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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 find the company information that you added recently to be very useful in my analysis, however sometimes information that was there is no longer available. For example when I previously looked at ATD.B the site contained information on analysts projected earnings and projected share prices. Today the earnings estimates are not available and the stock price estimates have been replaced by measures of analysts buy conviction. Is this a temporary change until information is available? Also do you have an estimate for the forward earnings?
Thanks.
Mike
Read Answer Asked by michael on August 29, 2018
Q: Hey guys,
I am a big believer in a healthy corporate culture being one of the keys to running a successful business long term. Having strong leadership, as well as a desire by employees to come to work and be proud of being part of the company, and a management team that is focused on the long term and not quarterly results or analyst expectations.
Do you know any canadian companies that meet or exceed this criteria?
Thank you
Read Answer Asked by Ryan on August 29, 2018
Q: Transitioning my mutual funds to a self managed ETF portfolio of near equal weighting of ve, vee, spy,vig and iwo for all USA and international exposure. I am due for another block of buying. Which of the 5 above would be best to add now. VE and VEE are down so average out my loss? On weighting I was due to add mostly VEE and IWO. Just starting the transition so can add pretty much any of them.
Read Answer Asked by Tom on August 29, 2018
Q: What are your top 5 recommended stocks (in order of preference) that would do the survive the best through a recession?
Read Answer Asked by Thomas on August 29, 2018
Q: Hi
Sangoma recently announced the purchase of Digium for US28,000,000. Once the transaction is signed, Sangoma intends to finance the deal by borrowing approximately $21 million. The new credit facility will be drawn in US dollars, and will be repaid over 7 years and is expected to have an interest rate of 6.0% to 6.5% per annum at closing. What do you think will be the monthly or annual payments? Will the payments represent only interest costs or will they include a portion of capital?
On page 8 of the investor presentation, it is written that Digium has about $15,000,000 in tax NOLs. Is it fair to assume that Digium has lost $15,000,000 over several years and that Sangoma will be able to use the tax NOLs in order to avoid paying taxes on future US earnings?
Is the Nols considered an asset? Will it show up in Sangoma's balance sheet?
If Digium did not have $15,000,000 in tax NOLs, what would have been a fair transaction price?
What is the approximate value of $15,000,000 in tax NOLs?
What is the approximate percentage of the purchase price attributable to the $15,000,000 in tax NOLs?
Thank you and have a nice day.
Read Answer Asked by Gilles on August 29, 2018
Q: Hi there,
hoping that either 5i or another member can point me to a resource that highlights the tax treatment/tax efficiency for registered versus unregistered accounts for US domiciled investment/401K etc. For example. is there a dividend tax credit for stocks held outside of a 401K.

Thansk
Read Answer Asked by kelly on August 28, 2018
Q: I have held RUF for a few years, bought mainly for income with the view that the apartment space should be somewhat stable (?). With the buyout offer last spring I sold half and bought SRU (which has done well). Now that RUF has no offers, the price took a dive and the yield is back up. I am considering selling SRU and putting the funds back into RUF. These are held in an RSP, so taxes are not an issue. Could you comment on the following for both RUF and SRU:
1) the payout percentage
2) the debt levels and how they compare to their peers
3) the price to NAV
I like that SRU has a large Walmart base as well as some of their proposals to reduce retail exposure - but execution is a factor, and it will take time. Based on my "stable income" orientation would you suggest selling SRU and buying back RUF, or just sit tight? Or something else?
Thank-you
Read Answer Asked by grant on August 28, 2018
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