Investment Q&A

Q: Good afternoon 5iR,
I am requesting help with understanding why Manulife would trade 22,000 boe/d for 12.5% of Whitecap’s and NAL’s combined 82,000 boe/d, which amounts to 10,250 boe/d. All numbers from Whitecap’s August 31, 2020 press release. Why is a barrel of Whitecap’s oil worth over 2 barrels of NAL’s oil. Are NAL’s reserves much lower than Whitecap’s. Otherwise Manulife is to be lauded for taking the long term view for value of a growing, progressive Whitecap and Whitecap is to be congratulated for making a great deal especially with respect to deleveraging the balance sheet.
I do not own shares in WCP or MFC either directly or indirectly.
Thank you for your highly valued assistance.
Cyril

Q: How can a small investor get stock in a new IPO OR DO ONLY THE BIG BOYS GET TO PARTICIPATE.

Q: Can you comment on reasons for recent weakness. Would you hold on or take a loss ? I’m patient and willing to wait 12-18 months if you feel this is worthwhile.

Q: Hi,
How are the very large gov't deficits ($3T + US / $300B + CDA) being financed at such low interest rates. I understand the FEDs are buying a fair share but how can this be sustainable long term? How can private investors accept long term rates lower than inflation? I know this coul fill a book. Your general comments are appreciated. Thank you!

Q: Good morning team,
I'm looking to start a half-position in a financial company with the best prospects for total return over the next 10 years to augment my current holdings of TD and SLF. Given a choice between BAM and GSY (or another name if you think there is a better option), which would you select?
Thanks in advance,
Rory

Q: on Sept 1st , 2020, Donald asked if you still see CAR.UN as a premier reit. I couldn't tell from your answer if you do. Do you still see it as a premier reit?
thanks
Mary

Q: I really liked your answer about 'dead money' to Jason's question about riocan today. I'd like to get your impression of other reits: IIP.UN, BPY.UN, CAR.UN, and DIR.UN. Are they like dead money for a while? Are they good buys considering their book value per share is lower or close to their market value or do you think they can go down further? Are there any in this list that you would not recommend?
thanks!

Q: What do you think if RIGD, this is a ADR of Reliance Industries, India.
What do you think of this company with a 10 Year Horizon.

Q: I am not a active investor. I want to invest some money with a investment horizon of 10-15 years.
Can you suggest me 5 companies that should do good over the next 10-15 years

Q: Any idea why the stock popped almost 40% yesterday? Is it a Buy, Hold or Sell? Do you prefer BUS or NFI? Thanks

Q: This question is about diversification and percentage of stocks vs ETFs. In my overall portfolio (combined tfsa, rrsp, and non-registered), I have roughly 37% VFV/ZSP, and the rest fairly equally weighted across ENB, KXS, SHOP, VGH, AQN, BEP.UN/C, BIP.UN/C, BNS, CPX, GDI, NVDA, RY, TEAM, VGG, TRP, BAM.A. I'm in my mid 30s and have a long time frame, but would prefer to position for short term performance as much as possible. So, with some cash to allocate, can you please recommend a couple US and CAN stocks to add to this mix (or recommend just adding to what I hold)? Also, given your recent market update on covid vs sector performance, what would you do with the VFV/ZSP allocation? I am open to moving that allocation to stocks instead of an ETF, and am wondering if I should take that path, and how best to position there given the big tech names/top holdings in the ETFs, vs some holdings across sectors that are currently down. Thanks!

Q: hi 5i. i bought a gov of canada rr bond dec1 2026 it was worth 24000 at issue it market value now is $ 50,010 does the value drop down to 24000 on dec1 2026 thanks as always brian

Q: I have been looking at these two companies. Both have risen recently. Is this a good time to buy? Why or why not?

Thanks

Q: What do you think of the latest contract with ls harris technologies, how big is this.

Q: I am in the early stages of reviewing information to invest in DND. Since this is a new listing what do you review before investing in a new company?
Clayton

Q: What's wrong with Canadian tech these days? ZQQ is up 12.61% this month, as tech stocks soar. But in Canada, you would have been much better off owning a plodding insurance company like Sun Life or a bank than Kinaxis, Constellation Software, Open Text, Enghouse, CGI, Shopify or Sylogist.

Q: Over the years Apple has been pursuing an aggressive buyback program and now with the split it has increased the share count. Does the split undue the benefits of the buy back and if so why do the split outside of getting more retail investor to buy into the name?

Thanks

Q: Any value in Riocan? I know retail is extremely challenged, but the Company is diversifying into multi family through purpose built rentals and condos. Has the stock come off enough to make it interesting. It would be for a long term good in my RRSP.

Thanks,
Jason

Q: Good day team,

I'd like for you guys to put on your Nostradamus hats and describe to me what you feel/predict will be the major investment trends over the next 10 years. Do you foresee any major paradigm shifts taking place that folks can really capitalize on? This is all assuming you have a crystal ball ;)

Q: Curious to get your take on what other companies (can and us listed) may benefit from people embracing the winter and outdoors this year. LL Bean just announced a spike in purchases of sleds, snow shoes etc in advance of the winter. Assume DOO will benefit, what about GOOS or maybe COLM. Any others I should look at?