Investment Q&A

Q: Hi There,
Can you provide your opinion of the debt level of this small cap REIT company?
In the event of a recession would you expect the company to still honor
all it's debt obligations comfortably?
Do residential REIT stocks generally perform better than the overall market during a
recession?

thanks for your comments!

Q: Good morning- two questions. Last year, with your guidance, I invested in Gild and it, like many other non-growth stocks in the US, has languished. I noted a comment you made recently that GILD would have to wait and hope for another day in the sun. Is it time to sell GILD and move into a different health care in the US, and where do you suggest I go?
Second, after reading a dogs of the banks analysis, I thought that CM shares would likely have a robust end to 2020. So far I’m down 5%. Your thoughts on CM these days as far as the coming year is concerned. I’m a very patient investor with a twenty year horizon and bank dividends do look solid. Thankks

Q: It would appear that although this is a solid company it is down about 5% at the moment. One analyst did downgrade it to hold. The criticisms of the company seem to be the pay structure (transparency) and minimal growth due to an M&A slowdown. Both of these concerns speak to management. Are you able to provide any information on the management team? Are they strong, experienced with a stake in the company? At this time I am thinking it is a good buying opportunity despite its lack of momemtum.

Appreciate your insight.

Paul F.

Q: Assume that Company A buys out Company B and included in that transaction are shares in Company A.

1 - What is a typical lock-down period for these shares?

2 - Would these new holders of Company A shares need to report on SEDI, even if the holding is as little as 4%? Does it matter if these new shareholders are part of Company A's regular operations?

Thank you.

Q: Today on BNN, David Burrows suggested using the 150-day moving average to determine a stop loss point. Would he be referring to a "Simple 150-day Moving Average" and over which period of time on a chart does one apply the 150-day M.A.?

Q: Hello team, I am considering taking a position in the 5G evolution. I can't decide between telecoms or wireless equipment mfg. What are your thoughts for highest growth? And can you recommend a few stocks ?
Thanks for your help,
Carlo

Q: Hi- what taxes (both American and Canadian) do you encounter for US equities regarding capital gains in a TFSA and Canadian non-registered account?

Q: Between Otex and Dsg which one you like better and why for long term hold?

Q: An y chance that ENB could benefit directly or indirectly from the Court's decision to allow
PPL to transit of fuel through BC to the coast?? or is better to invest in PPL??
Art

Q: I work for a fintech company and we use the services of the above company. Thoughts on them as a group? want to add these as they fit buy what you know thinking

thanks
sal

Q: From a tax perspective, does it make a difference where I hold XUU? I'd like to put it in a non-registered account but I'm wondering whether there is a tax benefit to put it in my RSP.

Thanks,

Q: What is going on with norbord today? Any news

Q: hi there, currently own Dollarama and CSH.UN in my TFSA and was thinking of switching out and purchasing XEG for some energy exposure and HMMJ as both ETF's seem to be exhibiting some upside after a down year. What are your thoughts on this switch (based on your examination of where DOL and CSH.UN seem to be going from here)? Note, this only effects approximately 1.5% of my total portfolio so neither will represent a significant weighting. Thank you.

Q: Hello, I bought arx at 8.96 some time ago and now wondering if adding to the position would be advisable? It is below my cost and has positive analyst recommendations. Thank you.

Q: Hi Gang
What would be your picks in small cap 5 G space that look they will be there for awhile

Thanks Mike B

Q: Are there any north american companies that are selling 5G, worth investing in.

Q: I want to get back to just one Canadian bank, planning on 3-5 years. I traded BNS for BMO last fall. BMO is up about 12%, and BNS is back to par. I did not intend to be trading the stocks again, but now I am thinking I should take the 12% BMO profit, and put it in BNS. BNS has a slightly higher dividend, and long-term, both are good, stable stocks. I have about 1% in TD, which I plan to sell. BMO IS about 3% of my portfolio. US banks another 2%.
Is this a good idea, or do you have one Canadian Bank you prefer for 3-5 Year. Thanks
Grant

Q: Is PPL good value at this time?

Also, in your opinion, which specific companies will benefit most from the impending shift from gas to electric powered vehicles (that is, companies that will be tasked with building the infrastructure such as commercial and residential charging stations, etc.)?

Q: Is there any reason to choose between them, or buy both?

Q: You noted a couple of days ago that you (almost) always put a limit price in place when buying/selling. The few times that I have done this I find it to be very cumbersome because I then often have to wait or even check back an hour or two later to find out if I was able to purchase the stock at my chosen price. I have even missed out on a purchase because I went in too low. While it is nice to get the lowest price I am a bit confused as to your comments because you often state that it is best to purchase a stock without trying to time it too carefully because in the long run (and I am a long term holder) a few cents here or there isn't going to be material. So when do you suggest we place a limit on the buy - always, only with small caps, only when it is a lightly traded stock or just when the bid-ask is rather large? And if using a limit, how do you know what price to go in at?

Appreciate your insight.

Paul F.