Investment Q&A

Q: In answer to @Cheryl, Knight released two news yesterday. The Triumvira repayment shows that Goodman's strategy of battling mostly 'singles' (except the GBT 'homerun') is working.

However, a more meaningful news is that Knight finished repurchasing 100% of their shares buyback under their NCIB. I don't recall a company actually buying "all" of the NCIB allocation. We knew they had bought 78% of it as of March 30, 20 in their Q4 2019 quarterly report. We could have expected they would buy the other 18% but still did it quickly with Stock having dropped a lot in the COVID market (even though they said COVID had not affected their business - well not yet at least).

Question: their NCIB only expires on July 8. Does it mean GUD has to wait until July 8 to request another NCIB to the TSX if they want to continue buying back their shares? Medison still owns 7.5% (10.5M shares) of the company, and I would really like to have GUD arrange a 'block' buyback of Medison's Shares via a 'special NCIB' repurchase to finish the Meir Jacobson involvement once and for all without disrupting the share price, or at least causing uncertainty/concern on that.

Is that possible? And if so, does it have to wait until current NCIB expires in July even as they have completed 100% of the current NCIB already? Thank you!

Q: May I have your opinion on the psychedelics space? More specifically Mind Medicine Inc. (MMED.TO) and Champignon Brands (SHRM.CN). Thanks.

Q: With what looks like TSGI hitting on all cylinders the last few quarters I think Flutter is getting a very good deal. Are there any companies that may take a look at TSGI and make a superior offer? When I do my math of .2253x1.53x103=35.50 $Canadian which is close to todays price.

Q: The VIX is below 40 this morning. Is that a sign that the worst is over or are investors becoming dangerously complacent. How does 5I interpret the recent movements of markets.?
Thank You

Q: Hi gang, could you please suggest 2-3 100%foreign ETF. For a conservative invester. Large cap only. Thanks
Alnoor

Q: Doing some house cleaning of the portfolio. I hold 1% each of XLF and XLP. Sitting on the fence as to add or sell. Looking for your prospective and if add what would be a recommended %.
Regards

Q: 1st question on ENB , I see lots of recommendations on ENB. I understand that this co. has mostly take or pay contracts (I am also aware of their investments in renewables etc.) however, it looks like there is a possibility of oil storage filling to capacity, if this does happen many pipelines will have basically slow to a trickle or even stop for a while, if this were to happen would this not give energy cos. stuck with take or pay an out as their contracts wouldn't be honored, it seems like a very risky situation to me for all the pipelines, what is your take on this?
2nd question would you endorse buying ZQQ for a 1 stop tech exposure ( I like the idea of being hedged) or would you prefer something else. I was also looking at the ARK etf's F W K ( tesla seems heavy in some of these) which of these would you prefer in combo with a ZQQ or instead of? dock as many as needed as I don't use many, lol. Thanks for your perspectives and all the work you do.
Tom

Q: Would you sell xuu etf and replace with zqq etf? Looks like zqq has outperformed xuu over the short and long term?

Q: I would like to purchase QQQ but in Canadian funds and not hedged. I think that QQQ.F.CA or XQQ are options. But I notice that QQQ shows about 10% better price increase over the last 3 years than the CDN options.
Are there other pros and cons of purchasing say XQQ instead of converting my cash to USD and buying QQQ?

Q: Currently have ZQQ. Is there a more concentrated hedged ETF with just the FAANG stocks & a few others?

Q: HiTeam:

Good day!

I am holding SCHW & SBNY with some 30% loss, and COLD some 7% loss. Should I let go the first two and hold the COLD?

Please take the points for each one as I have 3 companies in question.

Thank you.

Louisa

Q: I have shares it both of the these Income funds. FIE-T is down 24% and XTR-T is down 12. 42%. in my registered portfolio. I'm thinking of selling the entire position in XTC-T and purchasing more shares in FIE-T . The later has a much higher yield in FIE then XTC-T . Your thoughts ? Is this reasonable. Thanks

Q: May I have your opinion on CloudMD Software (DOC.CN)? Telemedicine may benefit in this environment.

Q: Hope you are all staying safe and sane.

I have about 20% of my RRSPs following your Balanced portfolio, the rest in cash. I would like to deploy most of that cash in the next year. Which names would you start adding to first?

Q: I presently hod these 2 ETF's and was looking for your opinion. They are approximately 1.25% each of portfolio. Being a small amount do I add or sell.

Regards,

Q: Hi,

Which would you buy for the long term or is there a better choice? I'm surprised at the low beta of both ATVI and TTWO as I don't like volatility.
Would you wait or buy now?

Q: Which etf’s would I use to cover my u.s. and cdn stocks on the short side. I like my stocks, but would like to cover for a while thanks Ken

Q: Hello
SRU.UN is involved in shopping centers, office buildings, high rise and low rise condominiums, rental residences, seniors' housing and self storage facilities.
Do you know what percentage of this REIT's income is derived from retail tenants, condominium/rental residences and storage facilities?
The dividend was not cut during the 2008/09 financial crisis. Do you think their dividend is vulnerable this time?
Will you average down at today's price or just hold?
Thanks for your advice.

Q: I own ENB and PPL. PPL was purchased for stability and safety of the dividend. The position is now way down. Would you recommend selling PPL and replacing it with TRP? Or is PPL seriously mispriced at this point and better to sit tight and wait for recovery?

Q: Since the March lows DG has gone up 35% and the same comparison, DOL has gone up 20%.

Any reason for the large discrepency?

Thanks

Sheldon