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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: Hi, Over past 2 weeks markets have seen a rotation from Technology sector and the Stay Home stocks ( like Netflix, Shopify, Alphabet and others) into Cyclical sectors (Banks and Industrials). Airlines, Cruiselines and Gaming/Entertainment ( like WYN etc ) stocks have also shot up recently. This sector rotation seems to be based on belief that with economy reopening ( and Federal Reserve with an endless supply of money/support), recovery may be much faster and stronger.

With this noticeable shift in market positioning, we would like to participate and hope to benefit in near as well long term. We have 15% weight in Canadian Banks. But among Industrials, only companies owned by us are CNR, RPI.un and BYD. We also started a small position in AC and Boeing, on Friday, with intentions to build over time.
We are looking for companies in this sector with strong fundamentals which are trading at a discount to their historical levels, for COVID related factors and depressed market sentiment. Could you please recommend a few names in Canada and US. Thank You
Read Answer Asked by rajeev on June 09, 2020
Q: This fund is recommended by my broker for my RIF/TFSA. Would appreciate your opinion on the pros and cons of investing in this fund. it looks like that this fund provides trailer fee to the broker, would that be an incentive for his recommendation?
The fund may have performed well due to the drastic fall in interest rate. What effect of higher interest rate on the performance of this fund? Do you forecast that interest rate may go higher when the situation of the virus subsides?

Thanks
Read Answer Asked by Saad on June 09, 2020
Q: What are your thoughts on the online retail space for long term investment? Found a few ETFs: IBUY, ONLN, XBUY

Thanks
Read Answer Asked by Daryl on June 09, 2020
Q: Hey Gents,

Hope you're doing well. Just want to get your opinion on this company as a play in the mining industry? Do you think there is any value?
Read Answer Asked by Harrison on June 08, 2020
Q: Can you please give your opinion about RIW:CC, what do you think about this company?
Read Answer Asked by Nick on June 08, 2020
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