Q: I asked this question on my phone few days ago and I haven't seen the answer yet:
Can you give me your current top 3US and 3CDN growth stocks?
3US and 3CDN compelling recovery stories post covid.
Thanks!
Q: One of my portfolios I run a leveraged that is currently about 2.5x leveraged (stocks :equity). More than half of the portfolio are dividend companies (overweighted beaten up real estate) and then tech at 20% with the rest diversified value/blue chip. This is a riskier portfolio than an average RRSP but in the context of my entire net worth and other business/real estate assets it is 5% and so I am okay with the risks.
That being said, after we have had big moves upwards, what might be some of the ways I could hedge or pay some small insurance premium for protection? I could simply sell off some of the portfolio, and also take capital gains but would be losing that longer term leveraged exposure that I see as the economy rights itself and to allow my value stocks to play out.
I know the big hedge funds can use options on CDS but what could a private investor do?
Q: From you answer to the question asked by cliff on August 11, 2020.
With all the changes to the management of the company, is Cominar a buy for an income portfolio?
Q: Given the fact that life looks like we will be returning to a pre-covid world in the next 12-18 months, what are your thoughts on this company for a 2-3 hold. I'm also interested in hearing how you think they can continue to add new products/services to grow revenues.
Q: Oaken financial is giving 1.6% on a GIC for 18 months.Is this too good to be true.
What do you think of this,even with FDIC insurance.
What is the difference between home bank and home trust?
Thanks you
Q: Can you comment on their latest earnings release and company prospects? Would you recommend it or something else for US cyclic/Industrials exposure? Thanks
Q: I need to add some weight to my industrial sector, and as an income investor, I'm wondering about TCL.A? I've read the commentary, and although it seems to have had some troubles prior to Covid, just wondering if you would consider it a buy on a dip or if you have other options you like better and would suggest. For a long term hold. Thanks again!
Q: Your comments on ecns earnings and would you be buyer at these levels. aqn to report today. Your thoughts on investing before the news. Thanks and have a great day. Ken
Q: I don't know how to derive an estimate for the fair value of the difference in share prices for the above Brookfield companies. Since the date of their respective share distributions, BEPC and BIPC have outperformed their economically equivalent LP unit prices by 30% and 39% respectively. When are the price premiums too big to account for the differences in tax treatment and investor access?
Q: Hi gang, would you put any money on any one of this 2. ? And if you had to buy only one which one would you buy today for 2-3 years hold.and why? Thanks. Alnoor