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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: With the impending increase in electric vehicles of all sorts, it appears to me that copper will be in higher demand. What is the best way to play that as an investment. Thanks Dennis
Read Answer Asked by Dennis on September 18, 2020
Q: Could you suggest some relatively safer RESP holdings keeping in mind that withdrawals may start to occur in the next 2 - 3 years? Thanks.
Read Answer Asked by Bill on September 18, 2020
Q: Thank you for your response to my previous question. I still find the issues involved puzzling. Stating the apparently conflicting issues i) while the same store growth is expected to be modest at around 2% the overall revenue growth appears to have been closer to 20% (for 2019) and ii) while analyst share price expectations have been rising notably of late that has occurred in the face of reduced earnings expectations; according to First Call these have been declining modestly but consistently for at least the past year.
The rationale for investing in this company was at least in part based on its competence as evidenced by the share price growth and its participation in an industry sector that offered significant opportunities for growth as a result of substantial sector fragmentation, to which they appear to be willing and able to respond. I subsequently see that COLD also has substantial industry participation both in the US as well as overseas, and promotes its competence in its management and operating systems. I also see that the REIT sector is currently under pressure and, or perhaps despite, that the cost of capital should be low as a result of all time low prevailing rates of interest. The obvious question is whether the current valuation represents a significant entry opportunity for a company which is doing well but still sorting out the bugs resulting from its growing interests. I would be interested in your response.
Read Answer Asked by Mike on September 18, 2020
Q: I am looking for a couple of suggestions for US stocks that would be similar conservative and yield as Fortis on the Canadian side
Read Answer Asked by Terry on September 18, 2020
Q: Can you please comment on the prospects of this company and what do you think about the management?
Read Answer Asked by Imtiaz on September 18, 2020
Q: TD model portfolios removed all the energy and pipeline positions from their portfolios .
Do you think we have reached peak energy Is it a prudent move to remove all pipelines from my portfolio
I am a retired investor and depend on the pipeline dividends for my daily living expenses Your answer would be greatly appreciated
Paul W



Read Answer Asked by Paul on September 18, 2020
Q: Could you recommend five US in five Canadian stocks to buy on the dip. Thanks
Read Answer Asked by Paul on September 18, 2020
Q: I already own DOO, GUD, KXS, LSPD, PHO, REAL, STC and XBC from your growth portfolio. If i would buy 5 more titles from this portfolio during this fall, which one would you recommend the most regardless of sector concentration? I own other titles in different sectors.

Is there any titles we are better to wait before entering. For exemple, QST looks really cheap, but only going down since june.
Read Answer Asked by Anasse on September 18, 2020
Q: Hello Peter, Ryan, and Team,

Can I please get your current thoughts on Acuity Ads and its recent run-up. There's a lot of chatter about it being the next Trade Desk and the share price has more than tripled since I sold my small position in March. Do you think the price rally has room to run, or is this not worth chasing at this point?
As we all know, you win some and you lose some. Fortunately, my shares in Digital Apps have skyrocketed of late, but I can't find any news that directly substantiates the dramatic SP increase. Time to take some off the table or "let the winners run"? Thanks for your insights.

Brad




Read Answer Asked by Bradley on September 18, 2020
Q: Hello,
It is OK to have QQQ, VOO and VIG in TFSA accounts ? If not, are there any equivalent Canadian ETFs that are focused on US stocks like them ? Thank you very much.
Read Answer Asked by Yasushi on September 17, 2020
Q: Do forest fires in the US northwest imply better prices for Canadian lumber producers, or are the effects of supply destruction outweighed by trade war dynamics? Supposing a demand surge materializes, will it be specific to west coast producers? Of the latter, do you continue to favour WFT?
Read Answer Asked by John on September 17, 2020
Q: I was looking at the credit Quality of the bonds. 41% are rated BBB. To me this seems quite high risk, considering all the debt that has been issued as of late. This makes up 24% of the Vanguard Retirement Income Fund ETF Portfolio.
Im thinking of selling my BNS430 and purchasing the Vanguard retirement Portfolio ETF VRIF.
Would the risk Factor be equal, and with the high MER would you prefer the VRIF over the BNS430
Thanks
Read Answer Asked by Gordon on September 17, 2020
Q: Rob Carrick reported in the Globe yesterday that Vanguard is starting a new retirement income ETF (VRIF) today targeting 4% yield and expects it to be big. Do you think this is suitable for a later stage RESP investment, and if not could you suggest some specific investments that you feel would be appropriate for RESP's where withdrawals may take place in 2- 3 years. Thanks
Read Answer Asked by Bill on September 17, 2020
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