Investment Q&A

Q: My question is about share compensation. My understanding is that, share compensation is recorded at fair market value at the time of issue. I wonder how many companies recorded higher costs for share compensation and lower GAAP profits, given last year's run up in valuations? Year over year the amounts seem out of whack for many companies.

Leo

Q: Can you please explain the recent news on the stock and the precipitous drop in the share price. I'm baffled but curious enough to burn a credit. Thank you.

Q: GH I read the results and don't follow the reasoning for the huge drop today. Would appreciate your views as in Buy, sell or hold now.

John

Q: Season's greetings - what are your thoughts on MRNA. The skin cancer test results lofted the shares yesterday. It still seems inexpensive, given a sub six PE. I have a small holding and am thinking of investing more. It's well within my portfolio recommendations. Don't understand why it not getting more love with all the viruses running around the world. Thanks

Q: I have some cash and thinking of adding to XCD,XHY and HXQ. Would you be a buyer of all 3?
Thanks

Q: 1. Under current and projected global market conditions, does it make sense to invest in India-focused ETFs?
2. For India, would you lean towards actively managed ETFs, or passive ETFs , or invest in both?

If both, Which ETFs , if any, do you favor for the next couple of years? I am more comfortable with ETFs that are traded in NY or London, are hedged to the US$, and which invest only in mega caps, excluding State-owned enterprises.

Q: I have held these 2 stocks for a long while, but I am getting the impression that it is really hard to make a living in the senior-residential-retirement services. I am thinking on : a) sell one and reinvest in the proceeds in the other , b) sell both and buy instead a dividend payment large cap. (i.e. BNS, ENB) . If a) which one would you recommend to sell , if b) Does this move make sense ? thanks . note : I have plenty of other REITs in my portfolio.

Q: Bonds / fixed income are down substantially
Do you see a recovery in their values in 2023 and can you support your view
Thanks

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

Thanks,

Q: Good morning team, thoughts on the odds of a rival bid for WBR?

Q: For periods under 90 days, which do you recommend for cash, BMT104 or BMOs ZMMK?

Q: These 4 are currently losers in Registered Accounts.
Time to sell and move on or continue holding?

Q: I am a retired dividend growth investor. I have large long term positions in BEP and BIP. which have done very for me. I have been watching the spin-off of BAM with interest and particularly like their targeted growth rate of 15-20% for distributions. I am concerned with overlap given my current large holding of BEP and BIP. However having waded through the documents it looks like BAM's holdings of BEP and BIP are modest at 25% of 48% and 27% respectively. It appears to me that buying BAM would give me exposure to Private Equity/Real Estate and Credit as well as a heavy weighting to fee related earnings - which I don't have now and that the overlap of BEP and BIP holdings is not that big a deal. Is this a fair conclusion??

Also - in your response to Chris on 12/14 you quote a dividend rate of $1.32 - can you please advise if that is $US or $CAD. I assume it is for the BAM on the TSX??


Thanks

Q: Please comment on their earnings and future outlook. Thanks.

Q: My two underperforming energy E&P stocks are CNE and PXT. Both seem restrained by their activity in Columbia, with the hostile new prez and increased taxation. What I think I know is as follows:

CNE is primarily nat gas, provides decent production reports and projections and is working to supply more regions via a pipeline project, paid for by and built by a Chinese partner, and scheduled for operation by 2024. CNE has more debt than peers, but largely at a fixed rate until 2028. Notwithstanding that they trade at 1.52XCF, yield >10%, have reduced their share count steadily through modest buy-backs and have optimistic guidance, the stock has steadily fallen to the point that I’m now down 43%! Thus, I could exploit a loss.

I’m still up somewhat on Parex, which has great financials and outlook, and seems widely loved by analysts, though this is not reflected in the recent price action. Parex is primarily oil, but in their most recent report, they note Columbia’s growing demand for nat gas and say that they plan to do more in that direction – supporting what Canacol has said. I have a modest gain on Parex, though the stock has performed poorly relative to its Canadian-based peers – thus no tax loss to be harvested, and delaying a sale until after tax loss season could be contemplated.

Am I missing something about one or both of these companies, or are they just mispriced? Sell CNE now and PXT later, or hold on?

Q: Why has this ETF not increased in yield? Yield has been flat for over a year yet short term rates have skyrocketed. Why the lag?

Q: I thought CPI was the root of all the evil afflicting this market and to me this was confirmed Nov 10 and 11 when the market rocketed upward apparently based on not a bad Oct cpi. Then we get an even lower cpi for Nov (on Dec 13) but then followed by 2 days of fairly hard down markets. What is your take on this? I know the rate hike and fed comments were in there too but to me they were all pretty much in the expected range. And it's not like talk of a recession is news. Thank you.

Q: This is my selection of stocks for steady revenue (and secondarily potential growth) .Since a serious economic crisis is not excluded in my opinion ,I now plan to : 1) only keep Cies at low risk to become out of business and that should maintain dividends, based on their history and financial strength , and to : 2) sell the other stocks to buy ETF instead..

Wich stocks can be "relatively safely" kept at long term for this purpose ?

Q: Can you dumb down the non-cash distribution capreit announced tonight?

For me specifically, I hold it within a TFSA - what can I expect? Don't hold enough shares to even accumulate what would amount to one share, thought I might have understood that completely wrong as I guess no one is actually gaining shares?

Thanks in advance

Q: I believe the combined new entities of the old Bam.a have lost 15% in the last three trading days.This combined with our previous ytd loss of approximately 22%.means Brookfield is down about 37% so far this year?Is this correct?What are they thinking?!