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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: My wife and I are seniors drawing from our RRIF's and we are 'buy and hold' type of investors and need income. Your recommendations to 'harvest' capital losses is something that we have not really done previously but this suggestion is resonating with us now. If we were to do this I think we would look for 'proxy' purchases for at least the 30 day waiting period before we could repurchase the same equities if we wished.
Could you suggest some appropriate 'proxy holdings' we should be aware of for the following equities?
1. The REITs HR.UN, BPY.UN......would ZRE be a good holder?
2. EXE
3. POW
4. FM
5. MTY
6. TFII
Please use my question credits as appropriate. With thanks
Read Answer Asked by Gary on April 02, 2020
Q: In your last report on MTY it was rated as a b+. However that was about 2 years ago.

I won the stock and was in the red after its precipitous fall following its last earning report. However, it has recovered and I am breaking even now.

So its time to revisit this holding. Would you think there is significant price appreciation ahead or is it time to search for greener pastures?

Your recommendation please.

Thanks

Sheldon
Read Answer Asked by Sheldon on January 16, 2020
Q: These holdings represent 4.53 % of my consumer discretionary space and I would like to reduce by half. How would you rank them in order of what to keep.
Read Answer Asked by William Ross on September 25, 2019
Q: What do you think about the competitors of lightspeed ? Do you believe lightspeed has a better platform and is there a "moat" around their products ?

I see a lot of restaurants particularly the ones in the MTY group (baton rouge) using Maitre'D solutions, which is a direct competitor of lightspeed.

Thanks
Read Answer Asked by jean on September 18, 2019
Q: Hi,

Quick thoughts on these companies. I'm doing some clean up and these positions are under 1% in my portfolio. Which ones would you continue to hold, add to or just sell? Can you please rank. I have a diversified portfolio. Thanks!
Read Answer Asked by Keith on August 02, 2019
Q: I want to do a home renovation project and need some cash. Could you rank these stocks in order of the ones you would sell first to last in my position. Cineplex, Couche Tard, North West, MTY, Power Financial, Enghouse and Calian. I probably only need three names to raise what I need.
Read Answer Asked by Andrew on May 08, 2019
Q: Been watching this for a while and more interested now after the drop. However, the largest reason for me not buying is that they seem to be largely focused on the food courts in shopping malls and I'm concerned about mall traffic in general, but the US specifically.

Are you able to tell me:
1. How dependant they are on malls in both the US and Canada (perhaps what % of their operations or revenue come from these), and;
2. How the Papa John's acquisition diversivies them from these malls (or not), and;
3. Is my concern reasonable or am I just being silly.

Thx.
Read Answer Asked by Cameron on April 15, 2019
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