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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: Our allocation to cash at present represents $750,000 and is unlikely to change in the near- to mid-term.
Can you provide direction on placements/investments for this position? Though we understand the inflation piece, optimally we are seeking high(er) returns, with minimal (or no) exposure to market risk (capital preservation). Also are there any instruments paying out distributions in dividends versus interest income. Any advice around the specific (and general) placement of these monies appreciated.
Read Answer Asked by Elyse on March 10, 2023
Q: Good morning, comments please on the deal between the government of Panama and First Quantum. I expected the share prices of FM and FNV to have a decent pop when the standoff was resolved but that didn't happen. Is the deal not as favourable as was expected? Will this deal affect the future royalty stream for FNV (did FNV have to provide any concession to assist in getting the agreement)?
Read Answer Asked by Robert on March 10, 2023
Q: I have a follow up question on my earlier question about UTWO. You said in your answer that it is providing a current yield of 4.9%, but when I call up a quote it says the yield is 3.94%. Is this because the quote is showing the 12-month yield rather than the current yield?
Read Answer Asked by Ken on March 10, 2023
Q: Just wanted to know the prospects of LIT for the next few years. It has not been performing very well. A recent article in Globe & Mail suggest that Lithium prices may not improve till 2025. The supply of lithium carbonate is projected to double over the next three years and demand of EVs is just steady. What are your thoughts?
Read Answer Asked by ZIM on March 10, 2023
Q: TBIL is an ETF offering 3 month US T-Bills and provides a reasonable return of 4.53%. Is there an ETF that offers 2 year T-Bills? I think it might offer a higher return.
Read Answer Asked by Ken on March 10, 2023
Q: I am curious if you are aware of any large cap investment (> $7B) that is -68% in 2 years and -40% in one year? I don’t think this can be entirely blamed on the market. In any other business there would be a massive purge starting at the very top. What are your thoughts? Has this thing bottomed?
Read Answer Asked by Danny-boy on March 10, 2023
Q: Hi Peter & Team:

Of the above consumer stocks , could u rank them from 1-5 (least prefer to most prefer)
Secondly, are they at the attractive price to buy now? What would be a good price to get in.

Take as many credits as you see fit. Thank you
Read Answer Asked by DAVID on March 10, 2023
Q: For energy (oil/gas) exposure in Canada, what would you recommend for a couple holdings?

Thanks,
Read Answer Asked by Robert on March 10, 2023
Q: I currently hold BTE at 1% weighting and thinking to switch to ENCC and add for up to 2% weighting for yield and diversity in energy sector. In your opinion, is this the better move, or would holding both at 1% weighting be the preferred option? In an RSP seeking yield with some growth.

Thanks
Read Answer Asked by Tony on March 10, 2023
Q: Hi Team,
So...first the crypto banks start to fall. Now SVB bank looks to be collapsing, I have heard due to the impact of rapidly increased interest rates. What happened here? Should we be worried about a domino effect here similar to 2008? (hope not!) I typically thought high rates are "good" for banks...to the point where the economy starts to come to a standstill that is. Thanks for the insight.

shane.
Read Answer Asked by Shane on March 10, 2023
Q: I hold some cash at present, and would like to take advantage of the dividend tax credit to reduce tax on dividend income. Can you suggest 5 or 6 ETF's that hold mostly Canadian stocks, and that have a distribution of over 7.5% consisting primarily of eligible dividends, and based on their holdings, you would consider to have a safe distribution going forward? Thank you.
Read Answer Asked by Will on March 10, 2023
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