Investment Q&A

• Camden Property Trust (CPT)
  • View CPT Profile
  • View Questions on CPT
• Mid-America Apartment Communities Inc. (MAA)
  • View MAA Profile
  • View Questions on MAA
• Invesco S&P/TSX REIT Income Index ETF (REIT)
  • View REIT Profile
  • View Questions on REIT
• BSR Real Estate Investment Trust (HOM.UN)
  • View HOM.UN Profile
  • View Questions on HOM.UN

Q: Hi, Are there any Reits based in Texas? I think a lot of people are moving to Texas and reits with holdings there should do well..What are your thoughts?

Upvote 0

Read Answer Asked by Shyam on June 22, 2022

• Whitecap Resources Inc. (WCP)
  • View WCP Profile
  • View Questions on WCP

Q: Hey 5i: Currently down 20% range would you suggest buy hold or crystalize a sell and best switch options ? Thanks Larry

Upvote 0

Read Answer Asked by Larry on June 22, 2022

• Lockheed Martin Corporation (LMT)
  • View LMT Profile
  • View Questions on LMT
• Northrop Grumman Corporation (NOC)
  • View NOC Profile
  • View Questions on NOC
• AeroVironment Inc. (AVAV)
  • View AVAV Profile
  • View Questions on AVAV
• SPDR S&P Aerospace & Defense ETF (XAR)
  • View XAR Profile
  • View Questions on XAR
• L3Harris Technologies Inc. (LHX)
  • View LHX Profile
  • View Questions on LHX
• RTX Corporation (RTX)
  • View RTX Profile
  • View Questions on RTX

Q: hi, with military spending increasing globally, which companies do you see benefitting and worthwhile investing in? is there a time frame or just slowly building a position? thks

Upvote 0

Read Answer Asked by pietro on June 22, 2022

• Tricon Residential Inc. (TCN)
  • View TCN Profile
  • View Questions on TCN
  • View Reports on TCN

Q: TCN has been absolutely crushed in this market. Do you continue to like the company?
If so why? Would now be a reasonable time to acquire shares or would it be better to continue sitting on the sidelines until we see some signs of interest rates stabilizing? And what is your sense as to when this might happen?

Upvote 0

Read Answer Asked by John on June 22, 2022

• Miscellaneous (MISC)
  • View MISC Profile
  • View Questions on MISC
  • View Reports on MISC

Q: Hi, GIC rates are increasing. Where do you see them in 6, 9, 12, 18, 24 months? Any strategy to propose, laddered approach ? Most 1Y GIC now have the highest rate, but probably too soon to buy ?

Upvote 0

Read Answer Asked by Denise on June 22, 2022

• Fortis Inc. (FTS)
  • View FTS Profile
  • View Questions on FTS
• Brookfield Infrastructure Corporation Class A Exchangeable Subordinate Voting Shares (BIPC)
  • View BIPC Profile
  • View Questions on BIPC

Q: Would you switch from FTS to BIPC to take a tax loss and keep BIPC instead?

Thx

Yves

Upvote 0

Read Answer Asked by Yves on June 22, 2022

• Canadian Natural Resources Limited (CNQ)
  • View CNQ Profile
  • View Questions on CNQ
• Tourmaline Oil Corp. (TOU)
  • View TOU Profile
  • View Questions on TOU
• Kelt Exploration Ltd. (KEL)
  • View KEL Profile
  • View Questions on KEL

Q: With the recent pullback do you think this is a good time to acquire a position in Kelt? What is your outlook going forward and are there any companies that you would recommend instead?
Thanks for you input

Upvote 0

Read Answer Asked by William on June 22, 2022

• Brookfield Infrastructure Corporation Class A Exchangeable Subordinate Voting Shares (BIPC)
  • View BIPC Profile
  • View Questions on BIPC

Q: Since the split this stock has been on a steady decline. I am seriously thinking of pulling the trigger to realize the current gain.
Your opinion please, before I perhaps regret my decision.
Thanks

Upvote 0

Read Answer Asked by Rick on June 22, 2022

• iShares NASDAQ 100 Index ETF (CAD-Hedged) (XQQ)
  • View XQQ Profile
  • View Questions on XQQ

Q: There seemed to be quite a large performance spread on June 21 between XQQ and the underlying Nasdaq index. This etf is currency hedged. Do you have any insight on this discrepancy? Thanks

Upvote 0

Read Answer Asked by Jeremy on June 22, 2022

• Algonquin Power & Utilities Corp. (AQN)
  • View AQN Profile
  • View Questions on AQN
• goeasy Ltd. (GSY)
  • View GSY Profile
  • View Questions on GSY
  • View Reports on GSY
• Fiera Capital Corporation Class A Subordinate Voting Shares (FSZ)
  • View FSZ Profile
  • View Questions on FSZ
  • View Reports on FSZ
• Exchange Income Corporation (EIF)
  • View EIF Profile
  • View Questions on EIF

Q: Can you give me some of your favourite beaten down stocks right now that are eligible for the Canadian dividend tax credit? I have a non-registered portfolio for income and am looking to add some capital. Thank you!

