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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: You had previously given the following criteria to judge momentum stocks: "For momentum we like a rising stock price with increasing volume, positive earnings surprises, accelerating earnings, analysts' upgrades and target prices. "

Would I be correct in assuming that in the current markets, we need to think more like value investors, however, than momentum investors? If my observation is correct how does one then analyze value stocks?

Appreciate your insight.

Paul F.
Read Answer Asked by Paul on April 02, 2020
Q: Hi,

I have a small position in Sangoma and am considering selling and adding to another tech company. Going forward however do you consider the macro space in which Sangoma operates to be a driver for growth or would you see other tech companies with greater potential and if so, a few names would be helpful. I recognize Sangoma is a small company.

Thanks
Read Answer Asked by Greg on April 02, 2020
Q: Hi Peter, Ryan
Could you name a few Candian and US companies that are great capital compounders? Which ones, in your opinion, have a "Reinvestment Moat", i.e. they have a moat and also have a long runway of opportunities to deploy incremental capital at high rates into the foreseeable future? As a next best alternative, companies with a good moat and exceptionally strong capital allocators.
Thank you!
Read Answer Asked by Yvonne on April 02, 2020
Q: My wife and I are seniors drawing from our RRIF's and we are 'buy and hold' type of investors and need income. Your recommendations to 'harvest' capital losses is something that we have not really done previously but this suggestion is resonating with us now. If we were to do this I think we would look for 'proxy' purchases for at least the 30 day waiting period before we could repurchase the same equities if we wished.
Could you suggest some appropriate 'proxy holdings' we should be aware of for the following equities?
1. The REITs HR.UN, BPY.UN......would ZRE be a good holder?
2. EXE
3. POW
4. FM
5. MTY
6. TFII
Please use my question credits as appropriate. With thanks
Read Answer Asked by Gary on April 02, 2020
Q: I understand that a covered call ETF will produce lower highs and higher lows compared to a non-covered call ETF. However, what would cause the ETF's to have an inverse relation on a trading day? For example, if we take ZEB and ZWB, I noticed on some trading days in the past (even before the current volatility), one ETF would be up a few % points, while the other ETF would be down a few % points.
Read Answer Asked by Craig on April 01, 2020
Q: Hi team
looking for an etf for real return bonds (short term) vs XSB which is also short term
what is the main difference in terms of safety and returns between the 2 ? it is meant to be in a RRSP
thanks
Michael
Read Answer Asked by Michael on April 01, 2020
Q: What's your favorite tech names right now? I'm looking to add name in a non registered account. Looking for growth.

Thanks

Dave
Read Answer Asked by David on April 01, 2020
Q: Considering the adverse effects of COVID-19, many specialists in the medical community are using online technology for appointments for there patients. What thoughts and recommendations might you have related to this statement in a PR Newswire release and the specific companies named?

"Global Telehealth Market 2020-2024 The analyst has been monitoring the global telehealth market 2020-2024 and it is poised to grow by USD 95.72 bn during 2020-2024, progressing at a CAGR of 25% during the forecast period. .... American Well Corp., Cisco Systems Inc., Doctor On Demand Inc., Enghouse Systems Ltd., General Electric Co., Honeywell International Inc., Koninklijke Philips NV, MDLIVE Inc., Medtronic Plc and Teladoc Health Inc."
Read Answer Asked by David C. on April 01, 2020
Q: Good morning, I hold these smaller cap companies in my TFSA for more aggressive growth, a strategy I believe you endorse.
In this new reality, I am thinking of a more conservative approach and selling the above and converting to FTS, RY, XRE, SLF.
If things recover well I will get a great pop on the big caps without the individual company risk associated with the smaller caps. If things go poorly with the recovery, my large cap mix should drop a lot less than the smaller caps.
Also, any of the above smaller caps that you do not like.

Thanks
Rob

Read Answer Asked by Robert on April 01, 2020
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