Investment Q&A

Q: Could you comment on earnings release, good year over year comparisons- revs, earnings, EBITDA but are they growing, how could one assess the market or opportunity going forward?

Q: I read your Sept 10 answer to Mark but wonder how 5i reacts to today’s volality - it was upgraded to $140 from $ 115- volume over 36m - low of $102- do you see these as “ normal” for a high beta stock?

Q: Thoughts on Tecsys' latest quarter and volatility? Cheers, Chris

Q: I have a non-registered account which is invested in roughly equal weights of 13 Canadian blue chip dividend payers (NTR, RY, BNS, TCL.A, T, BCE, SLF, QSR, ENB, FTS, LNF, BEPC, AQN) and CPD. I am in the process of re-organizing it a bit and have some additional cash to invest.

I have tinkered with SYZ, FSZ and LIF in this account and none of these quite fit the profile I'm going for (steady eddies thru next economic cycle, decent and reliable dividend).

Over the last year or so, I have been tweaking this account to get it to the point where it will be very low (or no) maintenance. Game plan is to drip for another few years, then start to take the dividend in cash to live off. Capital preservation and dividend reliability are obviously key.

Looking for some guidance on choosing 2 or 3 additional holdings from the following list:
EIF (nice div, needed industrial exposure)
AW.UN or ZRE (are these OK in an open account?)
CVD or XHY (some fixed income to smooth out any upcoming lumps) or other fixed income idea.

Do CPD, CVD, XHY make sense now with tapering about to begin in the US?
All comments about this strategy and my stock selections are most welcome.

Several questions here - please take several credits


Thanks in advance,

Jim

Q: Hi Folks,
In my non-registered account I hold: ATZ,NVDA,LSPD,TOI,KXS for growth and some blue chippers as well - I would like to add NVEI and possibly sell KXS or would you suggest I just add NVEI - is there more room for NVEI to grow in price
Thanks

Q: I still think there is big potential for this stock, yet it still is not doing well. Despite their "Planned Innovations to Ignite the Next Era of Communications" which looks forward thinking to me, the market just doesn't seem interested.
Do you think it is still about, "Shares rotating from pandemic holders to longer term positions"? In your experience can you see this falling below $270-$250?

Thanks as always

Q: Peter your opinion on selling Verizon and buying Apple and Microsoft with the proceeds. Also what is the cost to buy and sell a stock with a full brokerage company

Q: Hi team,
Just looking for any new thoughts on Med? Any idea why it’s been weak lately? I don’t understand why this one is being sold off so aggressively after beating estimates last quarter, and you would think the “healthy living “ aspect of the company would be a strong trend right now ? I am -21% on it after today . Is it time to sell or hold? If sell , is there anything in particular you would deem a much better buy right now with the funds ? I hold this in a US cash account so if I was replacing it with something I would prefer it to be US listed . I am typically a long term holder , unless the story changes or there’s a much better opportunity that comes along .
Thanks

Shane

Q: I was just checking out the new iPhone 13 and saw that they use Affirm for buy now, pay later. I do own GSY, is there an advantage to also owning affirm? What do you think about buying it after the latest run-up? If buying, is it overinflated and is it better to wait for it to settle down? Thanks!

Q: Hi, as a retired couple looking for US div. Co.s for income and safety, please list from best to worst and those not to buy or your own preferred picks, thankyou

Q: BBU.UN.CA OR BAM.CA OR BIF.UN IN A RRSP? PLEASE LIST IN ORDER OF PREFERENCE. THANKYOU

Q: Nucor keeps drifting lower. With infrastructure, an NB focus in the USA, is it worth continuing to hold or sell and move into another sector? Thanks.

Q: I am thinking of buying apple and microsoft.
Is this a good time?

Q: What reasons would cause the stock to trade so far below the takeover price?

Q: Above our securities of about 45 I hold that for quite some time are terrible to look at. Which ones should I sell and replace with your picks that are doing quite well and would you sell them at the price they are now or would you pick a higher price and put them in for a few days? Thanks again

Q: I realize we have a risk off market but CMC is getting dumped. Do you know if they filed their delinquent financials yet?

Carl

Q: Which would you prefer for growth?

Q: What do you think of the depositary receipts. For example CIBC is offering receipts directly linked to google shares. They say they are hedged receipts so the number of shares they represent changes based on exchange values. That doesn’t seem to be a good thing, a real hedge should not be affected by currency fluctuations, no?

Q: can you comment on each of the following, cybersecurity companies, in terms of which are likely to show the strongest growth in 1-2 years, with minimal likelihood of a pull back.

Q: Are you in favor of the reverse split and US listing that Sangoma is proposing, does it make you anymore bullish with it having a broader access to investors? STC has been dropping since early this year and never really recovered from the acquisition. I see you've mentioned it again recently after it not being mentioned for a while.