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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: Would you consider Bam.a sort of similar to a mutual fund in that it’s investments cover a broad geography in many divergent business’s?
Read Answer Asked by Kim on July 15, 2022
Q: What would account for ATCO's lackluster performance over the last 10 years? Lumpy earnings? The chart looks quite good in the years prior to 2012, and the dividend appears to have been raised fairly regularly.

As a retired dividend stock investor, I am interested in it's diversification. I do have exposure to the Brookfields, but do you think there is enough difference between ATCO and BIP/BEP to warrant an investment in this company?
Read Answer Asked by James on July 15, 2022
Q: Hello everyone.

If your goal was to pick 3 companies that had the highest percentage chance of growing their eps by close to 10% and their dividend by 5% for the next 2 to 3 years, which companies would you select, today?

Thanks.

John
Read Answer Asked by john on July 15, 2022
Q: In order to protect my portfolio from further damage I am thinking about adding ETF which short indexes. How would you consider the above three as short play to recover loss and make some gains. Would you consider any other ETFs?
Read Answer Asked by Numa on July 15, 2022
Q: You’re thoughts on Telus with its recent acquisition of Lifeworks,it’s ownership in Telus International,as well as interest in healthcare ,home security and Agriculture among other things do you see this possibly morphing into a BAM.a it must be on track for some huge earnings and also would you consider this recent pullback as a great buying opportunity for a multi year hold Thanks
Read Answer Asked by Greg on July 15, 2022
Q: NVEI is down only 78% from its highs. Goldman came out this morning with this downgrade and commentary :


Nuvei downgraded to Neutral from Buy at Goldman Sachs Goldman Sachs analyst Will Nance downgraded Nuvei to Neutral from Buy with a price target of $40, down from $72. The analyst believes the company's revenue growth could be under pressure as a result of pressure on its crypto sales given the decline in crypto prices activity. In addition, softening economic trends will weigh on Nuvei's "largely discretionary verticals" of online gaming, currency trading, sports betting, and crypto trading, Nance tells investors in a research note. In addition, continued currency headwinds "could be an incremental drag on back half of the year revenues," says the analyst.

Their target is $US so the Cdn target is approx $52.

Do you have any comments on the points of the downgrade or are you in agreement with all said. And if so should we sell what is left before it goes to Zero/

Thanks


Sheldon
Read Answer Asked by Sheldon on July 15, 2022
Q: I'm looking to invest the majority of my money into an all-in-one 80/20 asset allocation ETF, such as VGRO, XGRO, ZGRO or HGRO. Aim is to set-it-and-forget-it.

What does 5iR recommend?
Read Answer Asked by Garth on July 15, 2022
Q: I had thought rising rates would be good for insurance companies, but they're certainly not reflecting that. SLF only has a P/E of 8.85 but it's still going down quickly. Great West has done no better. How do insurance companies perform in a rising rate/inflationary cycle?
Read Answer Asked by John on July 15, 2022
Q: I would like to add my two cents to your comments to Cal about TD semi-annual pay step up extendible notes, having bought into one of these many years ago. First, these are not too far removed from a GIC, as they are next to impossible to cash/sell until maturity. Second, the moment rates move against TD (ie down in this case), they will call the note as quickly as permitted. Your 3-year note might become a 1-year note if it is to TD's advantage. Lastly, these are not covered by CDIC and are subject to bail-in, unlike a GIC. Doubtful that would happen, but be aware. . . In my view, if you are willing to lock-in for 3 years, go with a GIC, which actually has better 3-year rates and you know exactly where you stand.
Read Answer Asked by grant on July 15, 2022
Q: I have been holding a legacy position in preferred shares, both corporate and CPD ETF, as the bulwark of our fixed income allocation. I have never been a fan of. pref shares and wonder if this is a good time to sell and replace with a laddered GIC strategy. Is there an ETF that does this well, in your opinion. I have also been reading about GIC's offered by SLF and others. Would they be better and if so, how does one purchase them? Thank you for the calm you project to your subscribers.

al
Read Answer Asked by alex on July 15, 2022
Q: Today Jeremy Siegel was asked about the main sources of market returns for investors i.e. multiple expansion, dividends, earnings growth, stock buy backs.

The person asking the question said that over the last 10 years 40% has come from multiple expansion, 15% dividends, most of the balance from earnings growth.

100 years ago 50% came from dividends.

The Q then was “ where will the returns come from in the near future?”

His answer focused on the massive role played by STOCK BUY BACKS.

Finally my Q:

Do you agree with that looking ahead this will be a major source of stock returns ( vs multiple expansion and dividends)?

Is there a filter to ID companies with the highest buybacks( similar to historical data on dividends)?

Thanks.
Read Answer Asked by Donald on July 14, 2022
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