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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: Looking through your responses on this company I do not see any reference to what appears to be POETs claim to fame - that is offers a unique integration of optical technology and existing chip production, nor any reference to a fairly long established participation, I assume in this technology. I like belt and braces; if the technology is valid and timely, which I assume it is given the focus of robotics today, and they have a moat by way of patents or other mechanisms, their prospects should be excellent, albeit absent revenues in the short term. Can you clarify these issues for me please.
Read Answer Asked by Mike on January 27, 2021
Q: Other than Horizon's BetaPro ETFs, are there any other leveraged ETFs that trade on Canadian markets? I am looking for something similar to TNA / TZA, but trading in Canadian dollars.
Read Answer Asked by Edward on January 27, 2021
Q: DXD has been TELO.V for a while now. Up over 200% in the last few weeks. I think they are awaiting results from Mayo clinic which might explain the move. Also I suspect someone or newsletter might be recommending it. I search the web but see no news. Is there a better way to track newsletters recommandations ?
And would you have an opinion on Telo .
Thanks


Read Answer Asked by Luc on January 27, 2021
Q: Good morning
On a recent post, you commented "Shareholders are still a little shocked that it even decided to go after a low margin grocery chain, so may just be a little more wary." Balancing that, you also noted the partnership with Carrefour could help Couche-Tard 'get closer' and position them to acquire the parts of Carrefour they really want. Against that backdrop, my question is,
Does 5i feel that ATD is working to strategically reposition itself given the momentum building with electric vehicles? Do you feel ATD will be able to adjust strategically to make its network of stores still attractive in future with many more electric cars on the road? Thank you.
Read Answer Asked by Edward on January 27, 2021
Q: This one is for Peter, since I understand hedge funds were once your bailiwick?

I know little-to-nothing about hedge funds and how they operate, so watching these huge swings happening on the markets lately and people covering shorts (whatever that means) ... I'm very curiously concerned about the overall impact this will have on the markets? Does the common sense investor bail out of Nasdaq stocks, for instance, for the moment, until everything settles down? There is no rhyme or reason to what is happening with many stocks and it would be horrible to be caught in the crossfire just for being at the wrong place at the wrong time.

I would appreciate Peter's perspective re: how to handle the US part of the portfolio at the moment.

Thanks, as always, for your great advice!

Read Answer Asked by Sylvia on January 27, 2021
Q: The discount to the deal price is now in excess of 5%. Is it possible Apollo could be caught up in the short squeeze and not be able to close the deal? Do you think Baker may be selling shares in panic mode? Could the regulators quash the deal OR is this just some investors deciding to take some money off the table due to the stench created by Baker and Epstein crony Leon Black?
Read Answer Asked by Robert on January 27, 2021
Q:

Peter,

My questions revolves around the sites Morningstar and TMX money. I look at these types of sites who provide loads of data and am wondering about the MO. Are these types of sites set up to give you "teaser" information and then get you to subscribe or do they collect their revenue from advertisers ?

Thank you

Paul
Read Answer Asked by paul on January 27, 2021
Q: It would seem that some stocks such as Blackberry,Gamestock etc are driven by Social Media hype for the short sellers ,what is best way to protect from phoney quick swings .Could you comment.?
Read Answer Asked by terrance on January 27, 2021
Q: Hi,

I'm looking for an ETF that holds a small number of high quality Canadian stocks - say about 25 holdings. A yield similar to XIC or XIU would be nice but not critical.

HBF and DXG are a couple of ETF examples that I use for US and international companies. So something similar to these but holding Canadian companies. I don't mind paying a slightly higher MER for a somewhat more active portfolio management style.

Thanks,

Gord
Read Answer Asked by Gordon on January 27, 2021
Q: Would you please advise the approximate amount of excess capital (or equivalent) each of these five Banks are holding based on their year end results.

Thanks
Read Answer Asked by Robert on January 27, 2021
Q: I have too much exposure to the CAD market and too less internationally.

Could you provide me with 2 etfs that have caught your attention the past 12-24 months. One which is A growth oriented etf with more risk as well as another which is a slow boring low MER etf with a 2-3% yield which less risk.

Thanks for the recommendations in advance.
Read Answer Asked by Patrick on January 27, 2021
Q: I would very much appreciate explaining the difference between ARK and Evolve Etf's. Are ARKs actively managed while Evolves are passively managed? Would you please choose two or three of each that have a balance between better growth and lower risk and provide good diversification.
Thanks.
.
Read Answer Asked by Saad on January 27, 2021
Q: Can you please explain this notice, the dates are confusing:
Annual Redemption Valuation Date: June 15, 2021

Annual Redemption Payment Date: On or before the 15th business day following the Annual Redemption Date.
BMO InvestorLine has been advised of an Annual Redemption Privilege for THE BITCOIN FUND CLASS A UNITS.
Terms:
Option 1: Cash - (USD) Annual Redemption Privilege
To receive a redemption price per Unit equal to 100% of the Net Asset Value per Unit determined on the Annual Redemption Date, less any costs and expenses associated with the redemption, including commissions incurred by the Fund to fund such redemptions.
Important Notes:
As per the Prospectus dated March 31, 2020:
Units may be redeemed at the option of Unitholders on the first business day following the 15th day of June in each year commencing on June 16, 2021, subject to the Fund's right to suspend redemptions in certain circumstances. Units so redeemed will be redeemed at a redemption price equal to the Net Asset Value per Unit on the Annual Redemption Date, less any costs and expenses associated with the redemption, including commissions incurred by the Fund to fund such redemptions. Units must be surrendered for redemption on or before the last business day of the month of May preceding the applicable Annual Redemption Date. Payment of the proceeds of redemption will be made in U.S. dollars on or before the 15th business day following the Annual Redemption Date
Read Answer Asked by Cheryl on January 27, 2021
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