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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: Does the Affirm/Amazon arrangement have any implications for GSY. I wonder if you could explain in a bit more detail the current relationship between GSY and Affirm, and add some colour to what the future might hold for these relationships.
Read Answer Asked by Gordon on August 31, 2021
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
Read Answer Asked by Jerry on August 31, 2021
Q: Just wondering if Brookfield still has a lot of room to grow?
Read Answer Asked by Mark on August 31, 2021
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
Read Answer Asked by John on August 30, 2021
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.
Read Answer Asked by Deborah on August 30, 2021
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
Read Answer Asked by Kelly on August 28, 2021
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?
Read Answer Asked by John on August 28, 2021
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.
Read Answer Asked by Dave on August 28, 2021
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.
Read Answer Asked by Eugene on August 27, 2021
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.
Read Answer Asked by Erna on August 27, 2021