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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: The above companies are all down considerably in the last few months. Do you see any of them continuing on a downward trend such that it is best to sell now, and take the loss, and invest in something more stable? Or do you foresee any of these companies rebounding from their lows such that they are currently great buy low candidates? If so which one(s)?
Read Answer Asked by David on February 22, 2022
Q: Hello,

What are your thoughts on the Canso Corporate Value Fund - Series F as a fixed income option?

Thank you,

Glen
Read Answer Asked by glen on February 22, 2022
Q: I am considering increasing my investments in pipelines. I am looking at Enbridge but I have noticed over the last 3 weeks a number of analysts on BNN when questioned about Enbridge have indicated that although there is nothing wrong with Enbridge they consider that there at better opportunities in the sector - they seem to talking about Pembina & TC Energy. I would be interested to hear your thoughts. I know that your recent review of Enbridge was B+
Read Answer Asked by Ronald on February 22, 2022
Q: Given the current debate between the merits of commodity and tech stocks, just for fun, who do you think wins the following hypothetical stock picking contest? Total return.

"Chip" has picked CSU, KXS, DSG, OTEX, LSPD, TIXT, TOI, NVEI, CTS and TCS. "Rocky" has picked TECK.B, LUN, AEM, CMMC, NTR, CNQ, ARX, TOU, WCP, TVE.

I would like to know your opinion for 1 year from now and for 2 years from now. Who wins and would it be a close or a wide margin?
Read Answer Asked by Dan on February 22, 2022
Q: Like many people. I'm currently down quite a bit on a lot of growth stocks even though I bought them well below their all-time highs. For example, I'm down 50% on PYPL, 45% on Roku, 35% on Shop.

I have decades before retirement (and I do have a pretty balanced portfolio) so I'm not worried about my investments over the long-term, but it still hurts to see quite a bit of my positions so deep in the red.

I know it's impossible to predict (and it's always possible that some of these growth stocks will never recover), but in your experience how long do you think we could reasonably expect it to take before some of these growth stocks recover?

For example do you think it's reasonable for us to expect it to take 3 years, 5 years, 10 years for the above mentioned stocks (like PYPL, ROKU, SHOP) to recover?
Read Answer Asked by Patrick on February 22, 2022
Q: Gold seems to be perking up, though perhaps just temporarily due to the current politcal and economic uncertainties. What are your thoughts on the sector? How would you rate FNV and BTO? Are there other companies in the sector you would prefer? Thanks.
Read Answer Asked by Michael on February 22, 2022
Q: What is your view on VICI properties? It has a nice yield and I understand that their contracts are mostly indexed to inflation. Also, casinos and gaming is starting to pick up with the economy reopening. Are theere risks I'm not seeing? Thoughts on this for a new buy to generate some income in a US portfolio?
Read Answer Asked by Gerry on February 22, 2022
Q: Hi team,
Given the tensions around Russia and Ukraine and the increased likelihood that we may see a war in Ukraine, what sectors do you think would be less likely to see a negative impact from this conflict? Are there sectors that may benefit if we do see war in Ukraine?

Appreciate your insight on this.
Paula
Read Answer Asked by Paula on February 22, 2022
Q: This stock has had a 20% waterfall decline in the past few months. The extent of the decline on this stock in this sector has surprised me.

Another close $3 lower could technically take it $12 lower to the next support level.

What is your take and what do you suggest on this one? Step aside and wait?


Sheldon
Read Answer Asked by Sheldon on February 22, 2022
Q: Hi Team;
I know that you often say “no one rings a bell at the bottom” but I do seem to recall some time ago you suggested a number of indicators one could watch for? One of them might have had to do with intra-day reversals, and maybe another was volume related?
Thanks,
Read Answer Asked by Stephen R. on February 22, 2022
Q: I have very little exposure to staples and industrials in my portfolio, which is mainly composed of ETFs. What do you think of these companies, which are all rated outperform by RBC? Is KPT a good proxy for staples? If not, what would you suggest? Please rate the other three in the industrials category in order of preference. Thank you.
Read Answer Asked by Paul W on February 22, 2022
Q: Hi,
In recent weeks so many blue chip/ growth companies stock has fallen any where from 5% to 40%. That includes PYPL, SQ, BABA SHOP etc. These are growth names and were trading at high multiple. But there are some stocks but are not trading at that high multiple, consistently paying dividend like DHR, AMT, APD are also down. I understand it because its market. My question is how much ( say 20% or 30% price drop from its high) drop is considered a good value and a time to deploy fresh capital for a small investor. I keep my US$ portfolio of 10 to 12 stocks.
I will appreciate your views.
Thanks
Piyush
Read Answer Asked by Piyush on February 22, 2022
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