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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: I'm trying to get a handle on VMD's valuation; the equity has fallen sharply in the face of what appear to be outstanding results and expressions of continuing responsiveness by management with respect to their prospects. Yet the market seems to be pricing the company as a one trick (Covid 19) exploitive pony. Or perhaps not? And is the overhang from prior days and the accompanying critique still valid? Thank you for your consideration.
Read Answer Asked by Mike on August 12, 2020
Q: Hello
what is your opinion on CNC? do you think that there is room for growth US health care stocks and would you recommend any other? Also, MSFT is down today. Do you think there is more room for it to go down with the upside to value stocks or do you see this as a good time to buy?
thanks for all your help
Read Answer Asked by Mary on August 12, 2020
Q: Good Morning! I have a new great granddaughter and I am in the process of setting up an RESP for her. Obviously, a long time horizon! Could you recommend 2-3 stocks/ETFs with growth in mind?
Thanks for your help, Michael
Read Answer Asked by Michael on August 12, 2020
Q: Any comments on this company. Would you buy for long term growth?
Read Answer Asked by Rob on August 12, 2020
Q: I’ve owned Blackline for a few months, and it had done well going from high 60’s to low 90’s and then fell off a click down to low 70’s. I can’t seem to find much news. Was it earnings related, outlook change in leadership? Do you think it is a good stock to hold, correction is overdone?
Read Answer Asked by Aleem on August 12, 2020
Q: What are your overall thoughts on investing in commercial mortgage REITs for income in this market? How would a pick-up in inflation impact this sub-sector?
BXMT is closely related to BX - has advantages. Please advise on this particular REIT - BXMT - or another you prefer.
Read Answer Asked by sam on August 12, 2020
Q: if we go with a thesis of recovery from Covid19 effects and benefits to beaten-down companies that deliver an 'experience' such as airlines and restaurants, would Transat be at a good entry point?
My ideas and questions:
1. Could Transat survive on it's own without a buyout or merger?
2. I can't see the government having any appetite to nationalize airlines so they either have to bail them out or let them merge. Either way Transat should benefit as long as it stays in business!
3. how much is Transat insulated from any rise in oil/fuel prices from an economic recovery? What is their hedge strategy?
4. did Transat delay the merger, did Air Canada? or did the government?

Thanks
Read Answer Asked by Neelesh on August 12, 2020
Q: 2 questions - what's you outlook for gold / silver moving fwd after the blood bath today ? will the price recover or are we headed back down below $2000 or?- what's the general feeling amongst the gold bugs
- What is your top 3 stocks both in Canada + USA regardless of sector (I am a moderate risk investor. Deduct credits as you see fit

Thanks for your help its appreciated
Read Answer Asked by Terence on August 12, 2020
Q: Hi Team,

I've used Norbett's Gambit a couple of times to buy regular American Companies like Visa or Starbucks.

Now I'm interested in a fund with a '.u' designation. Is it better to convert to USD funds and then buy, or just buy it through Questrade in Canadian dollars?

Just for readers' information, Questrade now prefers an e-mail rather than a chat or phone call to journal the funds.

Thanks as always.

Kevin
Read Answer Asked by Kevin on August 12, 2020
Q: Hello, split shares have dropped quite a lot recently. Most are well below the $5 threshold (DF-$3.08, DGS-$3.50, FFN-$3.52), where monthly dividends ($0.07-0.08) are distributed. Most of the companies that are being held in split shares are bank stocks and other high quality Canadian stocks.

I am trying to better understand the risks of owning split shares. I estimate the only circumstances I would not collect dividends are when:
1) the prices of the equity inside the split shares never go back to the normal level, and
2) the dividend-paying equity inside the split shares cuts and suspends dividends.

What other risks can you think of? Do you think the risk outweighs the rewards?

Thanks
Read Answer Asked by Esther on August 12, 2020
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