Investment Q&A

Q: With the current price and gold is consistent increasing. Plus its increase of productions of ounces of gold. Do you see it as a potential of a takeout. Thank you.

Q: You last commented on this reit in 2018.
What is your current perspective.
Thank you

Q: Looking at this company, what is your opinion going forward for the next 5-10 years in a RSP account? Risk, safety of dividends, growth, and comparables in the sector.
Thanks as always

Q: What in your opinion make URI fall much harder than the market wehn they issued good earnings I thought.

Q: The Market Update and Special Report of March 9, 2020 is necessary reading in these turbulent times. If one already has a full position in any of the listed stocks, is your recommendation to consider them a HOLD, or if and when one feels more comfortable with buying more, would you suggest that we go overweight in that stock and/or sector, even temporarily? Thanks for your insight.

Q: Can you talk about the fundamentals of these companies that are part of your Balanced portfolio? From a technical perspective they have been going the wrong direction for quite some time. Thanks.

Q: CGI has sold off pretty hard. How does the current valuation compare to its historical average? Is it still expensive or has it fallen to below its long term valuation?

Thanks.

Q: Which one of the two would you recommend for a 5 to 10 year hold? I notice their yields are guide similar.

Q: I have a question about Avalara after reviewing its Annual Report on line on its website. . The audit notes a Material Weakness in Internal Controls over Financial Reporting on page 70 - 71 as follows - "The Company has a material weakness as it does not have adequate controls to effectively design, implement, and operate process-level and information technology controls to sufficiently mitigate risks of material misstatement associated with certain complex business processes and changes in those processes or applicable accounting standards."
On page 68 - 69 is another note by the auditors to the Board on what they call "A Critical Audit Matter" regarding the audit of company revenues as follows - "The processing and recording of revenue, including interfaces between systems and databases, is both manual and automated, and therefore the Company uses a complex set of procedures and systems to generate complete and accurate data to process and record its revenue transactions." As a result much time was spent on verification and they had to bring in professionals with expertise in data analytics to assist with the audit.
I know Avalara is a young company, but should such warnings give me reason to not invest at this time?

Q: Hi, what is your take on Richard's Packaging results announced today ? Thanks

Q: What % of an equity portfolio for a 10 year hold would you recommend in precious metals. I am considering Fnv.
What % of tsx composite index is represented by precious metals?

Q: Any idea why ppl which currently yields 5.27% was down last week while the above other defensive stocks were up?

Q: Why is Meg Energy down 40%ish, when the energy sector is down 20is%?
Thanks,

Q: It looks as though utilities, and renewable utilities in particular, have taken off, while Canadian pipelines, which are also traditionally stable investments, are either flat or dropping.
Do you have any comments on whether:
1. this is a short term disparity or a fundamental shift,
2. whether one group is better than the others at current prices, and
3. If the recent drop now otherwise creates a good point of entry for any or all?

Q: Howdy:
With Eric Sprotts recent involvement and the price of Gold edging upwards, where do you see this company’s share price over the coming months?

Thanks in advance..
Stan

Q: Hi there,
When there is a corporate takeover and one receives a fraction of the new shares, that fraction of a new share may be paid out as "cash in lieu". Is that cash in lieu treated as a capital gain/loss or is it considered dividend income?
Thank you.

Q: Hi team
the stock SPB takes a beating for the last 7 days
were there any more bad news or just the market trend?
is it a value trap

for new money to buy for dividend and income
would one be better off in FTS or EMA as less risks?
thanks
Michael

Q: Hello 5i!
Down 70% on this one, dump and move on? Can't believe how its been beaten down. I can wait at this point, there is not much left anyways. Your thoughts please.
Cheers!

Q: Hello Peter and Co,
My 20 year old grandson has opened a TFSA with $22000 in cash, and is asking for advice how to start investing. Our suggestion is that he put a fairly large amount into an index fund ETF, such as VFV, and then buy several individual stocks with the rest. They would be small positions (~$2500 per stock) but a good way for him to start learning, and with markets down, the timing seems quite fortuitous.
He is considering the following:
100 shares VFV: ~$7500
40 shares GSY: ~$2500
35 shares BEP.UN: ~$2500
1 share AMZN: ~$2500 (CAD)
7 shares NVDA: ~$2500 (CAD)
200 shares VET: ~$2500
-------------------------------
TOTAL: ~$20000

We had also suggested CSU, SHOP, KXS, PKI, TTD, GOOG, AAPL, ROKU, FB

What do you think of the above approach, and what changes might you suggest? I realize VET stands out as quite risky, but should probably do well long term.
Are there any sectors or stocks or ETF that you would suggest adding/replacing? Obviously he has a multi-decade time horizon.
Thanks for your sage advice!

Q: Was thinking of buying GSY in TFSA now that it has dropped to the 53$ mark. My only real concern is that we go into a recession and loan losses increase. Seems that their loans go towards higher risk borrowers and with possible job losses / lay-offs during a recession the ability to repay these loans decreases. Am I thinking correctly?