Investment Q&A

• Miscellaneous (MISC)
  • View MISC Profile
  • View Questions on MISC
  • View Reports on MISC

Q: Hi Peter

What % breakdown would you suggest for Horizon portfolio in cash account under current situation for new money. ( I currently have 50%HXCN/ 25%HXS/ 25%HXQ)? or suggest any changes. I don’t like bonds.

Thanks

Upvote 0

Read Answer Asked by S on March 19, 2020

Q: Hello 5i
Could you please compare the ‘87 vs the current crash in terms of depth of declines and the time it took to rebound to precrash levels?
Thanks
Dave

Upvote 0

Read Answer Asked by Dave on March 19, 2020

Q: Peter, All Canadians and many Canadian businesses are being asked to
"lean-in" , and most are doing so.
Q1: If you take away its profit motive, what CAN the TMX do to help us exit "crazyville" ? ( eg: uptick rule, tollbooth for the algos, ban the shorts, etc)
Q2: If you remove "regulatory capture" from the OSC, what can they do, if anything ?
Thanks in advance for your usual unbiased perspective !

Upvote 0

Read Answer Asked by Grant on March 19, 2020

• Air Canada Voting and Variable Voting Shares (AC)
  • View AC Profile
  • View Questions on AC

Q: Air Canada is now trading below 3x past earnings. Appreciating that they have a solid balance sheet and look likely to have pockets deep enough to ride this out, as well as a likelihood of a bailout and plenty or room to grow post outbreak, any thoughts on low enough?

Upvote 0

Read Answer Asked by Peter on March 18, 2020

• CRH Medical Corporation (CRH)
  • View CRH Profile
  • View Questions on CRH

Q: What are you thoughts on this stock after the massive correction post earnings? I was fortunate to get off a portion of my position at the top. Thanks.

Upvote 0

Read Answer Asked by Mark on March 18, 2020

• Omega Healthcare Investors Inc. (OHI)
  • View OHI Profile
  • View Questions on OHI

Q: Can you give your thoughts on this? I held it for a while and sold much higher but it's looking good again for income. Has it cut its dividend before? Do you have concerns about it? Thank you!

Upvote 0

Read Answer Asked by TK on March 18, 2020

• Enbridge Inc. (ENB)
  • View ENB Profile
  • View Questions on ENB
  • View Reports on ENB
• Pembina Pipeline Corporation (PPL)
  • View PPL Profile
  • View Questions on PPL

Q: Pembina seems to have taken a much bigger hit than Enbridge. Why?

Upvote 0

Read Answer Asked by Carl on March 18, 2020

• Suncor Energy Inc. (SU)
  • View SU Profile
  • View Questions on SU
• Metro Inc. (MRU)
  • View MRU Profile
  • View Questions on MRU

Q: I have a very large position in MRU. It is proving resilient. With an interest in rebalancing my holdings and with energy so decimated, would it be a good time to take a portion of my MRU and switch to SU ? In a sense this is switching between two strong long-term retailers; Metro and Metro-Canada.

Upvote 0

Read Answer Asked by Geoffrey on March 18, 2020

• Air Canada Voting and Variable Voting Shares (AC)
  • View AC Profile
  • View Questions on AC
• BRP Inc. Subordinate Voting Shares (DOO)
  • View DOO Profile
  • View Questions on DOO
  • View Reports on DOO
• goeasy Ltd. (GSY)
  • View GSY Profile
  • View Questions on GSY
  • View Reports on GSY

Q: GSY: From 80,6$ to 36,5$.
Possibility of ±120% if going back to higher price

DOO: From 75,4$ to 29,3$
Possibility of ±157% if going back to higher price

AC: From 52,7$ to 15,5$
Possibility of ±240% if going back to higher price

1) Which one have the most chance at getting back to the higher price the fastest?
2) For a 12-18 month time frame, which one could recover faster?

