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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: In addition to my growth stocks (40% of my CDN portfolio), I have 'safe stocks' RY, T, ACQ, BIP.un in Canada and in US, I have AQN, AEP, NEE. (about 20% in US portfolio, so far). I notice that in the last year, these lo beta, ‘safe’ stocks have been performing as well as growth stocks. Because I think we’re in for more volatility, I’m interested in buying more lo-beta-with-some-growth stocks for the next few years. What do you think of these options complementing what I have? Can you pick two?
PLD
AMT
BEP
TERP
AWK
WTR
CWCO

Read Answer Asked by Graeme on January 29, 2020
Q: In finance or investing media there is often reference to portfolio insurance. I did not know such a thing even existed. The discussion often makes a passing reference to “... buy the VIX.... “ If this is correct, how would one do that? If insurance--- I assume that means mitigating risk--- is unrelated to VIX , is portfolio insurance even buy-able (OTHER than by use of options)? If options are the only way to mitigate risk, do you know some reliable sources one can go to? If I am going to pull my hair out worrying about “toppy markets” (a favorite phrase of some market commentators) I would like to be able honestly to claim I did make best efforts before the said hair-pulling.
Read Answer Asked by Adam on January 29, 2020
Q: I was left with a small position in MS due to a partial fill on a sell order. Recently however MS has stirred back to life, and I now wonder: rather than sell the remaining MS, perhaps add and bring it back to a full position.
1. I understand MS has a very good and growing wealth management business. Is this true?
2. Is MS a good buy based on:
ROE
ROCI
PEG
Price to FCF and Price to EDITDA
Dividend growth

3. I assume one cannot compare MS to a retail-oriented bank like BAC or any of the regionals. Is this correct? If yes, is MS less vulnerable to ultra low interest rates which squeeze net interest margin than , say, Goldman Sachs?
Read Answer Asked by Adam on January 29, 2020
Q: Hi guys
From what i have been reading (Tony Siba) next year is the tipping point for purely economic reasons, it won't make any sense economically to buy a gasoline powered vehicle. From his point of view Batteries are going to be a huge disruptive technology in the future in both, transportation and energy (natural gas) as they become cheaper, and much more powerful.
Have you guys been looking for any investment opportunities in this sector.?
Thanks Gord
Read Answer Asked by Gordon on January 29, 2020
Q: I have some consumer disc and staples stocks, but I am looking for a few USD with some momentum. Could you suggest a five or more, best to last that I can explore? Many thanks for all you do.
Read Answer Asked by Elaine or Gerry on January 27, 2020
Q: regarding cyberark software - CYBR-US - do you think there is more upside in this stock? What do you think of this company for a long term investor - any other stocks in this sector you like - any stocks you like in the e-gaming space? - Thanks
Read Answer Asked by Karen on January 27, 2020
Q: Hello, ABB has developed a flash charging option for buses which has been tested in Geneva and now being rolled out to bus manufacturers in China and India. What are your thoughts on investing in Abb as a company, its finances, prospects and management etc. Thanks.

Shyam
Read Answer Asked by Shyam on January 27, 2020
Q: Are there any stocks that will benefit from the coronavirus scare?
Read Answer Asked by dan on January 27, 2020
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