Investment Q&A

Q: hi,
can I get your best ideas for a long term investor ( who enjoys dividends with some growth ) for the following: (Canadian equities if possible please ) home improvement, Pharma, health services, REITS, drugstores, railways, and any other areas that you think should do well moving forward with covid19 looming over us for the next while...
cheers and stay healthy everyone. make sure to get outside and get lots of exercise! chris

Q: What percentage of CPD is in resets these days? It sure has been getting hammered.

Q: Hi TEam,
I know you don't like making short term predictions. However, Canadian dollar is dropping fast. I have some cash parked and would it be a good idea to convert them to US dollars until things settle down.

Thanks

Q: just wondering your thoughts on the pipelines right now. are the dividends safe at such high yields. would you be a buyer? also i have held EIF for a long time. is divy safe and would you purchase more?

Q: What is the outlook for above noted companies in terms of :
1. Balance sheet. Which companies can survive this down turn in the oil patch? ie not go bankrupt. Please add comments and list companies in order.
2. Which companies are hedged and how long do their hedges go and at what prices are they hedged at?
3. Would you currently take a position on any of these companies?
4. Any other helpful comments are appreciated.

Q: How would you approach the situation where you want to "buy into the dip" but you also have an attractive tax-loss selling opportunity on the same security? Is there any rule of thumb here or it's really a judgment call?

Q: Could a covered call fund on a major index ever stop paying dividends? I realize they could plunge 50% or more in value. Thank you.

Q: What are people with a high net worth doing right now?
Clayton

Q: Could you give me an update on Score: fundamentals, structure of business, and ability to ride out the lack of professional sports being played. I'm assuming it has very little if any cash flow right now or are there other sources of income besides sports. Thanks.

Q: Hello,

What are your thoughts on Allied Properties? Would you purchase at the current price and market conditions?

Thanks!

Q: If you had to choose between Shopify ($450) or Kinaxis ($90) at current levels, which would you prefer?

Thanks,
Jason

Q: When I am watching BNN. The futures are showing on the side and the futures are often referred to.
I have always thought of it an a heads up leading indicator how the day would look based on trading over night but I’m not sure.

Can you explain what it actually is and how we should be using the information in som rod our decisions ?

Q: How much cash to they have??

Q: 7:50 AM 3/18/2020
Hi
Are you suggesting selling A&W in your reply this morning to Andrew on March 18, 2020. You said "YUM and CBRL have debt. AW.UN also does, and its cash flow depends on restaurant sales' royalties. We would be very very cautious here. It is better to miss out on a potential gain than to watch capital potentially disappear. "

Do you think A&W will survive till the virus crisis is finally over and patrons return?
Thank you............. Paul K

Q: I found the earlier question about PPL prefers interesting. So my thought is to sell my PPL common and get the tax loss and buy the PPL preferrred even though the up side on the prefers is only about 100%. In doing some research I found that I do not understand the dynamics of rate reset perfers. The A is reset in 2013 and is down 2.5% today. The S is reset in 2020 and is up 7%. Both are down about the same from the issue. I would have thought that the 2020 resets would be much less valuable as they are sure to be called at the current market price and reissued at low interest. What am I missing

Q: Hi 5i - What up with the TSLA trading halt this afternoon? Is their new factory in China impacting shares as well as COVID effects on car sales?

Q: Could you give us an updated opinion on EL. I don't mind the lack of liquidity and low yield, but i d like to know if represents better value than other in the field. Compared to SLF or POW . I also would like to know how you d compare it to fairfax. With fresh money, would you at this point buy ELF, FFH, Ifc or SLF.
Thank you.

Q: In light of the company's audit and material weakness in financial reporting, what would you suggest someone holding a full position of one's growth portfolio? It is very close to the 52 week low but given the size, should it really matter? Get out at any cost, or count it as dead money until it gets back on its feet with outsized percentage returns? Is it fair to say the business model has little financial risk; mostly it is the reputation that fetches clients?

Q: I have held efn and ecn forever. I should have sold at their highs along with lspd. At this point all three have been beaten very badly. Are the dividends safe (ecn and efn)? What about the core business of fleet? This was supposed to be sticky similar to a utility stock but the stock has certainly not held up. Will the customers go bankrupt and revenues dip? Does ecn have risk of lending default? And how sticky is lightspeed’s business? If their clients (smb retail) go under they have about 100m in the bank. Would that last long enough for a turn around? How do you view the limited insider and institutional ownership? Is this a concern?

Sorry for the many questions feel free to remove additional question credits.

Q: Hello there,
I know oil is ugly here but looking at these two. Which one has the stronger balance sheet and are there any dividend sustainability issues? Suncor literally just increased their dividend 11% last month and announced a buy back. I think they would lose a lot of credibility if they turn around and cut it now? easier not to proceed with the buy back?
thanks