Investment Q&A

Q: Cnbc headlines: market rallies are based onHOPE of a cure by Gilead. Nothing is conclusive?
Thought hope was not a good investing strategy. Also us gdp contracted by 4.8% in 1st quarter 2020. So fundamentals where far from good to begin with.
When do you think the market will go back to fundamentals?
This could be the reason for 5 trillion on the sideline?
Your view would be most appreciated.
Thanks!

Q: If the CAD tanks against the USD, what are 5 or so Canadian companies that are best placed to survive and thrive, ie CAD inputs and USD revenues?

Q: Hi gang , can you please shade some more information about this company. Would it be a good investment? Are they making any money? Would you be comfortable to buy it today? Or would you recommend some other company. ? Who are the competitors? Thanks
Alnoor

Q: ala has been upgraded recently. What can we expect from this quarter and your opinion going forward. Thank you

Q: a few questions.
Profitability?
Level of debt?
Competition in virtual medical space?
Insider ownership?
Focuses other than virtual health and medical clinics?

Q: Would appreciate your overview and assessment of Athabasca $70 Million Upsized Bitumen Royalty and additional resiliency actions announced by the company yesterday after the close. Do you know how much of their production is hedged and how far out? Thank you.

Q: Hello dear team,
Hope you are well and had the chance to enjoy some good weather.
What are your thoughts on this company ?
my known facts(hope they are right)
They have 5 ODD with the FDA and some of them are on the fast track to be commercialized ?
they are partner with one if not the biggest mexico pharma (which is also World wide?) for the commercialization of Cauzma ?
they recently raised something like 10 000 000 $
Everything seems to be going well and on track with the company and they have been delivering.

How do you think they could perform and in how long you think they will start to benefit from their hard work ?
how do you think this company could do in 5 years, if we do an optimistic and a pessimist scenario.

thank you for your time and response.
stay safe,

Q: Hello 5i-
what do we do with Canadian $ in cash. We've got cpp, oas, work pensions : however, all of this can go down significantly too and we need to preserve for our later years.- - my ? is this: what shoud we do with xtra cash now? Should we buy usa $, usa stocks, etfs? thank you for your time

Q: Hello
Very few bank rate reset preferred shares indicate that there is a "NO NVCC" clause. An example are the above noted two preferred shares.
Can you please tell us what the NO NVCC clause means and how these bank rate reset preferred shares differ from ordinary bank rate reset preferred shares?
Thank you

Q: May I have your thoughts about IPL Plastics please

John

Q: I hope you are all well and adapting to our new reality. I realize this is a US Closed End Fund , my apologizes. I have held it for some time in a rrif for income as well as growth I also hold XLK and a few canadian Tech stocks in that sector. It provides an ample dividend and I gain more upside from the others. Your thoughts?

Q: I still own wild and have great confidence in the former Disney executive changing things around. They own the family channel and are coming out with a great line up of movies in May—Good for all of us isolating at home. Do they make money by having more subscribers? How else do they make money? I thing at .80 cents this stock could be a multi bagger if things go right. What do you think.

Q: The company seems to be a stay at home play now - in addition to 5G
Any comments on recent developments and something to put on the watch list?

Q: Hi Team,
Just to comment on risky short term trading vs long term view. Tuesday Apr 28, during trading hours, Ford was up near 4% to the close while Google was down about 4% all moved along with broad index, looks like 8% trade move in between, right after the close, Ford came out with projection of revenue down X billions in next Q, while GOOG put out "ONLY" 13% on revenue growth in the past Q, also sticking with share buybacks. share of Google are up 9% next day. Ford was at same as yesterday close, could have crashed more if.... Wondered WHO are the "INVESTORS " traded or made those moves, imagined one sold Google on the way down and bought Ford on the day up 24 hours ago. FOMO or Logical ?

Q: Hello

In support of Carl’s inquiry re zwb vs zeb performance similarity......I was watching the same positive correlation despite so many being negative on covered calls in up market.

Firstly, Carl should go to BMO etf website where they have an excellent webinar explanation of how the cc etf zwb, ZWC have been managed to benefit investors during the up side of the market.
Secondly, as it was explained......the simple answer to positive upside correlation (may not be permanent)..... It was achieved through extending out the option strike price to avoid shares being taken away, while at the same time experiencing the same or higher option premiums. The option premiums expanded and they played it well.
Active management in volatile market paid off in this case.
Dave

Q: Just a fyi: In your answer to Camille yesterday I believe you overlooked the 3 for 2 split which took place April 1. This may be why she thinks BAM is down 50%.

Q: Since BIPC and BIP.UN own the same assets, have the same dividend, and BIPC is convertible to BIP.UN on a 1:1 basis, then why does BIPC trade at about $1.50 more than BIP.UN?

Q: This is a wild market which has rebounded well beyond my expectations since the March 23rd lows. Do you subscribe to this resurgence which seems at odds with reality? I know the market looks forward but, geez this is really optimistic...
What do you think?
Thank you.

Q: Comments on CGI's recently announced earnings please.

Q: Your thoughts on recent results. Thanks.
Robert