Investment Q&A

Q: To follow-up on Claire's comment, is there an reasoned/optimal % allocation to each FI ETF (i.e. evenly split)? I have: CBO 20%, CPD 12%, HFR 26%, XBB 17%, XHY 12%, LQD 13%. I consider HFR as low-risk cash-like holding.

Thank you again.

Q: Hi Peter,
Any idea why BTL group is surging so much this week given that a week ago it was in the dumps? Is this still very speculative play? Why is Covalon continuing to experience declines? Also, with Cannibis stocks taking a hit (not clear why) would be a good time to add to HMMJ with Canopy Growth being one of the largest holdings or is it better to just put the money in Canopy Growth given its relationship with Constellation Brands? Thanks very much.

Q: Morning Guys,
I have a small amount of cash (Not enough to spread around) to add to one of the above companies.
Which would you add to at this time?
Thanks
John

Q: Do you have anything new on Canadian Solar? Would you remain cautious (stay away) or buy? Thanks.

Q: Do you know if this report is available anywhere for public access? Looks like an interesting read.

Morgan Stanley published a 104-page research report selecting 15 technology companies that will dominate the next stage of data-driven advancement,

“Every 10 years a new computing cycle emerges … Today we are at the beginning of a new cycle centered on data. The combination of more advanced semiconductor technologies, more pervasive and faster networks, and significant cloud-based data center expansion enables a new wave of data technologies. This is the first computing cycle in which multiple technologies are emerging at once - Internet of Things (IoT) connects and collects data from end points, Artificial Intelligence (AI) unlocks insights from the growing amount of stored data, Virtual or Augmented Reality (VR/AR) allows insights to be viewed in a worker’s natural environment, and Automation supplements human work with computers.”

The report lists NVIDIA Corp., Cisco Systems, Alphabet Inc., and Dassault Systemes SA among the biggest winners.

“@SBarlow_ROB MS: “Data Technologies are becoming central to the next computing era. ” – (research excerpt) Twitter

“@SBarlow_ROB MS: the ‘Data Era 15’ stocks that will dominate next stage of technology” – (full table of 15 stocks) Twitter

Q: My only stock in the oil space, other than utilities, is wcp. What would you suggest as a second stock to compliment this now that the oil sentiment is improving?

Q: I am looking at these two small cap companies as an entry in to the aviation sector. Both pay a nice dividend. Please comment on the secureness of their dividend; quality of their balance sheet; growth prospects and company specific issues ( ie EIF short position).
Would you pick one over the other or neither?
Thanks
Derek

Q: After brutal volatility in US and Canadian stocks which stocks in US and Canada would you consider good buys.

Q: Dear sirs,

Looking for your opinion on the Manulife Strategic Income fund, and if you feel its a good complement to PIMCO Monthly Income?
Thank you,
Brad

Q: Given the highly cyclical nature of these two stocks, is it time to move on. With car sales slowing in canada and the us, how long does it take to start impacting these two?

Cheers

Q: COV seems to be in freefall, down about 50 percent from recent highs. Is there some issue with it or just the market. Are you still comfortable with this in the portfolio?

Q: I am under the impression that energy may be starting to rebound with the price of oil continuing to rise, and the outlook looking better for pricing. Gas prices are also getting very high in Canada. I have holdings in ENB, ENF, and BIR. Are than any others you would recommend, in Canada or the US, or perhaps an international energy etf, that might recover very well? I can pull some cash out of ENF to avoid being sector overweight.

Thanks

Q: HEO has pulled back to a new 52 week low. Last week there was news of "utility partners renewing and extending contracts". The price trend has been negative since then. Was there more expected from this contract, or is there something else weighing on the stock? I am considering adding to a small position.
Cheers,

Q: If Kinder Morgan Pipeline does not get built and our Canadian Cabinet does not step in to have it built what effect will this have on foreign investment coming to Canada. On BNN today it stated that Canadian Stock Market ranks 77th in the World performance. This is due to lack of interest in our Stock Market. Are we getting to a point where we are Closed for Business and we should be 100 % invested outside of Canada in USA, Europe and Emerging Markets until we regain our senses. RAK

Q: What are your thoughts on purchasing KMI?
Especially if you believe the pipeline will go through.
Any other insight is welcomed.
Thank you
Janice

Q: I hold this stock on the Canadian side of my portfolio in Canadian $
TD in their tax package has listed it as a US holding
When I bought originally ( on 5i recommendation in 2015? ) I thought it was a Canadian stock
Td has said because it's incorporated in US it's considered a foreign holding although the headquarters is in Canada
Is this correct? That it has to be listed on the T1135
Form ?
Appreciate your help
Ty

Q: Could you please comment on Calm latest quarter and whether you would be a buyer here. Thanks

Q: Mr. Hodson, is ENDO still in financial difficulties so it might accept an offer from GUD ?
Is this likely to take place in the near future ? How difficult are ENDO financial circumstances currently ?

Q: hello, Your comments on the recent results will be appreciated. I started a position on MTY after seeing your report where there was a two step upgrade to a B+ rating. Is it time to add more after the drop today?

Q: My weighting in the financial sector is 12% and I am wondering if it is time to increase it to 15%. I already own BNS,RY and SLF. I was wondering if ECN and FCR would be good choices to add to the mix or if you have any better suggestions.