Investment Q&A

Q: With the great relief rally over the past 3 days, KXS has gone down about the same %.

Is there something that we are missing? Can't blame it on the market right now.

Sheldon

Q: It appears that the acquisition of Link is going to happen. Is this going to be a catalyst for the stock? Investors don't seem to be convinced of the benefits of the deal since the stock after a jump Thursday is somewhat flat Friday.
I'm deep under water on this one. I can be patient when a stock is broken but not so sure if the company is not broken in this instance. Now what?

Q: Hello 5i Team
Toi stock has been declining even
when the market is up such as today, is there any news
about the company?
Thanks

Q: Thoughts on the quarter and going forward for the business and valuation - thanks

Q: Hi Team,
The stock performance of Well is a bit perplexing to me as of late. I understand that growth stocks in general have gotten slaughtered the last year. But this is a Health company (which I thought in general are supposed to fair well in "recession" type environments). The company so far has proven to be growing at a very high rate. Last numbers beat estimates if I remember correctly, and guidance upgraded. It had received some Price Target upgrades from analysts after the last release. Yet the share price continues to drift lower. Canada in general seems to have a healthcare "shortage" right now if you believe what the media tells us. You would think a company with "telehealth", which I think will have great future growth and help ease contstraints on hospitals somewhat would be catching the eye of long term investors here. As well, the CEO has a proven track record as building up a company and selling it. Am I missing something, or could this set up be one of the most compelling on the tsx today for long term buyers at this level? Also, is Well still a relatively "unknown" company to the investment world in canada? It seems that getting in early with unknown companies that end up sucessful can sometime generate outsized returns over the long haul. As is the notorious (10 baggers) everyone can dream of finding once in a lifetime. This all being said, should I be buying today for the buy and hold strategy? Your comments are appreciated. Thanks.

Q: Good morning,

Thanks for the excellent service as usual.

With tech and the payment sector beaten up.

What is your current view on NVEI?

Prefer a good/best entry price etc. Your personal outlook.

Thank you.

Q: Your thoughts and analysis on Descartes earnings please.

Q: Hi, Could you please compare the two Telcos with respect to their current valuation, historical average and past performance, respective to each other. Also, how would you rate them for future dividend growth and capital appreciation. If we own both, what would be your choice, if we wish to buy more of one of them, Today. Thank You

Q: Hi,
I own CSH.UN and am thinking of selling it and buying Sienna Senior Living but a friend of mine has suggested Freehold Royalties.
Both completely different market segments but could you give me your thoughts on these based on an income portfolio.
The money being invested is not a large portion of my portfolio but don't want to loose it either.
Or is Chartwell a keep?

Thanks
Warren

Q: What does the market expect from ENGH this week?


Thx

Q: With all the risks out there in the investing world these days it's hard for me to decide on an investing strategy that I can trust enough that I will hold equities even as they react and go down when each new risk becomes noteworthy. I've decided that the best strategy for me is to develop a list of:
1. high quality
2. inexpensive stocks
3. that pay dividends that are sustainable through difficult times.
Based on this strategy what Canadian companies would you invest in now that fit the criteria? I would appreciate 8 of your top picks.

Q: I received the following in one of my TD alerts:

"Park Lawn ranks poorly in our screen as consensus estimates were significantly lowered after its Q2/F22 earnings miss last month. The 2022 consensus earnings estimate was reduced 19.4% and the 2023 estimate was lowered 11.6% (Exhibit 4). As a result, Park Lawn has seen its ranking in our QGM tumble to 223, and we are removing it from our small-cap portfolio."

Should I be selling PLC?

Carl

Q: Retired, dividend-income investor, who normally buys-and-holds for years, with some trimming-adding to meet my asset allocation targets.

I've held CSH for years...starting to build a position in 2017 in my wife's TFSA (oops) and ditto in her RRSP (double oops). Anyway I have finally lost patience with it and wanted to check in with you...one last sounding board. I've also gone through all of the CSH questions.

Q#1 = your thoughts on CSH...any hope? RBC seems to like it (Outperform with a target of $13.50), but it just doesn't seem to gain any traction...just the opposite.

Q#2 = from an asset allocation perspective, I have CSH at 50% REIT and 50% health. I currently own ZRE (my proxy for the sector) and LIFE (ditto). What are your thoughts on taking the CSH proceeds and adding to both of these? My resultant exposure would be ZRE @ 4.0% and LIFE at 6.5%...even though I understand you can't personalize answers. I see you have ZRE at a 5% weighting in the Income Portfolio but nothing for health.

Thanks for your help...much appreciated...Steve

Q: KXS seems to be dropping excessively. Any reason?

Q: In your answere to Roy you indicated the company has $4M in cash and cash flow was negative $12.5M
Does this mean the company will likely need to soon raise cash? - and if so how would this impact share value.
Thanks John

Q: What do you think about Bam's split into two entities? Can you explain how the two are different. Do you prefer one more than the other?

Thanks very much

Q: Hello Peter,
Can you please comment on good natured results? Is it fair to say Blackstone is more for income oriented investors given its dividend and Blackrock is more for growth oriented investors. Also, would be better to diversify into both instead of picking one as i already own fair amount of BAM? Is Manulife worth a hold for long term given its decent dividend? thanks very much

Q: Park Lawn stock price is falling. Is there a change in the fundamentals of the company or is it because of a recent acquisition or just the sentiment that there will be fewer high fee burials, or something else??? Your take would be appreciated.......Tom

Q: I am looking for advice on how to handle the small cap growth stocks in my TFSA. I find it more difficult to sell a stock rather than to buy it as either greed or ignorance or dismissal of all the relative facts get it in the way. For example , I rode EGLX all the way to nearly $10.00 only to watch it fall to its present price of my initial cost of around $ 1.90. The market was strong, it recently listed in the US, ; things were great but then they weren’t. I need some non emotional, logical tools with which to make selling price decisions on these more volatile stocks. A suggestion of some technical measurements for these types of stocks would be helpful.

I have considered a stop loss formula of say a certain % increase would trigger a certain % stop loss order. For example at a 50% increase I would implement a sell order at 10% below current price or a 100% increase ( to be so lucky again) would trigger a sell order of 20 %. Being human I would probably kick myself if watching a 100% gain ( actually only 80% if I used this formula )go on to a 150 % gain, only to be stopped out at a much lower price !

Thanks
Derek

Q: Five years ago MFC was around $25 a share. Now shares are just under $23 a share. Not great!

Considering selling MFC and buying TSU thinking that TSU will outpace MFC in terms of future returns. Would you concur with this switch and if so, could you please provide some rationale for your views. Also would TSU be suitable for an income oriented account? Thanks.