Investment Q&A

Q: Is it time to rethink the long american bank play? My Citi is fine but BAC seems to languish and there is talk of the rest of the year being one and done rate wise.

I also have CM that I am thinking of cashing in.

Which of these has more upside?

Q: Hi
I try to assess companies by their earnings and have a decent position in BAM.A
Why do you think the share price has gone up 15% YTD given poor earnings the last two quarters along with declining ROE and ROIC?
Do you think the share price will subsequently fall?

Q: I hold both of these stocks and would like to trim back to 50% of what I hold. Would you suggest keeping both or just one and if so which one.

Q: Hi 5I, I need your help in explaining the difference between "Min. rate-reset" and "Rate-reset" preferred. Also, how will int.rate increase effect them, suggest some you favor, and recommend to buy.

Q: Hi I looking for a long short fund and option short for down protection. I like Purpose and own some funds but I have had good returns with others as well. Your opinion is always appreciated! Thx, James

Q: Hi Peter and team,
Impinj Inc has a very nice run up lately, it dropped 13% today along with the other tech stock.

What is your thought of this company. Do you see strong future growth?

Would you think it is buyable at this level or is it still too expensive?

Thanks as always. Pui

Q: Is there a better deal out there for Sandvine or should I sell it now? I was thinking of putting the proceeds into Open Text or Shopify now that it has sold off.

Thank you.

Q: Good morning gents,

Please forgive me if this question is out of bounds.

Currently started my investment career in April. I have all stocks in the Beport covered to a T. I also hold a large holding in CNR form employee share plan which is double the Beport holding, 400K. I am looking at the growth portfolio and don't know if I am extending myself to thin.

I was interested in a 50k start and was wondering if this is appropriate given the amount I have in equities.

I have a 5 yr timeline to retirement with a decent pension plan. Thanks for the terrific insight to a formerly very cautious, see bank account investor. Risk level has gone from scared sh-tlless to moderately confident.

If this is two cumbersome or difficult. a question please disregard.

Q: Could I have your perspective on Falcon. With the industry a bit beaten up, many of its holdings being in Europe and Europe looking better economically, would you recommend this stock as a buy currently ... assuming my information is correct?
Thank you.

Q: Hi: I bought crescent point before the oil crash at $39, it's now at $11.75. Will it make a come back in the next 2 to 4 years in your opinion, or should I sell and move on to something else.

Thanks

Q: I am looking at ENB for a very long term hold, preferably a never-sell situation where I can rely on the dividends through retirement. Difficult question, but with the decline of fossil fuel use over the next few decades as electric vehicles and alternative energy come into play, is ENB less attractive for very long term dividend growth? Thanks.

Q: What do you think of this company? Would you be a buyer?

Thanks

Q: I have been following A&W and Boyd for years and years.
I finally bought A&W recently. Now I would like to switch
the A&W for Boyd. I have more stocks than i really need ,
and not enough spare cash to hold meaningful positions in both. I think that I would prefer the growth that
Boyd might offer over the income from A&W,since although
the position is 2% , the income really isn't meaningful


Would his switch be a reasonable one ?

Thanks in advance for considering this question.

Q: Can you recommend a handful of your preferred US tech names? Also can you suggest anything in your coverage universe in tech that you would be wary of right now? For the latter I am curious about Canadian tech companies that you like but that for one reason or another may be best to avoid in the shorter term. Thanks.

Q: My industrials currently consist of SIS@4.3%. BIP@ 3.8% and ZCL@3.5%. Each month i have the ability to contribute about 1% of portfolio value. I would like to add to my industrial section. Any suggestions or changes to holdings? Probably happy with three stocks but could add another. Hold about 33 stocks in my balanced portfolio.

Q: I have stayed away from LP stocks due to worries about tax issues. Do you have any general comments on LP stocks? for example, If one holds BEP.UN on the TSX, should one purchase it in a registered or non registered account? Are there tax concerns....or is that only a problem if one purchases on the US stock exchange?

Thank you so much for your comments on this issue.

Q: I just read about EEP's dividend cut and stock reaction (G&M - June 9).
Are the causes likely to spill over into ENF?
I am more concerned with income rather than capital.

Q: I'm holding only ZRE in my TFSA for simplicity and ease, value is approximately $62k. It costs me .62%, wondering if I can buy 8-12 REITS equal weight directly (saving the MER), and have the same or better results as ZRE. Your thoughts and recommendations. I like the simplicity of ZRE, but dislike paying the MER if I can avoid it.

Q: Good morning, I would like to know your thoughts regarding GBTC please ?
Thanks
Rick

Q: HI 5i,

I unfortunately bought into Shopify and Apple right before the big tech sell off on Friday and today, and as such I am down quite a bit.

I know the financials and growth prospects of both companies are VERY strong and a rebound is likely within the next month, so I am wondering whether this is an opportunity to buy these stocks at a lower price. My sector weighting in tech is currently 12% (I am in my mid twenties with a higher risk tolerance), so I am also wondering whether you think I should instead sell to cut my losses if you see this correction continuing long term.

Thanks,

Grace