Investment Q&A

Q: Hello
Could you comment on REAL earnings?
Once the dark cloud of interest rate hikes subside it appears REAL may grow again, at least that is what management seem to be saying? Do they have enough cash to to holdout until then?

Many thanks for your expertise
Stephane

Q: Tonight, I saw on TV that TD has become the target of short sellers.
Is this something to be worried about?

Q: can you suggest some good CAD and US listed stocks that have good exposure to the water theme that I can do some further research on. It seems water is a very precious commodity with our changing climate issues.

thanks

Q: David Rosenberg has recommended a mix split nearly evenly among long-dated US treasuries, high-yield bond and high-paying dividend stocks for investors seeking a favourable return with reduced overall volatility. My questions are:
1) are long-dated US treasuries the same as bonds?
2) how long would you go?
3)could you recommend a long-dated US treasury ETF and a high-yield bond?
thanks

Q: Hi 5i,
I am turning 72 and moving from an RRSP to a RIF and think this portfolio should be more orientated towards income.

In that light I wonder if you could suggest some replacement stocks for the non dividend paying TMUS and DIS on the US side of my RIF? Thanks as usual for you help.
David

Q: Is WealthSimple covered by $1M insurance from the Canadian Investor Protection Fund i.e., cash and registered accounts are very safe as assets are kept separate from the management company? Thanks.

Q: This person took the words right out of my mouth, as the saying goes. Well done 5i

"Q: You have taken some heat on WELL and some other small caps, so I thought we would throw in a comment for some balance. In mid March I was thinking of taking a flyer on FRC and you were very cautious about such an idea. You said, and I paraphrase, 'we don't like stocks than can potentially go to zero'. That was enough to keep me on the sidelines. Now, FRC is down about 65% since then, and might not make it through the weekend. I wanted to thank you for your advice, and sometimes the 'don't buys' are good as or better than the buy ideas. Thank you for your service and keep up the good work."

Q: I hold JNJ, PFE and CVS in the health care sector. Are JNJ and PFE sufficiently different to warrant holding both? Would you recommend an alternative (and for which one)?

Q: I see that CI sold some companies and that they are looking at selling others where they have no control with high %,. Of investment.This should bring debts lower.What effect will this have on their price and is there listing in US still going ahead.Will the dividend continue
.

Q: Where do you see Costco in the near future? I think we all know they have a good moat and successful business model but I’m concerned they will be hit by consumer slowdowns and they are already pricey. Their recent past is frequent oscillation in a range.

Q: In yesterdays webinar it was reiterated that the $540m financing package (50% from Economic Development Canada) would be finalized in early May.
Major shareholders include Sibanye Stillwater, Sprott, Lundin, Osiko as well as insiders.
Permits are expected Q2 for tree cutting, other permits in Q3/Q4, and the final permits Jan. 2024.
Why do you think Genm languishes at a $100m market cap at this stage of development.

Thank you

Q: Can you comment on this company? Is it a good investment thanks

Q: Hi,

Your opinion on Allied's latest results ?

Thanks

Q: We have held VIG in our RRSP/RRIF accounts for about five years and are happy with the performance. It is now around 7% weighting (I know you are ok with larger ETF weightings vs individual stocks) but I'm thinking of reducing it by about 25% to bolster our underweight fixed income holdings and also to hedge against possible market downturn. My only other fixed income holdings are TLT and a couple of short term GICs. Does this switch make sense and if so what short term bond fund would you recommend if I were to make this move? Thanks for the continuing great service.

Q: What is your opinion on Allegiant Travel? I have a small position which has been a long term under performer and am considering exiting.

Q: Hi Peter and Team,

My understanding from the news is that Brookfield defaulted on some buildings recently. Given the significant tightening of interest rates, the collapse of a 6th bank, and the increased reluctance for institutions to lend and drop in liquidity, how do you feel about the safety of levered companies involved in realestate and commercial realestate?

Have you looked at what obligations Brookfield has that might face mark-to-market losses? Are people confident that the assets and therefore the equity are properly valued?

The building defaults seem like a "canary in the coal mine," don't they? Developers walk away from the building because it costs more to finish it than the building is worth, right?

Thanks!

Q: I am looking at TCW wondering if it is bottoming out. Do you see any catalysts to drive this stock forward? Also, the yield is approximately 9%. Is this sustainable?

Q: I owned shares in Arena Minerals, which was bought out by lithium Americas. What is my cost base for my LAC shares based on a purchase price of .276 per Arena share. How do I determine that? On my new statement showing the LAC shares the cost base shows as zero. I’ve never been involved in a buyout before. Thanks for the help as always.

Q: Hi Peter, Ryan, and Team,

For a three to five year holding, what would be your preference between CS and FCX, to play the copper theme?

Thanks in advance for your valued advice.

Q: Can you please tell me what you think of Net’s earnings