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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 gang, again thanks for answering all Q's on Hammond, I like your SBC comparison to other big companies and your adjusted EBITDA response to mine.

So I promise this to be my last Q on the Hammond roller-coaster;)

Can you provide an update on growth drivers, YoY and forward looking for this co,pany. Is the underlying thesis still strong, with all the electrification needed in NA. And what support levels do you see? I'm looking to leg into a full position, but based on Apr - Jun levels of mid 90's it looks like we could have more floors down to go.

Thx
Read Answer Asked by Christopher on November 01, 2024
Q: Income model portfolio: The list of selected stocks seems quite stable with time, are they considered among the safest choices within TSX , or some other reason ? how to interpret the ratings ? I appreciate the choices but I wish to better understand the guidelines..
Read Answer Asked by Jean-Yves on October 31, 2024
Q: 1) Which has the highest & lowest 10-yr total return potential according to 5i’s research & data?

2) What other defensive names in the US & Canada might provide similar (or better) risk-adjusted returns over 10 years, given current valuations?
Thank you.
Read Answer Asked by Trevor on October 31, 2024
Q: Hi,

Currently managing my parents investments. Apparently they have gotten wind of Bitcoin. They have asked me to take a flyer on some. That being said, if one were to buy it, would you prefer Galaxy?

Secondly, for a retired person's investment strategy, who would like a little tourque in their account, what 3 names would you suggest from either the gorwth or balance portfolio, to add to their account. Note, currently they have the majority of their investments in income related securitiies.

Thx.
Read Answer Asked by Kelly on October 31, 2024
Q: Why is their Share based compensation (SBC) so impactful and visible in the results? Is it because of the size of the company and revenue? Other companies I am sure has SBC but I rarely see it as a top headline item in earning press release.
Read Answer Asked by Sal on October 31, 2024
Q: Hi gang, first thanks for answering earlier question on Hammond.

My question is if you had a chance to listen on CC this am, and if there were and questions on this SBC impact? It really seams to add volatility to the stock, good results, great share price appreciation, then we get hit with this negative SBC. It looks like they are investing in growth, 20 million to upgrade facilities, but this will come with bigger employee growth.

Thx
Read Answer Asked by Christopher on October 31, 2024
Q: Please rank these companies for their capital appreciation three years out.What is your favourite gold stock for this criteria?
Read Answer Asked by Maurice on October 31, 2024
Q: In January, you compared FFH to BN/BAM, saying, "If rates fall it may be able to make more deals, AND, its assets owned already may increase in value further." Do you still hold to this glass-half-full outlook, or should we be concerned that the (dominant) insurance side of FFH's business will be penalized for a lowered outlook?
Read Answer Asked by John on October 30, 2024
Q: Going to do a little re-balancing and the result will be the addition of one new { possibly two depending on your answer } stocks to the portfolio ...... Between ISRG, CPH, GLXY, and MDA please rank from first choice to last giving each a numerical score between one and ten with ten being best . This will allow me to evaluate how much you like one better than the other ......Also a short blurb on each explaining why ......Thanks for your terrific service Garth ......
Read Answer Asked by Garth on October 30, 2024
Q: I have received my cash payment for the shares in AW.UN. I would like to reinvest the funds and was thinking of investing in either the Keg or Boston Pizza fund. Can you please compare the two funds and advise which would be more stable and have some potential for growth.. Any other suggestion in the food services industry would be welcomed. Thank you for your great service.

Stella
Read Answer Asked by Stella on October 29, 2024
Q: A member's question regarding CAD companies that would be most negatively affected by the effect of a Trump victory on Canadian co's with large exposure to the US highlighted the list I included above. I can possibly understand why LNR and MG would be negatively affected, but why should Canadian oil producers (and a pipeline co which doesn't compete with a US pipeline Co's route) also be affected by a commodity covered by NAFTA 2 which was approved under the previous Trump administration?
Read Answer Asked by Adel on October 28, 2024
Q: Hi

Have LMN and TOI announced their Earning dates ? I have seen CSU for Nov 8.

Also, what are the street estimates ?

Thank You
Read Answer Asked by rajeev on October 25, 2024
Q: Hi,

How would you rank these companies based on risk adjusted returns and where they are currently trading? I currently have positions in all and looking to add.

Thank you!
Read Answer Asked by Keith on October 25, 2024
Q: I have small positions in these stocks and I'm also overweight in Canadian stocks, so considering raising some cash to invest in U.S. and/or international stocks.

Please rate these in terms of whether to hold (and, if so, how much patience might be
needed) or sell.
Read Answer Asked by Valerie on October 25, 2024
Q: Considering taking a 12% hit on TELLUS for tax loss and considering I also own BELL so am considering NTR as a replacement for hopfully more growth all bet less income. Or would you consider buying back after 30 be fine? Any thought on a better alternative .Retirement portfolio including HDIF,CIG447,PMIF,WCP,and ENB.BCE. Thanks Larry
Read Answer Asked by Larry on October 25, 2024
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