Investment Q&A

• BCE Inc. (BCE)
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• Cogeco Communications Inc. Subordinate Voting Shares (CCA)
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• Cogeco Inc. Subordinate Voting Shares (CGO)
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Q: I currently hold BCE, and I was wondering if it might be worthwhile to sell BCE to purchase Cogeco, as there was previously an offering by Rogers and Altice to buy the remaining shares at what sounded like roughly a 60% premium to current prices. I know the offer was explicitly rejected, but could this mean that either another offer is on its way, or perhaps that there is significant untapped potential in Cogeco? If this is a worthwhile trade, shares of CCA do more volume than CGO - would that be the more prudent purchase? As always, I appreciate your insight, and look forward to reading your comments. Thanks again!

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Read Answer Asked by Domenic on November 12, 2020

• American Tower Corporation (REIT) (AMT)
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• Americold Realty Trust Inc. (COLD)
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Q: I’m looking for a steady company with dividends to barbell more growthy names. What are your thoughts on these 2 companies that have corrected or would you recommend others in Canada or the US? Thanks

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Read Answer Asked by Michael on November 12, 2020

• NFI Group Inc. (NFI)
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Q: My wife and myself hold 365 shares in NFI in our TFSA and are down 69%. Yestereday, NFI re-affirmed 2020 guidance, but was less confident about 2021. Even though held in NFI, should we continue to sell all or some of the NFI shares or just ride it out with a dividend yield of 5%?.........Tom

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Read Answer Asked by Tom on November 12, 2020

• Teranga Gold Corporation (TGZ)
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Q: Hi.
Further to my question on Teranga Gold yesterday, if I own the stock, would you consider it a buy, hold or sell based on the earnings only ?

I think a company like TGZ wouldn’t agree to a merger if EDV is trying to “low ball” it .

Thanks,

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Read Answer Asked by ilie on November 12, 2020

• Miscellaneous (MISC)
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Q: Hello,

As it pertains to trading in a TFSA account, I recall an answer to a question where you felt that 4 to 6 trades a month may pass muster with Rev Can.

Is there a way of seeking clarification from the Rev Can so that one is apprised, or does that just draw attention to oneself?

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Read Answer Asked by Kelly on November 12, 2020

• Savaria Corporation (SIS)
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Q: Please comment on latest Q results & going forward.Txs for u usual great services & views

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Read Answer Asked by Peter on November 12, 2020

• CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B)
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Q: Can you comment on the latest acquisition by CCL ?

Thanks

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Read Answer Asked on November 12, 2020

• Chartwell Retirement Residences (CSH.UN)
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Q: Hi

Have owned this for a few years and am almost at break even. i see in one of your responses that there are better companies to own. i was thinking of switching to cca. What do you think about this and do you have any other suggestions.

Thanks
Mike

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Read Answer Asked by Michael on November 12, 2020

• NVIDIA Corporation (NVDA)
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• QUALCOMM Incorporated (QCOM)
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• Atlassian Corporation (TEAM)
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• The Trade Desk Inc. (TTD)
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Q: I have to add US tech exposure (missed the boat) and only 4 percent which translates to $350,000. I already have 60 holding (total portfolio) which is already high but I’m ok with it given the size of my portfolio. Which would you pick? Should I just buy all 4 at 1 percent holding increasing to 64 holdings or pick just 1 or 2?

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Read Answer Asked by Chris on November 12, 2020

• Gamehost Inc. (GH)
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Q: What are your thoughts on Gamehost on a going foward basis after Apollo Global Management's recent acquisition of GC?

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Read Answer Asked by Craig on November 12, 2020

• Miscellaneous (MISC)
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Q: Investing can be such a joy at times (sarcastic). I set a target price to sell GC knowing it had debt/investigation/no dividend, and covid numbers rising. That target price hit on Tuesday and I sold. What a pleasure to wake up Wednesday to see a big jump from a takeover bid. Man did I ever time that perfectly!
Paul...grrrrrrrr :)

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Read Answer Asked by Paul on November 12, 2020

• Canadian National Railway Company (CNR)
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Q: I bought CN rail shares at ~$115 so I’m happy but it seems like CP may have been a better choice. Which is your preference going forward please?

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Read Answer Asked by Steven on November 12, 2020

• Cargojet Inc. Common and Variable Voting Shares (CJT)
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Q: I bought some Cargojet shares on the recent pullback. Do you think it’s safe(ish) to park money here?

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Read Answer Asked by Steven on November 12, 2020

• iShares S&P/TSX Canadian Preferred Share Index ETF (CPD)
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Q: I am always looking for the contrarian angle
Preferred shares are being talked about.
Can I purchase an etf? Or do I need to purchase individual shares?
A couple choices would be appreciated.

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Read Answer Asked by Chip on November 12, 2020

• Fiera Capital Corporation Class A Subordinate Voting Shares (FSZ)
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Q: HI there 5 i team:
I have been holding FSZ for a while and it seems that it does not react to the ups and downs of the market , for the last 5 months it seems to be forming a base around 11 cad , do you think there is a good chance it will break to the upside anytime soon ? Thanks

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Read Answer Asked by Alejandro (Alex) on November 12, 2020

• Miscellaneous (MISC)
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• BMO S&P 500 Hedged to CAD Index ETF (ZUE)
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• BMO S&P 500 Index ETF (ZSP)
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• iShares Core S&P 500 Index ETF (CAD-Hedged) (XSP)
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• iShares Core S&P/TSX Capped Composite Index ETF (XIC)
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• iShares MSCI World Index ETF (XWD)
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• iShares S&P/TSX 60 Index ETF (XIU)
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• Vanguard FTSE Canada All Cap Index ETF (VCN)
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• Vanguard S&P 500 Index ETF (VFV)
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• Vanguard Global Value Factor ETF (VVL)
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• Vanguard Balanced ETF Portfolio (VBAL)
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• iShares Core Balanced ETF Portfolio (XBAL)
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Q: I am helping my niece set up with ETF. She is holding the below funds right now. Can you please advise their fees and which ETF would you suggest replacing them with? Is there a site where you can check the mutual fund fees and performance?

PH&N LifeTime 2045 Fund
RBC Canadian Equity Fund
RBC Balanced Fund
BLK Balanced Index
Capital Global Equity
BLK US Equity Index

Thanks for your help
Hector

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Read Answer Asked by Hector on November 12, 2020

• First Solar Inc. (FSLR)
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• Enphase Energy Inc. (ENPH)
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Q: Given the probable outcome of the U.S. election and the continued push on green energy what names would you suggest that would benefit the most.

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Read Answer Asked by Gord on November 11, 2020

• Miscellaneous (MISC)
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Q: Hi, Just a general question about Market Call guests. Do they approach BNN about appearing on the show, or does BNN aproach them about coming on the air. It looks like fantastic exposure for attracting business
for the individual and their firm, thanks?

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Read Answer Asked by Pat on November 11, 2020

• Harvest Healthcare Leaders Income ETF (HHL)
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Q: May I please have your opinion of HHL (Healthcare Leaders Income). Thank you.

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Read Answer Asked by Donna on November 11, 2020

• Chartwell Retirement Residences (CSH.UN)
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Q: I have owned this stock for a few years now. Does the company have any medium term potential to recover and provide a steady reliable dividend along with some growth or will it continue to languish? In your opinion is the recent price action an opportune time to exit the position?

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Read Answer Asked by Barbara on November 11, 2020