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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: This looks like one that you have followed a bit in the past. I have read your comments and they expressed much concern regarding the debt. The last earnings release shows improvement on this front. You have also commented positively on the management but I note there has been a recent shakeup. Looking to see if these things, (or anything), has changed your view? They have an impressive client roster.
Read Answer Asked by Robert on March 25, 2021
Q: Hi 5i,
Further to my previous question about return of capital, you mention that some investors, over time, can see their adjusted cost base go to zero as result of return of capital. What does this signify, that you now own it for $0 cost. Would the investor expect share prices to be severely impaired?
I am trying to decide if one of these health funds might be a lower risk way to generate some stable income while providing lower risk to principal.

Thx
Jim
Read Answer Asked by jim on March 25, 2021
Q: Hello,

A long time ago, Peter was on Market call and he mentioned a few criteria, which in his books, would make a stock a recommendation.
And then as one of the top picks, which met all those criteria, was STN.
Out of all those criteria, I remember:
1) a company had no dividend and just introduced one;
2) significant insider holding/buying.
3) no debt.

Could you please let me know if the criteria I listed above is correct + if there were other criteria as well?
Also, could you please recommend a few companies in both Canada and in US, which met all those criteria (relatively) recently?
It would be really appreciated companies from different industries/sectors please.

Thank you
Read Answer Asked by Timour on March 25, 2021
Q: Significant infrastructure is being planned in the U.S., also in the defense sector. Would any of these stocks listed (or others) benefit more or less from this initiative?
Thank you for your insights!
Read Answer Asked by Sigrid on March 25, 2021
Q: The decline in Chinese stocks is of concern, not only the ones listed that have experienced serious erosion. The stocks do have substance within their immense markets even under the 'political cloud'. Should these stocks be sold and avoided?
Thank you for your analysis, Team!
Read Answer Asked by Sigrid on March 25, 2021
Q: Hi Peter, Ryan, and Team,

Back in 2014, Larry Berman said: " CMR-T is a money market fund. FIE-T is a multi holding income strategy holding all kinds of assets, so there will be more volatility. When markets are up go into CMR-T and FIE-T when they are down."

I'm asking this question to see if Larry's thesis is still valid. Our broker is Scotia iTrade, and both CMR and FIE are "commission-free" for both buying and selling. What we've been doing is to deploy dividends in our RRIF's into CMR, so that we can generate cash for the compulsory RRIF withdrawals. I was wondering if FIE could also be used, following Larry's advice, while realizing that FIE is more volatile than CMR. Thanks for providing such useful advice and insight.
Read Answer Asked by Jerry on March 25, 2021
Q: I noticed on my broker's platform, that there is a borrowing fee is up to 5% for this security. The URB.A doea not have any borowing cost. Just wondering if that is because the majority of voting shares are tightly held by insiders. For now the Voting are not trading at a significant premium to the Non Voting. My question is, where can I find the public info about the current short interest on TSX listed shares?
Thank you
Read Answer Asked by francois on March 25, 2021
Q: Hi
I am trying to find out more about the lawsuit against MITEK you reference in your March 16 response to a question from Joel. I found a USAA lawsuit against MITEK which was settled in 2014 and a lawsuit where MITEK sued USAA in 2019 claiming USAA's litigation against MITEK's customers "placed a cloud over MITEK's products and services." Is this the lawsuit you were referencing? Thanks

Kenn
Read Answer Asked by Kenneth on March 25, 2021
Q: As a member for many years, I would like to thank you for the wonderful service you provide to all of us. I have learned so much by reading the daily questions, your responses, and your blogs and updates. Right now in my RRIF, I would like to top up either Trane or Linde on the US side, or TCN on the Canadian side. If you would rank them according to your best estimate for capital growth over the next few years, I would appreciate it. Thank you, Jane N
Read Answer Asked by JANE on March 25, 2021
Q: Please give me your thoughts on the above. The first two are ETFs , and that to me means covering more than one crypto currency ? Could you elaborate on this and what they cover as an ETF ? Their mer's = 1%. What is the diff. between QBTC and QBTC.U and is there an mer on these ? If you were to buy Bitcoin in a TFSA, would it be one of these or would you recommend another one that might have lower management fees. Looking at these 4 on the stock market today, QBTC is up 2.76% while the 2 first ones are up less than 1% ? I certainly like a 2.76% daily increase ! Thanks for any info.
Read Answer Asked by Frank on March 25, 2021
Q: Could you help me understand how dividends works ?
For exemple, I bought GSY when the dividend was 7,4%. I see that if I add new shares today, the dividend will be 2,20%. How will the dividend be calculated for the next dividend payment if I do buy new shares ?
If I don't buy new shares, will the dividend payment on my existing shares be 2,20% ?
Or to put it differently, do I just multiply the present dividend (0,66$) by my number of shares ?

Gratefully,
Jacques IDS
Read Answer Asked by Jacques on March 25, 2021
Q: Hi group lumber companies took it on the chin in 2 short days WEF went down 15% in the last 2 days as an example . Is the run over /(Time to cash in profits) or is this simply some folks taking profits. I know housing starts in the us are off but is the high price on lumber not the culprit here and also looking like lumber inventories remain low which should = higher prices for lumber going fwd. - your thoughts are always appreciated
Read Answer Asked by Terence on March 25, 2021
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