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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Can I get your assessment on investing in ishares ETF US High Dividend (XHD) in my RRSP? If your opinion is unfavourable, do you have specifc stocks to recommend in its place?

thanks -John
Read Answer Asked by john on June 24, 2020
Q: Luckily I have SHOP in my Roth IRA and need to dramatically trim.
I am currently transitioning into retirement within 6 months and want to set the Roth up as a consistent 5 to 7% income yield. I am looking at VIG and NOBL although they maybe higher risk. Would you please offer some other lower risk alternatives?

Regards,

Steve
Read Answer Asked by Stephen on June 24, 2020
Q: Private Equity is an area of investment that has been getting a lot more attention recently. Which listed asset managers specializing in Private Equity are worth looking at? Would the multiple-recent-name-change firm SuRo Cap Corp. be worth inclusion in this group?
Read Answer Asked by David on June 24, 2020
Q: I am underweight in US in my portfolio - for example in my communication sector AT+T represents only 2% -of a 17% weighting. What are some US communication funds that have performed well and appear to continue to do so - please list in order on rating. What are your thoughts on AT+T? Thank you for your excellent service.
Read Answer Asked by Lorraine on June 23, 2020
Q: If work at home flourishes post pandemic what are your top 5 picks as stocks that have the best chance of benefitting in that environment?
Read Answer Asked by JAMES on June 23, 2020
Q: I have read a number of articles predicting that a large number of jobs, possibly in the order of 1 out of 5 or more, will remain work at home after a vaccine is developed for COVID. If companies learn to manage "work at home" employees efficiently in North America, then it seems only a matter of time before these companies start transitioning their workforces to less expensive labour, employees who "work at home" from low cost countries. Do you agree with this hypothesis? If you do, it would seem to me that international HR firms will be in high demand, to assist firms to source skilled labour in low cost countries. Which firms do you see as being able to benefit from this possible trend? At the moment, it seems to me that the market is focussing mainly on the high tech beneficiaries of these trends.

Thank you for your excellent service, and thoughtful insights.
Read Answer Asked by Dale on June 23, 2020
Q: Can I get your thoughts on this company please.

Thanks,
Scott
Read Answer Asked by Scott on June 23, 2020
Q: I've been watching this one for a while, ever since you compared it favourably within the context of alternative energy / solar stocks. Wednesday's "dip" turns out to have been driven by a class action lawsuit concerning alleged revenue manipulations.

The press release from the legal firm filing the class action has this to say:

"On June 17, 2020, Prescience Point Capital Management issued a report alleging, among other things, that 'at least 39%, or $205.3 million, of [Enphase's] reported U.S. revenue is fabricated.' The report also claimed, citing former employees, that 'a large portion of [the Company's] astronomical growth over the past two years is attributable to accounting gimmicks that artificially inflate revenue and profits.'"

What are your thoughts on Enphase in light of this news?

Also, I'm curious given your experience, are you able to share any insights on how class action lawsuits affect companies and their share performance -- at least, until the allegations are actually proven or rejected in court?

Please deduct as needed.

Kind regards
Read Answer Asked by Marc on June 22, 2020
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