Q: Can you please recommend a proxy for Lightspeed and Topicus with the intent to harvest tax losses. I hope to buy these back after 30 days.
Thank you
Thank you
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: Why the big jump in Lightspeed today?
Q: if you own say 100 shares of BAM.A. how many shares of the new asset mgt company will you receive? also what is your best guess as to the opening price per share of the newly company? or has brookfield already suggested as to the value of say one share of the new company? thanks Richard
Q: Please comment on earnings and going forward.
Sheldon
Sheldon
Q: why has ATD held up so well this year?
Thx
Thx
Q: Can you comment on the recent earnings and spin announcement?
Q: Hi,
Is it fair to the shareholders if they get only 25% of the Asset Management business? I am not quite sure how this spinoff works? Could you please explain if this is beneficial for shareholders of Bam:us or Bam.a. Thanks. Shyam
Is it fair to the shareholders if they get only 25% of the Asset Management business? I am not quite sure how this spinoff works? Could you please explain if this is beneficial for shareholders of Bam:us or Bam.a. Thanks. Shyam
Q: How did earnings look? Would you add to a position?
-
TFI International Inc. (TFII)
-
Transcontinental Inc. Class A Subordinate Voting Shares (TCL.A)
-
Exchange Income Corporation (EIF)
Q: Hi Peter and team,
I currently hold Transcontinental and could increase my position to a larger holding. Alternatively, thinking about selling for small loss (not crucial to do so) and switch to TFII (the sell off price is tempting).
I am low on industrials and could easily add another full position. I own Brookfield infrastructure at full position.
Do you think TCL will remain stable with relatively safe dividend? switch to TFI or add to TCL instead.
Focus is more on income, so also considering addition of EIF as I am low on industrials. I like the high dividend.
Would appreciate your comments/suggestions.
Thank you.
I currently hold Transcontinental and could increase my position to a larger holding. Alternatively, thinking about selling for small loss (not crucial to do so) and switch to TFII (the sell off price is tempting).
I am low on industrials and could easily add another full position. I own Brookfield infrastructure at full position.
Do you think TCL will remain stable with relatively safe dividend? switch to TFI or add to TCL instead.
Focus is more on income, so also considering addition of EIF as I am low on industrials. I like the high dividend.
Would appreciate your comments/suggestions.
Thank you.
Q: Hi, I am intrigued to watch the precipitous price decline of Topicus stock, over past several weeks. True, most high multiple Technology shares have come under tremendous selling pressure, recently. But, a general understanding had been that TOI stock is mini Constellation , of sort, with higher growth potential, but similar business model and management approach. While CSU share price has been fairly resilient during the Tech sector decline, TOI, with 55% decline from its peak, has not displayed similar attributes. Is it the current geopolitical uncertainties in Europe, which has caused this or you see some inherent issues with the company ? With $67, share price has gone in full circle back to the initial days when stock just started trading. Thank You
Q: The following quote is from bam.brookfield.com/sites/brookfield-ir/files/brookfield/bam/2022%20-%20Q1%20BAM%20Ltr_to_Shareholders%20-%20F.pdf
"Our Asset Management Business Will be Listed and 25% Distributed to Shareholders
In our year-end letter, we mentioned that we were considering publicly listing a partial interest in our asset management organization. We have been very encouraged by the feedback we received from shareholders and concluded that publicly listing a 25% interest in our asset management business will be overwhelmingly positive. We expect that these shares can be distributed to shareholders before year end. The special distribution of shares of the Manager, based on our estimate of Value1, will be around $20 billion or approximately $12.00 for each share of Brookfield you own at that time. The distribution will be executed on a tax-free basis to Canadian and U.S. shareholders and we are working through the taxation in other jurisdictions."
