Investment Q&A

Q: During these times, which is a better long time hold. TC energy or Fortis.

Q: So having been beaten up badly by ste wart Olsen, how is Bdt as a place to put money given the liberals promise of huge infrastructure projects. It seems to have a decent yield but is it sustainable

Q: Morning Team,
I have 900 RYL Bank RY.PR.W (suggested by you on Sept 2017 Thanks) cashed out yesterday. Can you suggest a replacement Please ? Thanks as always,
Tak

Q: A respected analyst stated: DO NOT BUY THE BANKS!!!
Here are his reasons:
- Not only are they facing pressure from a flat yield curve but every aspect of their business is being disrupted by digital-first competitors.
- FinTech companies (both public and private) are disrupting every single one of the revenue channels at the banks.
- There isn't a single reason to own bank stocks other than the dividends however I’d argue if their businesses decline as much as I think they will those dividends might not be safe.
- There are better industries to find dividends where the companies are growing earnings and increasing their dividends. Personally I don’t see any of the banks increasing their earnings for a long time especially if these VC backed FinTech companies continue to crush them.
- If you want exposure to the financial industry I’d suggest going with the digital payment companies: $V $MA $PYPL $SQ

What are your thoughts re: only focus on fintech and digital payment companies in your portfolio?
I note that your top pick for banks in your income portfolio is BNS.TO, which you constantly recommend as it appears "undervalued", however BNS.TO has made 0% capital appreciation over 5 years. Is it time to switch to fintech?

Q: Good day,
Wells Fargo analyst downgraded DXCM in addition to lowering its price target from $420 to $350. Has anything drastically changed and is it still worth holding? Thanks

Q: Hi,

With Suncor near it’s all time lows, could you please give me three reasons why it is a bad idea to average down on the stock, and theee reasons why this can be considered a bad idea. I have a high risk threshold, and I can afford to wait 3 years.

Thanks a bunch!

Q: Lots of shares were issued to insider at much lower price,Is it normal.Do you still
consider it a good buy?

Q: Hello Peter,
What is your view on Well health and Good Food regardless of the pandemic. Do you see their business models as good long term buys at current levels as of October 2nd, 2020? I would appreciate your comments.

Q: The Expert Guests on the TV and satellite Stock Market Shows. Announce with pride, how they have "exited the energy sector". A recent TV Guest, wouldn't touch Suncor @ $15.00, then proceeded to issue the benchmark "buy" on Apple. I was in line at the time, waiting to fill up at a Petro Canada, along side a truck packed Hwy 401.
Energy has taken it hard as of late and for obvious reasons, but how much of Suncor @ $15.00 is real ? How much if any, is that hydrocarbons are for now, out of fashion ?

Q: Boston Pizza has reinstated a partial monthly distribution of 0.065 cents per month. Too soon?
Would you start a position at these levels ($7.25 CAD)?
Thanks for your insight.

Q: Is there a Canadian listed Canadian dollar ETF that holds many of your USA favourite companies: NVDA, VEEV, DOC, MSFT, AMZN etc, etc.
If not is there a US ETF that holds a concentration of some of your favourite companies? Not just a sector ETF, but more focused on your favourites. Currently I'm only invested in Canada, and I want to invest, starting small, in some of the USA companies you are recommending, but, if possible with a bit of diversification.

Or if nothing exists, maybe I should just pick two, say NVDA and VEEV and invest in those in US dollars? Would those two be top of the list? It is for a small amount, about 5% of my portfolio.

Q: Is there an ETF or Company you would recommend in the Regenerative Agriculture area?

thanks,

Paul

Q: Hi Peter,

I notice Palladium price starts rising. Can you please recommend few names that will benefiting from it?

thanks,

Q: Hi,
I am considering building a position in TGZ within my diversified portfolio.

Could you please share your opinion on this gold miner?

Thanks,

Q: Why doesn't Enbridge go private ,if it borrowed money at 3 % and its paying about a 8.5% dividend couldn't it fund itself.

Q: Financial well-being and future potential. Any thoughts?

Q: I am looking at a tax loss with Questor technologies, recommendations on how to handle it , thank you for the service, Jean

Q: Good afternoon...have been watching AD drift lower each day, currently own...what are your thoughts for short term...hoping to sell within few months...I thought it would be somewhat appealing due to dividend...

Thanks

Q: I have heard a lot about wealthsimple.what is your thought about using this platform.If you can trade for free,how do they make their $?

Q: EXP Realty International. A friend has taken his brokerage from the Remax franchise and put it into this firm. Can 5i give me a quick analysis for a possible investment?
Thanks in advance.
David