Upvote 0

Read Answer Asked by TK on June 22, 2022

• Nextech3D AI Corporation Com (NTAR)
  • View NTAR Profile
  • View Questions on NTAR

Q: would appreciate your current opinion on Nextech AR as it has now more than doubled from its recent low on much-increased volume. Thanks

Upvote 0

Read Answer Asked by george on June 21, 2022

• Air Canada Voting and Variable Voting Shares (AC)
  • View AC Profile
  • View Questions on AC

Q: I purchase this stock in 2019 for 50.00 a share. It just keeps dropping and dropping.
With it now around 17.00 per share, is it finally a sell?
If so, is there another stock that could be purchased to hopefully make up some of the losses.

Thank you,
John G.

Upvote 0

Read Answer Asked by John on June 21, 2022

• Berkshire Hathaway Inc. (BRK.B)
  • View BRK.B Profile
  • View Questions on BRK.B

Q: This is a follow up to my previous question regarding impact on share prices if BOOK VALUE takes a hit at the end of Q 2.

My intent was to find out if there is any correlation historically between BOOK VALUE dropping and a proportionate drop in market value. (????)

Sorry for any confusion.

Thank you.

Upvote 0

Read Answer Asked by Donald on June 21, 2022

Q: Hi Guys
What do you think of the underlying Holdings in this disruptive Technology ETF.
The symbol is DTEC
Thanks Gord

Upvote 0

Read Answer Asked by Gordon on June 21, 2022

• DREAM Unlimited Corp. Class A Subordinate Voting Shares (DRM)
  • View DRM Profile
  • View Questions on DRM

Q: DRM breezed through most of the last six months of market volatility, seeming nearly invulnerable in its steady upward movement. Then, at the beginning of April, it began a steady downward movement which has accelerated of late. It has lost 29% in the last 20 days, and 10% in just the last week. Is this decline in any way justified by events at the company or its debt level? Would you consider it expensive for its sector?

Upvote 0

Read Answer Asked by John on June 21, 2022

Q: It's interesting to think about "special situations" that arise in such a volatile economy. Let's say that with increasing mortgage rates coming, the rate of foreclosures is almost certainly going to increase. What are businesses that will do well in this case? In USA or Canada? I saw on social media someone mention ASPS, but curious of your take on the thesis and companies that could do well.

Upvote 0

Read Answer Asked by Kel on June 21, 2022

• Manulife Financial Corporation (MFC)
  • View MFC Profile
  • View Questions on MFC
• Sun Life Financial Inc. (SLF)
  • View SLF Profile
  • View Questions on SLF
  • View Reports on SLF

Q: In a rising interest rate environment - I always understood that insurance companies would do well since their liabilities would be discounted at a higher rate. However - I see that SLF is down 16% this year and MFC is down over 8%. Huh???

Upvote 0

Read Answer Asked by Gary on June 21, 2022

• Descartes Systems Group Inc. (The) (DSG)
  • View DSG Profile
  • View Questions on DSG
  • View Reports on DSG
• Kinaxis Inc. (KXS)
  • View KXS Profile
  • View Questions on KXS
  • View Reports on KXS

Q: I am considering selling Kinaxis in my TFSA and buying Descartes with the funds (I have significantly larger holdings of both companies in my investment accounts). Would you consider this a good investment decision?

Upvote 0

Read Answer Asked by jacques on June 21, 2022

• Loblaw Companies Limited (L)
  • View L Profile
  • View Questions on L
• Saputo Inc. (SAP)
  • View SAP Profile
  • View Questions on SAP
• North West Company Inc. (The) (NWC)
  • View NWC Profile
  • View Questions on NWC
  • View Reports on NWC
• Primo Water Corporation (PRMW)
  • View PRMW Profile
  • View Questions on PRMW
  • View Reports on PRMW
• Premium Brands Holdings Corporation (PBH)
  • View PBH Profile
  • View Questions on PBH
  • View Reports on PBH

Q: What’s your outlook for SAP and is it good candidate for a defensive hold over the summer months.Maybe any other suggestions in the space…
Thanks.

Upvote 0

Read Answer Asked by Sonny on June 21, 2022

• Sun Life Financial Inc. (SLF)
  • View SLF Profile
  • View Questions on SLF
  • View Reports on SLF
• Intact Financial Corporation (IFC)
  • View IFC Profile
  • View Questions on IFC
• Trisura Group Ltd. (TSU)
  • View TSU Profile
  • View Questions on TSU
  • View Reports on TSU

Q: Would you recommend holding REIT's or insurance companies such as IFC in a rising rate environment?

Upvote 0

Read Answer Asked by Helen on June 21, 2022