Investment Q&A

• Tricon Residential Inc. (TCN)
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Q: TCN has been absolutely crushed in this market. Do you continue to like the company?
If so why? Would now be a reasonable time to acquire shares or would it be better to continue sitting on the sidelines until we see some signs of interest rates stabilizing? And what is your sense as to when this might happen?

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Read Answer Asked by John on June 22, 2022

• Miscellaneous (MISC)
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Q: Hi, GIC rates are increasing. Where do you see them in 6, 9, 12, 18, 24 months? Any strategy to propose, laddered approach ? Most 1Y GIC now have the highest rate, but probably too soon to buy ?

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Read Answer Asked by Denise on June 22, 2022

• Fortis Inc. (FTS)
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• Brookfield Infrastructure Corporation Class A Exchangeable Subordinate Voting Shares (BIPC)
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Q: Would you switch from FTS to BIPC to take a tax loss and keep BIPC instead?

Thx

Yves

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Read Answer Asked by Yves on June 22, 2022

• Canadian Natural Resources Limited (CNQ)
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• Tourmaline Oil Corp. (TOU)
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• Kelt Exploration Ltd. (KEL)
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Q: With the recent pullback do you think this is a good time to acquire a position in Kelt? What is your outlook going forward and are there any companies that you would recommend instead?
Thanks for you input

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Read Answer Asked by William on June 22, 2022

• Brookfield Infrastructure Corporation Class A Exchangeable Subordinate Voting Shares (BIPC)
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Q: Since the split this stock has been on a steady decline. I am seriously thinking of pulling the trigger to realize the current gain.
Your opinion please, before I perhaps regret my decision.
Thanks

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Read Answer Asked by Rick on June 22, 2022

• iShares NASDAQ 100 Index ETF (CAD-Hedged) (XQQ)
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Q: There seemed to be quite a large performance spread on June 21 between XQQ and the underlying Nasdaq index. This etf is currency hedged. Do you have any insight on this discrepancy? Thanks

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Read Answer Asked by Jeremy on June 22, 2022

• Algonquin Power & Utilities Corp. (AQN)
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• goeasy Ltd. (GSY)
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• Fiera Capital Corporation Class A Subordinate Voting Shares (FSZ)
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• Exchange Income Corporation (EIF)
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Q: Can you give me some of your favourite beaten down stocks right now that are eligible for the Canadian dividend tax credit? I have a non-registered portfolio for income and am looking to add some capital. Thank you!

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Read Answer Asked by TK on June 22, 2022

• Nextech3D AI Corporation Com (NTAR)
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Q: would appreciate your current opinion on Nextech AR as it has now more than doubled from its recent low on much-increased volume. Thanks

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Read Answer Asked by george on June 21, 2022

• Air Canada Voting and Variable Voting Shares (AC)
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Q: I purchase this stock in 2019 for 50.00 a share. It just keeps dropping and dropping.
With it now around 17.00 per share, is it finally a sell?
If so, is there another stock that could be purchased to hopefully make up some of the losses.

Thank you,
John G.

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Read Answer Asked by John on June 21, 2022

• Berkshire Hathaway Inc. (BRK.B)
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Q: This is a follow up to my previous question regarding impact on share prices if BOOK VALUE takes a hit at the end of Q 2.

My intent was to find out if there is any correlation historically between BOOK VALUE dropping and a proportionate drop in market value. (????)

Sorry for any confusion.

Thank you.

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Read Answer Asked by Donald on June 21, 2022

Q: Hi Guys
What do you think of the underlying Holdings in this disruptive Technology ETF.
The symbol is DTEC
Thanks Gord

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Read Answer Asked by Gordon on June 21, 2022

• DREAM Unlimited Corp. Class A Subordinate Voting Shares (DRM)
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Q: DRM breezed through most of the last six months of market volatility, seeming nearly invulnerable in its steady upward movement. Then, at the beginning of April, it began a steady downward movement which has accelerated of late. It has lost 29% in the last 20 days, and 10% in just the last week. Is this decline in any way justified by events at the company or its debt level? Would you consider it expensive for its sector?

