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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 folks, comments on Q results for Aphria...looks like actual profit of +.02 per share, and a beat on Revenue. Starting to see the many failures in Pot Sector, but Aphria has $500M cash, and appears to be 1 of the few leaders in Pot land. Raymond James called a bottom in Pot sector in Q1/20, stabalization in Q2 & 3 with bankruptcies/mergers/buyouts etc...and the few remaining companies start to thrive in Q4/20. Do you agree with their thesis...and do you think Aphria will be one of the survivors?? Thanks as always & stay safe, jb Piedmont QC
Read Answer Asked by John on April 15, 2020
Q: I have CGL.C in my non rrsp account and do have a capital gain so I am thinking of selling this as I do have some capital loss that I can use it to offset the gain. I know you also mentioned that PHYS also has lower fees than CGL.C so would this be a good switch?
Thanks
Read Answer Asked on April 15, 2020
Q: Good morning,

I have some cash to add to 3 new US technology positions. I am looking for growth, and I am comfortable with volatility. Looking out 5 years what would be your favourites from the list above at current valuations. Any concerns with the list above? I already own MSFT, SQ, RPD, DOCU, AYX. If you have other suggestions please do share. Thanks in advance.
Read Answer Asked by Brian on April 15, 2020
Q: I talked to a RBC adviser and he told me that I can exchange new BIPC shares into BIP.UN but don't have any information on exchanging of BIP.UN units into BIPC shares. Do you have any information whether BIP.UN units can be exchanged into BIPC shares?
Read Answer Asked by Dev on April 15, 2020
Q: After the big downturn, what is your opinion of CRT, based on an April 1 TDwaterhouse REITs report the CRT metrics are not bad. With 77% concentration of Canadian Tire, would you expect Canadian Tire to do really bad ?, and even if CT is somehow down in sales, it still have to pay the rent to CRT, would you buy CRT now , a 40% posicion ?
Read Answer Asked by Alejandro (Alex) on April 14, 2020
Q: Dear 5i,

In your latest flash report April 13, 2020 you suggested that due to covid-19 there will likely be reduced EPS growth. You also mentioned there might be a dividend cut for conservatism. In your opinion is the dividend covered with reduced earnings expectations due to covid-19 challenges? If so, what percentage of earnings would be used to pay the current dividend if it not cut? If the dividend is cut, what do you think is reasonable?

thanks

Ian
Read Answer Asked by Ian on April 14, 2020
Q: I wish to buy a defensive utility in a non-reg acct that will qualify for DTC (not sure if ETFs above qualify for DTC). I am aware of different div yields. Is there any significant difference in risks that stand out to you? Plse rank in your order of pref for purchase (already own EMA but would purchase more).
Read Answer Asked by Bob on April 14, 2020
Q: Could you give me your top 3 REIT choices here and the u.s. going forwards and why.

Thanks for all your support.
Read Answer Asked by Mark on April 14, 2020
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