Investment Q&A

Q: Your answer to Paul's question on TOI on April 30 included the following: "I've attached a copy of the Bulletin from CDS which shows the cost............."
What or who is CDS?
Thanks, Tim.

Q: Hi,
I had initiated a full position in XBC and have now a 50% loss. With your rating maintained at B+, would you suggest or be comfortable with topping up to a full position at this time?
Thanks

Q: Clean energy ETFs. Of these three do you favour one over the other 2? Why? Or is there a better one?

Q: Hi Guys
Just curious why last March during the big sell off, XLB traded down so far. I would have though during times of crises, people would run into buying Govt Treasuries for Safety.
Also, at what yield would people consider buying back into XLB, i think the current yield is around 3.3 % My current Portfolio weighting is 2.06% and I'm down 11% you think its a good idea to increase my position to around 4% at this time. I'm also about 40% in GICs , which should perform inversely .
thanks

Q: Hi team,
I was wondering if you could briefly describe the business model of eglx. I realize it’s a gaming platform , but how do they make money, and what are their plans for long term growth? On a separate note I am a little confused as to why eglx is being compared to scr? From what I gather scr is pretty much solely online sports betting now , and eglx is gaming? Also, would eglx be one to buy right now? And how bullish are you on the name? Is it a potential multi bagger ? Thanks
Shane

Q: In a well diversified portfolio, thanks to Portfolio Analytics if one wanted to be overweight in one or more industries which would you pick? Which would go underweight? Long term holder but don't mind playing trends as the post pandemic era comes to fruition.

Q: I am up 72% on TFII in my TFSA account, the total value of this holding represents ~2% of my portfolio. The funds in my TFSA are targeted for growth and I have no immediate need for the cash so I can take on reasonable risk for greater reward with a longterm view. Should I sell my holding to realize the capital gain or hold? If you suggest selling what would you suggest as a replacement?

Q: I just sold a US stock that represents about 5% of my RIF and about 23% of my US holdings in the RIF. Income is obviously OK but some growth would also be welcome. Do you have any suggestions.
Thanks for the great work!
Bob

Q: What is your thoughts on this new company? Thank you very much.

Q: Which of these poses the best opportunity for a recovery in the space? Would you please rank? Thanks for all you do.

Q: Hi,

Can you suggest a few stocks which could give good returns over the next year or two.
I have majority of my portfolio in etf’s , just wanted to play with about 10% of my portfolio into something high risk/ high reward stocks.

Q: ALGN popped up after the earrings release and down the next day. What are your thought on the quarter? Would this be a good time to step into this stock?

Q: Good Q results reported yesterday a.m., prompting some 5% increase.Then today it dropped $1.39(more than yesterday gain) apparently due to downgrades by a few analysts.It looks like that they expect interest rate to climb having a negative impact on business.Please may I have u opinion. Hold ,add or sell. Txs for u usual great services & views

Q: Hudbay of late seems to be underperforming despite the increase in copper copper mountain is outperforming opposite to hudbay ? is there any particular reason would you swap hudbay in favour of copper mountain?

Q: Is there significant room for price increase at their present level? Seems to be ramping up with serious upside.

Q: Hi,

Your thoughts on BEP.UN for the long term

Your thoughts on BEP.UN VS BAM.A

Any other stocks with good upside with a 5 year horizon

Thanks

Q: Can I have your thoughts on ethereum as an investment. I've been reading about how the blockchain technology behind it has the potential to revolutionize the world with respect to finance, the exchange of goods and services and other purposes that are only now being dreamed up, much like the early days of the net. Take uber for instance, it seems that the need for a "middle man" like Uber may be a thing of the past if blockchain technology (and associated smart contracts) can connect drivers with passengers, etc. directly, facilitating both the contract and payment. I may have my lingo off here. I realize that it is a risky space. It just seems to me that ether has even more potential for useful applications than bitcoin which trades much higher. Thank you.

Jason

Q: Assuming gold is protection against inflation what publicly traded company would be your first choice

Q: I have stocks from both the income and the balanced portfolios but none from the growth. Also have 15% cash position and am thinking I should allocate a piece of the cash position to growth orientated companies. Not worrying about industry allocations, are there seven to ten stocks that you feel would be a good add at this time?

Q: Could you please comment on their results and outlook?
Would you add to existing position?

Thanks,
Milan