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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: Good afternoon,

I know that there are diversification benefits to owning ZRE vs individual REITs in Canada. But for a 1-2% portfolio weight, I wonder if I might be better off with a name like CHP.UN purely for income given the quality of their largest tenant.

I have owned ZRE for awhile now, but have to admit to being underwhelmed by its performance.

Thoughts?

Thanks as always.

Thoughts
Read Answer Asked by Trevor on November 01, 2023
Q: Hello Peter
Any idea why Nu Bank holdings is surging as compared to NVEI, LSPD, PYPL etc. Is it because Warren Buffet owns shares in the company? Is it worth starting a position?
Read Answer Asked by umedali on November 01, 2023
Q: Dear Peter et al:

Recently a tech expert came on BNN and mentioned that going forward, it is the SaaS companies that will benefit from AI revolution. His top pick was ORCL. But he mentioned NOW and CRM as well in passing. I looked at these companies using Finviz's screener (free version!) and I see ORCL has a lot more debt than the other two.

What would be your choice? If not these three do you have any other favourites? Many thanks.

Mano
Read Answer Asked by Savalai on November 01, 2023
Q: Hi 5i,

Would appreciate your thoughts on GOOS recent earnings.

Market doesn't seem to be too happy with this company today but I didn't see anything that would warrant a 8% drop in value. Given the potential upcoming/current economic headwinds I believe they performed well and lowering their guidance to be a prudent move.

What am I missing?

Thank you.

Greg C.
Read Answer Asked by GREGORY on November 01, 2023
Q: I want to make an investment in the defence sector and have narrowed my focus to these two stocks. Which of the two would you choose and your reasons for doing so. Any comments on these two securities would be appreciated. Thank You.
Read Answer Asked by Brian on November 01, 2023
Q: Do you continue to like TVK as a long term compounder? It's had a decent pull back to $32-33 off the highs. Would this be a good entry point? Recently announced a new credit facility but other than that, not much news still earnings back in Aug. What growth drivers do you see going forward? Looking to possibly sell GDI to buy TVK. Thanks!
Read Answer Asked by Keith on November 01, 2023
Q: Hi, I have a goodly amount of my savings in HYLD for income, and now Hamilton has come out with SMAX. I like the idea of SMAX, as it is not leveraged, and only writes covered calls on 30% of it's holdings. I realize that it is brand new, SMAX, and not very big, but would you consider it to be a better choice down the road, as I am considering switching out of HYLD into SMAX in the future.
Thanks for your patience with these high yield covered call questions.
Read Answer Asked by Greg on November 01, 2023
Q: XSTH, QTIP, or ZTIP - which do you prefer for TIPS etf in CAD and why? Feel free to include another CAD name I've not mentioned if applicable
Read Answer Asked by Patrick on November 01, 2023
Q: Any of these businesses look interesting to you as a long term investment?
Thanks
Read Answer Asked by Curtis on November 01, 2023
Q: Do you still like WIRE? According to one of the Globe's recent guest columnists (a Mr. Teich at Avenue Investment Management) "We've never seen a business with this strong of a balance sheet". He says the market cap is US $2.8 billion which is down from your April commentary. Has the stock been really weak? Are they a copper miner or more of a fabricator?
Any thoughts you have would be appreciated.
Jim
Read Answer Asked by James on November 01, 2023
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