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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: Hi Guys,

These "growth" stocks are in my balance portfolio (thank you), would a "full" position be in the 3% range or do you feel comfortable with a 5% ownership?

thanks

Jim
Read Answer Asked by jim on October 14, 2020
Q: Hello, a new ETF (stock symbol: HCAL Hamilton Canadian bank 1.25 x leverage ETF) is going to be released in the market soon. At the moment, I don't have too many Canadian bank stocks in my portfolio. The 1.25x leverage and 6% yield seems interesting, especially as the price of Canadian bank stocks are quite low now. What are your thoughts on this ETF? Thanks
Read Answer Asked by Esther on October 14, 2020
Q: What are your thoughts about the new 6.50% debentures ? The yield implies a higher level of risk but do you think the risk is reasonnable ? Also, is it common to see companies pay the interest or principal in shares when they have the option to do it ? If they do, the amount received is the same as if it would be in cash? Thank you.
Read Answer Asked by anthony on October 14, 2020
Q: Hi, as many canadians I suppose, I am really overweight $CDA in my investments. I try to buy canadian cmies with lots of international exposure to mitigate this risk. Can you please provide your comments on the validity of this argument. For the average canadian investor who plans to stay in Canada, what % of your portfolio would you allocate to US / international stocks? (General rule of thumb). Thank you.
Read Answer Asked by Pierre on October 14, 2020
Q: Good Afternoon
Can you recommend 3 stocks in Canada and the US that are good momentum plays? Also are there any ETF’s that track this that you can recommend?
Thank you
Read Answer Asked by Marty on October 14, 2020
Q: Last week Morningstar ran a video highlighting Consumer Defensive stock TAP essentially stating that despite legacy beverage labels being in stress/decline, its link to wide-moat KO, and TAP's hard seltzer line combined for a five star undervalue rating. I note the stock has had a recent price target upgrade from Guggenheim. If so undervalued, would this be a reasonable Buy at current levels from both COVID second/third surge perspective and a post-COVID perspective? Your thoughts please.

Thank you for your valuable work.
Read Answer Asked by David C. on October 14, 2020
Q: Curious about your choice of companies with strong environmental platforms (not energy companies), with good ROEs. Looking for companies that have positive effects on climate change. Thank-you!
Ellen
Read Answer Asked by Ellen on October 14, 2020
Q: I have a travel credit with Air Transat. Do you think Air Canada would honour Transat credits if it takes it over?
Quite a drop in price from $18 to $5, makes one think Transat may not make it through this pandemic if the take over doesn't happen.

thanks,

Paul
Read Answer Asked by Paul on October 14, 2020