Investment Q&A

Q: In his profoundly influential book, The Battle for Investment Survival, originally written in 1935, Gerald Loeb states: "Indeed, should some super-solvent agency agree to preserve the buying power of capital for a substantial length of time at a stated fee per annum, informed people would embrace the plan enthusiastically if they felt there was any real possibility of the agency staying solvent."

According to Bloomberg, 17 trillion dollars are invested at negative interest rates today. Surely, much of that is smart money. Is that money acting on Loeb's dictum?

Q: I recently watched American democratic leadership debates and was quite surprised how anti-capitalist several of the main candidates were. Do you have any concerns of investing in companies subject to socialistic policies (I am assuming the democrats will possibly win the next election)?

Q: Hi,

What would be your top 4 consumer discretionary stocks , with a slight growth tilt, at the current moment?

Q: Could you please give us your take on the recent quarter and KBL's future prospects. Do you think a possible Brexit could affect their UK investment (Fisher)?
Would you buy now or wait?
Thanks

Q: I asked a question about Gamehost on Fri. Maybe it got lost because I asked a 2nd Q on FSZ. I notice most q's on Gamehost were actually Q's on Guardant. Your last true answer on Gamehost was back in July.

I am looking over Gamehost for income with the very juicy dividend. I am assuming the fall in price has more to do with Fort Mac woes than base Gamehost earnings? What do you think of Gamehost for income?

Q: Will current share holders of BEP.UN get the one for four spin off in addition to the shares they now hold or is it in exchange for those trust units? Thanks,
Dave

Q: Can you comment on the restructuring of BEP.UN shares. Will tax reporting change under the new issue? Also seems to have a 4 for 1 consolidation which doesn't make much sense to me . Keith

Q: To add to a portfolio would you buy OTEX today or would you wait to see where it settles?

Thanks

Sheldon

Q: If I had to trim back my equity portion of investment to bond/cash, what ETFs would be good? Right now I'm 100% equity based.

Q: Good day team, I'm looking for a good dividend paying etf that I can contribute to weekly in a tfsa. Ideally I'm seeking a canadian focused eft so I dont have to pay withholding taxes.
Additionally (deduct credits as you see fit), how do you feel about NFI at this moment? I'm thinking about taking a position.
Cheers

Q: Hello. I'm currently sitting on a loss with ILMN and you've mentioned a few times in recent months that it will likely take some time to recover. I'm wondering if it might be a good idea to move the money into some other businesses that are likely to grow faster than the rate at which ILMN recovers.

Sector differences aside, would you recommend any of the following as good candidates for this?

AMZN
FB
PYPL
None of the above (i.e. You expect ILMN to recover faster than the growth in any of the above.)

Thank you!

Q: Can you comment on the latest quarter please. Thanks

Q: Sounded like a really great 1/4, even the market liked it, your thoughts please, thanks.

Q: What is your opinion following recent quarterly results?

Ken

Q: Hi,
How concerned should we be over the increase in US corporate debt? There seems to be an increase in ratings downgrades and I am wondering about the overall effect of this in time should it continue.
As always, I appreciate your input and enjoy the Q&A regularly.
Dawn

Q: SVI reports on Fri. Could you please give me the estimates for revenue,EPS and EBIDTA. Thank you.

Q: "This will allow more investors (those that can't buy trust units) to buy shares. We view it as a positive move. Shareholders will get one new share for every four held. "

What does this mean for someone like me who was just about to get into the stock , do I wait for this to wash out or do i get in now , also timeline of the "split" ?

I thought splits always went the other way 4 for 1 not 1 for 4 .. ?

For a regular retail investor in TFSA and my RSP the wording on the release is a bit confusing to say the least .

Thanks for any additional info .
Chris N

Q: why is cuf.un rising over the last 2 days?

Q: BEP.UN: just announced a new structure involving the shares such that it becomes Canadian listed vs current structure of a limited partnership and the stock is up a fair bit on the news. We have owned this one for quite a while in a registered account. Can you explain this new proposal and whether this is still a hold?

Q: Hi 5i team,

This is a further question on healthcare and their binary outcomes on drug trials and approvals. I did buy MDT by the way based on its growth prospects and little or no dependence on drug approvals. This question is on AMRN and more generally the FDA approval process. AMRN has an upcoming date with the FDA on November 14th. From a business site, I quote “The Adcom review of the sNDA for Vascepa on its cardioprotective benefit is scheduled for November 14, 2019 with PDUFA planned for December 28, 2019”. What does that mean and how does one go about handicapping the odds of FDA approval or not? If this is largely a coin flip, then I will pass. If it is a progression towards likely approval, I may take a small position. I also understand that AMRN will be subject to a trading halt on Thursday while the review process is underway.

Thanks again for your insight into AMRN and the FDA approval process.
Dave

P.S. I notice that NXTC is down over 50% in the pre-market, a stock you mentioned in the FP for its crazy run last week. I thought tech stocks were volatile. They trade like utilities compared to drug stocks!