Investment Q&A

Q: Hello Peter / Ryan and Team,

Looking at COV. Seems like there is a huge difference between Shares Outstanding and Floating shares. Does this mean that there are a lot of shares locked by insiders? When are these scheduled to be able to be traded and is that a concern for the future with the stock up so much? With the large run up lately, do you still feel it is a good buying opportunity or would you wait for a pull back as the chart gives me a bit of a pause.

Thanks for all you do,

Wes

Q: Like to know what you think about atd.b. I’am a somewhat long term investor, I consider 3 years as the beginning of a long term hold and will hold at lot longer 5+ years if the stock is performing.
I have had look at atd.b with a three year chart and seen three years ago it was at about $57 and today it was at about $57, with a high of $68 a year ago. Did the have a stock split?
I do find it hard holding this stock as I only get .70% for waiting, and I do have a hard time picking the highs and selling.
Question is I do like a combination of dividend and growth ( I’m not greedy but do like to see something in 3 years) would you hang on, or could you suggest a company with more dividend and a little more growth.
Thanks for your comments

Q: From Zacks Equity Research:

It commonly happens in stock investing that investors miss the chance of buying winning stocks that they knew would stand out. Before they take the plunge, others get to know the hidden potential and enter into these stocks, pushing them out of reach.

So, instead of repenting, spotting the off-the-radar potential winners and immediately investing in them could be a smart decision.

One such company that looks well positioned for a solid gain, but has been overlooked by investors lately, is Brookfield Renewable Partners L.P. BEP. This Utility - Electric Power stock has actually seen estimates rise over the past month for the current fiscal year by about 57.1%. But that is not yet reflected in its price, as the stock lost 2.2% over the same time frame.

Q: Mr. Hodson, what is this matter about GUD being reassessed for past activities dating back to 2014. Is this a serious matter ? What is the likely outcome in your opinion ?

Q: Good Morning any thoughts about the news this morning in regards to the CRA tax re-assement? Looks like CRA and QRA are challenging the sale of the voucher back in 2014 and concluded that GUD owes $42MM. Gud plans on appealing this, any thoughts on this issue?
Thanks

Q: The GUD investing thesis is largely based on management including past success with Paladin. Paladin was certainly a well run company and created lots of value for shareholders so credit to management is not misplaced. But, do you think that the ultimate success with Paladin was more a function of incredibly lucky timing to have been taken out during a really crazy pharma cycle? In other words, how much credit goes to management and how much goes to a once in a generation crazy pharma cycle?

Q: Hi Ryan any shorts on this it seems under a lot of down ward pressure
Kind Regards
Stan

Q: Well again getting into a mining stock is killing my portfolio. I bought TV ONLY ABOUT THREE WEEKS AGO AT $1.11 only to see it now at .81. Down almost five grand in that short a period of time. Very frustrating. I don’t want to hold for three years HOPING to get back to even. If YOU owned running a portfolio would you take the rest of the money that is left and RUN somewhere else. It is in my RRSP so no tax implication.

Q: Good day...I have great respect for your management of the balanced portfolio..my question is the addition of tsgi at a 4% position...this seems out of the ordinary for the way you run this portfolio...generally I have noticed that you start with a 2% position and then allow it to grow...I know you have a valid reason and I am asking to advance my knowledge of trading...thanks for your expert management....Gene

Q: I think looking at chart at $ 16.00 SIS is a buy. When do they report next eps. I see ACORN ads on TV . Same product Chair Lift. I believe Acorn is a UK Company. Your thoughts pleas. RAK

Q: Howdy!
I am slowly repositioning the Canadian equity portion of my RRSP portfolio to emulate your Balanced Equity Portfolio.
About 27% of my portfolio is sitting on cash right now; I do not yet own the listed companies - Are they all good to buy today? Or please rank them in order of value for purchase today versus perhaps holding off a quarter or two.
Thank you

Q: What are your top picks in CD and CS
Thanks

Q: I understand the logic of "getting paid while you wait" but in this particular instance, what am I waiting for? I am now off 30%. Do you actually see this one recovering or is negative momentum going to take it down.

Carl

Q: In a previous question, 5i had recommended no urgency in averaging down into RME shares, has this opinion changed at all after the John Bob acquisition?

Q: I have a question about NFI. NFI continues to lose ground. Any idea of a bottom?

Q: I am a new member. Want to start building an income and equity portfolio. Notice that some holdings are down significantly. are these buying opportunities. Thanks

Q: Is the dividend safe?? (13%)

Q: what is your current opinion of gc was it involved in the money laundering in BC ?

Q: Why the big gain today?

Thanks

Sheldon

Q: Hi, Trevali is very close to it’s 52 week low. I’m wondering if there is something wrong with the stock? Has it just fallen out of favour or is there good reason for the downturn? If you are still recommending it I am thinking of taking a full position. If not, can you recommend another mining stock with good growth prospects. Your thoughts would be greatly appreciated.