Investment Q&A

Q: In Chris's recent webinar he mentioned the similarities between TCS and DSG as well as the same between GSY and TCS.

Now my question here is if I was only to own one of each of the two which ones have the best opportunities for growth going forward and which meets Warren Buffets criteria most closely?

Thanks


Sheldon

Q: Could you confirm what is happening with the price of long term U.S. treasuries?
I purchased HPYT in January for the high yield to fund my RIF withdrawals. I understand the inherent risks of the structure of HPYT and anticipated some volatility but a generally a flat to upward trajectory given the forecast of reducing interest rates. I know the timeframe is short but wanted to confirm that the reason for the slide in HYPTs price is long term treasury rate increases.
Do you still anticipate rate reductions in US treasuries?

Q: Company had good Q4 report back on March 5th. SP went on a run up to the $11.00 range, then sold off and has been in the mid to high $9’s since. Would appreciate your analysis on their recent quarter and how you see the performance of this sock over the next 12 - 18 months. Thank you in advance. Stan.

Q: Hi Peter, thoughts ? the chart breakout looks good . Thanks.,

Q: Hi there, I am down 40-80% on BTO, CGX, and WELL (as well as Andrew Peller, which I already know to sell based on your dropping coverage). I am wondering if there is any point on still holding these stocks, or if I should just sell them so I can put the remaining money somewhere else?
Thank you!

Q: Everyone, what are the three biggest risks to the market this year? Clayton.

Q: On march 28 question ,I was interested by the topics and by your answer,that seems to consider the 3 ETF in the same category :"HMAX would fit in this category as it does employ a covered call strategy targetting Canadian financials and primarily the 'Big 5' banks. Some covered call ETFs we like are QYLD and XYLD. We also think Hamilton ETFs line of covered call ETFs is solid, although some are very new and small which we would watch out for. ". Personnaly I did not choose QYLD and XYLD since I don't consider them in the same category as HMAX and others ETF as BMO ETF etc.. QYLD exerts options on 100% of its portfolio,wich limits upside and could lead to a significant long term downtrend; this is not the case for HMAX whose options are on 50% of its portfolio and consequently it keeps some upside potential.Is my comprehension OK or Do I miss something?

Q: Good morning,

Thinking of selling BCE for a capital loss, and replacing with FTS. Hold FTS until ex-dividend date of May 16th, and then buy back BCE in time for their June ex-dividend date.

Reasonable strategy if no immediate near term price catalysts - good or bad - for either BCE/FTS?

Q: Looks like another quality pickup by TVK. Is the acquisition of Advance Engineered Products material for TVK? Any other thoughts on this deal?

Q: What is likelihood of a higher offer. Where would you move the money to that has a chance of making more than 5% which is what the premium is till deal closes

Q: What do you think of this ETF as a buy and forget type of holding? It would be held in TFSA & RRSP. Track record is fairly impressive. Do you see any drawbacks?
Thanks

Q: Could you please recommend 3-4 Canadian names that you would buy now in each of the following sectors: Technology, Industrials, and Materials?

Q: I am thinking about swapping out BLX for ENB. I am holding the investment primarily for income. May I get your take on which you prefer as a long term hold? Thanks very much.

Q: Hello - for my RIF- I have done well with VOO over the last year or so and am wondering if this is a good time to move to a different ETF such as RSP or IWP. My thinking is if the US economy does avoid a recession and the rally broadens, then maybe there will be more growth somewhere other than VOO. Your comments and suggestions please.
Thanks, al

Q: Recent quarterly results are ‘just not pretty!’ I really had hope for this Company, especially when it attracted the interest of Eric Sprott. There appears to be so, so many misleading statements; so many empty promises! No sales, I mean NO sales in a quarter! Is there something I’m missing or does there seem to be some suspicious activities with this company? Would really appreciate an updated analysis of where you see things going with this struggling company! Thanks in advance for your usual great service. Stan.

Q: your favorite small cap heavy oil producers in canada.
thank you

Q: P/P $43.63 a few years ago.AW is trading near 1 yr low of $29.18.Is it timely to add and what is good entry price? Txs for u usual great services & views

Q: Aerospace service, repairs, parts and maintenance for existing airline fleets is a likely growth area for many years as the ability of airplane manufacturers to satisfy market needs is hampered. Can you offer 3 or 4 of the larger companies in this area likely to benefit from this growth, provide some direction as to current valuation, level of debt, insider ownership, share buyback activity and provide a single recommendation that is your pick for best of breed in this area. Finally would you buy that pick at the current share price for a 3 year hold. Love the question and looking forward to your answer!!! Thank you.

Q: Hi Team,
I am debating initiating a position in CTS (Converge). How much confidence do you have in the name? Do you see them being extremely successful in a 10yr time frame? If so; I need to raise funds to buy the name hence trim one or a combination of names. Which of the following would you suggest trimming (or combination of) in order to buy CTS: Well, ATS, TTD,META, CRM. I would only be interested in trimming names in which you think CTS has more potential for SP appreciation. Thanks!

Shane

Q: I am sitting on some of this at a higher ACB and have had it for some time. I like the income, but the price has been in a decline. The culprit high interest rates with them being heavily leveraged, looks like they aren't growing enough to overcome. Looks like they will not be increasing the dividend this year which is not a good sign given their history. I do have patience and some cash. I also think they have a solid tenant base, the business seems to make sense. Would you buy down hanging on hope of interest rate cuts or would you dump and look at another name?