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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: Hi,
TD has just issued an offer for convertible debentures on AFN, and I'd be interested in your opinion of it. The shares themselves have improved lately and seem to be attracting some interest. Whether that's due to the overall situation within the Agri area or something else, I wouldn't presume to know. The conversion rate seems generous, but then again - I don't have a lot of experience in rating convertible debentures. Any thoughts or suggestions are most welcome - whether good or bad, happy to listen!
Thanks,
Dawn
Read Answer Asked by Dawn on March 30, 2022
Q: Hi Peter and Staff

Visa has done well in the period of ownership but has stalled over the last couple of years....."Experts" seem to be divided somewhat on the returns to expect in the future.

In my financial basket V is a larger position than ECN and TSU but lower than BAM.A.

What do you feel about the future expectations of Visa in particular and how would you rank the 4 stocks future returns

Thanks for all you do

Dennis
Read Answer Asked by Dennis on March 30, 2022
Q: What are the Canadian equivalents to the NYSE's XLP? I'm looking for an ETF on the TMX which has decent liquidity and market cap.

I'm thinking it might be better for me to simply buy several Cdn consumer stocks and 'build' my own ETF.

Thanks...
Read Answer Asked by Ronald on March 30, 2022
Q: Hi Peter, Ryan, and Team,

Another question about Nutrien......The following is an excerpt from a recent Morningstar report on NTR:

"While the market likely overvalues the fertilizer business' outlook, we
think investors undervalue the lithium business, which will generate the majority of future profits."

What is your view on the above statement?

Your recent answer to another member that used a baseball analogy was interesting, so would it be correct to say that NTR is not a 'buy and hold forever' type of stock?

Also, what would be your top picks for lithium stocks (any country), and Canadian ETFs that have substantial lithium exposure?

Thanks in advance for your insight.
Read Answer Asked by Jerry on March 30, 2022
Q: Regarding shorting stock….
What is the typical fee to short/borrow stock.
Is there a maximum timeframe to hold short positions.
Is there a float % of shares that shorters can hold.
Is there a total maximum number of shares that are available to be shorted.
Thank you
Read Answer Asked by JACK on March 30, 2022
Q: The Montley Fool is highly recommending Acuity Ads
as a strong buy with great potential and consider it a must have in your portfolio. What are your thoughts on this stock rebounding. Would you recommend buying at this price and do you share the same optimism??? Thanks for taking my question.

Read Answer Asked by Homer on March 30, 2022
Q: HI Peter and Staff

I own ITP in my basket of materials stocks. Trading at $1 below proposed sales price.

Assume the $9.99 * 2 is not an issue would you pull the trigger now and increase a modest position in TECK.B or wait for the sale to close?

Also assuming position in TECK.B is not overweight regardless of answer to first question would you continue to hold WFG in the basket or dump it in favour of increasing position in TECK.B?

Thanks for you you do

Dennis
Read Answer Asked by Dennis on March 29, 2022
Q: I have about half of my balanced income portfolio in equities and the remainder in cash. Although my stocks are balanced, I still hold no fixed income investments. I like the sleep at night cash but feel it is too big of a chunk to just let sit in cash., Can you please suggest an approach to fixed income and recommend a few possibilities to consider. As always, thanks for your help
Read Answer Asked by Robert on March 29, 2022
Q: Hi 5i
As we all know, growth companies need to maintain strong growth to justify their valuations. In looking at some past answers, I am not clear if you prefer earnings growth or revenue growth as the key metric. For a tech company, what would you consider as a strong earnings growth rate and a strong revenue growth rate? How many years do you look out? Are there any websites that show these projections? I do not believe that your website shows forward looking growth rates, just historical ones.
Thanks again.
Read Answer Asked by Dave on March 29, 2022
Q: Could you rate these 3 on a scale of 1-10 with 10 being best,for a turnaround after all being beat up pretty good in the last 3-9 months for increased earnings,growth and which one has the best management and which one would you start a position today for a 1-2 year hold or do they need more time to consolidate thank you
Read Answer Asked by Greg on March 29, 2022
Q: DIVIDENDS IN THE US TAX FREE SAVINGS ACCOUNT, DO YOU HAVE TO PAY THE US .15% NON-RESIDENT CHARGE ON US STOCKS DIVIDENDS? THANK YOU, HERBIE
Read Answer Asked by Herbert on March 29, 2022
Q: When holding Canadian securities in USD accounts that pay dividends in CAD$, do fx charges get applied to convert to USD?
Read Answer Asked by Tony on March 29, 2022
Q: Greetings - Katie Stockton has just launched this actively managed etf which utilizes her technical analysis and rebalances monthly via 14 sector etfs. In down cycles she will use treasuries and gold to strive to reduce capital loss. Her Fairlead research company seems well respected in the industry. Aside from the usual caveats that a new etf needs some time to see how it will perform and the need for it to build sufficient liquidity do you have any views regarding Katie's track record as a technician, her reputation in the industry and the approach of active sector rotation based on technicals this particular etf will follow. Would appreciate your views. Thank you.
Read Answer Asked by Ken on March 29, 2022
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