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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: Hi Team,
Can I have your thoughts on nvei earnings? Currently the market is not happy with them and SP is dropping like a stone. In the release I see the net earnings have collapsed due to what appears to be interest payments on debt. This being said; what would possess them to start giving out a cash dividend when net income is almost now zero? Wouldn't the money be better spent trying to pay the debt down that is now sinking their net earnings? It seems even though revenue is building and even though they keep adding new customers they just can't get their earnings to improve. Is it time to dump this name or hold out for better days, or perhaps a takeout?

Shane.
Read Answer Asked by Shane on August 09, 2023
Q: Based on the recent earnings report it looks like Nuvei's growth is challenged. The announcement of a modest dividend appears to be an effort to mollify negative sentiment. Given the recent negative momentum and the muted forward guidance, please give your opinion on continuing to hold at a considerable loss (TFSA) vs selling and redeploying the cash to add to either TRI or ATS. Thank you. Please use as many credits as you need.
Read Answer Asked by JANE on August 09, 2023
Q: your thoughts about BNS.
How big is their portion of the Latin market?and what are their results on this?
with the rise in currencies (especially the Mexican peso)wouldn't you think it would help their results?
And what are your thought of a take over of LB one of those days?
Is BNS still your favorite Canadian bank?Their dividend is sure attractive.
Read Answer Asked by Josh on August 08, 2023
Q: I notice right now you like EQB oven GSY even though EQB has gone up a lot in the last little while. I could have bought EQB at, I believe at$48 (Nov. 2022) not that long ago - seems very expensive now while, based on my research GSY has a lot more room to run. I know the man that started EQB way back when - he still has his shares - lucky dog. In any case, your comments please as I was going to add at some point to my GSY - only have 500 shs.
Read Answer Asked by James on August 08, 2023
Q: It just occurred to me, and I thought your members might be interested, that BNRE is a better choice than BN for those of us subject to clawback of benefits such as OAS. BNRE pays the same distribution as BN but it is a return of capital instead of a dividend. So there is no tax to pay in the year received and there is no gross-up of the distribution. In addition, BNRE is convertible at anytime into BN shares. Seems to me that many people should be switching to BNRE instead of BN.
Read Answer Asked by Earl on August 08, 2023
Q: XTD is a split share corp that invests in shares of TD bank. TD has had some issues but is now seen as somewhat undervalued, with good potential upside. XTD, currently at $4.00, pays a 15% dividend, monthly, as long at the net asset value is above $12.50. It is currently at 12.95. The risk would seem to be the risk that the TD stock underperforms. Would appreciate your thoughts.
GUY
Read Answer Asked by Guy R. on August 03, 2023
Q: I’m a buy and hold investor. Fundamentals need to change to sell. I have both Manulife and Sun Life in different accounts. Looking at both holdings over 10 year hold. Sun life stock performance outweighs Manulife performance. Question? Should I swap Manulife for SunLife or keep positions in both? Manulife is in my non registered, RRSP and TFSA accounts.

As always appreciate your platform
Read Answer Asked by Kevin on August 03, 2023
Q: Good Morning,

Retired income investor. Large position in BN with very low yield but growth potential.. Wondering if you thought it would be a good move to sell BN and buy BIPC, BEPC and BAM or any other suggestions. Have some of each already. Don’t need the money but this would improve cash flow which could be used to purchase more equities.
Read Answer Asked by Dave on July 30, 2023
Q: After many years of holding a full position in Laurentian Bank, I am just now breaking even if I sell at the current price. But with BNS and TD not interested in acquiring LB and the other major banks tied up in their own acquisitions, who does that leave as a potential buyer? Is it too risky to hold onto my shares lest the price plummets if there is no sale?
Read Answer Asked by Jean on July 30, 2023
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