Am I correct in my assumption that I will receive 1 share in the spinoff company for each Bam I currently own and my BAM shares will drop in value by the dollar amount attributed to the spin off company
"Our Asset Management Business Will be Listed and 25% Distributed to Shareholders
In our year-end letter, we mentioned that we were considering publicly listing a partial interest in our asset management organization. We have been very encouraged by the feedback we received from shareholders and concluded that publicly listing a 25% interest in our asset management business will be overwhelmingly positive. We expect that these shares can be distributed to shareholders before year end. The special distribution of shares of the Manager, based on our estimate of Value1, will be around $20 billion or approximately $12.00 for each share of Brookfield you own at that time. The distribution will be executed on a tax-free basis to Canadian and U.S. shareholders and we are working through the taxation in other jurisdictions."
Am I correct in my assumption that I will receive 1 share in the spinoff company for each Bam I currently own and my BAM shares will drop in value by the dollar amount attributed to the spin off company
Q: To me WELL is hitting on all cylinders but it is unloved within the market. This from it's latest results:
WELL reported record quarterly revenues of $126.5 million in Q1-2022 representing a 395% year-over-year (YoY) increase compared to Q1-2021, catapulting the Company to over $500 million annualized revenue run-rate. Revenues reflected accelerating organic growth to 15% on a YoY basis
I have held it for a while now and am under water. Granted we are in a down market but do you think this stock will get more attention once the market hits bottom [when ever that is] and starts to move up?
Thanks
WELL reported record quarterly revenues of $126.5 million in Q1-2022 representing a 395% year-over-year (YoY) increase compared to Q1-2021, catapulting the Company to over $500 million annualized revenue run-rate. Revenues reflected accelerating organic growth to 15% on a YoY basis
I have held it for a while now and am under water. Granted we are in a down market but do you think this stock will get more attention once the market hits bottom [when ever that is] and starts to move up?
Thanks
Q: In your earnings assessment you state:
"easyfinancial is seeing more 'secured' loans (33% up from 12.7%). Average loan rate fell to 32.7%, 37.5%. As interest rates rise we would like to see this trend reverse, of course."
Can I presume increase in secured loans is the reason for reduction in Avg. Loan Rate? Personally I would rather give a secured loan
rather than unsecured. Don't you think this trend would improve loan write offs?
Joe
"easyfinancial is seeing more 'secured' loans (33% up from 12.7%). Average loan rate fell to 32.7%, 37.5%. As interest rates rise we would like to see this trend reverse, of course."
Can I presume increase in secured loans is the reason for reduction in Avg. Loan Rate? Personally I would rather give a secured loan
rather than unsecured. Don't you think this trend would improve loan write offs?
Joe
Q: I assume by the price action the earnings for AT have been announced.
Can you please comment and give your future outlook
Sheldon
Can you please comment and give your future outlook
Sheldon
Q: will SIS be able to keep paying dividends? Thanks.
Q: Please comment on Savaria Corps earnings. Thanks.
Q: Your comment on the last result .
Thank you
Thank you
Q: How do you feel about them going forwards?
Q: Comment and outlook on their earnings please
Sheldon
Sheldon
Q: Hello Peter and team,
It looks like BAM will be spinning off the asset management unit. On their earnings call, i believe they mentioned it and the stock went up quite a bit and then went down again. Now that it is confirmed, there was no reaction.. Any comments? In case they do spin it off as a shareholder would one get shares of new companies similar to their other spinoffs and would this results in surge in stock price? In other words, if you are a BAM holder , would it be good idea to buy more shares at current price of $61.00 cdn assuming it is within our allocation in our accounts. Much appreciated.
It looks like BAM will be spinning off the asset management unit. On their earnings call, i believe they mentioned it and the stock went up quite a bit and then went down again. Now that it is confirmed, there was no reaction.. Any comments? In case they do spin it off as a shareholder would one get shares of new companies similar to their other spinoffs and would this results in surge in stock price? In other words, if you are a BAM holder , would it be good idea to buy more shares at current price of $61.00 cdn assuming it is within our allocation in our accounts. Much appreciated.