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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: I understand that Arc (ARX) and Cheniere Energy (LNG-A) have entered an agreement whereby Arc will supply gas to Cheniere for a period of 15 years (subject to the decision to go ahead with construction in Corpus Christi, Texas)
I have a small position (106 shares) in Cheniere awaiting some event that makes it a great time to increase holdings. I have yet no position in Arc however do you think that the deal is big enough to ensure Arc will have a meaningful opportunity to find an excellent way to the outside world through Cheniere?
Thanks
Read Answer Asked by DAVID on May 09, 2022
Q: I have just made a charitable donation of securities. Normally I would replace them in my portfolio with a new buy. Is it a bad idea to put money in the market now, or should I just go with it and hope there isn't too much of a continued downdraft?

Thanks.
Read Answer Asked by M.S. on May 09, 2022
Q: Peter; If this smells like,looks like and act likes capitulation- do you think it is ? Thanks. Rod
Read Answer Asked by Rodney on May 09, 2022
Q: Good morning
I would appreciate 5i's thoughts on investing in D2L.
Does 5i have concerns on the company's governance in that CEO John Baker is also Board Chair (vs the preferred model of separating the two roles), had a loan from D2L that was repaid at the time of the IPO, and (I assume) controls decision making through the multi-voting shares.
Thank you for your comments.
Edward
Read Answer Asked by Edward on May 09, 2022
Q: Rogers' ambition to purchase Shaw may have the side-effect of more-than-doubling Quebecor's wireless footprint. Assuming this occurs, does QBR.B become more attractive as an investment, or does the prospect of even more debt outweigh this windfall growth? In this connection, it's interesting that the company has already paid for substantial 5G spectrum.
Read Answer Asked by John on May 09, 2022
Q: Good morning

Thinking of selling MG in my cash account and replacing it with ATZ.

I can use the capital loss, to off set the gains on my energy I am sold.

Does this make sense?

Thanks

Mike
Read Answer Asked by Mike on May 09, 2022
Q: Hi! I am wondering where you feel opportunities in the market exist. When oil was negative very few advisors were pounding the table to buy. It seems now looking back it was a no brainer and seems so foolish that I wasn't loading up on these bargains. Will we look back and say why didn't we buy high growth tech? Or, is it beaten up renewables/bond funds you favour if adding new money? Where do the opportunities lie based on current geopolitical risks and risk of recession/stagflation?
Read Answer Asked by Neil on May 09, 2022
Q: Do you have any rate reset prefs that you think are worthwhile here? Thanks
Read Answer Asked by Martin on May 09, 2022
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