Investment Q&A

Q: Hi Guys
Is VMO to illiquid to own? . I see it traded mere 100 shares today, reflecting no percentage gain. would not the average weighted gain of all the holdings today be up at least 3%
Total net assets of 63.8 million and only 1.5 million shares outstanding.
Is it correct to say the NAV is calculated by adding up the per share dollar value of each underlying holding ( in this case 871 holdings) then dividing by the 1.5 million shares outstanding. In this case Scotiabank shows a NAV of $43.20 which happens to be equal to the price the 100 shares traded at today for a Zero percentage gain
I thought the NAV would have been much higher considering todays gains in much of the holdings?
Thanks Gord

Q: Kindly comment on the gsy 2022 Q3 results released tonight, the forward guidance, and the $200 million new financing just announced. Thanks.

Q: Hi. I was considering selling Superior Plus for a tax-loss. Do you have a suggestion for its replacement? I likely will not re-purchase SPB. Thanks,

Q: could you suggest a few canadian and us equities you would recommend today for a balanced approach, and a brief supporting comment...thank you

Q: So I felt this stock had a fairly bright future. So is this stock a tax sell off problem. What do you fell, is it a sell, hold or buy. AND would you please elaborate on this issue.

Q: Can you comment on their latest earnings, and why the selloff? Thanks.

Q: I would like your opinion concerning WELL's latest report.

Q: What would be your top picks for Canadian large cap dividend paying stocks that are currently trading at a good entry point?

Q: Copper Mountain just released Q3 results this morning. It is the only small cap copper play (very small position) in my portfolio. What do you think of the results and guidance, and would you add here?

Q: Hello! What are your thoughts about opening a position in PAAS, considering global trends for silver, the current joint bid with AEM for Yamana, and its current share price. Is now an interesting time to buy, or should one wait or alternately consider a silver miners ETF like SLVP?

Q: You indicated back in 2021 that you would prefer this over DHT.U. Does this still stand as your preference and what do you think of DHT.UN as an income play (overall safety over the next 3-5 years) ?

Q: Your thoughts on this for income and overall safety over the next 3-5 years. Is the 8% + dividend sustainable ?

Q: Hello 5I, Nvei is getting beaten bad today. I assume from crypto connection? Over the past months you have rated it quite high. Do you still have the same conviction?

Q: PXT last reported its earnings the week before. Kindly comment on its results and forward guidance. As well, are there any reason for the weakness in share price lately, especially yesterday which slid down by 5%, right from the opening bell. I'm looking for tax losses for 2022 and PXT seems to have jumped to the forefront at this point. Thanks.

Q: What's prompting the recent rise in DCM? Is it just following the market uptrend or is there a specific reason for the price increase? Thank you.

Q: Your comments please on Killam Apartment REIT 1/4ly results.

Q: Most of the time we are coming out of the recession before they even announce that we are in one.

I am currently fully invested, but I wonder whether there will be a drop once announced.

Anecdotally, I have seen a complete slow down in retail customers at my place of business. It is the slowest I have seen in over 10 years. My suppliers have also slowed considerably, so it isn't just me.

I understand it is best to stay invested and diversified and the markets will correct over time.

Questions:

So, will the markets drop if they announce that is the case and we are in a recession, or is that priced in already?

If the markets do drop once announced are there any trades / hedges / or opportunities that I should be investigating or doing some research in?

Thanks.

Q: thanks for the info about CASH and HSAV.......looking at the price charts for both and both are rising up to the upper left......and this makes wonder - when interest rates start to fall, will the stock prices fall for both???
also if that is the case for one or both, what are the signs that I should watch more in order to sell out???...........many thanks for the guidance.......tom

Q: Your comments on Trican 1/4ly results please.
Many properties in the US.
Some Toronto rentals.
Large increase in shares outstanding.
Plan to slow SFR acquisitions re interest rates & capital market.
2000 acquisitions this 1/4 plan to reduce to 850 in 4th 1/4.

Q: Another question arising from a BNN Market place broadcast. S. Takacsy was quite positive about PBL. Its share price has dropped a lot. Some matrices seem positive (low debt to equity), others not so hot....P/E over 30. What is your view of its prospects. Thanks for your excellent service.