Investment Q&A

• Birchcliff Energy Ltd. (BIR)
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Q: Hello!

Birchcliff has appreciated well over the past few years. I'd love to hear your perspective on its current prospects.

Also, what effect, if any, will the LNG terminal in BC have, and natural gas prices generally given the situation in Europe?

Thanks as always,

Marc.

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Read Answer Asked by Marc on August 02, 2022

• AbbVie Inc. (ABBV)
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Q: Your opinion please on the long term outlook for ABBV in light of the company setting aside $2 bln to settle U.S. opioid issue. Is now a buying opportunity or a deeper concern going forward ?

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Read Answer Asked by James on August 02, 2022

• Elevance Health Inc. (ELV)
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Q: Morning Team,
Please comment on the significant pull back 2/3 weeks in share price of ELV (formerly Anthem Inc). Also how do you see this company as a 2-3 years hold going forward.
Cheers,
H

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Read Answer Asked by Harry on August 02, 2022

• Wellfield Technologies Inc. (WFLD)
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Q: Could you tell me what you know about Wellfield and your feelings on its prospects for the future. Many thanks.

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Read Answer Asked by Michael on August 02, 2022

• iShares Core S&P/TSX Capped Composite Index ETF (XIC)
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• iShares S&P/TSX Capped Information Technology Index ETF (XIT)
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• iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ)
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• Vanguard Dividend Appreciation FTF (VIG)
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• SPDR S&P 500 ETF Trust (SPY)
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• iShares Russell 2000 ETF (IWM)
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• Vanguard Growth ETF Portfolio (VGRO)
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Q: Hello,

Please recommend some total market ETFs for the Canadian market, the American Market, for growth, for income, and/or the best overall in your opinion.

Thanks,

Mark

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Read Answer Asked by Mark on August 02, 2022

• Topaz Energy Corp. (TPZ)
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Q: Topaz just announced an 8% dividend increase on July 27th
It is missing on your dividend update list.
Thanks for all you do.

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Read Answer Asked by Madeline on July 31, 2022

• Aecon Group Inc. (ARE)
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Q: Comments on results of A -0.10 vs E +0.19 and LY +0.27.
thanks
Sherrill

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Read Answer Asked by Sherrill on July 29, 2022

• Roku Inc. (ROKU)
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Q: ROKU is taking a beating on the quarterly results. What do you think about it on 5-10 year term basis?

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Read Answer Asked by Geoffrey on July 29, 2022

• Tamarack Valley Energy Ltd. (TVE)
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Q: Would you please comment upon TVE's recent results and strategy. The market appears unimpressed.

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Read Answer Asked by Peter on July 29, 2022

• Converge Technology Solutions Corp. (CTS)
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Q: Peter; I’ve seen all the recent ? on CTS but was wondering if, due to their ability to convert - and add to- their debt, if this would be a buy signal now? Thank. Rod

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Read Answer Asked by Rodney on July 29, 2022

• Aecon Group Inc. (ARE)
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Q: any idea why the stock is tanking today?

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Read Answer Asked by dan on July 29, 2022

• Suncor Energy Inc. (SU)
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• Cenovus Energy Inc. (CVE)
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• Veren Inc. (VRN)
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• ARC Resources Ltd. (ARX)
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• MEG Energy Corp. (MEG)
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• Whitecap Resources Inc. (WCP)
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• Baytex Energy Corp. (BTE)
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• Tamarack Valley Energy Ltd. (TVE)
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Q: Hi. I own these oil stocks and have to get rid of two or three. Which three would you sell first and in what order? Thanks Paul

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Read Answer Asked by Paul on July 29, 2022

• Apple Inc. (AAPL)
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• Meta Platforms Inc. (META)
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• Alphabet Inc. (GOOG)
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• Microsoft Corporation (MSFT)
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• NVIDIA Corporation (NVDA)
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• Booking Holdings Inc. (BKNG)
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• QUALCOMM Incorporated (QCOM)
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• Atlassian Corporation (TEAM)
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• Crocs Inc. (CROX)
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• CrowdStrike Holdings Inc. (CRWD)
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• Digital Turbine Inc. (APPS)
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• Unity Software Inc. (U)
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• Matterport Inc. (MTTR)
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Q: We hold the following in a registered US$ 'growth' account . The list shows % each represents of our total US/CAN portfolio and current Gain/Loss position.

1. Anything in this list that you would toss out ?

2. With QCOM nearing 5% of portfolio and 100% gain, am thinking of reducing back to 2.5 and redeploying. Your thoughts on what to add to with proceeds – if anything ?

MTTR 0.2% -82%
CROX 0.4% -9%
META 0.4% - 25%
BKNG 1.0% -10%
APPS 1.2% -72%
U 1.2% -68%
TEAM 2.3% +22%
CRWD 3.0% -13%
MSFT 3.0% +85%
NVDA 3.7% +38%
QCOM 4.8% +92%

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Read Answer Asked by Alexandra on July 29, 2022

• Redfin Corporation (RDFN)
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• Dye & Durham Limited (DND)
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Q: I have a large loss in DND. Do you have anything that might replace it for a month?

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Read Answer Asked by Gerald on July 29, 2022

• Capital Power Corporation (CPX)
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Q: Please advise of the business and financial strength of this company and your buy or not recomendation.

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Read Answer Asked by Doug on July 29, 2022

• Real Matters Inc. (REAL)
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Q: Hi team,

Please provide opinion on the quarter!

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Read Answer Asked by David on July 29, 2022

• Enphase Energy Inc. (ENPH)
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Q: Thoughts on latest financial results please. Is it too late to enter or at what price is a decent entry point for a long term hold?

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Read Answer Asked by Tim on July 29, 2022

• Tidewater Midstream and Infrastructure Ltd. (TWM)
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Q: PLEASE PROVIDE YOUR ANALYSIS WITH PARTICULAR REFERENCE TO THEIR CURRENT RAISE AND RISK/REWARD OVER THE THE NEXT COUPLE OF YEARS.
THANKS, HUGH

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Read Answer Asked by Hugh on July 29, 2022

• Spin Master Corp. Subordinate Voting Shares (TOY)
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Q: Could you comment on the latest earnings from Spin Master. They look good (supported by analysts from TD and RBC) and in addition, they also introduced a quarterly dividend (something that you always like to see). Very surprised that the SP dropped but would appreciate your views.

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Read Answer Asked by karl on July 29, 2022

• Champion Iron Limited Ordinary Shares (CIA)
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Q: Could I have your comments on CIA 's latest quarter & what it suggest for the future? Is the dividend safe here?
Thanks
Dave

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Read Answer Asked by Dave on July 29, 2022