skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: In Leon’s recent comment about CSU.DB he said “So if the rate of inflation is 2% greater then the yr before and is 3.8 % then it is 6.5+ 2 NOT 6.5 plus 3.8”. You agreed with him.

However, the CSU.DB short form prospectus says “at a rate equal to the Cost of LivingcAdjustment (as defined below) (which amount may be positive or negative) plus 6.5% (“Floating Interest ”). Notwithstanding the foregoing, the interest rate applicable to the Debentures will at no time be less than 0%.”

The Cost of Living Adjustment is defined as “the annual average percentage change in the CPI Index during the 12 month period ending on December 31 in the prior year. For the 12 month period ending on December 31, 2014, the Cost of Living Adjustment was 2.0%.”

So in Leon’s example, the rate would be 6.5 plus 3.8.

The correct understanding of this point is of major importance to me, and maybe to others. Please check your answer to Leon carefully once again and let me know whether you stand by your earlier validation of his interpretation and if so, why.
Read Answer Asked by Philip on January 25, 2018
Q: Morn folks,growing frustrated at the lack of deployment of Knight's massive cash pile. Medical/recreational marijuana is here to stay and would have been nice to see Goodman & Board think "outside the box",and bankroll a reputable start up marihoochie company,think there would be tremendous potential and would certainly re-juvenate the stagnent stock price. Goodman & Board seem to be thinking in the Past,and not the Future in terms of shareholders. Think we need need Peter or Ryan on Board of Directors to jump start this company haha. OK, done with my rant, thanks for great Service.
Read Answer Asked by John on January 24, 2018
Q: Hi Peter, I was contemplating selling half my GSY holdings and buying into AVO for diversity purposes, as I am up 40% on GSY. As far as growth and SP potential going forward, and comparing the two, is this a ok move? If I am going to sell off part of my GSY holdings I would be hoping that the funds I allocate (possibly into AVO) will perform equal or better to GSY going forward. I have also noticed AVO has ran up quite a bit; is it still a good buy here? It seems to be above the average analyst "targets" at the moment;
Read Answer Asked by Shane on January 24, 2018
Q: Greetings to the 5i team:
Would you please provide your analysis, including growth outlook and potential risks, for Great Canadian Gaming (GC) vs People (PEO) for a 5 year plus hold in a TFSA? I love the following comment by Martin Braun in Market Masters and I wonder if it applies to either? "There's a lot of cheap optionality embedded in stocks. In other words, you're not paying for this happening, and you're not paying for that happening; you're paying maybe a teeny little bit for a third thing and maybe a little bit more for a fourth thing happening to the stock. If any of those four things were to happen you'd make good money because the market's not really paying for them."

Thanks,
Read Answer Asked by Stephen R. on January 23, 2018