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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: good afternoon,
These 3 companies from the income portfolio offer outsized yields. Also have 5% in Telus. Want to increase my position from 3 to 5 % in BCE. Telecom are out of favor right now but wondering about the future what will weigh more on BCE rising rates or recovery? The goal is to free cash for growth stocks.
Thanks !
Read Answer Asked by Denis on February 23, 2021
Q: My two main holdings are QQQ and VIG in the US and ZQQ and VFV and ZQQ in Canada. I'm looking for two medium risk etfs that will balance these with CD, OIL, Financials, health, and industrials . I'd like reasonable growth expected in the next few years but with a manageable lower risk beta?
1) Can you suggest 2 CDN ETFS
2) Can you suggest 2 US ETFS
3) Can you suggest 2-3 emerging markets ETFS

PS can you also explain why TDOC seems to have a beta of .15??? Considering its growth, that seems impossible?
Read Answer Asked by Graeme on February 23, 2021
Q: I am considering adding Power Corp to the income portion of my portfolio as a partial replacement for my overweight position in BCE.  The primary reason for considering POW is that I feel that there may be significant value through their ownership of Wealthsimple.  Are you able to quantify the Wealthsimple value within POW given their rapid growth rate and more than $9 billion in AUM?   Do you think that they are sitting on other spinoff possibilities, similar to the Lion Electric IPO? (that I understand added close to $3.00 per share value to POW).  And perhaps most importantly, do you feel that management is motivated to act to surface value for shareholders?  (they don't appear to have been in the past).
Thank you.
Read Answer Asked by Glenn on February 23, 2021
Q: What is your opinion on this TTAC and the quant. model used by this etf. Has it out performed other similar etf's. Thanks for your analysis.
Read Answer Asked by Ian on February 23, 2021
Q: Besides the above company is there any other plays for EV or autonomous driving?

Perhaps charging components, chips, cameras or something else?

I'm open to US or Canadian company's. I have a long term out look and high risk tolerance.

Thank you.
Read Answer Asked by Richard on February 23, 2021
Q: Hi Peter and team, Just thought I would ask about the ethical aspects of this so called hostile take-over? In my mind BIPC only with the support of BAM.a and BUFFALO AQUISITION CORP. aka BIF IV (looks like a shell company to me that) are trying to BULLY in here on long suffering shareholders of IPL. Let me try to put this in perspective, IPL has spent nearly four years and nearly four billion dollars engineering, designing, procuring, and constructing and world scale propane dehydrogenation (PDH) and polypropylene (PP) facility, all to the boohoos of the so-called "investment community". The projected increase to IPL's EBITDA is estimated to increase by $400million to $500 million (a double), not including the recent increase in PP prices. Do you think IPL could get one good word out of anyone? Nope, they all stayed clear, even after IPL raised $700 million with the sale of 50% their Europe storage assets. Now IPL is self funding the project thru to it's completion (which significantly de-risks the project from a monetary point of view. Last CC management shared they are ramping up for testing and commissioning which looks like PDH should be up and chugging along by summer. I've been working in the energy industry for 42 years and can share, that a typical approach is to use IP, from patented chemical processes and copyrighted proprietary equipment that is proven. This isn't rocket science. What recourse do shareholders have considering BIPC aka BIF IV have acted unethically by acquiring an additional 10% of IPL without disclosing this to anyone? Who are the responsible authorities that should be looking into this? I would like to thank BIP for acknowledging the new facility has a great business plan as well as PPL ,as they have an almost exact replica (delayed by COVID19) planned in next year.
Read Answer Asked by Keith on February 23, 2021
Q: Hi Peter, further to my previous question, Please advise what you have (and your source) for the short positions for the above equities. I have:
BAM.A=1.32%
BIP.UN=0.62%
BIPC=1.56%
IPL=0.00%
PPL=0.84%

Thanks
Read Answer Asked by Keith on February 23, 2021
Q: This company appears to be doing well (recent results and dividend increase) and the stock has climbed significantly in the last number of months. It makes up about 4% of my overall portfolio (which is significantly overweight in technology). Would this continue to be a strong candidate for accumulation in its sector or would you prefer others?
Read Answer Asked by Calvin on February 22, 2021
Q: Hi, I purchased EIX end of March 2020 for its div and for some stock price upside. My research at the time showed it to be a solid company with decent dividend and earnings growth. Aside from its nice dividend the stock price has languished for the year and div growth not great but analyst seem to forecast price still in the 80.00 range. I noticed you had 1 Question about it awhile ago and you seemed to like it. Can you give me your analysis please?
Read Answer Asked by Robert on February 22, 2021
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