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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 the time since the sharp decline in markets in March I would sometimes notice when I just happened to be looking at a particular stock or ETF chart that for a select few they rebounded almost immediately (in days, or more often a few weeks). It was almost as people suddenly realized “hey, wait a minute, there was no reason for that to have sold off”. Unfortunately, in typical fashion, I didn’t note them anywhere. If we were to have another major negative market move (for any of the reasons floating around), are there any companies or ETF’s that come to mind to watch for that might repeat that pattern?

Thank you,
Read Answer Asked by Stephen R. on October 07, 2020
Q: Hi,

Please rank these REITs for relative distribution safety and eventual share price recovery.

Is there one in particular that you'd get rid of?

Thanks,

Gord
Read Answer Asked by Gordon on October 07, 2020
Q: Could you explain just what the difference is between BEPC and BEP.UN? I understands that one is a trust and the other isn't, and I understand the tax advantages of BEPC in an unregistered account. But aren't they essentially the same company? And if so how is it it BEPC can be up over 7% this week while BEP.UN is up less than 1%? I would expect this to even out, but even on the month BEPC is up much more than BEP.UN. How is that possible if they're the same company?
Read Answer Asked by John on October 07, 2020
Q: Hi,
This is just a comment on another question - it may be of interest to note JKS has a short float of more than 20%, which may lead to short covering as price rises. suspect it is getting a boost from the overall renewables theme, but short covering might be exaggerating things? Always enjoy perusing the Q&A section - thanks for all the insight!
Dawn
Read Answer Asked by Dawn on October 07, 2020
Q: Hello Peter,
In addition to my core portfolio built around the 5i Balanced, I have a margin borrowed portfolio that started with the idea of swing trades but has become the size of the core one as I stayed with the momentum. It is built on 3 pillars. Tech growth – (ZM, CRWD, VEEV, AVLR, LSPD, PHO, XLNX, ROKU), precious metals – (AEM, FNV, PAAS, MMX, WDO, KRR) and yield stocks -(ABBV, CU, CPX, ENB, PPL, FSZ) that help pay the interest. Two others not classified are DXCM and Visa. None of these started out as a long term holding for more than a year, but am willing to hold on in the current low interest environment. In fact, am willing to borrow more if opportunity shows up. Have my eye on NVDA, ADBE and TTD.
In case of heightened volatility which of the 3 pillars would you focus on holding and any suggestions on which ones would you exit sequentially?
Look forward to your suggestions. Thank you for your advice in advance.
Regards.
Rajiv
Read Answer Asked by Rajiv on October 07, 2020
Q: My question relates to the question asked by Donald today (Oct 6). regarding the risk/reward factors between LSPD, REAL and WELL.
5i answered
Risk (least first): REAL, LSPD, WELL
Potential (most first): WELL, LSPD, REAL
I would like some clarity if possible on the degree of such comparisons. Is it possible to state in some meaningful way the degree of risk/potential difference between the companies? For instance from REAL to WELL is there a little difference, significant difference or huge difference? Perhaps a scale from 1 to 10 would work.
Thank you so much for your thoughts and guidance.
Brian

Read Answer Asked by Brian on October 07, 2020
Q: While Canadian dividend stocks are my preference due to their favourable tax treatment, etc. some emerging market exposure can't be all bad, especially if you can get a reliable dividend. Is BBVA an example of a suitable emerging market dividend payer to your mind? Thanks.
Read Answer Asked by David on October 07, 2020
Q: 7:18 AM 10/7/2020
I am having a lot of difficulty trying to calculate or find Compound Annual Growth Rates [CAGR] of share prices without [and with] dividends reinvested. Do you know opf a reliable source?
Sources tend to differ a lot perhaps because of not properly accounting for share price stock splits.
I would appreciate it if you could give me CAGRs without and with dividends reinvested for
CNR, CP, TIH, RBA, TRI, BAM.A, RY, CSU.
Thank you......... Paul K.
Read Answer Asked by Paul on October 07, 2020
Q: Hi crew, would you please be able to provide your expertise/direction regarding gold drill result analysis, particularly in Newfoundland? I see NFG hit almost 93 grams per tonne and then 41 grams per tonne. Their stock has been doing very well. However, Sokoman's Moosehead site hit 33 grams per tonne and 124 grams per tonne yet no big news. If you know of a website that helps us amateurs learn as well, it would be most appreciated.

Lastly, what are your general thoughts on Newfoundland as being the next big gold rush?

Thank you,
Kevin
Read Answer Asked by Kevin on October 07, 2020
Q: Hello Folks:
What is your opinion of these companies:
Caterpillar, cummins, cosco, walmart
I currently own caterpillar, cummins and cosco. Cummins and cosco have turned out very well. while caterpillar has struggled. Do you think industrials have much upside?
I am interested in what consumer staple businesses or others you may recommend such as cosco, walmart, touche card etc. to see us through these strange times.
Thank you very much
brian
Read Answer Asked by Brian on October 07, 2020
Q: I am looking at tax loss selling of these 4 companies. Down significantly on all 4. Is there any I should retain that may have hope of recovery.
Read Answer Asked by brian on October 07, 2020
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