Investment Q&A

Q: The above are my overweighted energy holdings. Can you please prioritize them as I have to reduce my weighting. Is there any I should exit. Again Thanks in advance.

Q: Hello, from a defensive perspective that is least correlated with the stock market, which ETF would you purchase ? (All other factors remaining equal)

Q: As a follow-up to Paul’s question, A&W’s stock is back to where it was about 5+ years ago (way pre-pandemic) - why do you think this is and do you see a reason for this to change? I like the yield but opportunity or value trap? Thanks!

Q: I would like to get your latest opinion on this company after their latest earnings report. Topline numbers appear to be very strong.
I am looking for a secure dividend with some long term capital appreciation. In your opinion how safe is the monthly dividend. Are their debt ratios ok? Do they have much competition?

Thanks very much

Q: What do you think of their latest quarter.

Q: please comment on spb press release Aug 10 Certarus places largest single order
of msus.
thank you.

Q: When investing in telecoms, what are the best valuation metrics to know it's a good price to buy into?

Q: Good afternoon,

Could you please provide your assessment of TA, and is it a buy here?

Thank you

Q: Any reason on why PXT's share price slipped so much yesterday and today?

Thanks.

Q: 7:37 AM 8/10/2023
I was looking at the share price graph of KEY this morning. On your 5i Interactive chart it shows the price as $30.19 as of Sept 01, 2014. However TD Waterhouse shows the price as $49.92 for Sept 01 2014 and Yahoo shows the price as $49.13 for Aug 31 2014 so they agree.
This is a HUGE difference.
According to 5i I have broken even but according to TDWaterhouse and Yahoo I have lost a lot of money. Which do I believe? It makes it very hard to judge historical capital gains and makes it really hard to judge whether a company is worth investing in. I doubt that many people reinvest the dividends back into the same company which I think is what the 5i chart does.
What counts is what you actually paid. Please explain
If I had bought shares in September 2014 which price would I have paid?
Thank you........ Paul W. K.

Q: I would appreciate your thoughts on the latest Nuvista Energy earnings and would it be a buy, hold or sell. Thank you

Q: Hi,
Why is it up so much today ?

Thank you

Q: Given both stocks drifting lower which one has a higher potential for recovery?
I am thinking of switching from BLX to BEPC because of size and assets mix. If rates stay were they are which company will be less impacted?

Q: For a retired investor seeking stable dividends and some growth, how would you rank these companies if one had $100,000 to invest? Are there other companies you would recommend and how would they fit into the rankings?. Current portfolio is quite well diversified, so sector is not an issue. Thank you, Ian

Q: What ails AEP ? It has had scandals and blunders many years ago, but I thought they were over all that. Morgan Stanley added AEP to it s Global Dividend Fund just last month. I bought AEP only days ago and its down over 10% ; down 5% in the past 5 days. Unusual for a boring utility. I don’t see news bad enough to warrant such a drop , but seems something there could be rotten. What gives? Are complete idiots running AEP? Regulatory issues? Heat melting the already weak management brains? What is going on under the hood? Would appreciate your deeper insight, many thanks

Q: Could you comment on their most recent quarter? They seemed to have significant momentum going into Covid and I was wondering if you feel they have, or will, recover that growth? Are they comparing well to others in the industry? Finally, do you expect them to continue regular dividend increases?

Appreciate your insight.

Paul F.

Q: Hello,

I would appreciate your thoughts on how the arrival of new diabetes/weight loss drugs (Ozempic, Wegovy and Mounjaro) might potentially impact the future revenues at Body Contour Centers? Could the advent of these new medications not have a significant potential impact on the existing players in the weight loss space?

Are you able to provide an estimate of what proportion of Alaris Equity Partners' existing annual income is attributable to their investment in Body Contour Centers?

Thank you!

Q: Can you provide your opinion on the most recent earnings report? Thanks

Q: Today, in reply to a question you wrote :Given the appropriate valuation, we would be comfortable holding ENB for dividend growth.

Do you think there is a reasonable possibility for share price appreciation as well? If so , what would be the reason: a flight to safety? Drop in interest rates? How well does it do in a recessionary environment?

Q: I've been expecting utilities-and-telecoms to see better price action on the prospect of stable rates, but today's reversal suggests a continuing downtrend. Likewise, I've been expecting financials to continue to look past these same fears (and there has been progress), but now wonder if we've reached a plateau.

Given that these sectors 'should' be responsive to different forces, which would you pick for a quicker and more robust upturn? More specifically, should we expect utilities to continue to suffer until rates actually go down by some significant percentage?