Investment Q&A

Q: Can you suggest a list of best emerging market ETFs Traded on TSX in CDN$ and on US exchange in US$.

Can you also suggest list of ETFs with defense companies

Q: Would you provide an update on your thoughts on FEC.

Q: Good afternoon,

My question relates to the above three stocks that are currently held in my US$ Non Registered Account but that could easily be held in my CDN$ Non Registered Account.

Q1. What are you thoughts on the direction of the US$ value vis a vis the CDN$ value in the short and medium term given the current Tariff situation and president Trump's strong and consistent pressure on the Chairman of the Federal Reserve to immediately lower interest rates by a substantial rate?

Q2. If our view is that the CDN$ may well increase in value when compared to the US$, does it make sense to journal these three stocks from a US$ Non Registered account to a CDN$ Non Registered account?

Thank you and I'll await your sage advice.

Q: I'm looking into the future of a Carney Government that might enable the CO2 -EOR(Enhanced Oil Recovery) and how that might help Whitecap(WCP) and Pembina (PPL).

I know in order for it to happen he has to lift the exclusion of EOR from (Bill-59) and streamline it for specific projects via national interest projects, amend assessment and emission laws to reduce regulatory friction(a key request from oil companies) and revise carbon pricing by incentivizing EOR as a CO2 storage pathway possibly with credit stacking.

If the government is able to do this, how lucrative will this be for stocks especially Whitecap (WCP) which operates the Weyburn-Midale CO2 EOR project, the world's largest and longest running CO2 flood in Saskatchewan and Pembina(PPL) who is collaborating to build the Alberta Carbon Grid to transport captured CO2 to oilfields for EOR and sequestration.

Based on this would they be a long term buy today because Carney is now PM?

Thanks

Q: How would you compare these two companies for long-term investments?

Q: There hasn't been an update on this company for some time. Can you provide EPS and Revenue growth forecasts going forward. It has trended down since mid last year and wondering if more patience is warranted. Thank you.

Q: I asked a question last week but it must have got lost. This is a follow up question regarding my question about if you could only hold 3 ETF's what would they be. You answered ZSP, XIC and ZNQ. Can you please explain the rational for owning both ZSP and ZNQ. Is there not a lot of overlap between the two? And if I were to hold only these # ETF's can you also explain why you wouldn't include another international exposure ETF? I believe ZNQ is currency hedged which usually means higher fees. Is there another option to ZNQ that isn't hedged with a lower MER?
Thank you for your service.

Q: If you had no money in crypto, what are 6 stocks in Canada and US you would consider for strong growth.

Q: Thanks for the CTLP pick. Could you please recommned a replacement now that it's being bought out? Doesn't have to be in the same sector, just similar size/potential?

Q: Hi!

I asked the following question about US and Canada names in two separate questions earlier this week, but the Canada one never got answered.

"Could you please share your top 10 Canada names for long-term total return (10+ year horizon)? Can be a mix of dividend yield and capital appreciation, but I'm indifferent as to whether the company has a dividend or not. Also, no need to hit all sectors. Much appreciated!"

Thanks in-advance!

Stefan

Q: Hi Folks,

Big drop in Black Sky this morning, down 15%. Do you see this as a buying opportunity or is there something material that’s changed here?
Do you still see this company as a compelling buy?
Thanks for all you do!

Q: If Apple is an opportunity, would you buy the shares themselves or get exposure through Berkshire B which has also lagged over the last quarter or so? Thanks!

Q: Good morning,

I am underweight gold at the moment, and know that this needs to change for a whole host of reasons, particularly heading into what traditionally has been a volatile time of year. The problem is that when I look at price charts for both AEM and FNV I struggle to add at these lofty levels. Do you think initiating a 1-2% weight in total split evenly between these 2 names would be prudent in light of ongoing and expected future market volatility?

Thanks as always.

Q: Looking to add 2 names to this group. Please provide top 5 mid caps that make sense for a 15 year hold. Thanks as always.

Q: Thanks very much for your really insightful answers.
Which ETFs capture the blockchain technology space? Any ranked recommendations?

Q: Your analysis please for these stocks,preference for a 2 to 3 year hold and entry price. Thanx.

Q: Your take on bitcoin/ crypto. I’m 74 , financial advisor for 40 years. My mind doesn’t let me rationalize Bitcoin etc. so it is the world passing me by?

Q: Hi there, I'm looking to add a small position to get Etherium exposure. What is your recommended way to get exposure on the TSX, if one doesn't want to hold the currency directly? Thank you!

Q: In what order would you buy PPL, SOBO and TRP? Are all three buyable at todays prices? Which has the best upside? Which is the most likely to increase their dividend?

Q: If I sell a US stock at a loss, do I need to wait 30 days before buying the related CDR?