Investment Q&A

Q: What is your opinion of Shopify as a worthwhile investment? Quite a drop in price over the last year from $180 to $48. What did they do wrong or is it a tech market pricing issue? Are they well managed - is their future positive? Recently watched Brian Madden of First Avenue on BNN he was very positive on this company.
Thanks
Reg

Q: WSP is down 5% on the 3rd highest volume of the year.

Any sign of whats going on?

Sheldon

Q: Sell or hold BAM after the spin off. If Sell just dump back into BN or move to another name?

Bonus question since I have lots to burm.... I assume the spin off value becomes a taxable event? BN has the same share number and book as my original BAM.A shares and the shares of new BAM.CDN granted would be a capital gain for 2022 at their book value?

Q: DND is up 16% currently. After its repurchase of shares do you anticipate the share price will drop back to 11.50 or will it sustain its gain.

Not trying to ask you to be a fortune teller but just share your experience with what has happened to other company share prices in this instance.


want to know if I should take advantage of this jump in price.

Sheldon

Q: Hi group assuming some sort of recession next year along with present pullback what is your top 10 picks in order of preference / Entry points $ targets. Ignore sectors and US verses Canada Thanks

Q: If you were to buy 1 of the bam family today for a long term hold which would it be
Thanks Terry

Q: hey guys just wondering what your evaluation would be of this company a good buy in current conditions or not thanks as always

Q: Maybe I am missing something ,
November 2022 Gsy sells 425,000 shares to raise 50million to aid in accelerated growth ..Ok I get that.

December 2022 , gsy announces it intends to buy back its shares . . I don’t get it

MISSISSAUGA, Ontario, Dec. 16, 2022 (GLOBE NEWSWIRE) -- goeasy Ltd. (TSX: GSY), (“goeasy” or the “Company”), one of Canada’s leading non-prime consumer lenders, announced today the acceptance by the Toronto Stock Exchange (the “TSX”) of goeasy’s notice of intention to renew its normal course issuer bid (the “NCIB”). Pursuant to the NCIB, goeasy may purchase for cancellation up to an aggregate of 1,252,730 common shares in the capital of the Company (the “Common Shares”), representing approximately 10% of goeasy’s public float. As at December 9, 2022, goeasy had 16,438,926 Common Shares issued and outstanding

Q: I noticed their share buyback program was with subordinate voting shares. Does this help the common share holder.

Thanks Steve

Q: What are your recommendation's for my RIFF off 125,00.00 age 83 income or balanced portfolio

Q: Can you please compare the two companies? Which one is a better buy today?

Thanks,

Q: Hi Guys
What do you think of the management team spending like drunken Sailors on 250,000 square feet of office space in the knew splashy Welltower building in Toronto. Not only that, but when the stock was flying it exercised options to take on another 90,000 square feet.
Sounds like arrogant kids to me.
Thanks Gord

Q: Can you give me your top five January bounce picks from the growth portfolio.

Q: which companies would you invert for 3 year term:
wsp,stn,ecn,dir.un
thanks

Q: hi, which do you like for a buy today, brookfield asset management or brookfield corporation? both ? can you briefly compare/contrast each of them as investments for long term hold. could you provide the new dividend for each too.
cheers, chris

Q: Re the Adjusted Cost Base for BN and BAM (still no symbol comes up), I set mine at 1/4 of the ACB of the original BAM.A. However InvestorLine set my ACB for BAM at less than half that and BN higher than 3/4. I have not seen any discussion anywhere including the BN website for how to establish the ACB. Do you have any information to help?

Q: My 26 year old son has some funds to invest in his RRSP. He also holds a TFSA and Cash account and between the 3 accts, he holds, BEP, ECN, BNS, VHI, BAM, GSY, KUT, PBH, TOI, ENB and SLF. We would like to add a couple new names and on our list are TD, MFC, TIXT, GOOG, AMZN and EQB.....if you were advising your son in this situation, how would you rank these 6 stocks for addition to his RRSP? If you could add some colour as to your ranking, that would be much appreciated.

Many Thanks for the great service and advice

Scott

Q: Good day, is ARE good value here? Thanks

Q: Hello 5i team,
I was thinking of selling the rest of my NTR (a bit of CAE) shares to start a position in PBH. This is more to have a non-cyclical position since I currently have none.

In your last report on PBH you state that their dept is Medium/High. How well are they servicing their dept (paying it down or adding to it)?

PBH has also been growing their dividend over the past 5 years, what is the payout ratio for it's dividend? Has the payout ratio increased over the years?

Thank You,
Andrew

Q: The new BAM stock price dropped 7% on Tuesday. Is there something that an investor should be aware of ? Is this an opportunity ? I wanted to purchase this one post-split.

My understanding was that the yield for this stock would be in the 3.25%-3.75% range. Would I be correct in assuming that it could quite likely now be above 4% based on the Tuesday $41.60 close?

Is it true that the company plans to raise the distribution by between 15-20% per year ? That seems high to me. Maybe I misunderstood.