Investment Q&A

Q: Further yesterdays and todays continued drop on Goeasy would you see this as opportune to add to the name?

Q: Hi

I'm confused with this one. 5I considers PLC an Income stock, yet it has a yield of less than 2%. It is a perennial acquirer which I think of as a rollup strategy. If you look at it's 5 year stock performance, it is not impressive having reached $40+ and then tumbling back to 23 which is where it was 5 years ago. Admittedly, it is in a sector that will always have market demand, but other than that, what is the attraction?

Q: Hello, what would be a reasonable entry point for CSU ?

Q: With multiple xdivs coming up, what would be your top 10 Canadian dividend picks? Thanks

Q: Is there a particular reason why Shopify is in the balanced portfolio instead of the growth portfolio? Is it due to market cap?

Would 5i ever consider taking NVEI out and replacing it with SHOP?

Q: BN is currently classified as being in the "Finance" sector. Should it be in Finance or in Real Estate?
I keep track of my securities using a spreadsheet and hold BN. When I look at my sector allocations, it always appears as though my "Finance" weighting is overweight and my "Real Estate" weighting is underweight, but I'm wondering if I should just change how I'm classifying them.

Thoughts?

Q: Why is BN doing so poorly?

Q: Hi there, where would you prefer to have your money and do you still have high conviction in this company. Thanks

Q: I always kick myself when I come to realize a missed opportunity and tell myself that next time, i'll recognize the trend and take advantage of it.

This is me asking that question now.

What 5 US and 5 CDN positions, in your opinion are very much out of favour right now but have quality fundamentals with an excellent chance for share appreciation over the next 3 years?

Q: I have hold that stock for a long time. Very good metrics but did'nt do much for almost 10 years.

Please explain the rationale for holding this stock long term.

Thanks for the wonderful services

Q: Thinking of jumping in to Nuvei. It looks like this company is set to report cash flows of more than $300+ million in 2024 and then growing more than 20% annually. Their net debt is low. They are growing sales despite the loss of a large customer. Additionally, they acquired Paya in February which has $250 million in revenue and is net earnings and cash flow positive. Paya is based in the US, and in verticals that are new to Nuvei, and less cyclical than their traditional verticals.
Is it just me or is this a screaming buy here on valuation and future growth prospects? It is only 1.5X sales and 10X forward earnings.

Q: Thinking of buying a new mattress with a concealed side zipper. I find it hard to believe that a stock that trades in the USA and Canada can in one month lose 50% of its value because of a slight miss in earning and its outlook. Why?

You have strongly recommended NUVEI for quite some time and I was hesitant after involvement with LSPD. However, when another reputable investment newsletter (with a very conservative outlook), recently recommended this loser (NUVEI), I decided to take the plunge and pull the trigger. Boom, down 50%.

My question is about warning signs. How can one detect such things in advance? Obviously, nobody did, but for company to loss 50% of its value in less than one month, there must be something? No insider selling (or buying) unless it was done another way. The insiders must have known that they were going to lose half of their investment. Maybe they don’t own much? No idea?

I think something stinks here.

Anyway, I am off to Sleep Country.

Q: I own BEPC at a 6% loss, offset a bit by the dividend but have come to the conclusion that I don’t understand the renewables space, and try to avoid investing in things I don’t understand. What is the catalyst to take this higher? Are companies in renewables much like the broader non-renewable energy sector in that they are price takers and subject to cyclicality? I’m feeling like if I want some growth with a small dividend I’d sooner own BN, and if I want a decent dividend with a little growth I’d be better off with BAM? Appreciate your thoughts and opinion as always.

Q: Hi,

What do you think of this assessment and it's impact on the stock long term?


Tim Shufelt's opinion:"management’s assessment that insurance premium increases must perforce catch up with costs, allowing carriers to fund labour rate increases over the long term, and even though labour rates are not directly tied to written premiums over the short term, political action to curb the magnitude of premium hikes represents a growing risk in our view.”
Quoted from TD Waterhouse citing the GLOBE AND MAIL

Thanks

Q: After the markets closed today an offer of $185,000,000 was made for 33,550,000 shares of ECN and 27,450,000 pref. shares of ECN.
How do you view this ? Is it beneficial to ECN shareholders?
Thanks for your insight.

Q: I’ve been a holder of ECN for years. Can you please explain the conclusion of their strategic review, and what your view of the company going forward is. What would you do if you held shares? Thank you

Q: How did they do this 1/4 ? Thanks.

Q: Hi, I'm not sure if my question went through previously, but I was wondering if you could provide more information on the ETF Fund Growth Model Portfolio with respect to proportions of different sectors and different country involvement?

Q: Can you please comment on earnings and what you think of their prospects? Thank you

Q: Could I have your take on earnings. The CEO says good things to come... would you consider this a buy today?