Investment Q&A

Q: Could you please provide a few growth names on U.S. or CAN market you would buy with new money today?
Thanks

Q: Can you provide any insight or information regarding expectations for BCE Q3 results due November 5?

Q: Is it too late to play copper? If not , what low volatility larger cap company would you suggest or an ETF with a copper weighting. Thank you.

Q: With regard to this HSE deal been bought out by CVE all shareholder deal, Do you think is better to buy HSE, or CVE

Q: Any initial thoughts on the Husky acquisition by Cenovus

Q: Am looking at Illumina for a long term hold and as always value your opinion on it's future prospects. I also hold Guardant Health and GUD in health care.

John

Q: What are your thoughts on this balance fund? Do you feel the returns will be any better than a normal 60/40 balance fund.

Q: What are your thoughts on Corus Entertainment now with their year end released?

Q: Your weekly stock market update last Friday reports that S&P 500 and Tsx were both down 1.30% during the week. According to the Globe and Mail the S&P was down.30% and the Tsx fell .82%.
Can you explain the difference?

Q: With the massive disruption to the healthcare space, I'm looking for your opinion on this ETF as a way to play this disruption, and the evolution of healthcare as we know it.

Q: I am looking at buying one of these small caps for 2 to 3 year hold. Would you please compare and contrast each with earnings potential,debt,etc and rank them 1 to 4 ? Thank you.

Q: Whirlpool or Pfizer. Which do you think would be a better investment today and why? Thank you.

Q: Why did Byd drop $17.36 or 8.14% last Week?

Q: In the answer you gave a member today about SHOP, you say: "Growth is solid, for sure, and it has done most things right, but many investors will balk at paying 35X sales for a stock.” In the company profile of SHOP, we see a Price to Sales of 66.28 (as of today). Are you referring to the same ratio? If yes, which of 35 or 66 is the correct number? Thanks, Gervais

Q: Your opinion please on the take over bid for MIC. Since Brookfield owns 57%, the deal seems to me as safe as it could be. But it seems that the market expecting a sweetened offer. What do you think?

Thanks

Q: Hello. The other day, a friend of mine told me he will be retiring soon but because he doesn't have sufficient income, he is planning to refinance a $300,000 mortgage on his fully paid principal residence and invest that amount in Canadian large cap dividend stocks.

The difference between the 5 years fixed mortgage rate (1.6%) and the dividend he earns from stocks (6%) will be around 4.5%. $300,000 x 4.5%= $13,500/ annum. Given that dividend stocks such as Enbridge, TD, BCE, some REITs are quite depressed at the moment, there is also the possibility of capital gains as well.

I wonder about the risks of such an action. The 2 worst scenarios I can think are that (1) The pandemic will linger for many years and stocks will not recover for a decade or longer (esp. stocks like O&G stocks like Enbridge). It may force even the largest institutions to stop paying their dividends. (2) As a result of the financial hardship and further stock market crash, there will be capital loss at the end of the 5 years mortgage term. Besides these two scenarios, are there any risks that you can think of?

Supplementary questions:
1) Do you think the risks are higher than the reward?
2) Is the current market condition at this moment a good time to do something like this?
3) Lastly, if I were to do something like this, please suggest several price depressed large cap stocks that you think their dividends could be reasonably secured through 2021.

The answer may take you longer than necessary. Please deduct as many points as you wish. Thanks!

Q: In a TFSA, with a focus on growth and a timeline that can be 3 years or more. I am fine with high beta and the fact that these are all at, or close to, their 52-week highs.
I have enough cash for a new, full position in just two of these stocks. The only tech I own is LSPD, hence SHOP is not in my list of 5 potentials here.
Based on fundamentals (EPS, P/E, P/B, & ROE), GSY ranks 1st or 2nd on every metric. Which would you like for a second choice that compliments GSY?
Thx.

Q: Purely in terms of dividend sustainability could you please rank TD, RY, BNS, NA, CM and BMO and briefly why? Thanks.

Q: I currently hold small positions, about 1%, of each of these stocks. Are they similar enough to consider consolidating into one holding? Which one would provide the better growth opportunity going forward?

Q: hello
What is your opinion of Vox Royalty ?
What is your confidence in their database model and lower cost of acquisition then peers they claim ?
What is your view of management ?
thanks !