Investment Q&A

Q: Thoughts on the quarter please?

Q: Comments and thoughts on the quarter? Thanks

Q: Do these two companies have similar growth projections over the next 5-10 years? Do you have a strong conviction of one over the other?
Thanks

Q: Hi,

When I read this article in this morning's Globe and Mail, I thought of an excellent question by Dale on August 6th and your equally excellent answer. In some ways I was surprised by your answer. You chose "momentum" as the single most important factor in investing and pointed out to difficulties in defining "quality". (I thought you would choose Value and management as the most important factors!!)

With this in mind, and reviewing today's article in the Globe, would you say VMO.TO or XAW.TO, VXC.TO are good choices for a 10% position to cover this "momentum" factor? Or any other ETF that you feel is superior to these? Not sure if these are covered in ETF Mutual fund newsletter. I have to look the past articles up.

Here is the link to that article.
https://www.theglobeandmail.com/investing/investment-ideas/number-cruncher/article-nine-global-equity-etfs-to-augment-your-portfolio-and-reduce-home/
Thanks in advance.

Q: please provide your opinion on these two etf's
both etf's are near all time highs, is it to late to invest here?
i am retired and seeking income ...growth is also appreciated
etf choice will enter unregistered accounts
i currently do not have any tech stocks and very little usa exposure
thank you in advance

Q: The american dollar continues to weaken where do you think it goes compared to the Canadian dollar.

Q: Hi team, could I get your assessment of WPM in comparison to FNV? And what it your assessment of WPMs' quarterly results?

Thanks for the great insights!

Q: Could I please have your comments on EMA’s results please. Free cash flow took a dive. Anything to be overly concerned about? Thanks.

Q: Please provide several small gold miners that could be classified as "contrarian plays" that have the greatest up side potential on the premise that the price of gold rises to $2500-2800 in the next several years. Thanks!

Q: SPB vs PKI. Several months back in the Q&As you were more positive on PKI than SPB. Is that still true or would you prefere ATD.B over both. I hold SPB and thinking about adding/switching SPB for PKI. How would you rank?

Q: Hi folks, can please get update on your thoughts on Neptune Wellness....into cannabis but also couple of Covid 19 products. Just posted Q2/20 results which showed good growth in revenue & gross profit QoQ, but loss of $11M. Would U rate the stock a buy,hold,sell...or avoid. Thanks as always, jb

Q: Hello,

What are your thoughts on Cicso's results and would you recommend purchasing this stock?

Thanks!

Q: What are you current top picks for growth oriented names in the US?
Are there disadvantages of holding US securities in TFSA?

Many thanks!

Q: Hi team

a great pick by 5i research, thumbs up

I wonder if some of the shares are owned by the Quebec Pension board
and the CPP

It would help to see if they actually let the public knows how many shares ; especially recently added

Thanks

It would greatly increase the long term outlook for GSY if the above can be confirmed

Michael

Q: Hi Team,

Can you comment on the recent quarter out of GOOS?

Thanks!

Q: Good morning. Have similar small positions in both Apple and Veev. I like a concentrated portfolio. Should I condense to one and if so, which one? Or just leave well enough alone. Also own Kinaxis and XBC in my TFSA. Dividend stocks are in my self-directed account. I'm a 75 year old senior woman who loves managing my own portfolio, with your wonderful recommendations of course. Thanks. Lorraine

Q: Could you provide some analysis on Trimble? They have beat Q2 earning and revenue estimates and their weekly charts just broke up 3 years consolidation recently. Is this a good entry point for long hold?

Thanks,
Adam

Q: Scared of high valuation of Tech and Gold stocks I am thinking of switching some to Industrial and Consumer Discretionary ,which stocks you ADVICE OR Your opinion.

Q: I have about a 12% equity position in ZQQ. This etf has more than doubled since acquired in mid 2016 as part of portfolio realignment suggested by 5iResearch (Thanks 5i!!). With respect to sector allocation I have been assigning this etf as all technology. However, BMO breaks it down at about 50% tech with other sectors accounting for the other 50%. I understand that a great many stocks and etfs are spread over more than one sector or one geographic area. Please advise if I should continue to consider this as all tech sector for the purpose of sector allocation. Appreciate your help with this.

Cyril

Q: ROOKFIELD, News, Aug. 13, 2020 (GLOBE NEWSWIRE) -- Brookfield Renewable Partners L.P. (TSX: BEP.UN; NYSE: BEP) (“Brookfield Renewable”) today announced that its subsidiary Brookfield Renewable Partners ULC (“Finco”) has exercised its right to redeem its CDN$400,000,000, 4.79%, Series 8 Notes, due February 7, 2022. The redemption will occur on September 14, 2020.
Question: Above is excerpt from company announcement. Is this mean that the company will issue new shares? if yes, do you know how much would be the conversion price?

thanks
Albert