Investment Q&A

Q: I'm 27 and have invested in my TFSA in 8 growth compagnies so far for long term holding (retirement). I save 10% of my salary in my TFSA for my retirement since I'm 22 as I read in Rich Barber few years ago. I wait until I've got 1000-1500$ and then buy a stock.
1) Other part in my saving is to buy a house with my girlfriend in about 2-3 years. What will you suggest us to invest in for that short period?
2) My girlfriend want to start investing for her retirement. I suggested her to invest in ETF at first and than change for a strategy like Beat the TSX when she has enough money saved. Is it a good strategy? If so, which ETF will you suggest to invest in?
Thank you

Q: MFC was trading yesterday below book value and is down about 5% today. I would appreciate you comments on MFC.
Thank you

Q: Which stocks (US or Cdn) in your opinion may serve as something of a hedge during the virus scare. Kinaxis, for example, doesn't seem to be getting beaten up (yet). I'm thinking of online shopping support stocks, streaming networks, or other businesses that won't be affected, and may even see a boost, if people choose to stay in.

Q: Is there a particular reason why PKI falls like a rock?

Q: Looking at a short-term hold (2-3 yrs)
which of these three would you recommend has the best chance for the most growth?
What order would you put them if you were purchasing
thanks
michele

Q: I was averaging in the market just before the correction and only deployed 35 % of the cash I had. Thanks to your advice in the past on that i was disciplined ( despite my emotions fighting the plan for months) . I feel like we have a great opportunity now.
Is it an average in - say 3- 5 % a week or see how it goes to catch an upward trend to and keep the gunpowder dry for now.
ps - II know you don't have crystal ball -just looking for a smart plan to execute - to keep my emotional investor guy under control

Q: Do you think there is an opportunity in airlines, hotel and cruise ship operators in the U.S.? They’ve all been hammered!

Jason

Q: Could I get you take on Viemed's latest earnings, please? I'm in at $7. Would you recommend I sell, hold or buy at these levels (looking long term)? Thank you.

Q: With lower interest rates - is Real Matters an opportunity in this market ?
The current market conditions with corona will affect it as well but I thought the lower interest rates may actually make this a better opportunity today.
Is corona a significant issue with Real as well?

Q: Hi Peter, Ryan, and Team,

Motive Financial, a division of Canadian Western Bank, is currently paying 2.8% on their high-interest savings account. In this lower interest environment, I'm wondering how the smaller operators can 'afford' this. Your insight is always appreciated.

Q: I am looking to place 10 % of my RRSP & Cdn non-registered portfolio's into small to mid cap Canadian companies via an ETF

What would you recommend?

Q: I currently own BNS, BAM and GSY in my Canadian equity portfolio for a total weight in the financial space of about 12%. I am wondering if you would currently favour a switch to SLF from BNS, especially if I could crystallize a taxable loss?

Also a comment about the questions on market timing that you have recently received. If you are reacting to volatile markets it may simply be that you are not as risk tolerant as you believe!

Q: Peter and His Wonder Team
Blackberry hitting a new low today. Could this be an opportunity for a long term hold? It does look cheap. Your assessment please.

Q: I own Martinrea. Can you give me your analysis of their earnings just reported. They look good to me but the stock has taken a steep hit in the last week albeit along with everything else.

Q: I am a long term holder of CAE and would like to take advantage of the market turbulence to add more. Can you please offer some thoughts as to the sensitivity of CAE to a downturn in the aviation and travel sectors?

Thanks for your awesome service. Think of all the good you guys are doing for the retail investor at this time in particular.

Q: Thoughts on the CN banks? Low rate environment; Cdn economy hampered economically due to low oil and lacklustre mtg/productivity . How does this factor for growth in our banking oligopoly? I would think the 4-5% dividend yield is relatively safe but I cannot see where the stock price growth would come from other than wealth management divisions and perhaps trading which is somewhat risky. Thanks.

Q: Hi Guys,
Poor Chorus Aviation: Getting hamered (Not justified in my opinion) along with all the airline stocks and then this news:
Chorus Aviation Falls to 52-Week Low As U.K. Air
05 Mar 202011:35 ET
(MT Newswires) -- Chorus Aviation (CHR.TO) was down more than 5% to a 52-week low after the company on Thursday said it has eight aircraft leased to Flybe, a U.K. regional airline placed under administration.

The company said Flybe leased three ATR 72-600 and five Dash 8-400 turboprop aircraft, which, Chorus said, account for less than 5% of the book value of its regional aircraft leasing segment fleet. It said it has a plan to repossess the planes and lease them to other customers.

"We are currently in negotiations with prospects for these aircraft. As noted, these aircraft represent only a small portion of the value of our leased aircraft portfolio," Steven Ridolfi president of Chorus Aviation Capital said in a release.

Chorus shares were last seen down C$0.36 to C$6.04 on the Toronto Stock Exchange, under its previous 52-week low of C$6.22.

Would you continue to hold or possibly even add to an existing position ? Thanks

Dave

Q: Regarding dividends payment in US. You are right as every broker has its rules. For webbroker at TD you have to open a US account and transfer securities to the US to be able to keep dividends from being converted. For BMO and Questrade the account holds both US and Cdn securities and the dividends are paid in the currency it is declared and not converted unless you request the conversion.

Q: Hi,

I have parked some cash in PSA (CAD) and MINT (USD) for short term until market and economy stabilizes. PSA invests into cash or high interest savings accounts of National, Scotia, CIBC banks. MINT invests into short term high quality corporate investment grade bonds. How safe are this ETfs if interest rates keep dropping and a severe global economic downturn or collapse of Financial markets. How much can the price drop be considering they are yielding close to 2%

Thanks
Ninad

Q: Something that would be of enormous help to members currently buying stocks on dip (as opposed to ETF(s)) is a write-up that identifies companies (other than energy companies) that have balance sheets in a state where much lower sales for over a year could mean bankrupcies or share dilutions. I'm looking at forestry stocks, for example, and question what will happen if their sales go down 50%. Will they be able to pay their debts if this goes on 12-18 months? Even A&W, which appears on the surface to be a safe and boring income stock. What if sales go down 50% for a year, could franchise be under enough pressure to be forced to walk away? Buying a franchise is very expensive, afterall. I realize this could take time to write something like this, but no-one in the news is talking about the fact that some companies that need a minimum of sales before running in trouble with debt. Would appreciate your thoughts if you think this thesis is without merit. Thank you team!