Investment Q&A

Q: Does this have the look of a bear market rally or a sustained push higher. Stocks have moved really quickly off the lows...it seems overdone in the short-term given remaining headline risks and possible future waves of the virus? Hard to determine, but what are your expert opinions?

Thanks,
Jason

Q: Hi gang, at this point which utilities ETF would you recommend in Canada and in usa. Thanks
Alnoor

Q: Could you provide an update on this company, in particular, its level of debt, cash flow, growth opportunities and ability to survive through the market turmoil and a recession. The company has been steadily declining for the past several months so its recent low may not necessarily be related to the volatile market. With the downturn my position is relatively small and I am trying to decide whether to hold, add, or sell outright and use the money to buy something in a similar field (beer, wine or distillery related) with perhaps more potential over the next two to three years. Thanks.

Q: These 4 have been beaten badly , way more than the TSX drop. What do you think about their prospects to go bankrupt ? Can you rank them from the lowest to highest risk ?
which ones will have their cash affected more ?
Thanks

Q: Hi- it seems everyone is walking around with alcohol these days. Groceries, toilet paper and booz. Any idea on how to play that? Does consumption at liquor stores make up for the lack of consumption at restaurants. There;s really nothing else to do but drink. Even my girlfriend has gone to the liquor store more often than usual last few weeks.
Can you give me your thoughts, and perhaps a few ways to play this? Thanks.

Q: As North American jurisdictions begin, finally, to transition to halfway-decent testing regimes, will investors begin to discount the economic cost of social distancing? Yes, the pandemic will continue to grow, and yes, there seems to be excessive optimism in the market's response to government interventions, but are we now past the point where events or results could cause investors to panic as they did last week? I've been trying not to buy into what smells like a bear market rally but now I wonder if the cost of recession has already been baked-in.

Q: Please comment on Real's update today.Txs for u usual great services & views

Q: Comments on Savaria's 2019 results released yesterday? Thanks

Q: Which is the or one of the largest tea co.s trading on the north American Stock Exchange. I was looking at Tata Global Beverages with symbols TTAZF and TTAEY. It looks like there is no trading on these ticker symbols. Thanks

Q: Is buying PHYS a low risk proxy to owning physical gold since it actually holds the gold?
Is buying UUP a low risk proxy for buysing US$ or could there be unexpected volatility of the ETF ouside of dollar fluxuations?
Likewise for GBTC for Bitcoin?

It like to get a close to buying US$, Gold, and a bit of Bitcoin but without having to physically obtain - have I chosen approapriate vehicles for this or could I get blindsided?

Q: Hi 5i,
Which one of the Brookfield companies would be good to purchase in this market? And full position or half position?
Thanks,
Matt

Q: Methanex was $13.25 last Wednesday when I was contemplating averaging down my $55.00 price. Today it is $21.06. Who is buying? Someone for a possible buy out of the company? I cant help but think that with plants idling everywhere, when the virus is over (whenever that is) we will have super inflation the likes of what we have never seen. No supply and tons of demand. Am I right and who would be interested in Methanex, if anyone. Do you think it is too late now to average in?

Q: I would like to harvest a capital loss on Peyto, but still like to be exposed to a recovery.
which would you recommend as a good proxy, WCP may be or which one would you recommend in this environment?
Thank you.

Q: Hi,
Can you please tell me what the bloomberg terminal is showing for 6M and 1YR default risk is for these companies. DRSK <GO> Thank you

Q: We are all hearing this is a once and lifetime (maybe twice ) to buy stocks quite cheap. Would you advocate using some margin in this environment to torque the portfolio or is it still too risky?

Q: Is it possible to buy stock in a TFSA without any cash in the portfolio ? Buy stock X and then sell stock Y to cover ?

Q: Please suggest replacements for the above stocks. I want to harvest some capital losses.

Q: Thoughts on buying Genworth or Great West at the present time? Looking for a long term Dividend.
Thx

Q: Hi Peter & Ryan

This is just a comment but please feel free to deduct a question credit.

During difficult market times we send you questions so that we dont feel alone when markets are crashing. It's the time we need some "emotional support" and the Q & A provides just that for me.

Thank you kindly to you both for helping me navigate during these turbulent times. I bought GSY and I held even though it dropped after that.My cost was still in the region of about $28. I was tempted to sell when it dropped further but found solace in your answers to the stock. I am glad that its today up over 25%.... I can't thank you guys enough for providing me with the confidence to hang on to my positions and to cease opportunities during crazy market swings.

Once again, thank you and much appreciated.
Sincerely,

Q: I understand that Brookfield Asset Management really thrives in this kind of environment. They are very good at funding companies or buying up shares/debt in distressed markets and they certainly have lots to choose from. An article in today's WSJ said Wall street money guys are getting lots of calls from companies needing cash.