Investment Q&A

Q: This article appeared on the BNN/Bloomberg website yesterday https://www.bnnbloomberg.ca/td-spots-a-red-flag-not-seen-since-2007-coming-for-the-corporate-bond-market-1.1909735

Can I ask you to please translate it to something understandable? Is it saying regardless of monetary policy that market forces may drive yields higher (and by extension bond prices lower?) If so, this seems to fly in the face of a lot of advice out there that now is a once in a lifetime opportunity to buy bonds?
Thank you.

Q: What is your opinion on this company? Are they in the midst of a turnaround? I read somewhere that the CEO has stock options that won't vest until the stock reaches 36 per share. Does this sound like motivation to get the house in order?

Thanks

Q: Good morning, and thanks for your consideration on my question.

Last week I was taken off guard by the Cease Trade Order imposed on ETF provider Emerge Canada. As a unitholder of EAGB (RRSP account, Long term time horizon) I did not receive any communication from the company, and didn't notice any news on the Emerge website. Apparently, ARK is now re-evaluating its relationship with Emerge.

A recent FT article on this noted that this could be both long in the running and potentially terminal for some of their ETFs.

If I remain positive, and anticipate that this situation gets resolved, I cant help but imagine a massive sell off once trading resumes. In your opinion, and generally speaking, does one "close out their position" when the opportunity to do so comes up, or stay the course?
Thank you, Mike

Q: Hi - a lot of chatter recently about freight rates in decline. Can you give your thoughts on this vis a vis TFII stock price over the next year or so? Thx as always.

Q: I currently hold MSFT, NVDA, AMZN, and GOOG. All are at a 5% weight, except for AMZN, which is at 3%. I have an additional 2% to invest. Would you suggest topping up AMZN to 5%...or purchasing another tech stock with the additional funds? If the latter, would you please provide three stocks ranked by both risk and potential profit...and explain why you have selected each? Thank you.

Q: Down a lot in these 2. Which makes sense to Sell and consolidate proceeds with the other to average down?. Is there any hope for these to rise? US law getting passed???
Thanks!

Q: Brief thoughts on these weeds I'm looking to pick.

Return and % weight in portfolio now and what I plan:

MGA: -39, 2.13%. Looking to trim slightly down to 1.5%, add to ATZ, BYD, BKNG or SBUX?
ILLM: -87%, 0.14%. So small now its insignificant, roll into GOOG position
CTS: -46%, 0.96%. Hovering at 1 yr low. Aside from strategic review, what's the catalyst?
MED: -61%, 0.80%. Sell and add to ATZ, BYD, BKNG or SBUX?

Toss them, hold them or water them? Thanks!

Q: I’ve read recently that older seniors overestimate their financial acumen, so I wanted to ask if you think the plan that I think is sensible, is. My thought was to move non dividend paying stocks from my TFSA to my NR., thus making room for the transfer of dividend paying stocks from my NR account to my TFSA where they would produce tax free dividends. Is that a reasonable approach for someone beyond the accumulation stage of investment? I’m wondering if there’s something I’ve failed to consider in this. Thanks as always.

Q: I have followed your recommandation to buy CROX in 2022 and held on during the continuing blood bath. I bought more and now sits on a 70% gain and holding on. Thank you very much. Do you see another diamond in the rough in the midcap space? Please suggest 3 names with rationale and possibly good entry price.

Thank again for your great services.

Yves

Q: Can you clarify the business models of the above for me. I am worried about the prospect of commercial real estate defaults affecting the share prices of the above. I own both.
As I understand it, BN actually owns commercial real estate that could potentially default, whereas BAM doesn’t. Can you confirm this? In the case of BAM, they simply take institutional investor money and invest it for them, in many different asset classes, of which commercial real estate is perhaps 5-15% roughly? And by investing institutional money in this class, they earn fees. So defaults in commercial real estate would probably only somewhat indirectly affect BAM because they might still get institutional investors wanting to allocate money to the class even if prices were low, and they therefore would still earn fees on this? Perhaps BAM would (eventually) earn less ‘carry’ on the commercial real estate investments, down the road in the case of some kind of commercial real estate decline? Thanks.

Q: Hi there, can I please get your opinion on TSLA's quarter as well as your thoughts on longterm prospects for the company. Do you believe in Telsa and management's ability to become within the top 3 (if not top spot) in market cap in the future?

Thanks!

Q: Verizon dropped today in conjunction with ATT’s unfavourable cashflow news, etc. Any fear for VZ’s cash flow/dividend? Any thoughts on a good buy-in price for VZ?

Q: TH The stock has been moving up Now at $1.37 What are your thoughts. Very slow growth in sales. Do they have a good product,

RAK

Q: Why has this done so poorly? Seems like a great concept. Is it going to zero???

Q: Would DOO be a good addition to an rrsp? Can you recommend 2-3 high conviction adds to an rrsp? Thanks

Q: Looking for your top 4-5 Canadian Companies, income or growth, that you would recommend buying today for someone with a 5-10 year time horizon.

Thanks

Q: Hi 5i,

Currently I have full positions in BN and BAM. With a goal of increasing income would you add a new position in BIPC or BEPC?

Thank you!

Q: What do you think of TH International ? Is it too early to see what the fundamentals are?

Q: How would you recommend adding a small/prudent amount of exposure to bonds in the current market environment?

Q: Hi There, do you think with the recent run up in share price that ABT has more room to run, and would you consider it a BUY at this point?

Thank you!