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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: Hello Peter & Team,

Everyone is starting to focus on how to re-open the economy and what it might look like. All Elective Surgeries were cancelled as well all know, and as a result there is an estimated 30,000 patients who have had their surgery put on hold. Catching up on the back-log is going to take a number of years.

The private sector is going to be heavily leaned to help with this catch-up. Do you have any idea which companies and/or sector(s) might benefit from this in the coming years?

Thanks for all you do

gm
Read Answer Asked by Gord on May 11, 2020
Q: On 8 May in your response to a question from Louisa you stated "the sector is going to continue to face some challenges". Were you referring to REITs in general or just to seniors residences like SIA? Thank you.
Read Answer Asked by Dennis on May 11, 2020
Q: I am coming up on the 30 day mark where I can repurchase shares that I sold to harvest some tax loses. Granted the market has been strong of late but I purchased some proxies on your recommendation and they have performed well. Which would you refer at this point AD or EIF and similarly PPL vs ENB?
Thank you for your continued support and guidance
Read Answer Asked by Marty on May 11, 2020
Q: In anticipation( trying to remain positive) of a Covid Vaccine what stocks in particular in both US and CAN will outperform in your view. Which stocks may retreat, at least initially?
Thank you
Read Answer Asked by Marty on May 11, 2020
Q: Do you have one ETF or mutual fund pick for international coverage? If you were trying for international (non US and CDN) including Emerging, what would you do please? More than one is fine, but minimal please.
Read Answer Asked by Gregory on May 11, 2020
Q: What did you think of their AGM? I love hearing what Mr. Leonard and gang have to say. Did you catch the part where Mr. Leonard talked about rewarding long term shareholders if they decide to commit long term - what do you think this means?
What would you think is a great price to pick up shares of CSU? I should have bought more when it was down around $1100.
PS - if you have a link to a transcript of the AGM can you post it? Thanks
Read Answer Asked by Shawn on May 11, 2020
Q: Hi 5i,
Based on your input, I'm looking to stack up on Industrials, Tech, and C. Discretionary. I have a 5-10 year+ timeframe and have a huge focus on outsized YoY revenue growth / returns for my portfolio. I can tolerate a lot of volatility and risk.

1. For Canadian industrials, what would be your top growth picks? Also looking to get one aviation exposure, what would be the best one out of AC, CAE, EIF?

2. For Canadian Tech, I currently have SHOP, KXS, LSPD, REAL. As you can see I'm aiming for outsized YoY Revenue Growth. Can you suggest other names? How does PHO and STC compare with them?

3. I have BYD, DOO, and GOOS. Can you name two MUST HAVES for Consumer Discretionary/Cyclical in the US?

Please subtract credits as you find appropriate. Thanks!
Read Answer Asked by Michael on May 11, 2020
Q: Correct me if I am wrong, the above mentioned names operate in the same space. If so, which one would you suggest I add to my portfolio at this time. Or would you suggest positions in more than one.
Regards
Read Answer Asked by Rajiv on May 08, 2020
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