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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: Your thoughts on BAM's earnings report today...Thanks
Robert
Read Answer Asked by robert on February 12, 2021
Q: in a posting this past week, you indicated that you preferred ATD.b over PKI. Both of the companies sell gas but ATD.b is listed as consumer non-cyl in the balanced portfolio and PKI as energy. Do you see them as similar? Do you see them as picking up once the pandemic is under control? what would be a good entry level price?
thanks
Read Answer Asked by Mary on February 12, 2021
Q: What is the reason why BEPC has had a recent decline of 25% and BEP 7%
I
Has this got something to do with the sale of shares by BAM.A
Read Answer Asked by Charles on February 11, 2021
Q: ENB pays a good dividend and seems poised to do well; however, why would an otherwise dividend-oriented investor not sell somewhat out-of-the-money naked puts? If the market corrects to the point you are assigned on your puts, you are merely forced to buy at a price featuring a superior dividend yield while having collected a put premium. Thoughts? (I.e. about ENB and/or other stocks for which this might be a good strategy)
Read Answer Asked by David on February 11, 2021
Q: Can you please give your thesis on MMX? My understanding is that it is a royalty company that will do well if prices of silver / gold go up because they will get more royalties - how does that work? Do they give money to exploration companies in exchange for royalties, and we are counting on mgmt to pick good projects given their expertise? How many properties are cash producing vs speculative?

Also, the PE ratio at ~100 seems really high, but is that the best way to be looking at it?

I'm happy with high growth, but what happens if silver/gold prices stay low for another year or two, are they in trouble?

Thank you!
Read Answer Asked by Max on February 11, 2021