Investment Q&A

Q: Hope you are all staying safe and sane.

I have about 20% of my RRSPs following your Balanced portfolio, the rest in cash. I would like to deploy most of that cash in the next year. Which names would you start adding to first?

Q: I presently hod these 2 ETF's and was looking for your opinion. They are approximately 1.25% each of portfolio. Being a small amount do I add or sell.

Regards,

Q: Hi,

Which would you buy for the long term or is there a better choice? I'm surprised at the low beta of both ATVI and TTWO as I don't like volatility.
Would you wait or buy now?

Q: Which etf’s would I use to cover my u.s. and cdn stocks on the short side. I like my stocks, but would like to cover for a while thanks Ken

Q: Hello
SRU.UN is involved in shopping centers, office buildings, high rise and low rise condominiums, rental residences, seniors' housing and self storage facilities.
Do you know what percentage of this REIT's income is derived from retail tenants, condominium/rental residences and storage facilities?
The dividend was not cut during the 2008/09 financial crisis. Do you think their dividend is vulnerable this time?
Will you average down at today's price or just hold?
Thanks for your advice.

Q: I own ENB and PPL. PPL was purchased for stability and safety of the dividend. The position is now way down. Would you recommend selling PPL and replacing it with TRP? Or is PPL seriously mispriced at this point and better to sit tight and wait for recovery?

Q: Since the March lows DG has gone up 35% and the same comparison, DOL has gone up 20%.

Any reason for the large discrepency?

Thanks

Sheldon

Q: Could you please give your take on the survive-ability of this company?

Thanks, Alan

Q: Do you still like this ETF VA or would you suggest another one?
Thanks

Q: Do you think the theatres will survive?

Q: Do you think Shopify can hit or exceed its old high of ($786.07) on its next earning report ?(early May)
It certainly seems to be tracking Amazon, which is hitting new highs daily.

Thnx for your great service you provide the individual investors!! 👍

Dave

Q: Any ideas as to what is driving this back up? Stock has almost doubled since March 18th. I can get where TSGI is doing okay because 62% of revenues is online poker and games but I would have thought Flutter would be more comparable to GC with sports betting non existent the same as physical casinos with no action. Thx

Q: Hi, great insights lately, thanks! I'm slowly buying quality names, but pausing for now on ATD.B. Can you please counter my following doubts:
- They are relying a lot on revenue from gas stations, not only gas but mainly associated convenience stores. In the short term very few are visiting for gas, but even when things open up, people will just pay at the pump and not take the risk of going in for snacks, etc.
- Once they get past that which may be 1+ years, there is still the longer term trend away from gas stations.

This just seems to have the "Spin Master" feeling. What is the short and longer term compelling case to have them near the top of your lists? I'm supposing quality of management, valuation, hopefully recovery of business that that seen before this year?

Q: Hi group first question if you were to pick one US and one Canadian stock for capital appreciation with the least risk what would the names be bases on todays environment . 2 nd question I got stopped out of BYD (Stopped out @140) and CSU (stopped out at $1180) in the recent downturn what strategy would you use for re-entry? ( have been waiting for significant pull backs that have not materialized at this present time in the cycle please give me you thought's on strategy to reenter these names Thanks for your thoughts

Q: Please review the current environment on this ETF and would it be worth selling and moving money to higher income geared ETF. If so, what would you recommend?

Q: The loan repayment made by GUD seems to have made the market happy, is it significant?

Q: Hi,

Would you be in favour of Canadian Banks or US Banks at the moment at their current trading prices given this environment and interest rates?

Thanks,

Craig

Q: Hi 5i,

Thanks for the great work. I’m seeing a number of questions on inflation, and gold and silver exposure. In today’s economic environment where resource needs are very low, do you see opportunity to start adding positions in Teck or XME to position for the economy to come back online, and build in an inflation hedge?

Thanks in advance. Timing is such a challenge right now where being too early, is the same as being wrong.

G

Q: Gentlemen.
Own NFI in RESP (-72.5%/-15k) & SIS (-38%/-17k)
Which one to sell (for buying the other) ?
Thanks

Q: Hi group what % of my portfolio should I hold in gold and what companies would you suggest I am a low to medium risk investor Thanks