Q: Further to recent discussions on momentum ETF's, can you please provide your opinion on Vanguard US momentum:VFMO. I'm reading the key to success depends on being nimble, recognizing changing market/economic conditions and reacting sooner than later. VFMO apparently reviews 1/12 of its investments each month vs others reviewing quarterly or biannualy.
Thanks Peter.
Q: I hold these in an RESP with the following weighting (BIP 18%, Goog 18% VGRO 23%, XAW 41%) and I am considering selling to purchase a 3 year GIC as my eldest child is approaching post-secondary education.
Which holding would you reduce?
Can you rank these holding in terms of risk?
Is there an alternative security other than a GIC that should be considered?
Q: I own Arc Resources. Some investors are suggesting the FCF is just not there anymore. It used to be higher (I believe around 25% FCF yield) but as of June 2022 it was reported to be closer to 15-17% FCF yield. Possibly one could get a higher yield with another energy company? I am thinking about selling, taking profits and adding to Surge Energy. I would like to hear your comments. Are there any issues with ARX? Thanks in advance!
Q: it seems the fortunes of this company are at least stabilizing if not turning around. They are profitable and have negotiated a more favourable debt maturity structure. My main question is in regards to the short interest of around 18% - is this not a risky thing to do in light of the above? I read somewhere the short positions have actually been established as hedges by convertible bondholders - if the company tanks, the bonds sink but the short positions offset. If the company succeeds and share price increases, the convertible bonds can convert to equity at the lower conversion rate and close out their short position. Am I on the right track? I can't otherwise explain this huge short %
Q: UNS looks to be one of the best performing stocks of the past year and hasn't really been featured in any questions. The most recent quarterly reports show debt reduction and earnings beats. Can you please provide an overview of the company and thoughts on whether the improved performance is expected to continue?
Q: After reading the chapter on the semiconductor industry in”Capital Returns” edited by Edward Chancellor of Marathon, I am wondering if there are any investable ETFs you are aware of that have a focus on the analogue sub sector of the semiconductor space?
Q: Abbott is kind of a sleeper, and I would like to sell for a tax loss. Would you agree with this or is it more of a buy at this price? What equity would be similar to ABT as a replacement?
Thank You!
Albert
Q: I subscribe to Stockwatch, the globe and mail, Wall street Journal , Barrons and bloomberg.com yet I still seem to miss company news when it is not issued as a press release. eg analyst upgrade, story on the company not from those sources, etc.
Is there one site that offers all that information? I am assuming it would be a paid site.
Q: What normally happens, or what options are available, to a company that has a substantial issuer bid but isn't able to attract enough attention from shareholders to redeem the full amount of the bid?
Q: I asked in a previous question if you favoured SPY or VIG, you sided with SPY. So brings me to SPY vs QQQ. Bat the average with SPY or gamble on the more tech heavy QQQ rebounding stronger and looking like a good buying opportunity. I am slightly underweight tech so would beef up my tech holdings as well
Q: I'm a Loyal Holder of Savaria. Like the Company. Past month stock has risen 17%. Has there been any news of late? And what do you forecast for the Future. Thanks so much. Barry from Montréal