Upvote 0

Read Answer Asked by Olivier on March 18, 2020

• Raytheon Technologies (UTX)
  • View UTX Profile
  • View Questions on UTX

Q: Hi. Do you have any idea why UTX is down so sharply today? Would it be related to the spin off of Otis? I have a 3.3% position in it and was considering bringing it up to 4%. Should I do that now, wait a while or look elsewhere? thanks for your great effort these past few months, it is greatly appreciated!

Upvote 0

Read Answer Asked by John on March 18, 2020

• Air Canada Voting and Variable Voting Shares (AC)
  • View AC Profile
  • View Questions on AC

Q: Good Day Team,
I purchased AC this year at $50.00 a share. Sort of feel lost now as to whether Hold, Sell, or Buy. Would you please give me advice to what you would do.
Have been thinking of purchasing the same amount of shares as previous to off set this loss for when things begin to improve again.
Thank you kindly,
John G.

Upvote 0

Read Answer Asked by John on March 18, 2020

• Real Matters Inc. (REAL)
  • View REAL Profile
  • View Questions on REAL
  • View Reports on REAL

Q: I have a question about Real Matters Inc. I know the market is down generally but a 40% haircut in one day! Have you heard anything?

Upvote 0

Read Answer Asked by Michael on March 18, 2020

• Canadian Western Bank (CWB)
  • View CWB Profile
  • View Questions on CWB

Q: With Alberta hurting and oil prices crashing would you consider the western bank safe.

Upvote 0

Read Answer Asked by don on March 18, 2020

• Tricon Residential Inc. (TCN)
  • View TCN Profile
  • View Questions on TCN
  • View Reports on TCN

Q: Does the company pay a dividend monthly? Why the stock dropped so much? Is it safe to buy at this level?
Thanks

Upvote 0

Read Answer Asked by Francis on March 18, 2020

Q: Hi,
As of today, your Balanced Portfolio is down around 34% ytd.
The TSX is down around 30%

Is this relative difference what you would have expected?

Thanks!

Upvote 0

Read Answer Asked by Darcy on March 18, 2020

• Suncor Energy Inc. (SU)
  • View SU Profile
  • View Questions on SU
• Cenovus Energy Inc. (CVE)
  • View CVE Profile
  • View Questions on CVE

Q: Of these two companies do you have a preferred pick? How does each look ion terms of debt in your opinion? Or is there another oil play you like better? Long term buy time frame min 3years please credit as many as needed for question

Upvote 0

Read Answer Asked by Kolbi on March 18, 2020

• Micron Technology Inc. (MU)
  • View MU Profile
  • View Questions on MU
• QUALCOMM Incorporated (QCOM)
  • View QCOM Profile
  • View Questions on QCOM
• Block Inc. Class A (SQ)
  • View SQ Profile
  • View Questions on SQ
• goeasy Ltd. (GSY)
  • View GSY Profile
  • View Questions on GSY
  • View Reports on GSY

Q: Hi,
What is their balance sheet?
Would you start buying them and in what order?

Thanks,
Milan

Upvote 0

Read Answer Asked by Milan on March 18, 2020

• Enbridge Inc. (ENB)
  • View ENB Profile
  • View Questions on ENB
  • View Reports on ENB

Q: Its an impossible question to answer with any degree of certainty... but I'll ask it anyway.

Given what we know now, and understanding the future is entirely unknown, what would you say the percentage changes are of Enbridge cutting their dividend?

Thanks. Stay safe.

John

Upvote 0

Read Answer Asked by john on March 18, 2020

Q: With the total carnage today. What looks like a great deal looking 2-3 years out?

Upvote 0

Read Answer Asked by sean on March 18, 2020

• Exchange Income Corporation (EIF)
  • View EIF Profile
  • View Questions on EIF

Q: 43% drop day to $13 from $46 1yr high. Airline exposure.Can we continue to hold,p/p $44 .Txs for u usual great services &advice

Upvote 0

Read Answer Asked by Peter on March 18, 2020