Investment Q&A

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!

Q: When someone puts on a hedge overlay to protect profits on
portfolio what exactly is one doing. Should your clients be doing it
and is it easy to do.Can u give an example
tnx u.

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

Q: Which would you prefer for a 4 to 5 year hold in a rrsp,or would you recommend some of both? Could you please give your usual in depth analysis? Thank you.

Q: Would you recommend RDS.B or SFL? If you had to choose between them, which would it be?
Thanks for your service

Q: Please provide your comments on The Westaim Corporation.
What is their chance to sustain the very high dividend.
Thank you

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.

Q: Earnings looked okay - any concerns to highlight? I can see them being a benefactor during this crisis as remote health options become more prevalent.

Thanks

Q: Can I get your opinion on Royal Dutch Shell? With the share price decline their dividend yield is quite high, so like many oil stocks now the question is sustainability. Is this another dividend trap? (got burned on Vermillion!). Thanks for your views.

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

Q: I want to invest approx 10,000.US in China. Is FXI a good choice ...another suggestion like a Vanguard fund ?
Thanks for your excellent work. Helen

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

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."

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

Q: HI
Blackberry reported it's results yesterday. What is your opinion. The report I found confusing, non GAAP it shows a profit per share, GAAP it shows a loss.
Thanks

Q: Hi I asked this question earlier. You answered with dividend paying stocks (thanks). but if your were not considering only dividend payers, what would be your choices?
thanks

thanks as always for your level headed thinking. I have a number of CAN dividend stocks as the core of my holdings. I now have cash that I want to deploy over the next couple of months. what are your top 5-10 US stocks (no regard to sector) that you recommend based on a 5 year hold.
Michele

Q: Could you explain”take or pay” contracts in regards to pipeline companies if the producer of the oil goes bankrupt who would own the oil in the pipe just a general explanation how that works whoit could or hurt.
Also mould you give your opinion on which U S company you would prefer either Plains American or Enterprise Energy Partners ...thanks

Q: Apologies for repeating. Take credits freely. Two quick follow-ups to my Covalon querry. 1. I had assumed that the Saudi problems coincided with a Canadian government comment that the Saudis got offended and defensive about, not that it was a problem with COV, but with Saudis. If I remember correctly, the Saudis cancelled all contracts with Canada because of an innocent statement by a government minister. And 2, from what I have read Covid-19 is here to stay, and will return probably each year, and will need to be controlled with a vaccine, somewhat akin to flu (but more serious). We will still need Purell and anything else in the market to stay safe. I'm not trying to defend the company, but just trying to dig a bit deeper in why you don't trust the management anymore, aside from the Saudi issue. Also, the shares are in my TFSA so no tax loss benefit. The volume on the stock has always been very low, so perhaps I should let it go gradually? Again, any further insight would be much appreciated.

Q: I'm looking to take positions in the following sectors. Could you please recommend 2 stocks in each category to hold in a non-registered acct.

-Utilities
-Healthcare
-Real estate

Thanks as always, Dave

Q: Good morning, do you know if there is much overlap regarding the equity portion of these two etf,s, XWD and VBAL, thanks?