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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: Do you know if this report is available anywhere for public access? Looks like an interesting read.

Morgan Stanley published a 104-page research report selecting 15 technology companies that will dominate the next stage of data-driven advancement,

“Every 10 years a new computing cycle emerges … Today we are at the beginning of a new cycle centered on data. The combination of more advanced semiconductor technologies, more pervasive and faster networks, and significant cloud-based data center expansion enables a new wave of data technologies. This is the first computing cycle in which multiple technologies are emerging at once - Internet of Things (IoT) connects and collects data from end points, Artificial Intelligence (AI) unlocks insights from the growing amount of stored data, Virtual or Augmented Reality (VR/AR) allows insights to be viewed in a worker’s natural environment, and Automation supplements human work with computers.”

The report lists NVIDIA Corp., Cisco Systems, Alphabet Inc., and Dassault Systemes SA among the biggest winners.

“@SBarlow_ROB MS: “Data Technologies are becoming central to the next computing era. ” – (research excerpt) Twitter

“@SBarlow_ROB MS: the ‘Data Era 15’ stocks that will dominate next stage of technology” – (full table of 15 stocks) Twitter
Read Answer Asked by Christopher on April 11, 2018
Q: My only stock in the oil space, other than utilities, is wcp. What would you suggest as a second stock to compliment this now that the oil sentiment is improving?
Read Answer Asked by Carla on April 11, 2018
Q: I am looking at these two small cap companies as an entry in to the aviation sector. Both pay a nice dividend. Please comment on the secureness of their dividend; quality of their balance sheet; growth prospects and company specific issues ( ie EIF short position).
Would you pick one over the other or neither?
Thanks
Derek

Read Answer Asked by Derek on April 11, 2018
Q: After brutal volatility in US and Canadian stocks which stocks in US and Canada would you consider good buys.
Read Answer Asked by Nizar on April 11, 2018
Q: Dear sirs,

Looking for your opinion on the Manulife Strategic Income fund, and if you feel its a good complement to PIMCO Monthly Income?
Thank you,
Brad
Read Answer Asked by Brad on April 11, 2018
Q: I am under the impression that energy may be starting to rebound with the price of oil continuing to rise, and the outlook looking better for pricing. Gas prices are also getting very high in Canada. I have holdings in ENB, ENF, and BIR. Are than any others you would recommend, in Canada or the US, or perhaps an international energy etf, that might recover very well? I can pull some cash out of ENF to avoid being sector overweight.

Thanks
Read Answer Asked by John on April 11, 2018
Q: HEO has pulled back to a new 52 week low. Last week there was news of "utility partners renewing and extending contracts". The price trend has been negative since then. Was there more expected from this contract, or is there something else weighing on the stock? I am considering adding to a small position.
Cheers,
Read Answer Asked by Ryan on April 11, 2018
Q: If Kinder Morgan Pipeline does not get built and our Canadian Cabinet does not step in to have it built what effect will this have on foreign investment coming to Canada. On BNN today it stated that Canadian Stock Market ranks 77th in the World performance. This is due to lack of interest in our Stock Market. Are we getting to a point where we are Closed for Business and we should be 100 % invested outside of Canada in USA, Europe and Emerging Markets until we regain our senses. RAK
Read Answer Asked by bob on April 11, 2018
Q: I hold this stock on the Canadian side of my portfolio in Canadian $
TD in their tax package has listed it as a US holding
When I bought originally ( on 5i recommendation in 2015? ) I thought it was a Canadian stock
Td has said because it's incorporated in US it's considered a foreign holding although the headquarters is in Canada
Is this correct? That it has to be listed on the T1135
Form ?
Appreciate your help
Ty
Read Answer Asked by Indra on April 11, 2018
Q: My weighting in the financial sector is 12% and I am wondering if it is time to increase it to 15%. I already own BNS,RY and SLF. I was wondering if ECN and FCR would be good choices to add to the mix or if you have any better suggestions.
Read Answer Asked by Terry on April 11, 2018
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