Investment Q&A

Q: Hi,

In your answer to James you suggested the following bond ETFS: XBB, XLB, XSB, CBO and/or XHY. I'm very interested in this as I'm trying to increase fixed income exposure.

What percentage would you suggest in each of the total bond portfolio? Also, unless I am missing something, CBO and XSB both appear to be the same thing, so why the need to own both?

Q: Could I have your thoughts on BRP's recent quarter? Seems to be very good earnings growth any specific reason for the big beat? Muted stock reaction although it has had a great run this year.

Q: Can you tell me what you think of Ooma for a long term hold.
Thanks as always,
Peter

Q: At what level would consider Hexo a buy?

Q: I believe TV is being hit hard by tax loss selling and may now be way oversold as it is hitting all time lows. Your comments a few weeks ago were that the balance sheet is fine, It is very cheap on a cash flow basis, and production is good. Costs are improving, and the company is targeting a further $50M reduction in costs. You did caution that as a small market cap, down 58% in a year, you thought it may stay weak into year end. I am a patient, long term investor so short term pain does not bother me, but before I invest I always like to get your opinion. My questions are:
1) do you still believe TV is financially sound and will survive?
2) with tax loss selling and negative company/sector sentiment being reflected in the all time low stock price that TV may be setting itself up as a good/excellent risk/reward investment?

Many Thanks
Scott

Q: Good morning team,

Given the recent news from Kirkland Lake, how would you rank your top 3 favourite gold producers?

If Gold itself was to break out again to new highs in the near future, do you think this acquisition will hold back the shares of KL relative to its peers as digests the take over?

Finally, what are your thoughts on silvers potential?
Are their any silver producers that look attractive to you?

Thanks for your great work!

Q: What are your thoughts on TPE vs XEF or VIU for international equity in an RSP? It seems somewhat safer due to larger cap focus but the TER is higher so combined cost of 0.32 to 0.23 for VIU. Leaning towards VIU as it has the most holdings and includes Korea.

Q: What is your opinion of Spark? Last comment in Q&A was last year.

Q: I have been wondering about this for a while but haven't known were to find the answer, so I thought I would try you guys. If Quebec is the block to Energy East, why not build the pipeline to Lake Ontario and move the oil to east coast refineries via tanker on the St Lawrence Seaway?

Q: Much like KL's acquisition of Detour Gold, it doesn't seem that investors like Sun Life's arrangement with its subsidiary, Sun Life Vietnam Insurance and Tien Phong Commercial Bank (TPBank) which have formed a 15-year bancassurance partnership in Vietnam .
The agreement combines TPBank's distribution network with Sun Life Vietnam's market-leading life insurance products, giving 2.5 million TPBank customers access to a comprehensive range of innovative insurance solutions.

May I have your thoughts on the share price drop? Short term? Perhaps a switch to MFC is in order.

Thank you

Q: Goodmorning
I have a 1% position in ZGI and a 3% position in BIP.UN I am thinking of selling ZGI and using the proceeds to invest in BIP.UN in an effort to cut down on the number of positions I have in the total portfolio I am wondering what your thoughts would be with such a move?
Thks
Marce

Q: What do you think of BRE for higher risk income? Are there specific factors to look out for that would negatively affect the stock? Thanks, Martin

Q: It is my understanding that that 5G signals will require a different type of transmission installation, namely smaller and much more numerous for the shorter distances involved. The two companies often mentioned are AMD American Tower and CCI Crown Castle however only the latter is specific to 5G. Am I missing something here as I am looking to invest in 5G transmission but don't want to go off in the wrong direction.
Thanks

Q: ON Feb 9 of this year I asked you which stock(s) do you think could be the next KL. You gave me 2. NOVO and NUAG. Both have been stellar performers since then yet again.

1)Would you still hold them or have they reached their potential?
2)Could you suggest another couple of names that you really like in the same genre?

Thanks

Sheldon

Q: Related companies to 5G and internet of things may be a good investment in Tech. which I have a very small positions in. Could you " gestumate " what Canadian companies might benefit from  the above trend or any other futuristic trends  in technology as I would like to consider the sector. thanks
yossi

Q: Peter/Ryan,
NVEE has had a tough month. Was the 1/4 and proposed aquisition that bad, or is this an opportunity ? Thanks, Paul

Q: Hello team,
A member asked the following:
BMO's Brian Belsky is predicting a bull market for the S&P500, with growth of 18.5% pa for the next 5 years!
Assuming he is right (big assumption) what are your favourite growth stocks (US or Canadian) for a 5 year hold?
You suggested a few stocks...one of them GH...is that Gamehost or Guardant Health?
Thanx!

Q: Hi Peter and Staff,
Some of my sector ETF's are only 2.2 to 3.5% of my portfolio to make up for Analytics suggested allocation. I know you suggested a minimum of 5%. If I go 5% with any of these ETF's I would be way over the suggested allocation. Any suggestions will be greatly appreciated. Thanks for your support.
Ivan

Q: This question relates to portfolio construction-please deduct as many points as necessary. My 89 year old mother is in good health, still drives and wants to continue to live in the family home as long as possible. Her mother lived to be 100. Her investments consists of a riff, unregistered self directed account, TFSA and cash. Her money will run out in 9 years.
Her investments are:
Riff-all cash and represents 65% of her total investments;
Unregistered account-25% . Consist of Zeb and zdv;
TFSA- 5 %- all cash;
Savings account-5 %- all cash.

Capital preservation is paramount but should it all be in cash?
Specifically could you comment on the following:
1) riff-should we move to a laddered GIC approach for the money she will need for 4 to 5 years and put the remainder in blue chip dividend stocks such as banks, pipelines, utilities?
2) keep the unregistered account as is. We would like to move some money over to her TFSA but this would create a taxable capital gain event. Comment?
3) invest TFSA in blue chip dividend stock -suggestion?
4) no change to saving account as this could be used for any unexpected house expense. Comment.
Also any other comments or thing to consider would be appreciated as there are not a lot of information out there regarding winding an account down.
As always, many thanks.

Q: Lumber seems to be getting some interest. Your preference of these three?