Investment Q&A

Q: I listened to a commentary where the analyst was suggesting one have a bond fund, in this case US, which receives income in a foreign [non-US] currency and then the fund converts that to USD. As the USD depreciates from QE relative to other currencies [if this happens in reality] the inflow to the bond fund will be worth more in USD. Is that a logical approach and would Vanguard’s BNDX be an appropriate? Even if the above is a stretch would holding some of one’s bond allocation in BNDX be prudent?

Thank you.

Q: What happened to cause the split on the stock.Can you shed some info. Tks

Q: I was puzzled ( STARTLED, actually) in June this year to see that AAII added MDU to its “ Stock Superstars” model portfolio. MDU struck me as a rather sick company operating in an environment that appears to be adverse ---if not downright hostile--- to its business. However when I checked some analysts’ reports I saw several (including CFRA) have a BUY rating on this company notwithstanding its depressing descent down in share price. MDU appears to be a value , even deep value, company, a group that often has hidden dangers. MDU’s s PEG is sky high at 2.53, but ROE and ROCI are not shabby for its industry.

Is this a company you could--- in a sober moment -- buy if you wanted a boring bond proxy to reduce overall portfolio risk? MDU seems to me more suitable for contrarian value investors. It is not uncommon for me to miss something , but is AAII mistaken in calling this business a ‘stock superstar’?

Q: what does the market expect from EIF coming quarter? Thx

Q: What are your thoughts on the retail sector's long term outlook? For ex: does a company like JWN have enough upside to make it worth a long term bet, given that it has a growing ecommerce channel and was better positioned financially than some of its competitors? If and when the dividend would be reinstated, it looks to be an intriguing yield buying in at the current prices, albeit with considerable risk of continued short term volatility.

Q: I would appreciate your views on AUG and it's news on the takeover of Eastman Resources.
Thanks, John.

Q: i know these r small caps n u may not follow them, but art seems to b the nex trend in this lockdown n has been beening orders, nxo i thing has just signed contract with nvida. your thoughts please

Q: Can you please add some colour to the recent activities at ER
- is the sale to AUG a done deal?
- if the deal values ER at .42, why is it trading at .28
- the deal appears very complicated with spin outs and share swaps etc...can you explain what exactly is happening and what ER shareholders will end up with at the end when the dust settles
- is this a good deal for ER shareholders?
- what would you do as a shareholder, sell now, wait for deal to close then sell or happily take the new shares with the expectation that the new entity has good growth potential?
Many thanks

Scott

Q: Cognizant Technologies has rebounded nicely. What do think of this company going forward? Do the growth prospects warrant a conintue to hold?

I have owned this stock since the beginning of February and wonder if there are better opportunities elsewhere.

Thank you

Stephen

Q: Morning guys:,
Please comment on earnings
Thx
Mark

Q: Hi, could you please comment on CPX’s earnings and dividend increase. Was the increase necessary or prudent given an already elevated dividend yield. Was CPX’s earnings/ outlook that good?

Q: What would be the best ETF choice for exposure to India (USD or CAD is fine)? I am aware of ZID. Is there anything comparable or better?

Thanks

Q: What's driving Sun Life up? Its ability to make money would seem to me to be limited in this low rate environment, but it's outpacing Amazon and Apple, this month, not to mention quieter stocks like Algonquin and Loblaws.

Q: I've been holding BX for awhile as a company that can take advantage of it's changed structure as well as bargain shopping in a depressed economy. Is that a reasonable thesis? If it's weak, I might prefer something with a better dividend for that money.

Q: is this the 'greenlight' that legitimzies Bitcoin?
It seems the days of independent crypto currency brokerages are limited if the banks get in on the action for themselves and clients.
- could the US governement see the writing on the wall and figure best to legitimize crypto to get a lead on other large economies that are trying to marginalize it?


https://www.americanbanker.com/news/occ-allows-banks-to-hold-cryptocurrency-assets-for-safekeeping

OCC allows banks to hold cryptocurrency assets for safekeeping
By Brendan Pedersen
July 22, 2020, 3:44 p.m. EDT
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WASHINGTON — The U.S. regulator of national banks issued an interpretative letter giving banks the all-clear to hold cryptocurrency assets on behalf of their customers.

The letter, dated Wednesday, clarifies the stance by the Office of the Comptroller of
the Currency that bank custody services, which have long been understood to include holding digital assets, can extend to cryptographic keys and other crypto-related assets.

Q: Thoughts/comments/guidance on placing this company in an RRSP for a 10 year horizion.
Thank you for your amazing service.

Q: Hi 5i Team

What happens to outstanding BEP.UN call/put options now that the split has taken place?

Thanks
Peter

Q: You've previously stated that CGX presents too much risk given its current debt load.

Given the recent ruling that they can open again with up to 50 patrons per screen (believe previous plan was 50 max per theatre) and Canada's success in controlling the virus, would you give them a 2nd look?

Q: Could I have your opinion on Keyera. Is it a buy now and is the dividend safe.

Q: With the stock split, would this be an opportune time to enter this stock?
Thank you. Peter