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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: My last 2 questions show up as private but when I sent them they showed as public on my ipad
Read Answer Asked by Robert on August 03, 2018
Q: More of a comment than a question, but I would appreciate your view. The knock on the old MDA was that revenues were "lumpy" and margins low. Looking at the most recent financials, that still seems to be the case for the satellite business, which generates EBITDA margin of only12% if I read things correctly. Conversely, the newly-acquired Digital Globe imaging business has an EBITDA margin over 60% and happily this is the part of the business that is forecast to grow. This can make up for the weakness of the legacy business, which I presume they will not get rid of because of a desire to offer integrated "space" services. But it stuns me that the satellite business runs on what must be a less than break-even basis. I have a now slighly underwater half position and plan to stick with it.
Read Answer Asked by David on August 02, 2018
Q: Hello,

I currently own SRU.UN (SmartCentres REIT). I like the dividend but I am interested in capital growth as well.

Do you recommend keeping SRU.UN or to switch to CHR (Chorus Aviation) or EFN (Element Fleet Management) ?

Or, do you have a better recommendation for a stock which has has a good income, dividend growth and capital growth?

I have over a 5 year time horizon.

Thank you as always for the financial insights.
Read Answer Asked by Marc on August 02, 2018
Q: Good morning,
I am looking to establish some additional convertible debenture positions( I currently own an Exchange Income cv debenture) and would appreciate your feedback/suggestions , with a goal of 4.5 - 5% yield in companies with healthy balance sheets and a high probability of being able to service the debt and repay principal.
Thank you

Read Answer Asked by Brad on August 02, 2018
Q: Gentlemen,
I hold these 5 companies in the U.S, market and wish to hold at 5. I know you don’t have my total portfolio to view but would you replace any of these companies with any others such as SQ, BOX or any others you wish to name? Thank you for your amazing service, you give me a confidence that didn’t exist before I joined you guys.
Andy
Read Answer Asked by Andrew on August 02, 2018