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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: I'm reviewing KXS today as it is a part of my portfolio. The feeling I've had in the last year, and stronger after looking today, is that KXS is a moderate revenue grower (up to 20% year over year recently and forecasted), but still valued comparible to high-fliers growing at 50+%. Based on the forecasted revenue growth, is the 20x sales multiple justified? It seems like a solid company and no debt issues, so this is simply a question on valuation. PEG is also very high. What am I missing, given that you know the company better than I, and the market right now is obviously seeing value that I'm not. I'd like to make a decision on this one before the next earnings come out in August.
Read Answer Asked by Kel on July 30, 2021
Q: Recent G&M article suggested that CIBC has initiated CDRs for Amazon and plans other U.S. stocks also; must one open a CIBC account to purchase this product or will it be available through other institutions? (on NEO exchange)
Read Answer Asked by don on July 30, 2021
Q: Good afternoon,

Does it make sense to add BEP and BIP if I already own BAM?

I'd be buying BEP to upgrade over my current PIF holding, and BIP seems interesting for a variety of reasons, just wondered if you think I'm covered with these essentially already with BAM.A? Thanks.
Read Answer Asked by Jeff on July 30, 2021
Q: Good day! Looking to add a growth position in Consumer Cyclical with either of DOO or DOL or any other you may suggest. Already own MG and ATZ. Which do you suggest and why. Thank you!
Read Answer Asked by Roger on July 30, 2021
Q: These units are down > 60% today after an announcement that the company is doing a debt exchange and suspending cash distributions on preferred shares. I find this very surprising as the units have been steadily going up and were trading at above par prior to the announcement. Doesn't the market typically anticipate such things (i.e. if there was any reason to believe the distribution would be cut or suspended, the units would not be trading anywhere close to par). Any thoughts on this, especially given that Brookfield owns the common shares and the debt but not the preferred? Where does that leave preferred unit holders? Would it be prudent to simply take my loss and exit the position? Thanks.
Read Answer Asked by Nick on July 30, 2021
Q: I am looking for exposure to REITs for some capital appreciation but primarily for income either through individual REITs or ETFs. Can you recommend some individual REITs and ETFs. Is this a good time to be buying REITs instead of bonds for income?
Read Answer Asked by Robert on July 30, 2021
Q: Hello your advice for investing in silver regards
Read Answer Asked by tom on July 30, 2021
Q: Hello,
What are your thoughts on Nvei as a long term hold and what are the estimates on its next earnings, and would you know the date of the release? Is Square and Paypal its closest competitors? Any idea why Cielo Waste Solutions is dropping? Do you think it is due to management change? Thanks very much.
Read Answer Asked by umedali on July 30, 2021
Q: In an account I look after, the goals are capital preservation and income generation. There is sufficient diversification from other holdings. Some changes are required and I am considering either one of or both of EIF and TCL.A. Their market cap is below $2B; do you see them as reasonably secure and stable. If you had to choose only one, what would you go for? Thank you for your excellent service.
Read Answer Asked by Leonard on July 30, 2021
Q: I would like to add some companies to my portfolio that pay dividends which are relatively secure and have debt levels that you think are manageable. I'd go so far as to say low debt levels, but that might exclude some companies that you think can manage a bit more debt. If possible, it would be helpful if you could suggest 6 Canadian and 6 American companies that fit the above criteria. Thanks as always for your valued opinion.
Read Answer Asked by Les on July 30, 2021
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