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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: Peter; Just a comment - it seems to me all the cannabis stocks are basiallly mimicking CPG in its hey days of using its share price to acquire other companies and assets. And now look at it. ! Rod
Read Answer Asked by Rodney on September 11, 2018
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.
Read Answer Asked by Colin on September 11, 2018
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
Read Answer Asked by Paul on September 11, 2018
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.
Read Answer Asked by Mike on September 11, 2018
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
Read Answer Asked by Kuldar on September 11, 2018
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
Read Answer Asked by michael on September 11, 2018
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