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?
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
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.
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.
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
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.
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
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.
Q: Hello. I'm invested in CRWD and have been watching ZS (both on the NASDAQ). But I'm unclear whether there is overlap in their business models. ZS is doing very well, but I'm worried that I might be buying two sides of the same coin. Thanks!