Investment Q&A

Q: Hi,

Can Canadians buy i bonds directly from the us treasury? My understanding is that it pays a 7.2% interest as it is linked to inflation. Do we have any products like this in Canada and what rates do they offer? Thanks. Regards, Shyam

Q: I want to free up some cash to take a 2.5% position in HYLD ..... The two candidates for sale are ERE.UN and SIS ...... ERE.UN was getting raves from analysts for growth pre Covid but has been pretty flat for quite some time ..... Is the growth model still intact ? What are their plans ? ..... And your most recent comment on SIS isn't all that enthusiastic so of the two which would you sell ? Also regarding HYLD 5I has shown some hesitance because it is new and small ..... I don't understand why this should be a problem if I know what it's holdings are ..... Please explain ? ..... Also HYLD.U current price is $16.40 and HYLD is a little less ..... I thought the .U symbol meant US dollars and if that's the case those two prices make no sense ? Could you please explain what I'm not getting ? ....... Thanks Garth

Q: You have the profile of the RY.PR.S shares. It has a 4.8% dividend.
I was looking at it for some stability during current strong market swings.
Am wondering how it compares to RY itself -
How the dividend is set since it says 'rate reset'.
If the dividend eligible under CRA or is it a ROC
If there is a management fee
It seems like the only asset is RY
There are no questions on it. Would you own it?
Thanks a lot for your views and guidance.

Q: Hi,
Inflation came in hot again today in the U.S. Do you guys have a view of the dot plot? Some economists see the Fed hiking rates 5-6 times this year with a 50 BPS thrown in for good measure. Others see a less aggressive FED with 3-4 rate hikes.

Also, the renewable energy names all seem to be making a nice bottom in the past month or so. Could they be signaling that the rate hikes may now be baked into these names?
Thanks again.

Q: Thoughts on EMCORE Corporation, this industry, and it's recent earning? It dropped a lot, and wondering if it would make a good starter position. How interested is this stock to your team?

Thx again.

Q: Hi,

I am interested in $Cdn ETFs that are designed for inflation and where the underlying securities have pricing power? If any, do you have a favourite? If you have a favourite, the reasons why?

Many Thanks,
Derek

Q: thoughts on the quarter please? Thx

Q: I hold the above stocks as the industrial portion of my portfolio. I try to keep my portfolio under 28 stocks and your recent comments on your "cooling" to SIS has me contemplating a change. I am trying to decide if I am best served from a diversification standpoint to go with TFII (or too much like CNR?), go with a more of a manufacturing name (ATA, TT), sell SIS and spread the proceeds among the three remaining stocks or as another alternative, might you even consider selling CNR and SIS and replacing both with the names I have suggested (or any others you might add).

Appreciate your insight.

Paul F.

Q: You answered a question earlier. You recited the results. Can you add some colour to them. Gross margin fell to 65% from 73%. EDITDA fell from $4.9M to $3.7M. How important are these and what's the possible impact? The market doesn't like the results so far today. What do you see looking ahead?

Q: What do you guys calculate for the ROIC for 2021 for Topicus? Thanks.

Q: I've done well with HD in a registered account over the last couple of years. That said, I'm seeing growth slowing and am contemplating switching to RH. On a scale of 1-10 (from less to more) , can you please rate each company for risk and growth over the next 12-18 months? Thank you.

Q: Good Morning
We have a approximately 10k that we would like to contribute to our Grand daughters RESP. We would like to do so with stocks and have about a 10 year window before the funds would be needed. Could you suggest 3 conservative stocks that would be appropriate for this type of account with one additional stock having a more aggressive approach?
Thks
Marcel

Q: Cannabis seems to have turned the corner and has had some good recent momentum. Do you see this as an opportunity in 2022 and beyond. Would you be buyers of Trul & Vrno at these prices?

Q: Good morning
as a follow-up to my question yesterday if you were to pick only one US stock and one Canadian stock to purchase that you think will have the biggest upside what would your recommendations be ?
Ty

Q: I was looking to add (NEE) Nextera to my RRSP and Exco (Xtc) to my unregistered account for some dividend paying companies based on some insider buying. What do you think of the financial ratios for these stocks, their history, the industry that they serve, their customer base and insider ownership? Buy, hold or sell? Thanks

Q: I'm down about 17% in Guardant Health and the downward track since the peak a year ago does not look appealing. I've read the most recent comments on this stock and you seem to suggest that it might be worth hanging on to or possible even buying more.
In a case like this, the question for me is always:
1) Should I get out now before it goes any lower, or should I hang in and hope it recovers by 17% in the next year?
2) If I do sell it, what would I buy that has a better chance of increasing 17% in the next year?
I recognize, of course that you don't have a crystal ball, but you DO have your eye on the ball and that's what I depend on.

I am down even more on Crowdstrike (25%) and the same dilemma applies.

Your thoughts please and deduct points as appropriate.

John

Q: What do you suggest using as a benchmark for sector allocations? I have been looking at global market sector exposures using the iShares MSCI World ETF (XWD). I also saw the Vanguard Total World Stock ETF (VT), which I believe has more small-cap exposure than MSCI World. If the global market is a good base to use, do you see any reason to deviate from these exposures at the moment?

I assume I shouldn't look at regional exposures the same way, the global market is heavily weighted toward US (60-70%). Would regional exposure for something like VGRO (equity only - US 43% / Canada 30% / International Developed 20% / Emerging 7%) be a good benchmark?

Q: I think this is a relatively newer fund. Can I have your thoughts on it please?

Thanks

Q: I have holdings in some of the Canadian Bitcoin and Ethereum ETFs. I am wondering if covered calls can be written against these positions, as I would like to generate some income from them. I have not as yet written any covered calls, so I still have some learning to do. Thanks.

Q: For a long-term hold, would you advise selling SIS, taking a tax hit, and buying PBH? Looking for total return, dividend + long term capital gains. Would this swap high grade the portfolio?

Thanks.