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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: “Has sold shares in company.
Company has too much retail orientation (very hard business).
Auto-body shops require large capital investments.
Strong franchise - but would wait for shares to fall before investing. “

This is what a recent guest on bnn said about Boyd recently. I have to say that I am quite surprised and pleased with the way Boyd has risen from the ashes in the past year. But, like the above mentioned guest, i wonder if it is in a bit of a hard business. It is difficult for me to really judge, though, so i thought that I would lean on your wonderful slogan that diy investing doesn’t mean you have to be on your own, and so i ask your opinion on this.
Thanks as always
Read Answer Asked by joseph on June 01, 2023
Q: Rick Reider at Blackrock has started a new income fund listed as BINC on NYSE. Would ask you to examine this fund and provide any views, concerns, etc you can at this early stage. Am I correct that it has no yield such that it would only produce capital gain or loss once sold and therefore no tax while held from dividend income. Aside from its lack of track record at this point does the intended approach of this fund and the reputation and history of the manager lead you to a possible positive view of this as a worthy income investment for an investor preferring capital appreciation over yield. Thank you..







Read Answer Asked by Ken on June 01, 2023
Q: Can you comment on the ballooning Stock based Compensation given to the CEO
I assumed this compensation was in the form of options which could be said to incentivize management, but that is not the case. They are being compensated in Restricted Stock Units (RSUs), meaning units that could be converted to stock at market value after a certain period, without management having achieved anything. This compensation is in addition to their equity, existing options, and salaries, all of which are substantial. The board essentially gave them free money, no strings attached. I don't know how this could be seen to benefit shareholders. If you know, please tell me
Read Answer Asked by Gordon on May 31, 2023
Q: Good morning
I would appreciate comments regarding investing in the Canadian financial sector versus US financials. This is in a tax sheltered account and currency volatility is not a concern. Thank you
Read Answer Asked by Les on May 31, 2023
Q: If you didn't own any banks but are realizing they are getting to attractive price points that have div yields only seen one other time in the last 25 years (covid), and you were considering TD or RY. TD looks attractive because of its bigger pullback due to US M&A mishaps, while RY has not pulled back nearly as much and has been stable. TD having the bigger div but RY outperforming TD by a pretty big margin over every time frame. Which would you chose today, TD for valuation or RY for long term outperformance? This is for a long term hold. Thx
Read Answer Asked by Adam on May 31, 2023
Q: This stock has been a huge disappointment.Please can you explain why this is.And where does this company comes in with AI?How is there balance sheet ,insiders buying?
Does it have a chance to go on the AI bandwagon trend?
Are there any AI companies in Canada that have a chance to become a big success in this field?or you think its mostly hype?
Read Answer Asked by Josh on May 31, 2023
Q: Good afternoon! There are two parts to this question:
1) You mentioned that BN would recover FASTER than Canadian banks, and given its having dropped more than any of the banks' 5 year highs, would you also say it has MORE upside, regardless of speed of recovery?
2) You mentioned that you see recovery for the Canadian banks, and that buying them is a good idea in the long term. I absolutely agree and have "doubled down" on that basis. However, you stated that you would not hold them at the 30% level of a portfolio. What do you think would be the MOST percentage-wise you would be comfortable with in a 100% stock dividend-payer retiree's portfolio?
Thanks! ... Paul K
Read Answer Asked by Paul on May 31, 2023
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