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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: Last week Morningstar ran a video highlighting Consumer Defensive stock TAP essentially stating that despite legacy beverage labels being in stress/decline, its link to wide-moat KO, and TAP's hard seltzer line combined for a five star undervalue rating. I note the stock has had a recent price target upgrade from Guggenheim. If so undervalued, would this be a reasonable Buy at current levels from both COVID second/third surge perspective and a post-COVID perspective? Your thoughts please.

Thank you for your valuable work.
Read Answer Asked by David C. on October 14, 2020
Q: Curious about your choice of companies with strong environmental platforms (not energy companies), with good ROEs. Looking for companies that have positive effects on climate change. Thank-you!
Ellen
Read Answer Asked by Ellen on October 14, 2020
Q: I have US$ in my TFSA account, I would like to invest in some US technology stocks, say 3 stocks. I can take high risks in this account.
Read Answer Asked by Joanne on October 14, 2020
Q: I have a travel credit with Air Transat. Do you think Air Canada would honour Transat credits if it takes it over?
Quite a drop in price from $18 to $5, makes one think Transat may not make it through this pandemic if the take over doesn't happen.

thanks,

Paul
Read Answer Asked by Paul on October 14, 2020
Q: Hi,
This is a follow up question to your response to Bob's question on NVDA, AMD. Having only recently purchased AMD, I am somewhat concerned about a lengthy wait for AMD's price to resume an uptrend with the burden of XLNX. At the moment I am down 1/2% and wondering if it is prudent to exit and put the money to work in another growth opportunity? I currently own NVDA and could simply add to it. Other options might be TSM, MPWR, or IPHI. I would welcome your thoughts and any suggestions you may have. Thanks for keeping us informed!
Dawn

Read Answer Asked by Dawn on October 14, 2020
Q: When we are facing the specter of the federal government spending without regard to the future and the Governor of the Bank of Canada saying negative interest rates are back on the table, how could investors reposition their portfolios to mitigate the negative aspects of these events? Can you provide a few examples across the various sectors where one could start to reposition a portfolio?
Thank you...
Read Answer Asked by Ronald on October 14, 2020
Q: What SaaS companies would you recommend in North America for new money they are priced relatively attractively.
Read Answer Asked by Aleem on October 14, 2020
Q: Hello Peter,
Do you have a clear favorite between WM and WDO? If Gold rises over the next few months, which of WM or WDO stock would be better correlated and would you expect silver to lag or outperform? And do you have a favorite between FR and MAG? The time frame would be the next 6 months before I review my positions.
Thank you as always for your astute insight.
Regards
Rajiv
Read Answer Asked by Rajiv on October 14, 2020
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