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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: In anticipation of a possible recession in the near future, I would like to slowly tweak a few of my holdings. Could you please list some of the best sectors to hold in a recession, and if possible, list a few excellent Canadian companies in each sector and perhaps some US stocks. What may be the worst sectors to hold in a recession? Sorry, this is a big question, but one that I think many members may be thinking about.
Thanks!
Read Answer Asked by Grant on March 18, 2022
Q: Thanks for your previous answer on the share split in these companies. However, I have one final question. Should I deduct the book value of the spin off shares of pmz.un from the original book value of the HR.un shares to come up with an accurate picture?
Read Answer Asked by Robert on March 18, 2022
Q: My son (30) has some money and wants to put it in your small cap growth model. He wants to include a number of ETF's to have some other exposure. He would put 30% of his money in the small caps and 70% in ETF's. Here is the list of ETF's he is considering, but is worried it is too many. Can you please help with the ETF list as he is concerned that he has too many. Please take as many credits as needed. Thanks.

XIC 15%
XIU 15%
CDZ 5%
QQQ 10%
IWR 7%
DIA 10%
SPY 10%
SDY 5%
VTI 8%
IDV 5%
VXUS 5%
VEE 5%

Read Answer Asked by Gregory on March 18, 2022
Q: I own all of these high multiple tech stocks in low quantities in tfsas. No particular concern about timelines. Would you continue to advise holding all of them or would you suggest eliminating one or more for the other? Is there a simple way to compare?
Read Answer Asked by Peter on March 18, 2022
Q: Today Xbc soared 21.3%,LSPD 15.85% Shop 4.98%(recovered from $650 recent low) & yesterday STC 13.5% and Eglx 11%..Bam.a recently traded in the $66-$70 range. Is it timely to buy or add to them & please provide a good entry point for each. Txs for u usual great services & views
Read Answer Asked by Peter on March 18, 2022
Q: Hello 5i
Could you please provide me with the best Palladium and Neon play out there please? Please mention why you like the choice. Would it be better to side with Neon
as its supply from Mariupol and Odessa (Ingas and Cryoin) will be affected for a long time...or 37% of Pallidium comes from Russia and that will probably never come back to markets here. Or is there another element in chip manufacturing that you are thinking of?
Thank you
J
Read Answer Asked by Jeremy on March 18, 2022
Q: Hello Peter and team,
The market is up today and the tech stocks are up considerably after the recent fed rate increase. Is it because the increase was small (i.e Tech stocks sold off on previous announcements of rate increases)? Any idea why Tecsys and ATS automation are not participating? Do you see Arc Resources and Whitecap doing better in the next few months.. On BNN, Eric Nuttal, felt oil will continue to do well price wise. Do you share that view?
Read Answer Asked by umedali on March 18, 2022
Q: For the past 4 years or so, DFN fund management has increased the share count via bought deal, two times a year. While it should not matter in DFN's case because of it's business model, each share increase has caused the stock to tumble. It then creeps slowly upwards until the next increase causes it to tumble again. Some months ago DFN announced the "At-The-Market Equity Program" is renewed.

What does "At-The-Market Equity Program" mean? Presumably it also means they can still do large bought deals when the price is high, just that it won't be as predictable as the past years spring and fall issuance..?

Thanks for the ongoing great service.
Read Answer Asked by Mark on March 18, 2022
Q: Hi Team,

I realize this question might be off the beaten track but was hoping you might be able to shed some light on the implications of holding a debenture issued by Cominar now that it is experiencing a change in control in favour of Iris Acquisition II LP.

I have received a corporate action notification that I have an option to receive $1010 CAD for every $1000 CAD principal amount of Cominar Real Estate Investment Trust 4.5% Series 11 Senior Unsecured Debentures due May 15, 2024 tendered. With no action on my part, debentures in respect of which the Optional Put Right is not exercised will remain obligations of Cominar under the terms and conditions of the Indenture and will continue to accrue interest in accordance with the terms of the Indenture.

Any idea in plain english if the debt obligation has a higher risk profile to the holder if the option is not taken? If you were the holder, would you exercise the option or do nothing?

Many thanks.
Michael
Read Answer Asked by Michael on March 18, 2022
Q: I understand that JPM is processing Russian bond interest payments. Please explain JPM’s role. Are they supporting the Russian economy by doing this? I am considering selling my small position in JPM. Does this make sense or is it simply naive? Thanks as always
Read Answer Asked by Frank on March 17, 2022
Q: I received Class Action Notice for the above company dated March 1, 2022. It seems I am qualified to participate in the settlement as I purchased securities during the period Feb. 23, 2018, to Oct. 15, 2018. Specifically, I bought 413 RHT shares at $1.81 on June 21, 2018, and sold at $0.365 on Oct. 17, 2018. If I submit the Claim form how this would benefit me? Would Confirmation of Purchase and Sell documents from the TD be sufficient proof of ownership documents? As always, thanks for your comments.
Read Answer Asked by Hali on March 17, 2022
Q: I hold both NGD (about 1.7% position) and AR (currently about 0.8% position, but initiated at about 1.5%) among my positions in precious metals. AR corrected significantly over the last few months, but the share price seems to be rebounding since lows were established shortly after the New Year. Both NGD and AR have been outmatched by KRR (just about 3% position) , which has performed spectacularly over the last several months. I feel like I am decently positioned with KRR, and was wondering your thoughts on consolidating positions around either NGD or AR. Would this be worthwhile, or is staying put the more prudent approach for this issue? Alternatively, would you suggest selling both and initiating a position elsewhere, or further increasing my position in KRR?

As always, I look forward to your comments, and appreciate your insights.
Read Answer Asked by Domenic on March 17, 2022
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