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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Hello Peter & Team,

I have been watching ASG for some time as from what I read, I felt they had real potential with the innovative devices they invented for minimally-invasive surgery and regenerative medicine for relief of aging back issues. A big market to say the least.

I know they are small right which makes them risky and the medical sector is a very hard nut to crack but, they have seen shares increase in value 53% since Feb 6th and at one point today got to $1.04 before settling back at $0.78.

I read the Feb 9 2021 press release regarding their common shares now trading on the OTCQB Venture Market (the "OTCQB Venture"), a US trading platform that is operated by the OTC Markets Group in New York which will enable US-based investors to seamlessly get involved in Aurora. It appears to me this announcement directly corresponds with the recent gains. Am I naïve in thinking this was a big announcement? Or are my observations valid?

I did notice a 55% increase ($0.25 - $0.45) Dec 11th through Feb 5th which was before this announcement was made. And as of late, trading volume has gone through the roof - close to 338,000 shares with the average volume being just over 47,000.

Am I looking for what I want to see in order to convince myself to pull the trigger on a trade? Or are these facts indeed significant indicators there may be something here to be serious about? Would this be an indication there may be a take over bid being looked at?

If there are any other insights you feel may be valuable, would be greatly appreciated.

thanks for all you do

gm
Read Answer Asked by Gord on February 23, 2021
Q: I fully understand the risks associated with borrowing money to invest and I've been working towards being in a financial position for quite some time (thank you for the great advice over the years) to comfortably initiate a leveraged portfolio. My objective is to create a portfolio that generates a decent income to cover carry costs, have some growth and allow me to sleep at night over the next 5-7 years. What 10 positions would you recommend?
Read Answer Asked by Robert on February 23, 2021
Q: RTA Inception - May 24, 2017 . Active management of 600 M in assets. I am confused on Management Fee of .75% and Managed Expense Ratio of .89%. Is total MER 1.64% ? This investment would be in a managed RRIF account with low risk There would be the advisor’s fee as well. I wanted to clarify the fees and are the returns listed net of fund fees? What do you think of this fund? It is rather new. I understand it is a low/median risk investment. Peter, you and your team are wonderful, your advice clear and easy to understand. I daily read your answers to questions submitted and of course follow your portfolios and reports. Thank you
Read Answer Asked by Sharon on February 23, 2021
Q: The utility stocks appear to be moving out of favour. Is this a good time to add, or has their softening only just begun. I realize it's a market-timing question, so maybe the question is better framed as: on the whole, are Canadian utility stocks running below or ahead of their average levels, whether based on FCF, PE, or some other more relevant metric?
Thanks very much...
Read Answer Asked by Warren on February 23, 2021
Q: What are your thoughts on FCX/FM long term (any favourites?) I currently own FCX and ZMT.
Is 5i bullish on copper? If yes, what are your favourite ways to play it for a long-term hold. Are the names above reasonable?
Read Answer Asked by Stefano on February 23, 2021
Q: good afternoon,
These 3 companies from the income portfolio offer outsized yields. Also have 5% in Telus. Want to increase my position from 3 to 5 % in BCE. Telecom are out of favor right now but wondering about the future what will weigh more on BCE rising rates or recovery? The goal is to free cash for growth stocks.
Thanks !
Read Answer Asked by Denis on February 23, 2021
Q: My two main holdings are QQQ and VIG in the US and ZQQ and VFV and ZQQ in Canada. I'm looking for two medium risk etfs that will balance these with CD, OIL, Financials, health, and industrials . I'd like reasonable growth expected in the next few years but with a manageable lower risk beta?
1) Can you suggest 2 CDN ETFS
2) Can you suggest 2 US ETFS
3) Can you suggest 2-3 emerging markets ETFS

PS can you also explain why TDOC seems to have a beta of .15??? Considering its growth, that seems impossible?
Read Answer Asked by Graeme on February 23, 2021