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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 team. About a year ago I sold out of ZAG and replaced it with ZST. This has worked well as ZAG dropped about 16% while ZST was relatively flat. I would have thought that with rates still rising, ZST would be a safer place to be but I have heard a number of recommendations on BNN and elsewhere that it is time to get back into longer term bonds. I have noticed that the share price of ZAG has been turning up recently. Is it time to switch back into ZAG?
Read Answer Asked by Ken on July 08, 2022
Q: Dear Peter et al,

Your answers seem to indicate that the bottom is near but will take sometime to get up to speed. You seem to suggest that a 3 to 5 year time horizon is a reasonable time frame to expect a recovery. (I am paraphrasing here!)

With this in mind which group of stocks would you choose. ARKK or FAANG group. I see that ARKK doesn't have the big names in FAANG except TSLA which some people don't include in FAANG!

An impressive bounce in ARKK , almost 10% makes me ask this question.
Read Answer Asked by Savalai on July 08, 2022
Q: Is there a good reference site that provides current forward consensus estimates of the Bank of Canada 5 year Bond Yield over the forward rolling 5 year term?

When trying to estimate/guesstimate forward BOC-5 rates for preferred resets do you have any suggestions on how to reasonably estimate BOC rates? I know rates change and forecasts are subject to unknowns but I'm looking for a reasonable tool to use estimates of future reset dates.

ie. current consensus for Apr.30/2023, December 31/2024
Read Answer Asked by Richard on July 08, 2022
Q: Peter and His Wonder Team
I have been tracking these 2 companies for months. I had come to the conclusion that ANDE would be a more reliable investment going forward for the long term. To my surprise in the last month FDP went up 25% and ANDE has declined about the same. Please give me your thoughts on which company has a better prognosis. Thank you...your perspectives are always helpful.
Read Answer Asked by Ernest on July 08, 2022
Q: Would appreciate your thoughts on the technology , mgmt. & prospects for of the above Co.

Thanks Richard
Read Answer Asked by Richard on July 07, 2022
Q: Dear 5i team.

I'm taking another look at QTRH, but I'm confused by the last year or so of Q+A.
In the latest Qtr, they reported what looked like breakout numbers. But, as I look fwd to next qtr, revenue goes back close to previous running rates. Can you explain what's causing the lumpy numbers? (did they sell wilan?)
In previous questions I believe the estimate was 1.50/share in cash? Is this still the case? If so, at 1.75 today, looks like a screaming buy with a 2.5% yield. What am I missing please.

Many thanks for your help.
Read Answer Asked by Arthur on July 07, 2022
Q: Just a note of interest about ATZ. I visited one of the mega malls 2 days ago and it was fairly quiet except for Aritzia. It seems to me that people still want their products especially young women. With this in mind is it not possible it could hold up through a minor short recession which is being touted? I would like to add today before it reports.
Much thanks
Read Answer Asked by El-ann on July 07, 2022
Q: Hi Guys
Just curious why you guys on more concerned about their stretched balance sheet.
Interest coverage is a mere 1.1x . There is also a ton of debt, net debt around 1.45 billion on a Market Cap of about 2.8 billion
Free cash flow also only covers about 16% or so. Will they have to raise more capital in the future?
Thanks Gord
Read Answer Asked by Gordon on July 07, 2022
Q: Hi

You have previously ok’d JEPI as an income etf.
I already own JEPI and am considering JEPQ. As you have pointed out upside is capped due to the covered calls. BUT I like the income stream.

Would JEPQ be a good complement to JEPI?

And are the payouts something that can be counted on …. Barring some unforeseen calamity ?

Thanks.

Read Answer Asked by Donald on July 07, 2022
Q: Without naming every company - I have full positions in most banks, insurance cos., utilities, pipes, telcos and renewables,

This is where I see some relative safety and the best yields.

With the dip and yields improving are there any names that stick out as very attractive and safe in going a little overweight on?

Read Answer Asked by Dave on July 07, 2022
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