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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: What is your view of Peyto today, its still making money and the monthly report from the CEO Darren Gee for July 2019 puts a value of the shares at over $20.00.(Tangible Infrastructure $8.20/share + Reserves $27.07/share - total Debt $7.21/share). But here we are today it went below $3 for the first time. What happens if it stays below $3, do any mutual funds or ETF's have to sell?
Thanks,
George
Read Answer Asked by George on August 16, 2019
Q: Hi there,

What are your thoughts regarding the recent yield curve inversion and this signalling an upcoming recession? Markets seem sensitive to headline news and I'm wondering if now would be a good time to devote a decent amount of my portfolio to a low volatility ETF until things subside. If so, which ones would you recommend at this time? I believe BMO has a pretty good product line. In addition to this ETF holding I will also hold the Canadian growth equities listed from your Balanced Equity Portfolio.

Thanks!
Read Answer Asked by Michael on August 16, 2019
Q: What is your view of MUX today, it has not gone up with the recent rally in Gold and Silver. It's still down 24% ( at $2.45) from last year's high of $3.20, while most gold stocks have hit new highs and many have doubled. What do you think is the reason it has not participated in the rally.
Thanks,
George
Read Answer Asked by George on August 16, 2019
Q: Hi,

I am working to increase the international diversification of my portfolio. One of the ways I am exploring to do this is by reallocating to Canadian dividend-paying companies that earn their income substantially in other jurisdictions. Would you happen to have any recommendations as to such companies that I could look into? Is there an information source that you can point me to that has an analysis of Canadian companies earning their income in foreign jurisdictions?

Thanks,

Derek
Read Answer Asked by Derek on August 16, 2019
Q: I have half positions in each of these four companies and cash to deploy to bring some to full positions. In which order (best candidate first) would you proceed?
Read Answer Asked by Christian on August 16, 2019
Q: Hi 5i,

If you could select only two energy and two materials stocks which would they be?

Thanks!
Read Answer Asked by David on August 16, 2019
Q: Top TFSA buy this week for 6k unused 2019 tfsa. A few names are getting beaten up, which of your balanced or income companies have been beaten down more then they deserve. short term buy opportunity with long term hold (5+ years). Asked a similar question for my un-registered account. This could be almost any of your names except for wsp who I am overweight already.
Read Answer Asked by Tom on August 16, 2019
Q: I should increase both our health care and U.S. investments.I have been looking at the investments above.These would be in our TFSA so not too interested in dividends.
I would appreciate your thoughts.
Thanks in advance.
Read Answer Asked by James on August 16, 2019