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Read Answer Asked by John on June 21, 2022

Q: It's interesting to think about "special situations" that arise in such a volatile economy. Let's say that with increasing mortgage rates coming, the rate of foreclosures is almost certainly going to increase. What are businesses that will do well in this case? In USA or Canada? I saw on social media someone mention ASPS, but curious of your take on the thesis and companies that could do well.

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Read Answer Asked by Kel on June 21, 2022

• Manulife Financial Corporation (MFC)
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• Sun Life Financial Inc. (SLF)
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Q: In a rising interest rate environment - I always understood that insurance companies would do well since their liabilities would be discounted at a higher rate. However - I see that SLF is down 16% this year and MFC is down over 8%. Huh???

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Read Answer Asked by Gary on June 21, 2022

• Descartes Systems Group Inc. (The) (DSG)
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• Kinaxis Inc. (KXS)
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Q: I am considering selling Kinaxis in my TFSA and buying Descartes with the funds (I have significantly larger holdings of both companies in my investment accounts). Would you consider this a good investment decision?

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Read Answer Asked by jacques on June 21, 2022

• Loblaw Companies Limited (L)
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• Saputo Inc. (SAP)
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• North West Company Inc. (The) (NWC)
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• Primo Water Corporation (PRMW)
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• Premium Brands Holdings Corporation (PBH)
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Q: What’s your outlook for SAP and is it good candidate for a defensive hold over the summer months.Maybe any other suggestions in the space…
Thanks.

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Read Answer Asked by Sonny on June 21, 2022

• Sun Life Financial Inc. (SLF)
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• Intact Financial Corporation (IFC)
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• Trisura Group Ltd. (TSU)
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Q: Would you recommend holding REIT's or insurance companies such as IFC in a rising rate environment?

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Read Answer Asked by Helen on June 21, 2022

• Bank of Nova Scotia (The) (BNS)
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• Enbridge Inc. (ENB)
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• Sun Life Financial Inc. (SLF)
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• SmartCentres Real Estate Investment Trust (SRU.UN)
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• Stella-Jones Inc. (SJ)
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• Labrador Iron Ore Royalty Corporation (LIF)
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• North West Company Inc. (The) (NWC)
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• Transcontinental Inc. Class A Subordinate Voting Shares (TCL.A)
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• Magna International Inc. (MG)
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• Open Text Corporation (OTEX)
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• goeasy Ltd. (GSY)
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• Fiera Capital Corporation Class A Subordinate Voting Shares (FSZ)
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• Exchange Income Corporation (EIF)
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• Dream Industrial Real Estate Investment Trust (DIR.UN)
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Q: Would like your suggestions of 7 value stocks that also have a history of increasing dividends for both a balance portfolio and an income portfolio ....primarily Canadian stocks or secondary US traded stocks.
and please take the number of credits necessary to complete this "task". ........thanks.....Tom

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Read Answer Asked by Tom on June 21, 2022

• Ensign Energy Services Inc. (ESI)
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• Trican Well Service Ltd. (TCW)
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• StepStone Group Inc. (STEP)
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Q: how would rank the above 3 companies and can you give a reason. dave

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Read Answer Asked by david on June 21, 2022

• Apple Inc. (AAPL)
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• Amazon.com Inc. (AMZN)
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• Alphabet Inc. (GOOG)
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• Microsoft Corporation (MSFT)
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• BMO S&P 500 Index ETF (ZSP)
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Q: Dear 5i
If i have a sufficient amount of ZSP in my portfolio is there a need to buy AMZN , AAPL . MSFT and GOOG stock individually , within an RRSP account ?
Thanks
Bill C

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Read Answer Asked by Bill on June 21, 2022