Q: Do you anticipate a divvy raise again this year in Sept. or will the company forgo a divvy raise with the large acquisition to digest? Every year in Sept there is a raise in the divvy even during the pandemic. What is the current payout ratio? Thx
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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: Kinaxsis, {KXS], is partnering with Exelixus to advance supply chain planning for its cancer drug portfolio. Is this a financially positive union for KXS? Great information & help with my investing decisions. Thanks
Dave
Dave
Q: When do you expect well to be profitable.
Q: Hello Peter and 5i,
Have you been able to peg an entry price for XBC? It bounced off $2.76. Is shipping and delivery the biggest risk to becoming profitable in the next 1-2 years as systems are manufactured in China? If so is it your belief that the next quarter may be severely impacted and we should wait?
Cheers,
Debbie and Jerry
Have you been able to peg an entry price for XBC? It bounced off $2.76. Is shipping and delivery the biggest risk to becoming profitable in the next 1-2 years as systems are manufactured in China? If so is it your belief that the next quarter may be severely impacted and we should wait?
Cheers,
Debbie and Jerry
Q: Just wondering if Brookfield still has a lot of room to grow?
Q: Bought these when you first put them into the Growth Portfolio. Was wondering if you still feel that they have potential. What do you think is needed to get them going in a positive direction? What do their financials look like?
Thanks for your invaluable wisdom and knowledge.
John
Thanks for your invaluable wisdom and knowledge.
John
Q: Hello, I am up 1000% in DSG and have clearly held it for a long time. I believe in holding my winners, while watching portfolio weightings...It was blind luck rather than skill. Question, how is DSG going forward...any other lucky names especially in the tech sector . I am woefully incompetent here.
Q: It’s seems odd to me Topicus is listed in Vancouver.Do you see it moving to the Toronto exchange?
Q: What is the latest information on the forward P/E for REAL? It would seem with the price drop REAL must be cheap by now. Let's assume REAL is successful with the onboarding of the tier one client, which they are being quite careful about, and growth continues. Isn't there an opportunity here for new buyers of REAL?
Q: Between DSG and KXS, which stock would you side with and why?
Thank you,
Thank you,
Q: Good Morning,
I would like your opinion on when GSY might be considered an addition to the Balanced portfolio? Is it a matter of sector weighting that would preclude its inclusion? It seems to be a perfect stock for the folio. Growth and a growing dividend.
Sorry for putting the team on the spot!
It’s horrible having made so many prescient selections that subscribers are reduced to questions like this one. Lol
I would like your opinion on when GSY might be considered an addition to the Balanced portfolio? Is it a matter of sector weighting that would preclude its inclusion? It seems to be a perfect stock for the folio. Growth and a growing dividend.
Sorry for putting the team on the spot!
It’s horrible having made so many prescient selections that subscribers are reduced to questions like this one. Lol
Q: GUD's Statement of Cash Flows for the 3 months ended June 30, 2021 shows a 'Purchase of intangible assets' of $217 million, but I could not find an explanation for this significant investment in the MD&A. I would appreciate your comments on this item. Thank you. Edward
Q: I am confused about the 'paired' nature of this stock as it relates to BAM.A. This seems to suggest that if you own BAM.A there is no point in buying or owning BAMR as they are essentially the same stock. Why even list it, then? It doesn't matter how well the company does or doesn't do as its' share price will remain equivalent to BAM.A. Or is this a temporary thing?
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Sun Life Financial Inc. (SLF)
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Brookfield Renewable Partners L.P. (BEP.UN)
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WSP Global Inc. (WSP)
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goeasy Ltd. (GSY)
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Topicus.com Inc. (TOI)
Q: Could you recommend 5 Canadian companies that show good growth in appreciation as well as dividend with a buy and hold strategy. Could you please rank them in value and risk.
Thank you.
Thank you.
Q: What metric(s) would you be looking at to determine if ENB's dividend is in danger? Can you please explain.
Q: Any chance that Real Matters is a buyout target for Constellation Software? Mark Leonard did say he is going after other "markets". Or maybe Real Matters cannot even past their internal hurdle rates.
Q: Just to clarify: Adrian Montgomery stepped down as director of the Bridging Finance family trust in Dec 2020, but is still EGLX CEO? Do you think any issues are already priced into this stock?
Q: Hi there,
I have been enjoying the run up in TOI and have been thinking of adding to my quarter position. I have been adding along the way and have a dollar cost average of about 93 bucks a share. I am debating whether I should add here, raising the per share cost - but it seems like a parabolic jump in price. Alternatively, I wonder whether I should wait for a dip. And if I do so, what is a fair value to buy at? It seems like TOI may go the way of CSU or SHOP longer term and I do have a window of about 5-10 years. For what it is worth, I still regret not buying shop at about two hundred dollars because I thought it was overvalued.
Thanks in advance for your thoughts on this.
I have been enjoying the run up in TOI and have been thinking of adding to my quarter position. I have been adding along the way and have a dollar cost average of about 93 bucks a share. I am debating whether I should add here, raising the per share cost - but it seems like a parabolic jump in price. Alternatively, I wonder whether I should wait for a dip. And if I do so, what is a fair value to buy at? It seems like TOI may go the way of CSU or SHOP longer term and I do have a window of about 5-10 years. For what it is worth, I still regret not buying shop at about two hundred dollars because I thought it was overvalued.
Thanks in advance for your thoughts on this.
Q: If the intention is to take this private, isn't then the goal to push it as low as possible so they don't have to pay as much in premium?
Q: Hello,
I am trying to understand "hidden? value" from your viewpoint vs out of favor with the market.
REAL.to has lost close to 60% of it's value in the past year while many other assets have been rocketing up creating a massive opportunity cost for holding it(with no dividend). A month ago REAL was #10 in your top 10 in response to a questioner.
In the case of GUD, it seems the reputation of JG creates the expectation of an encore performance and periodic insider buys, and micro press releases temper the stock price decline from no real news.
Are there any tangible/intangible factors that would compel someone to make a contrarion investment in REAL at this point?
Thank you
I am trying to understand "hidden? value" from your viewpoint vs out of favor with the market.
REAL.to has lost close to 60% of it's value in the past year while many other assets have been rocketing up creating a massive opportunity cost for holding it(with no dividend). A month ago REAL was #10 in your top 10 in response to a questioner.
In the case of GUD, it seems the reputation of JG creates the expectation of an encore performance and periodic insider buys, and micro press releases temper the stock price decline from no real news.
Are there any tangible/intangible factors that would compel someone to make a contrarion investment in REAL at this point?
Thank you