Investment Q&A

Q: Hello 5i,
I caught a headline on BNN regarding BofC sentiment around interest rates. I took from it that the BOC might be poised for a much larger cut than it has done so far, perhaps 0.75, even 1.0 bp cut. Now, with a Trump win and policies that could fuel Canadian inflation by increasing the cost of U.S. imports on the one hand and a potential dampening effect on the Canadian economy as whole on the other, do you see any strong sense of direction for Canadian interest rate policy for the next meeting in December?
I know this kind of prognostication is problematic, but I would value your insights as to what Canadians might reasonably expect from the Bank of Canada on Dec. 11.
Many thanks for any analysis you can provide.
Cheers,
Mike

Q: Can you please share your thoughts on the trajectory of these two stocks under the Trump administration?

Aspen is tanking today but ADF Group is hanging in. Are there added risks or downward pressures you see going forward?

Thanks,

Brad

Q: Hello
has some AEM and FNV
and some xgd (etf)
like to add Kinross (smaller cap)
able to tolerate the risk, what would be a good entry point, street consensus?
thanks
Michael

Q: It now looks like we now have 3 strong quarters under the belt of BRM. Would appreciate your thoughts on their latest earnings. Clearly the market is very impressed.

Q: In view of the trump win I wonder if I should switch my Bepc in my RRIf into Sobo?
Looking for income and a little growth.
What do you think oh the idea?

Q: Hello, why the big drop in CP this morning? Is this a good time to buy? Thanks

Q: Hello,
Horizons used to have a series of funds, designed for non-reg accounts, that reflected any income as capital gains, as they lowered the cost base with each recognition of 'income.' I believe they changed their name to Global X, but I was hoping you might be able to offer a couple funds for some growth potential. Canadian funds would be preferred, but if U.S. denominated are better, I would appreciate knowing those as well.

Q: Would appreciate your view on the latest quarterly report & the company's outlook.
Thanks

Q: I recently took a position in PHX. I like that their debt is low, good history of buying back shares, major capital expenditures for the most part seem to be behind them. Seems like management knows what they are doing despite them being in what could be a volatile industry. The high dividend doesn’t hurt either (maybe). What are your thoughts on this company and their latest earnings report. Thank you

Q: I am still toying with RRSP strategies - I have about 50% of my RRSP in US funds and 50% in Canadian funds. I plan on starting to draw my RRSP down in January and need about an 8% annual return, including dividends and growth for the next 10 years. I have slowly been rolling my Canadian side toward your income portfolio, and am about half-way there. On the US side, I hold the above positions. What are your thoughts on the following - mirroring your income portfolio with the Canadian side, and on the US side hold a combination of ETF's/Equities, or just ETF's. I have been actively growing my RRSP (with success thanks!) But hope to be able to spend less time on it once I retire. The above idea means, for the Cdn side, I can continue to follow your moves on the income portfolio. For the US side, I will continue to monitor/rebalance, but I don’t want it to be a daily task - please suggest a tactic, including whether to mix equities/ETF's, or just go to one or a few ETF's, and please suggest holdings in either tactic. Thanks!

Q: Now that the Republicans have claimed a clean sweep, how does that bode for the continued electrification and greening of the economy. Do you think that this will slow down growth of such companies as Hammond Power Solutions? Or do you think that things will continue as they have the last few years?

Q: What is your take on near to mid term inflation, rates and bond prices/yields based on proposed US tax cuts?

Q: In the last while, gold and shares in gold producers has until the US election enjoyed a very positive run. There has been quite a downturn. What is your outlook for gold and the producers? If you owned, would you be winding down some positions? Thanks for your excellent service.

Q: What does the market expect from CSU on Friday/
?

Thx

Q: Could you compare these two for a 2 to 3 year hold and do you prefer one over the other? Thanx.

Q: Hello,

The current BCE dividend appears to be propping up the stock price.

Could you comment on the BCE payout ratio and how this recent acquisition changes that? Also book value?

How long can they could continue to pay the current dividend until the writing is on the wall and they have to cut?

Is this an emerging AQN? Purchase an overpriced second rate asset in the US to distract the buying pool from the actual deteriorating business situation.

This is a lot of stuff - however I am now taking a much more critical look at my other stocks.

Take as many points a needed.

Thank you

Q: Top to bottom out of the four which has the most growth ahead for 3-5 years?

Q: Regarding LMN’s latest quarter, how do metrics compare with the early days of CSU and TOI around free cash flow and organic growth since these were the weak spots. Did CSU or TOI experience these same drops or weaknesses and how did they turn it around?
Thanks!

Q: Hi. Are CNQ AND WCP a buy at there current prices for dividend and growth appreciation

Q: Could you comment on earnings. What are the key metrics for a company structure such as this?
Finally, am I correct that in the last 18 months Alaris has considerably de-risked this equity as an income investment?