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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: Can you comment on the ballooning Stock based Compensation given to the CEO
I assumed this compensation was in the form of options which could be said to incentivize management, but that is not the case. They are being compensated in Restricted Stock Units (RSUs), meaning units that could be converted to stock at market value after a certain period, without management having achieved anything. This compensation is in addition to their equity, existing options, and salaries, all of which are substantial. The board essentially gave them free money, no strings attached. I don't know how this could be seen to benefit shareholders. If you know, please tell me
Read Answer Asked by Gordon on May 31, 2023
Q: Good morning
I would appreciate comments regarding investing in the Canadian financial sector versus US financials. This is in a tax sheltered account and currency volatility is not a concern. Thank you
Read Answer Asked by Les on May 31, 2023
Q: If you didn't own any banks but are realizing they are getting to attractive price points that have div yields only seen one other time in the last 25 years (covid), and you were considering TD or RY. TD looks attractive because of its bigger pullback due to US M&A mishaps, while RY has not pulled back nearly as much and has been stable. TD having the bigger div but RY outperforming TD by a pretty big margin over every time frame. Which would you chose today, TD for valuation or RY for long term outperformance? This is for a long term hold. Thx
Read Answer Asked by Adam on May 31, 2023
Q: This stock has been a huge disappointment.Please can you explain why this is.And where does this company comes in with AI?How is there balance sheet ,insiders buying?
Does it have a chance to go on the AI bandwagon trend?
Are there any AI companies in Canada that have a chance to become a big success in this field?or you think its mostly hype?
Read Answer Asked by Josh on May 31, 2023
Q: Good afternoon! There are two parts to this question:
1) You mentioned that BN would recover FASTER than Canadian banks, and given its having dropped more than any of the banks' 5 year highs, would you also say it has MORE upside, regardless of speed of recovery?
2) You mentioned that you see recovery for the Canadian banks, and that buying them is a good idea in the long term. I absolutely agree and have "doubled down" on that basis. However, you stated that you would not hold them at the 30% level of a portfolio. What do you think would be the MOST percentage-wise you would be comfortable with in a 100% stock dividend-payer retiree's portfolio?
Thanks! ... Paul K
Read Answer Asked by Paul on May 31, 2023
Q: Hi Peter, I was wondering what your thoughts are regarding CSU, TOI and LMN as it relates to Artificial Intelligence. What role do you think software will play in this revolution and do you think that part of the move in CSU, TOI and LMN has been a result of the AI positioning by investors in these software companies. Canada has a smaller tech space than the US. Are these companies in the early innings of this AI theme and do you see higher prices for all three. I
Read Answer Asked by Frank on May 31, 2023
Q: I am wondering why when Topicus was spun out in January 2021 the book value was ~ $ 61 determined by my brokerage firm, yet when Lumine was spun out the value was determined to be .01?
Also when does Lumine report their next quarter? Thanks
Jeff
Read Answer Asked by JEFF on May 31, 2023
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