Investment Q&A

Q: Hello,

Years ago, I used to swing trade Bombardier; recently, I looked up the ticker and was quite surprised to see it at ~$0.30 CND. Well, I am not considering betting the farm, I was wondering if this company is at risk of being delisted or considering a reverse stock split, of which I am not a fan. Or have they received a sweetheart government contract to start producing respirators and vaccines ; ) jk

Seriously though, please advise if you would touch this company with the tip of a ten-foot pole, or stay clear of it like a long term care home in Quebec.

Thanks,

Q: Can you please provide an updated view on FSLY? I have ridden the rollercoaster back to where I started and would like some insight from you in order to help me make a decision to hold or sell. I am growth-focused and therefore not overly concerned with risk, but I don't want to continue holding it without a reasonable shot at recovering the growth it has shown earlier this year. I believe that my portfolio is well diversified, including exposure to other stocks in FLSY's segment. Thanks.

Q: Any thoughts on this competitor to Tesla???

Q: The div. for this company is now 9.1% . Is it safe

Q: After scanning 5I questions for the best fit for my daughters LIRA which she will not need for 20 years and will not be contributing to it, we settled on VFV,VEE,and VUN. That leaves room for a tech ETF for the remaining. Considering:
XIT.TO but the MER is high at 0.61% vs. TEC.TO which is a TD ETF
product with an MER 0.35%. Are there any others to consider or which
would you choose and why?

Q: Good AM I wonder if there is any data / anecdotal background that 5D can provide surrounding tax loss selling? Is there a period, late Nov, early Dec in which the predominate amount of selling has occurred?

I bought SU a month ago and have kicked myself since for not factoring in tax loss selling season.

Q: Hi Peter

Your opinion on FIH third quarter results please. Is there any hope or better to move on?

Thanks
SK

Q: Please, your thoughts on this U.S. company.Thanks.

Q: Have been following these 3 gold stocks for awhile and would like your thoughts on which one you feel would be a better investment and why. Or do you have another suggestion. Could you rank in order, best first, including one you may suggest.
Thanks John

Q: PGM vs AR which one has more cash, valued and better growth? Many thanks

Q: Like an older Robin Hood I have been buying the fang stocks and selling covered call options since the Covid arrived. Well, not quire like the Robin Hood kids, I suppose. I have done quite well with this strategy. But, I have been worrying that the fang's are flying pretty high and might be ready for a fall. Especially with a volatile US election on the near horizon. I also wonder there might be a shift to value as the economy might start to kick in before too long. So, l am thinking about selling a lot of my Fang stocks before the election and waiting till after it is over and buy RSP, the equal weight S and P etf. Even if it doesn't work out as I have envisioned, this is pretty much the direction I had planned when l started buying and selling the tech stocks. I have always found it informative and usually profitable to get 5i's reaction to my plans
Thanks

Q: Is this a good entry point for TRP as a long-term hold? It seems out of favour and I wonder if this is more a reflection of the industry than the stock itself.
Many thanks for your expertise.
Ian

Q: Thoughts on their results? With pending acquisitions things look good for the future.

Q: I wonder what would be the impact on GSY , if we enter into a negative interest rate environment. Please comment on the possibility of a negative interest rate . Thanks a lot.

Q: Both these giants have publicly commented on hoping to turn their respective battleships in the renewable direction. Both currently pay healthy dividends (5.5% and 8.2%), and have taken a whalloping in the market. Wondering if you feel these companies have the cash and asset reserves to protect these dividends (small cuts would still be acceptable at the current rate), and hold steady on valuation, or dare I say it, grow in the long run? Looking to add to a corporate account I try to fill with sustainable/steady players paying 3.5-6.0%. Have a 20+ year time frame.

Thanks,
Mackenzie

Q: Hi,
Currently cruise stock prices are at an all time low. Is it reasonable to take this opportunity and make investments in the cruise industry while stock prices are cheap?
We are cruisers and have done 12 cruises in 7 years. What I know about cruising is that their passengers are very loyal, which some people doing over 40 cruises. Some people think that cruising is only for the elderly, but we are a family of 5 with 3 boys aged 7, 5 and 3 and can verify that these cruise lines have really targeted families like us with water slides, go karts, laser tag and an enormous array of activities for all ages.

Some people say they would never cruise again, but that is like saying you would never fly again. I just do not think that will happen. I do not believe these large cruise companies will go bankrupt, but I could be wrong. Specifically, Royal Caribbean, Carnival and Norwegian Cruise Lines.

Q: Kevin asked a question about a question that Brett asked today about "keeper stocks". I searched but could not find the original question by Brett. But, I am interested in the context of this question and the criteria used to determine "Keepers". In the answer to Kevin's question, for instance, I was surprised to see a company like "Veev" mentioned as a keeper and no mention of a company like Google, or even Microsoft, I think. It could, of course, have been the context of the earlier question that produced this answer. Anyhow, any further commentary would be appreciated
thanks as always for the great work

Q: Peter and team
After getting out of the market in March, I am thinking of reinvesting my non registered money in Mawers Tax Advantage Balanced Fund. I intend to pay any tax bills from this money.
Would I be facing complicated tax calculations at year end for each withdrawal I made?
Would it be better to go with a Balanced ETF such as VBAL?
Thanks
Phil

Q: What are your thoughts on Gildan's latest financial results. Overall I am down on Gildan and thinking of buying additional shares based on their results. Do you agree? Thanks.

Q: I need to increase my Global ETF or ETFs (ex- North America) exposure. I currently have some VIU but am wondering if I should consider a couple geographic areas: Europe, Asia, Japan etc. My preference would be something I can hold in CAD non-hedged and preferred non covered call.