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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: Did you see Jeff Tonkin's interview with Amber on BNN today? I love the straight shooting, no nonsense way that Jeff Tonkin does interviews. Unfortunately I don't hold any Birchcliff because I have a lot of TOU and ARX. Looks like TOU is going to continue with special Divies but ARX dividend isn't as juicy. If nat gas prices stay in the $3 to $4 range I don't think that nat gas shares prices are going to move substantially so should I concentrate on dividends instead? If so would you recommend swapping out ARX for BIR? Tonkin sounds very committed to the new dividend and their debt free status gives Tonkin the backing to commit to a juicy dividend.
Read Answer Asked by Paul on January 20, 2023
Q: If you held no current position in NTR but wanted to begin one, would you be inclined to buy before or after earnings are released on February 8? I ask because the stock was clobbered after earnings were released in early November 2022.

I realize this is a timing issue which can be a mug's game but I am still interested in your gut feeling.

Thanks as always for your expertise.
Read Answer Asked by Richard on January 20, 2023
Q: Good morning team, BMO, TD and Royal have all announced big acquisitions in the past year. Do you expect each of these to be positive for shareholders in the next 2-4 years. What are some of the individual risks to these deals being accretive? Which of the 3 deals do you expect will provide the best return for investors and why?
Read Answer Asked by Robert on January 20, 2023
Q: I am interested in your ideas for ETF that cover semiconductor stocks. For RRSP. Would prefer non-US-situs ETFs, if good ones exist (estate planning reasons); however, you can suggest US-situs ETFs as well. Can be either US or CA dollar-denominated.
Ted
Read Answer Asked by Ted on January 19, 2023
Q: The US dollar seems to be heading lower.You think this might continue for the year?
What is the overall consensus?
Te Mexican peso already strengthened 7% in the last couple of weeks.
How could we play this theme?
Are there any companies you suggest which would benefit from a lower dollar?
Any currencies you think that would have a good upside?
Read Answer Asked by Josh on January 19, 2023
Q: Hi Peter and Staff

Yesterday "D" asked a question about websites to find returns of various indexes and you provided a link for S&P, Nasdaq and TSX. The S&P link clearly said the returns quoted included dividends. Perhaps I missed it but did the other two state whether the returns included dividends.

I am not sure if this is a separate question but when the TSX index shows up on the tickers every day and whether it is up or down and yearly tsx indexes are compared , is it reasonable to assume that is a factored mathematical calculation based on size of companies and their prices over a certain period of time? Does it assume price only or that you re invested the dividends into more shares of those companies?
Thanks for all you do

Dennis
Read Answer Asked by Dennis on January 19, 2023
Q: For a covered call ETF,the ROC will reduce progressively, year after year ,the initial book value,so what will happen then if you don't sell the ETF after many years : if the book value reaches zero,does this means that the book value could then become negative? If not,it will be interesting to keep the ETF for very long term..
Read Answer Asked by Jean-Yves on January 19, 2023
Q: Hello 5i,

A general market question.

Seems a though the next “wall of worry”
to climb as inflation is receding is going to be the potential debt default of the US government. I think they will be extending the debt repayment for as long as possible into the summer/fall, but ultimately I believe a refusal by US congress to increase the debt ceiling to be very credible this time around.

Would appreciate your thoughts and how best to position a portfolio for the worst case scenario?
Read Answer Asked by GREGORY on January 19, 2023
Q: These 3 equities are part of 13 in an income oriented portfolio. SLF is the only financial. If it were you, would you sell one of the Telco.s and purchase a bank? In a word, where would you want to tilt, do you believe the better return lies with financials or with Telco.s. If one is to be sold, which Telco would you let go?

Read Answer Asked by Leonard on January 19, 2023
Q: I am thinking of topping up GSY, PBH, and TOU. Do you see any issues? If I was only going to top up 2 which would you recommend? Thanks. Dan
Read Answer Asked by Danny-boy on January 19, 2023
Q: Good day. As an investor, I try to investigate stocks that have good products that I am very familiar along with compelling financials and an excellent story. Sometimes this takes me to non North American locations. I know you don't normally research or comment much on such companies as Mazda but wonder if you could add anything on it.? Perhaps even some comment on the automobile manufacturing industry as an investment, generally. Secondly, Mazda trades as an ADR on the over the counter market. Any precautions that I should be aware of? Thanks.
Read Answer Asked by Brian on January 19, 2023
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