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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: I have significant tax losses on NFI and am considering selling to use those losses. On the other hand if we go into recession that should help with the supply issues NFI is facing and they have a large book of orders from government bodies who should be able to pay for their orders. Do you see NFI as overvalued at this time in which case I will sell or undervalued and I should hold on in case we enter recession? Thanks for your input.
Read Answer Asked by Murray on May 31, 2022
Q: These dogs of mine were barking today with Eglx the loudest at 14.8%(maybe due to activist).Any reasons? Is it timely to add in this market backdrop? Txs for u usual great services & views
Read Answer Asked by Peter on May 31, 2022
Q: If I hold BAM.A in my US account and they proceed with the spin out, will the new entity end in my Canadian account, and do you think there is a generally conversion fee for that?

Thanks.
Read Answer Asked by Alan on May 31, 2022
Q: Hello Peter,

Your thought on adding one of the above names to my portfolio. I hold a bit of WBD from the AT&T spin-off and is ready to trade it with another stronger performer. Thank you!
Read Answer Asked by Nhung on May 31, 2022
Q: Hi Team
Would you take a position in VCLT ? I believe it is yielding around 4.8%
Or is there a high default risk on the Corporate Bonds.
I noticed a lot of the bonds were rated BBB
Thanks Gord
Read Answer Asked by Gordon on May 31, 2022
Q: Of my pipeline holdings, these 3 companies occupy ENB40%/TRP38%/PPL22% respectively. Ironically, over the last 5 years share price-wise, ENB has done the worst, and PPL the best. I would like to add a bit more to the group and normally I would start with PPL so to balance the three. I would appreciate your thoughts on the future of these 3 or any other alternative options and given the splits, which would you choose? Also, would you say that moving NG is the better longer term bet vs oil?
Read Answer Asked by TG on May 31, 2022
Q: Good morning,

Thank you, for the insight and learnings provided daily by this team.

We have an opportunity to join an employers plan and take advantage of the matching contributions.

Our pick would be a global equity or target dated fund. Looking at performance, diversification and simplicity. Any additional insight is welcome.

The provider is Manulife.
MLI - MAWGE Mawer Global Equity

MLI - BRGLX Global Equity Index Fund (Blackrock)

MLI - B2050 Lifepath Blackrock Index 2050 Fund.

Thank you very much.
Read Answer Asked by Adam on May 31, 2022
Q: Can you rank the above "cheap" Canadian Oil and Gas companies according to 12 month growth potential with the assumption of >$80 WTI and >$7 MMBtu Nat Gas (NYMEX) price ?
Read Answer Asked by Neil on May 31, 2022
Q: hi,
looking at recent earnings reports ( last was final year 2021/fourth quarter 2021 march 23,2022 release ), CPLF looks pretty good to me. it has growing revenue, profit, EBITDA, as well as a significant decreasing net loss. it seems to be in a business that is not going away, even with current economic conditions. it is extremely under the radar. it has positive cash balance. it is way down in price. do you think this is a good time to nibble away and add to a position? what are your current thoughts on this one? why do you think there is no coverage of this one in any investing/business media? cheers, chris
Read Answer Asked by chris on May 30, 2022