Investment Q&A

Q: Hi guys

Tricon has dropped more than other real estate stocks in the last week and is considerably below book value .... something that I would have given the stock more of a floor. How realistic do you consider their book value if all their homes/properties were liquidated tomorrow and the company was wound down or sold?

It seems , given the price of building materials, you could not begin to build houses for what Tricon bought many of these houses at - many after the 2009 real estate melt down, plus there is so much pent up demand for more housing given inflows of immigrants.

How would you rate the quality of management?

Do you see it as having compelling inherent value and would you add to a partial position now?

Much thanks

Stuart

Q: My TD Waterhouse account used to show a calculated yield based on the current price of UMAX and HMAX but for some reason shows no yield for UMAX and 10.8% for HMAX now ...... Yahoo Finance isn't much better . And the Hamilton website shows 13% and 15.5% no matter what the ETF price is ..... So the first question is what is the calculated yield for both at today's price ? And second what would be the unit price for my targeted entry point of both 14% and 14.5% for UMAX { still making up my mind on UMAX entry price } .... and 16.5% for HMAX ? With rising rates hurting utlities and banks in the doghouse I'm inclined to think I might get those entry points .....

Q: Hello

Is BN like a Canadian version of BRK.B.

With the major difference BN pays a small dividend and breaks up its assets like BAM.

Would you own both or do you prefer one over the other.

Thank you.

Mike

Q: I have a position in Nutrien where I'm now more or less breakeven. I'm considering adding after the drop... thoughts?

Q: Would you recommend LLY at the current somewhat elevated price?
With appreciation,
Ed

Q: With patience in big supply where would you buy and why ? Thank you.

Q: Which one looks better today for long term price appreciation? Why have the share prices been punished so badly? Are these not great long term assets?
Thanks

Q: With the recent market pullback what Canadian stocks do you find particularly attractive?

Q: Hey Guys,

With a lot of hype and interest in the EV space, Vehicles, Etc. , I am hearing a lot about Copper ,Silver and Lithium moving forward as an Investment Theme...

1. Please provide a few Pure Play Copper, Silver and Lithium Companies you think will be good investments going into this stage...
- Large Caps
- Small Caps with good spec potential

2. If another Sleeper Metal play, in your opinion stands out in this theme, please advise...

Thanks,
M

Q: Hi,

I think there are a few screaming buys out there. Would you list your top five?

BNS is at a silly price would you say? Back up the truck?

Q: So, after the market closed yesterday, PLC announced they were withdrawing any further involvement in the purchase of Carriage. I would have expected today to be a "down" day...due to the perception that PLC would not be "growing" as per their stated 5 year plan of growth by acquisition (my paraphrase).

However, today PLC is up 4%. Is it due to the market being relieved that PLC is better off not having to add debt to their balance sheet?

A bit confused...thanks...Steve

Q: CEO continues to sell. Does 5i see this as well?

Thx

Q: Peter has something happened to slate grocery reit?? Dropping like a rock. Does it have to much debt?? Thanks Ken

Q: please comment on well news today re acquisition, dilution effect and potential
valuation going forward.

Q: Hello not to scare some investors but can you explain what happened to conseco in 2002-2003 period and why goeasy is not in the same situation now with interest rates going up fast ? Thanks !

Q: Not sure where I heard about these companies, but I made note of them to ask advice on, as they intrigued me...

- Please let me know your thoughts ...

Thanks,
M

Q: As BCE is hitting 12 month lows and the dividend is approaching 8% what is the likelihood of the dividend being cut?

Thanks

Sheldon

Q: Hi there,

I read this morning that Steve Hudson founder of ECN recently purchased 500,000 shares. Would you read anything into this other than his belief in the business?

Thanks!

Q: I have a loss in CM which is matched by an equal gain in TD.
Was thinking to sell both and buying equal amounts of BNS and RY.
All are in a non registered account. Is the tax loss accepted?
Would you recommend any changes back after 30 days?

Q: Have not held a gold stock in over 30 years. Quite frankly never made sense to me. However, with the huge amount of debt floating arounds, and, especially in the USA, I am wondering if it might make sense to buy AEM as a hedge: pay a dividend and appear to increase on a regular basis.