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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: Continuing our discussion on these two companies BIPC trades at a much lower PE 12.4 versus 170.8, had lower P/B 1.4 versus 2.5 and also has higher momentum short term- doesn’t this make for a compelling buy for BIPC versus BIP.UN. Very confusing situation created by Brookfield.
Read Answer Asked by Steve on June 23, 2020
Q: Re AEcon, you commented yesterday that you see it as “more sideways than anything” ... could you please expand and explain why you think this? .. I’ve noticed some analysts forecasting a price of $23 (now at about $15), so i take it you don’t share that view ... also, when we see an analyst forecasting a price (e.g. $23 for ARE), what is the time frame? (By the end of this calendar year?) ... thanks!
Read Answer Asked by Patrik on June 23, 2020
Q: I have read a number of articles predicting that a large number of jobs, possibly in the order of 1 out of 5 or more, will remain work at home after a vaccine is developed for COVID. If companies learn to manage "work at home" employees efficiently in North America, then it seems only a matter of time before these companies start transitioning their workforces to less expensive labour, employees who "work at home" from low cost countries. Do you agree with this hypothesis? If you do, it would seem to me that international HR firms will be in high demand, to assist firms to source skilled labour in low cost countries. Which firms do you see as being able to benefit from this possible trend? At the moment, it seems to me that the market is focussing mainly on the high tech beneficiaries of these trends.

Thank you for your excellent service, and thoughtful insights.
Read Answer Asked by Dale on June 23, 2020
Q: Can I get your thoughts on this company please.

Thanks,
Scott
Read Answer Asked by Scott on June 23, 2020
Q: Tony Dwyer from Cannacord likes to refer to "banks and tanks" as good areas to be in when the economy eventually turns positive. I believe he's referring to the more cyclicals. Can you suggest both Cdn and US ETF's that would fit the bill. Thanks.
Read Answer Asked by Darcy on June 22, 2020
Q: Looking for 2 stock recommendations for each of my children's RESP account. I tend to prefer companies paying a dividend. Child 1 is 15 years old, needing the funds in 3 to 4 years so picks would need to be conservative. Child 2 is 11 years old, needing the funds in 7 to 8 years.
Read Answer Asked by Linda on June 22, 2020
Q: hi there, just wondering about your thoughts on this hedge fund's piece published today and what are your thoughts about equity market in general about a historic bull market?

"Investors could be looking at a ‘lost decade’ in the stock market, the world’s biggest hedge fund warns"

https://www.marketwatch.com/story/investors-face-a-lost-decade-in-the-stock-market-according-to-this-warning-from-the-worlds-biggest-hedge-fund-2020-06-18
Read Answer Asked by yongzhi on June 22, 2020
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