Investment Q&A

• Park Lawn Corporation (PLC)
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Q: Hi

I'm confused with this one. 5I considers PLC an Income stock, yet it has a yield of less than 2%. It is a perennial acquirer which I think of as a rollup strategy. If you look at it's 5 year stock performance, it is not impressive having reached $40+ and then tumbling back to 23 which is where it was 5 years ago. Admittedly, it is in a sector that will always have market demand, but other than that, what is the attraction?

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Read Answer Asked by Carl on August 17, 2023

• BMO Mid-Term US IG Corporate Bond Index ETF (ZIC)
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• Vanguard U.S. Aggregate Bond Index ETF (CAD-hedged) (VBU)
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Q: In a bond portfolio, should one be diversified across regions such as Canada, US etc similar to an equity portfolio? Can you recommend a US bond that trades in CAD?

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Read Answer Asked by Mary on August 17, 2023

• AbCellera Biologics Inc. (ABCL)
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Q: Hello,
What do you think about Abcellera Biologics ? Is it a risky investment ? Is there any good chance to recover ?
Thanks

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Read Answer Asked by Nancy on August 17, 2023

• Cenovus Energy Inc. (CVE)
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Q: given debt reduction is a target for this company what is the likelihood they would buy up their pref's on the open mrkt....would be at a significant discount to maturity value...do they need to file paperwork to buy the pref's in the mrkt and as far as you can tell has the paperwork been filed ?...are they buying in the market ?...many thanks

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Read Answer Asked by Cam on August 17, 2023

• Sagicor Financial Company Ltd. (SFC)
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Q: Checking in again to get your thoughts on Sagicor. They just reported earnings and RBC just increased the PT to $8.00 (shares currently at $4.35). Do you agree with RBC that the shares are undervalued and what are your thoughts overall on SFC (I own it mostly for the nice 7% dividend).

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Read Answer Asked by Randy on August 17, 2023

Q: This service sounds very interesting, is there somewhere to go and learn more? The big question I have, can you link say your Questrade accounts so things are automatically input, and updated, or do you have to manually input your holdings?

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Read Answer Asked by Steven on August 17, 2023

• Telesat Corporation Common and Variable Voting Shares (TSAT)
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Q: Hi,

Given the recent news on Telesat Lightspeed, what are your views on the company for a longer term hold (say 5 years or more)? Do you see further upside after the recent share price increase?

Thanks
Paul

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Read Answer Asked by Paul on August 17, 2023

• Aimia Inc. (AIM)
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Q: It's been over 6 months since there's been a question about Aimia. How do you feel about it's prospects now (buy/sell/hold)?

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Read Answer Asked by DAVE on August 17, 2023

• Brookfield Infrastructure Partners L.P. (BIP.UN)
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• Brookfield Corporation Class A Limited Voting Shares (BN)
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Q: If you had to own one Brookfield entity for total return which would it be? I hold BIP & BN, would it make sense to sell BIP and invest it in BN? What percentage of the subsidiaries does it own?

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Read Answer Asked by Craig on August 17, 2023

• InMode Ltd. (INMD)
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Q: Why has InMode fallen like a rock of late? basically given up all its gains since it great q2 results.
Thanks

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Read Answer Asked by Scott on August 17, 2023

• American Express Company (AXP)
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• Mastercard Incorporated (MA)
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• Visa Inc. (V)
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Q: Hello, it would seem that AXP has experienced a pullback and looks undervalued compared to its peers. Would you consider AXP a buy over MA and/or V ?

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Read Answer Asked by Robbie on August 17, 2023

• Global X S&P 500 Index Corporate Class ETF (HXS)
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• Vanguard S&P 500 Index ETF (VFV)
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• Vanguard S&P 500 ETF (VOO)
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Q: Good morning,

I'm looking at buying an ETF that tracks the S&P 500 for my TFSA account and am considering VFV.CA.

Withholding tax is a concern and given that VFV.CA holds US stocks, would there be a withholding tax on any of the dividends distributed and if so would you kindly recommend a few other similar ETFs that track the S&P 500 where the withholding tax is not a concern. Thank you.

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Read Answer Asked by Francesco on August 16, 2023

• Comcast Corporation Class A Common Stock (CMCSA)
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• AT&T Inc. (T)
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• Verizon Communications Inc. (VZ)
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• T-Mobile US Inc. (TMUS)
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Q: You last looked at this in 2022 and didn't sound very good. But the stock stopped going down in October and has been driving higher since then, especially over the last few months. Has something changed with Comcast's fortunes?

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Read Answer Asked by John on August 16, 2023

• iShares NASDAQ 100 Index ETF (CAD-Hedged) (XQQ)
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• Vanguard S&P 500 Index ETF (VFV)
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• SPDR S&P 500 ETF Trust (SPY)
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• INVESCO QQQ Trust (QQQ)
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Q: For a non registered account which etfs would your recommend for broad US and for tech exposure and what max weighting would you recommend allocating to these 2 etfs? Would these 2 etfs be the best for US exposure for the TFSA also or would you suggest different ones?
Thanks for your help.
Victoria

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Read Answer Asked by Anna on August 16, 2023

• Freeport-McMoRan Inc. (FCX)
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• Rio Tinto Plc (RIO)
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• BHP Group Ltd. (BHP)
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Q: If you could only hold one company in the materials sector for long-term what would that company be?

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Read Answer Asked by Cheryl on August 16, 2023

• Apple Inc. (AAPL)
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• Amazon.com Inc. (AMZN)
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• Microsoft Corporation (MSFT)
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• NVIDIA Corporation (NVDA)
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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• Roku Inc. (ROKU)
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Q: AAPL has had a great run.

This is probably a non-obvious question what any leads on what would be an AAPL-like stock circa pre-iPhone?

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Read Answer Asked by Eugene on August 16, 2023

• Constellation Software Inc. (CSU)
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Q: Hello, what would be a reasonable entry point for CSU ?

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Read Answer Asked by Robbie on August 16, 2023

• Dollarama Inc. (DOL)
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• Five Below Inc. (FIVE)
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• Ollie's Bargain Outlet Holdings Inc. (OLLI)
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Q: Hi Guys,

Can I please get your opinion of Ollie's Bargain Outlets (OLLI). Thank you!

Dave

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Read Answer Asked by David on August 16, 2023

• Cymbria Corporation (CYB)
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Q: Can I please get your opinion on CYB? It’s been a long term hold in an RRSP and has done well. Do you see it as a continuing long term hold in an RRSP or maybe sell half and put into something else? It is over 10% now.

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Read Answer Asked by Lois on August 16, 2023

• goeasy Ltd. (GSY)
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Q: Any news ? Why big drop around noon ? Thanks a million.

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Read Answer Asked by Lai Kuen on August 16, 2023