Investment Q&A

Q: I know that no one can predict the next market correction/ recession, but with the Yield curve getting quite close to inverting, being this long in the cycle, and low unemployment, how cautious should I be at this time.

I normally just continue investing every couple months.

With your advice I feel quite diversified across many sectors with some international investments in as well. That being said, is now or ever a good time to trim a little bit of everything have have cash ready for the next crash.

Would you ever invest in an inverse ETF during a market crash/correction, or is cash the better holding during that time?

If I think a crash may come in the next few months what percentage of cash would be an acceptable amount.

Thanks, Colin.

Q: What is the next ex date for the dividend for both VIG & VXUS ?
Thanks
Dave

Q: Regarding your comments to Kuldar this morning, while my inclination is that the shares should normalize at some point, would you hold or seek other opportunities? (I invest with a focus on momentum, safety, earnings / sales, management, etc.)
Thank you

Q: Hello, Is this a good time to start picking on DOO if so what would be a reasonable price? Thanks.

Shyam

Q: Good morning Peter, Ryan and associates. With news of the latest hurricanes - which stocks are best to be in during these times
Thank you Always appreciate your time

Q: I need help to clean up and high grade my energy stocks. I have the following in the energy sector: ENB, IPL, PPL, SCL, SGY, TOU and WCP (all were acquired between 2011 and 2014), and I would like to reduce the number of positions. I have not added to the energy sector since Q3 2014.

Energy makes up 8% of my entire portfolio (DCPP, mutual funds, and a stock portfolio managed by me – the 7 stocks referred to above). I have been very patient, but my patience is running out with some of these stocks. Some days I feel like selling the losers and investing in another sector, other days I feel like averaging down on some of the losers (it’s been 4 years since I added to the sector).

I am up 50% on PPL, so plan to keep it. Breakeven on IPL and ENB. Down 33% on WCP, and down >50% on SCL, SGY and TOU. Not including dividends.

I am considering adding VET as it seems to be better quality (recommended by 5i and others), but I don’t want to have too much overlap with the other stocks, nor do I want to increase the number of stocks in my portfolio.

Assuming that I keep the same overall energy weighting, how would you high grade this portfolio. I am open to other energy companies, the only criteria is that it pays a dividend.

Thanks,

Paul

Q: It appears that sometime in the medium to long term future the majority of the vehicles on the road will be electric. My question is, with the stock market being forward looking, at what point does this start to affect oil related stocks. Maybe it has started to affect them now. I have heard a few people say they are staying away from oil now because of this. I know there are a lot of factors on this topic but I would appreciate your educated guess.

Q: Im news that did not DOO too goot for the share price.

Why does the market not like this news?

announced today the launch of a marketed secondary offering by certain of its shareholders, namely Beaudier Inc. and 4338618 Canada Inc. and Bain Capital, and the filing of an application to list its subordinate voting shares on the Nasdaq Global Select Market in the United States under the ticker“ DOOO”. Trading of the Company's subordinate voting shares is expected to commence on the Nasdaq following the pricing of the offering

Q: WCP continues to be out of favor and is not keeping pace with the Energy Sector. Any comment other than it needs a momentum catalyst?

Carl

Q: Would you be comfortable buying any or all of these companies at these prices or would you wait for potential further weakness?

Q: Which of these companies would you buy? All seem heavily discounted.

Q: Please give me best 3 growth companies in Cannibas arena.
HEXO one of these? When is best season to buy?

Q: Which stock do you prefer for one year in a growth portfolio?

Q: I just read the report by Eric Lascelles and the team of economists at RBC (Sept 7/18).They give a 1% probability to a modernized NAFTA that produces positive economic outcomes. All the other scenarios are negative with the highest probability (35%) given to the US getting all their demands with of course negative economic effects for all parties. Given this, a sane person has to wonder why we are even discussing changing NAFTA. As investors though, are we better to ignore all of this and assume well managed Canadian companies will adjust and emerge competitive once they know the new rules, or should we try to be more proactive. I am assuming you lean toward the former.
Your thoughts are appreciated.
Mike

Q: Does the underlining oil & gas business with some revenues at RRL make it any more interesting than say a pure pot play with no revenue?

Q: Hi All at 5i! What are your thoughts on Tidal Royalty as an investment option? Thanks, Tamara

Q: Aurora Cannibis (ACB) seems to be left at the starting gate while several other pot stocks have doubled in the last few weeks. Would you comment on why this is and whether you consider it a reasonable valuation to invest in today?
Thanks.

Q: Hello Team,

I have owned WPM in the past. The stock moves up and down a lot. Is it time to buy WPM if you have a min. of 1 year hold period? The sell off looks overdone to me.

David

Q: I am paying off my mortgage and had planned to sell my holdings in WPM to help do that....was just waitng until this month when the mortgage term ends....bang... WPM down around 20% in the past month...

Should I hold for a rebound ( I have other holdings I am thining out that can easily make up for it) or is it a lost cause the next 6-18 months. The plan is to ditch it eventually anyway but had not planned on a 20% drop. If just a short term cyclical blip would lean towards holding, if in your opinion it is a fundamental problem with the company I would just suck it up and use the loss to offset my gains from other sales in this tax year.

Q: Hi, as a long term income investor I am getting very tempted by ALA’s increasingly attractive yield as the stock trends lower. However, at around 9% is this a warning that the dividend is potentially at risk of being cut. IWhat do you think is the probability? At the same time ALA is a large company in a relatively stable industry and has made an attractive acquisition? Your thought? Thanks.