Investment Q&A

Q: I have been looking at this company, and can't understand the steep discount on its share prices. I understand the Dakota Access Pipeline issues, and the fact that "energy companies" are generally in disfavour, but the cash flow looks solid and rateable, and debt levels are high, but sustainable and interest rates are lower, not higher, so debt levels look not so bad. What am I missing here??? Am I glossing over some risks???

Q: Hi Team,
I hold small position of ALPS in my RRIF us a/c at a loss of 45%, could you please comment on this ETF and should I sell ?
Appreciated your service and thanks as always!
Tak

Q: Retired dividend-income investor. Sitting on 6% cash. Looking to add some gold exposure. Do you think there is more upside to gold over the next couple of years? For the most part, I am a buy-and-hold investor, not a short term trader. Is there an ETF that a) pays a dividend > 3% and b) that contains both the miners and bullion? If not, what would be the best route to get sector exposure, leaning to the conservative side? Thanks...Steve

Q: My I have your opinion of their recent earnings report and you opinion of their future prospects? Would you consider this a growth stock based on the sector they operate in?

Q: Please provide an update on SNPS.

Thanks

Jim

Q: It's been awhile since you commented Fronsac stock. Last earnings looks very good, they mostly rent to gaz stations, fast foods and some grocery stores. Can you comment earnings?

Also, what is your point of view about HLS Therapeutics considering Vascepa?

Thanks 5i!!!

Q: I owned Dow stock before it split into 3 separate companies and now I own shares in all 3. I've kept the shareholders and haven't touched them since the split. Do you prefer one of these companies over any others? I plan to add to this position (which is now 3 stocks instead of one). I am unsure if I should add to all 3, or pick the 'best' one. Can you offer some insight?

Q: I hold NFI at a huge loss. recently the Globe and mail reported that Adam Gray, who sits on the board of directors, acquired a total of 152,300 shares at a price per share of $15.20 increasing this account’s holdings to 4,507,746 shares. The cost of this investment totaled over $3.8-million, not including trading fees.

This represents about 4% of outstanding shares of this company. Your opinion please on if it is wise to average down or just take my losses and move on,

Thanks

Q: Hi Group appreciate your views on BNS /Cad + US banks in general. Is BNS a screaming buy right now due to its poor performance YTD + exposure to Latin America. Please rate the Cad + US banks (top 3 recommendations in each country) lastly is it good time to invest in Cad banks ahead of earnings or wait Thanks Deduct credits as you see fit

Q: Retired dividend-income investor. Sitting on 6% cash. Looking to add to healthcare exposure in my portfolio. Do you still prefer LIFE over HHL? Would you buy now or would you wait until after the USA election? Thanks...Steve

Q: What are your thoughts on Garmin as an investment? It even near it's 52 week high it doesn't seem overly expensive. Is this because they're a mobile hardware company competing with Apple? I do a lot of road and mountain biking and it seems like every other bike has a Garmin mounted on the handle bars. Did I miss all the growth on this one or do you think it's got plenty left?

Also it looks like it still hasn't recovered from the '08 recession. Do you know what happened to them back then or why it's taken so long to recover?

Cheers

Q: Hi group appreciate your knowledge and help. Lets assume the Virus is going to get much worse in both Canada and the US this fall. What 3 stocks/sectors would you be buying now (both Canada and US and reasons why . Thanks

Q: I have been following a gradual dollar-cost averaging type approach to adding cash into the markets over the past several months.
With the US presidential election coming in the fall and a possibility of substantial political volatility there, would you advise deviating from this general approach? ie, is there a substantial chance of this event causing a market drop, that would merit changing a market approach?
Are there specific events that you are watching for that may act as triggers for coming market movements? The one that is holding my attention is Trump's overtures that he may not cede power if he loses, or if the election decision is unclear.

Thanks for your valued input,

Peter

Q: Further to the question earlier today, it was not clear to me which one you preferred between FAST and ROP, please advise.

Q: When a company goes fro TSXV. to TSX what is advantage.
Jim.

Q: Looking to add to my gold exposure (currently a small position in GLD). Can you let me know your preferred choice for a:
1. Gold ETF
2. Gold Miner/Producer
3. Gold explorer
4. Gold - high risk/high opportunity
5. Gold...? something alternative here, perhaps like GoldMoney

Thx.

C.

Q: I am intrigued by this company's business model of owning ground leases and working cooperatively with the owners of the business on top of that land. They say they collected 100% of payments during COVID and are essentially COVID and recession-proof.

In Geoff's previous question, he noted that it was "...likened it to a hundred year bond, yet if they can achieve their goal of increasing the distribution at twice the rate of inflation that is obviously better than a bond, safety comparisons aside."

Safety comparisons not aside, I'm interested in your views. It seems like raising capital and debt would be the main concerns. They seem to raise capital by offering more shares. How sustainable is that model?

All in all, can you assess the company in terms of safety and their claim to be more in the fixed income category than in the equity category. I actually like that they conserve dividend payments as it seems to justify this claim.

Q: Will there be a correction before the election? Will it be as bad as the March one? No one knows for sure however many like me believe that a correction is coming and I was hoping you would have advice on where to park equity investments that I will have turned to cash. I do not intend to put it under my mattress or buy GIC’s. What are your thoughts on bond ETF’s like ZTL or so called sleep at night ETF’s like ZZZD. I would appreciate your advice on the above and suggestions on where to invest this cash in a safer investment until after the correction please. Thank you

Q: Hello again your thoughts on Store Capital

Q: My questions pertain to SYZ. I am a long time investor in this company and generally really appreciate the shareholder friendly actions the company takes (dividend increases and buybacks).

I also am thrilled at their new approach to the market (investor presentation on their website now, willing to leverage and add growth...). All of these things add up to an accelerated compounder for the future.

The one lingering question I have is what if this new approach is not adopted by the eventual new CEO and yet a new strategy gets employed? What would be your odds on this scenario?
Also, have you spoken recently with management? Is the company open to an outright sale as part of the CEO search?

If this strategy does indeed have legs and they buy their way to rapid growth, do you foresee, given their cash generation a mini Enghouse or Constellation in the making?


Thanks in advance,