Q: XRB is 100% government bonds and is now trading at a substantial discount to NAV. How can this be as the bonds are all government issue and (hopfully) the government is not going to default? Is this another case of dumping anything for cash or is something else happening? Would you enter a small position here as hedge against inflation down the road?
You can view 3 more answers this month. Sign up for a free trial for unlimited access.
Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: BCE.CA or Telus? Which one would you buy today or in the near future and why?
Thank you.
Thank you.
Q: Hi
This company has been really beaten up. It's below book value. Is it too earlier to buy it? Is it a value trap?
Thank you.
This company has been really beaten up. It's below book value. Is it too earlier to buy it? Is it a value trap?
Thank you.
Q: What’s your current thoughts on CAE? long term holder but a large portion of my gains have been lost recently. I assume due to the thought the demand for simulators and their services will drop?
Q: Is there any company-specific reason for big drops in CIGI in the last few days other than market-related issues. They recently acquired an Engineering service firm, any concerns there in general as well as any debt/share issuance concern?
FJ
FJ
Q: Could you suggest six high quality preferred shares to buy. Thanks
Q: Do you think UNS would do comparatively well in the event of a recession? Balance sheet?
-
Fortis Inc. (FTS)
-
Brookfield Renewable Partners L.P. (BEP.UN)
-
Algonquin Power & Utilities Corp. (AQN)
-
Canadian Apartment Properties Real Estate Investment Trust (CAR.UN)
-
InterRent Real Estate Investment Trust (IIP.UN)
Q: Hi, if I was going to buy one or two utility companies and one or two REITs for reasonable income, growth and safety, which ones would you recommend? Thanks.
Q: Hello,
Please comment on my logic based on relative beta's :
If I sell my holdings of XTR and buy equal amount of ZRE, in theory, is there more of a chance that in a market recovery, the overall return for ZRE will be higher simply because it fell more and can therefore rise more?
Or is that too simplistic considering there are so many moving parts?
Many thanks!
Please comment on my logic based on relative beta's :
If I sell my holdings of XTR and buy equal amount of ZRE, in theory, is there more of a chance that in a market recovery, the overall return for ZRE will be higher simply because it fell more and can therefore rise more?
Or is that too simplistic considering there are so many moving parts?
Many thanks!
-
Sangoma Technologies Corporation (STC)
-
Kinaxis Inc. (KXS)
-
Real Matters Inc. (REAL)
-
Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
Q: In general, when the markets come roaring back, do investors tend to load up on those companies that weathered the storm (kxs, real thus far) or promising companies like lspd or stc who are taking a massive hit?
Thank you,
Kevin
Thank you,
Kevin
Q: Having read their financials, I am trying to understand to what extent they have hedged their revenues. If I am reading this correctly, I not seeing many call options on oil beyond the first two quarters. Any concerns over their ability to weather the storm, debt wise? Long term debt isn't due for a few years. Covenants could be problematic? Cuz the stock looks very cheap.
Cheers Leo
Cheers Leo
-
Canadian Utilities Limited Class A Non-Voting Shares (CU)
-
ATCO Ltd. Class I Non-voting Shares (ACO.X)
Q: I own some CU. Knowing this, would ACO.X being more diversified, be good value at this price to hold as well as CU? Any thoughts on ACO management? They seem to have held up well in past "strained" markets and the dividend is nearing 5%. Good for a dividend investor?
-
iShares 1-5 Year Laddered Corporate Bond Index ETF (CBO)
-
iShares Core Canadian Short Term Bond Index ETF (XSB)
-
iShares Core Canadian Universe Bond Index ETF (XBB)
-
iShares Core Canadian Long Term Bond Index ETF (XLB)
Q: Would you have any recommendations for individual corporate bonds with decent yield to maturity for up to a 7-year term? Based on my research, yield remains low for decent quality. Thank you!
Q: Do you think it would be wise to invest in BRK at this time given the weakened balance sheets of some companies he may be interested in? With Buffet's stockpile of cash he may be looking to make his long-awaited "elephant-sized" acquisition in this beaten down market.
-
Parkland Corporation (PKI)
-
TFI International Inc. (TFII)
-
Great Canadian Gaming Corporation (GC)
-
Premium Brands Holdings Corporation (PBH)
Q: Which companies in your balanced equity portfolio have a poor balance sheet and could be in trouble in this environment.
Thanks
Thanks
Q: HFR has traded around $10 for the longest time. Why did it suddenly dropped 10% today. Will it recover? Thanks
Q: I own shares in Husky Energy. Today price dropped to $2 per share and Saudi Arabia will be increasing oil production. I expect the price will continue to drop for awhile. At what price would the stock be delisted from the TSX? If it is delisted at some point and the company continues to operate (without going bankrupt), are the shareholders entitled to anything? Thank you for your assistance with this.
Q: Between BEP.UN and AQN which would you pick right now and why? Can you please rate them in terms of which one (best guess) should bounce back quicker. Which one is safest in capital preservation and dividend.
Is there another similar name that you would prefer?
Thanks. Your service is great. Especially in times like these.
Is there another similar name that you would prefer?
Thanks. Your service is great. Especially in times like these.
Q: What do you think of Pho have held for along time and underwater thinking of averaging down thoughts?
Q: Would you be comfortable taking a position in these two?