from the TSX? If it is delisted at some point and the company continues to operate (without going bankrupt), are the shareholders entitled to anything? Thank you for your assistance with this.

Q: Between BEP.UN and AQN which would you pick right now and why? Can you please rate them in terms of which one (best guess) should bounce back quicker. Which one is safest in capital preservation and dividend.
Is there another similar name that you would prefer?
Thanks. Your service is great. Especially in times like these.

Q: What do you think of Pho have held for along time and underwater thinking of averaging down thoughts?

Q: Would you be comfortable taking a position in these two?

Q: If things get real ugly, do we need to worry about cash being held within RRSP with an investment dealer? What type of insurance is typically on these funds? Is it better to have cash with a bank?

Q: Good Morning
The above noted preferred reset has fallen 30%.
Can you please provide your opinion as to the credit worthiness of Westcoast Transmission. I am thinking of averaging down at around $17-18.
Thank you for your insight.

Q: Hi,

A general question about a companies responsibility to update investors with respect to their business. Occasionally, companies update the market with respect to upcoming earnings and will 'guide up' or 'guide down' depending on what is happening. In light of the current chaos, it seems to me that now many companies have not updated guidance (I could be wrong, I follow the market generally...). Could you shed some light on to why not many companies have issued guidance updates? Perhaps the situation is so fluid, companies really can't update b/c they can't update with reliable numbers, or they are afraid to (make a terrible situation catastrophic), or...?

Further, are there time frames on issuing updates (X weeks before next quarter, for example) or perhaps requirements for updating if forecasts are going to be massively missed?

I'm basically wondering what to make of the few corporate updates.

Cam

Q: In Feb DOO was 75 today its 31. I guess this question is irrelevant at this point but why is down by 60% in basically 1 month?

Sheldon

Q: Hello,
Im wondering What you think of these two companies now that they have come down significantly in price. Do you see it as an opportunity to slowly wade in or stay on sidelines.
Do you believe they will survive this crisis? Do they have high debt level?

Thank you

Q: In 2008, short selling was banned. How did markets react after that decision ? I think their was a 20% rally ?
More importantly, do you think this will occur in 2020 ? If so how would markets react in your opinion?

Thanks,

Q: Is this one going to Zero? What would be your prediction on where BA sits one year from now? Please base your answer on the assumption that Covid-19 is under control and planes are back in the air.