Investment Q&A

Q: What do you think about the recent acquisition of the Bermuda assets? Do you see a dividend raise in the near future as a result?

Q: Would Alteryx be implicated/exposed to the current internet ‘privacy’ investigations of the
FAANG stocks?
Thank you, Team!

Q: here's a PSA for the gang

the brookfield group of companies are generally solid businesses and good stocks

yet, the tax reporting is generally late and mostly very convoluted

PSA - if at all possible, place brookfield assets in registered accounts

you, or your accountant will be happier

bob

Q: What was the transaction announced yesterday ?

Q: Assuming the RY.PR.H rate reset preferred resets today I have made the following new interest rate calculation;
The new interest rate is the GCAN5YR interest rate plus 2.26%. Today the GCAN5YR is 1.368% so 1.368 plus 2.26 equals 3.628%. This is below the initial 5 year interest rate of 3.9%. I calculate the actual Fixed Rate Calculation Date is August 24, 2019 minus 30 days is July 25 2019, which is only a month & a half away. At that time the GCAN5YR rate will probably be the same as today. Would you please confirm that my new interest rate calculation is correct. Today the RY.PR.H on the TSX is trading at a yield of 5.5%. If my calculations are correct, is the price falling because no one wants to own this preferred when the new lower interest rate is determined. Would appreciate your thoughts. Thanks .. Cal

Q: Greetings Team,

I am headed into retirement and own both these funds in both my registered and non-registered accounts. Don't really have a need for capital appreciation - just steady income. What max % would you recommend on each of the funds. Overall which would you say has the highest risk profile of the two - MFT has the higher fixed income assets but given they use leverage to increase the return. just want to make sure i completely understand the risks in owning each.

Q: Hello, my question is about CVD, CBO, CPD and XHY. I know you like these ETFs for income, and most of them are in the Income Portfolio. When one looks at their 5-year chart, one can see a downward trend for all of them. What will it take to change that to an upward trend? Would you invest in these ETFs today? Regarding XHY, the Fact Sheet says “Exposure to a broad range of U.S. high yield, non-investment grade corporate bonds, based on market-value weighting”, does the low quality of these bonds bother you? Thanks, Gervais

Q: Can you please recommend one or two companies in Cyber security business? I think this industry will have a lot of potential to grow. Do you agree?

Q: Hi Peter and Ryan,
The US market has not done well in May and may get worse due to the trade war with China. The volatility of the market increased significantly. People also talk about a possible recession. I am a long term investor. I have some cash available now. I am a bit hesitant to invest in either US or Canadian market, as the two stock markets are somehow connected. Do you think I should wait a bit or invest in some attractive stocks after the recent market drop? What are they if you recommend the latter?
Thank you,
Yiwen

Q: Looking at starting positions back into Canadian oil. Could you give me your thoughts on these three and your preference with reasoning. Thx

Q: list your 3 best growth stocks with little debt eg KXS. and your 3 best growth stocks with high debt eg TSGI. and your 3 best growth stocks with 50 percent or more revenues derived from USA operations. thanks Richard

Q: I have some US cash I was considering investing in BPY on the NASDAC. Is it a limited partnership in U S too and if so what type of account tax wise would it be best to hold it in? Thank you, Bill

Q: Do you have any recommendations for companies in the Artificial Intelligence sector?

Q: Hi, Continuing with portfolio alterations, currently need Basic Materials, communications and utilities. As well, US and International. Any namesyou could recomend to fill these criteria? Thanks

Q: Which is better in terms of cost, diversification, performance, risk: MD Bond Fund or XBB.TO?

Q: When was WCP sold from the Balanced Equity Portfolio?

Q: Could you give me a list of sectors that would be stable during a recession. Could you please give three Canadian and three American stocks and each sector. Thanks.

Q: What did you think of the latest quarterly results? Did the quarter alleviate any of your concerns?

Peter

Q: I have some extra cash to add to the balanced portfolio. Can you select 3 of these stocks that present the best purchase opportunities at the moment for a long-term hold?

Q: Any specific reason for Enbridge's decline today?
Thanks.

John