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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: When it comes to small caps I have never been a believer in " The market has priced in " or " The market looks ahead " .... I am a firm believer in ..... " The market is herded by the loudest barking dog " .... For example REAL makes money , has money in the bank, missed earnings by a penny and got crushed .... The " dog " got very loud.....This brings me to AND who in two years with a 14% annual growth rate is getting close to tripling in price .....It's a bricks and mortar type of company which appeals to me .....But AND is a small cap that has had a run ..... Please give me your opinion of a current valuation for the stock ? { stock price and a good entry point } And more importantly a speculation on what that damn "dog " might do should they miss earnings estimates by 4%-10% ? { stock price } .... Which with the world's current supply chain issues is certainly possible .... For example new truck drivers are in short supply these days ..... I realize I am asking you to make an educated guess but I trust your guessing a lot more than mine ......I am having a tough time assessing this particular small cap's volatility potential which is how I assess the position size I take .....Also please provide the next earnings report day ? ..... Thanks for your great service .....
Read Answer Asked by Garth on November 09, 2021
Q: I was looking into crypto and was considering 65% ETHX.B and 35% BTCQ over buying ETC which is 70/30 Bitcoin/ Eth.
Wondering your thoughts as this would be a five year hold and a 5% position. I would also look at an Alt Coin ETF are you aware of any in Canada or USA?
Read Answer Asked by Terry on November 09, 2021
Q: Annually I review my portfolio following a great book I read years ago, called "Master Your Retirement" by Douglas V. Nelson. One calculation I perform is to calculate the average beta for my entire portfolio.

I hold these two legacy funds. I haven't been able to find their beta for a number of years. The last data I had was 1.00 for RBF1018 and 0.40 for CIG50217. Can you check your search engines for anything more recent...thanks.

I also hold Eric's Nine Point Energy ETF (NNRG). I can't find a beta for it either. As a proxy I used the beta for XEG (2.33). Do you have anything better...thanks.

Thanks for your help...Steve

Read Answer Asked by Stephen on November 09, 2021
Q: How would you rate the following Canadian
banks for investing new money at the moment?

TD, BNS, RY, BMO, NA

Thank you so much,
Rita
Read Answer Asked by Rita on November 09, 2021
Q: Do you think REITS, with their combination of high debt and yield are particularly vulnerable in a rising rate environment? Or does the underlying economic improvement that leads to rising rates counteract this? Also which sectoral REITS would you prefer in a rising rate environment if any, and finally if you have any other thoughts on this, please share them. Thanks.
Read Answer Asked by Alex on November 09, 2021
Q: Vermillion has been quite a bit higher in the past years. Now with oil around $80, although the stock is up it is not getting back to where it was a few years ago. Is it company specific issues like maybe debt or does the market not trust oil staying at $80? Any thoughts on this would be appreciated. Thank you.

Mike
Read Answer Asked by Mike on November 09, 2021
Q: Hi Peter and team:
This is both a macro and micro question. Energy sector is hot and when I see you are tweeting a response to Eric Nuttal's exuberance, then I know I have to take notice!

When you gaze into your crystal ball, :) how much more upside do you see in the energy sector? Assuming energy has a ways to go yet, do you think it is going to be propelled by large caps or mid/small caps? Is it easy to play this rally via XEG or ZJO?
Or read your Q&A and buy an assortment of large and mid/small caps? I know you have consistently favored U/ENB for example.
Many thanks.
Read Answer Asked by Savalai on November 09, 2021
Q: They've had a great run, I've owned it for probably 10 years, and every time I think the story has stalled out, they seem to do another consequential acquisition. Blow-out numbers, particularly on the organic side, and raised dividend significantly. Do you see any issues with this one, or steady as it goes?
Thank you as always...
Read Answer Asked by Warren on November 09, 2021
Q: My Real Estate holdings, aside from a paid off home, are DIR.UN (39% of real estate holdings; up 46%), GRT.UN (13%; 11.7%), SMU.UN (16.5%; 9.5%) and TCN (31.5%; 28%).

My longer term holdings have been DIR and TCN. Following 5i's emphasis upon Industrials as a current favourable sector and comments that Industrial REITs are fewer in number (eg WPT's recent buy out by Blackstone) and therefore more valuable, plus a TD analyst comments on the possibility of an SMU buy out, I bought GRT and SMU.

However, in a general intent to streamline my overall portfolio to fewer and 'best quality' holdings, how would you suggest I amalgamate these holdings to maintain subsector and geographic coverage with projected best return? Which is the least desirable holding(s) that I might sell?
Read Answer Asked by David C. on November 09, 2021
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