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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: Good Afternoon - I currently overweight in Consumer Discretionary stocks and would like to trim the number of stocks held. I am a long term investor (10+) with a healthy risk tolerance. Which in this group are your favourites? Which would you sell first? Thanks. Janet
Read Answer Asked by Janet on April 01, 2019
Q: On March 15 Shopify had a huge surge up to 5,849,405 shares traded. For 30 days around this date the shares traded ranged between a guess of about 300,000 and 400,000. I am curious about the 15th. was this institutional buying. I also wonder why such a huge buy did not seem to effect the market price.
Trying to understand these things, Thank you for your insight every day.
Peter
Read Answer Asked by Peter on April 01, 2019
Q: Let's assume a recession is in the near future (so-called indicated by the inverted yield curve ..well maybe..)...which one of these two portfolios would fair better in your opinion and why. It's been awhile since we've been in one and I cant remember how these sectors acted back then .Not worried about concentration as either group would only make of a small portion of the overall equity/fixed income holdings..
#1 holds utilities ,industrials ,financials and energy stocks.
#2 holds consumer cyclicals , healthcare , tech , basic materials stocks.
Preservation of capital and income are main concerns.
thank as always..

Read Answer Asked by adam on April 01, 2019
Q: Hi, I am looking at buying minimum rate preferred share trust units in BEP and BIP and similar to the common shares a portion of the distribution is return on capital. I will hold them in an RRSP account. I am trying to better understand what ROC actually is. It almost sounds like it is just returning part of your capital invested back to you. If so, is it a ‘real return’ to the shareholder or just getting part of your money back. If so, what is the attraction? I’m confused. Thanks.
Read Answer Asked by Gary on April 01, 2019
Q: My question is regarding Alcanna and possible private liquor revenue opportunities coming from Ontario. The Ford goverment has made bullish comments on some alcohol sales privatization in the future, the budget is releasing April 11th. Alcanna would clearly be a benefactor in this because of their expertise in the field. From their recent M&D " Should any other jurisdiction in Canada permit the private retailing of alcohol on a basis similar to Alberta which would allow an appropriate return on capital, such as Ontario, we would anticipate opening stores in that jurisdiction" Today there was a bloomberg article quoting regarding Ontario's budgetplans. "Ontario's finance minister says the province will be moving ahead with an expansion of beer and wine sales into corner stores, big box stores and more grocery stores, promising the move will cut prices and prevent any potential privatization of the LCBO." Do you see this benefiting Alcanna at all or would this be a negative in my case if I had been hoping for some potential good news and growth in Ontario for liquor sales? I know you like the company and does this change anything for you?
Read Answer Asked by Michael on April 01, 2019
Q: I currently hold very little gold exposure and would like your recommendation on what to buy to establish a full position. Also are there two or 3 junior mining companies on your radar for a small "exploratory" position? Thanks very much.
Read Answer Asked by Dustin on April 01, 2019
Q: My small cap portfolio currently consists of Macro Enterprise, Sangoma Technologies, and Gran Columbia Gold. I’m looking for 1-2 more niche small cap names to add to that list. Are there a couple others that interest you right now? Thanks.
Read Answer Asked by Scott on April 01, 2019