Investment Q&A

Q: When things seem like theyve settled down some, I plan to average down on some of my higher quality (less speculative) stocks. Im also planning to do this around dividend dates since this seems like a good time to compound DRIPS and collect extra shares.

Now, the core of my portfolio is still in a few broad market etfs. Do you think in the recovery that a certain market (S&P500, Nasdaq, DOW etc. - Im assuming not the TSX since Canada is fighting an economic war on multiple fronts) will happen faster than in others? Would you think in the recovery that buying hedged would be better since the US Dollar has been climbing recently? Thanks

Q: Hello,
I'm a looking to invest in dividend stocks. Currently I would like to increase my exposure to the Utilities sector. Given the current economic conditions, which of the above stocks are most at-risk of cutting or reducing their dividends? Also, of the above, are there any standouts that you prefer? I am also looking at AQN and FTS aswell as BEP.UN and BIP.UN.

Thank you

Q: Whats expected from savaria next week? Thx

Q: Hi there,

GSY has been brutally beaten down. Is it worth stepping into at $32? If one had no position in it, would you recommend a full position here, quarters, thirds? How would you proceed with buying it here?

Thanks!

Q: Could you please tell me total debt, debt/ cash flow, book value, and tangible book value for this company. What was its book value, and tangible book value in 2010
Thanks
Ian

Q: hi 5i .. for a retired income investor, which of these three ETFs would you pick to buy today, given these market conditions, and why ... thanks!

Q: BAM is classified as financial services. Is it really more real estate given the nature of most of its holdings?

Q: Do you think the selloff in BX is overdone and do you think this would be a good buy short and long term.

Do you see a floor on MGM.

Q: Is there a Canadian clean energy ETF on the market, if not what would be an American ETF to look at
Thanks for the excellent work and support

Q: I’m struggling with why you would think GSY would do well in a recession. They serve sub prime customers with very little discretionary disposable income. Wouldn’t you expect these customers to be most impacted by unemployment, lost wages etc which would then drive late payments and then eventually loan losses. Initially I would expect GSY would take a similar approach to banks by deferring payments for customers to limit losses but eventually they will need to take them. New business will be impacted with branch closures, not to mention their leasing business, historically the reliable cash cow will be impacted as well without the foot traffic. Given the adjustment that big banks have taken to their stock prices over the last 3 weeks. GSYs massive drop looks warranted to me.

Q: Unemployment...

I've heard of an estimate of unemployment going up, as estimated recently by one of the big US banks, can you provide some insight to this?

When are the next figures due for Canada and USA?

Q: WCS oil price, according to BNNs feed was $9.12, or so, at the close today. Is there a vehicle to trade this commodity whereby I can buy today and wait a year or two for an eventual recovery? Not looking to play this through producers.

Q: In an earlier answer today you compared slf and bam and concluded that bam would be a better buy today. This comparison seemed odd to me as they seem to be very different types of companies. That aside, however, if you could only buy one of these two today, sector not an issue, which one would you choose and why
Thanks again

Q: Hi Amazing Team,

Don asked a question today about Canadian Western Bank: With Alberta hurting and oil prices crashing would you consider the western bank safe. Your answer began with: We would be cautious on CWB....

My question is please: I have a significant CWB bond maturing Jun 16 2022. It is in the money. Would you be inclined to hold or sell?

Many, many thanks for what you are doing in this time of crisis. Michael

Q: If you were to pick one stock that would react the most positively to an increase in oil price what would be your pick?

Q: On fundamentals (yield/PE revenue ..etc have we reached the levels of 2008 financial crises in particular for banks/utilities and REITS. Can you please explain if majority of REITS in particular residential (eg CAR.UN) would benefit from lower interest rates why are they going down?

Thanks

Q: I am wondering about Bond ETFs and why they are dropping when interest rates are at historic lows. Does this have to do with liquidity issues of the etf's, with people trying to sell them so fast that the managers of the ETF cannot sell the underlying assets quick enough? Does that mean that the underlying assets of the ETF are actually much higher than the price to buy the ETFs themselves? As an example I am considering the 9% drop of ZAG that occurred today.

Q: I Have held these bond etfs for a long time and they are down considerably. (-16 & -30% -9.00 % -5.16%)and still counting

My question is :
Do I have any reasonable reasonable expectation of ever recovering the capital if I hold them ?
Or I am reasonably safe in selling them and putting what is left in a better place ?

Q: Regarding this company's net income vs. dividend payout, it doesn't seem to support it. From its free cash flow perspective, its also short of the dividend payout amount. Please comment.
Secondly, is there another healthcare REIT similar to this one with a good dividend that we can compare. Thank you.

Q: I bought half positions in CNQ and SU and I have buy orders in at lower prices which I never thought I would see ($8 for CNQ). At current prices, CNQ is yielding over 15%. Even though their dividend was well covered, does it matter how low their share price goes or is it more a function of how long the coronavirus and price war going on for that you force them to cut their dividend? Would they cancel share buybacks before cutting their dividend even though share prices are so low?

Thanks,
Jason