Investment Q&A

Q: Hello, after 2/3 weeks of trading, Lumine shares flirted with a low of $14 and now appears have bounced back above $15.50. Trading volume also appears be declining now. ( Initial few days traded a few millions shares each day ). Do you think, selling by Index funds/ETF's is almost done ? if so, would you still wait to buy/add until shares trade down to $12.50 - $13.50 level or $14 could be the near term floor ? Thank You

Q: Hi, What % of TOI and LMN common shares are owned by CSU ( including any preferred or other class to be converted to common, in future ). Also, what % of market capitalization of CSU, the two companies make up, respectively, based on current values. I guess, what we are trying to assess is that, to what extent and why it makes sense to own TOI and LMN shares, while already having an overweight core ownership of Constellation Software. Thank You

Q: To what do you attribute the recent weakness in Cenovus?
Thanks Richard

Q: Iam McGugan's G&M article on factor based investing mentioned quality based stocks. Can you name a few in Canada and the US and how would you filter for these types of stocks in a search?

Much thanks
Mark

Q: Hi. My stock in a company has gone to zero. What documentation do I need to claim the capital loss, and how do I get that? I invest online with my bank. Nothing is available in with the usual tax documents.

Thanks
Lynn

Q: What sectors do you prefer for the next 2 to 3 years given that the markets remian somewhat volatile?
Thank you
Tim

Q: Hi 5i,
Can I please ask your opinion on Prime Mining? I’m trying to understand if recent movement is general sector strength, or the business improving.

Thank you!

Q: Are you aware of an ETF for Southeast Asia ex China?

Q: Exchange Income seems to continue to be a favorite of yours. I would like to invest in the company but fear I lack the confidence to hold on to it in a major market downturn. I would appreciate it if would explain why you believe the company is strong enough to continue to do comparatively well in a major economic pull back.

Q: Do you know when Aritzia reports, and do you have any numbers yet?

Thanks

Q: Good afternoon, it's been some time since I rebalanced my portfolio, and I'm wondering if I could get an update on how you would weight the various sectors on the TSX at this point in time.
Thanks

Q: Hello : Sometime back I asked about AAV and decided to keep my shares but now the company continues to decline and I ask if you consider this company a keeper or time to sell. Thank you Barbara

Q: The company has now spoken so what do we now know that we had been so patient
- or not - but waiting for, and how does this news affect Anaergia prospects?

Q: What is your current opinion of high yield US corporate bond ETFs, such as XHY and ZHY. Specifically, do you recommend them in the current economic environment for a relatively conservative income portfolio?
Many Thanks.

Q: Hi Peter,

I do not believe in technical analysis, however, from a technical analysis perspective, what would be a great entry point in the next three to six months to purchase shares of SPY, QQQ and XIC? What is the likelihood of these great entry points happening in the next three to six months?

Thanks

Q: Over the next few months I’ll be duplicating the ETFMU Growth ETF portfolio inside my LIRA with retirement being 30 years away.

Out of the 13 ETFs in the portfolio , Which ones do you feel are a strong buy currently? Wanting to start purchasing the strong buys, highest convictions ETFs first.

Thank you,

Q: hi folks:

1) what is your opinion of the long term viability of this company?

2) do you have any other companies in mind that would be competitors (direct or indirect)

3) are you familiar with other well run electrical/ component/ grid/ transmission companies that are leading in the drive towards the inevitable electrification of the world?

thanks

Q: Good morning, I'm down on zip, keep or sale?

Mrty

Q: Could you pls. explain the conversion options for the current 5 yr rool-over. What would you recommend and why?
Thank you, Hugh

Q: If one were to sell Magna but still wanted to stay in the industrial sector would you endorse moving into CPR at this time (allowing for giving up some dividend income)? CPR share price has gone pretty parabolic in the last 5 years or so relative to their long term history, do you think the valuation has gotten ahead of itself?

In spite of its smaller size I was interested in ATS but after the unexplained drop last week on higher volume I’m waiting for the other shoe to drop. I don’t mean to editorialize but I can’t count the number of times in recent years when unexplained drops suddenly become clear in the days and weeks that follow. It’s just a personal opinion but I really feel ethics aren’t what they once were, and whether it is an insider, a printer, or someone else “in the know”, it seems information gets leaked and unlike years ago there is now a variety of means (like social media) for that info to spread quickly and widely. End of rant.

Thanks!