Investment Q&A

Q: Hi, Nano has made a few moves since your sell recommendation over a year ago.
Is it a buy yet?
Thanks guys Happy time off.

Q: 2022 was the year for oil and gas companies. What sectors do you believe will do well, or relatively well, compared to the broad market?

Q: hi folks:

below is your reply/update from july 12,2022 on these 4 pot stocks

seems like the only catalyst will be the pending legislative change in the usa

i am curious for your update on these names, with a comment on potential survivability (or, i guess, lack of same)


thanks again

merry christmas to you and your families


unless that offends you, then happy holidays...............


july2022
GRWG is the smallest of the names, with a market cap of $256.3M, whereas GTII has a market cap of $2.8B, TRUL $3.0B, and CURA $4.6B. Revenue growth is strong among all four companies. GRWG has had the most volatility in price and its balance sheet is quite strong, but it does issue shares to fund its operations. GTII has good profit margins and is at a reasonable valuation (2.0X sales, 30.1X P/E, and 1.3X book value). TRUL has shown volatility in its profitability and its valuation is OK (1.7X sales, 37.3X P/E, and 1.0X book). CURA is not profitable and has a high valuation.

We think that GTII has demonstrated its resiliency and is the strongest of the four names. Although GRWG is the smallest, we like its profitability and strong balance sheet. We would then rank TRUL and CURA following GTII and GRWG. Although, the momentum in shares for all four names is not the greatest and we would prefer to wait until investor appetite for growth stocks has returned before becoming interested in these names.

Q: Hi team,

Grateful for your views on Target Hospitality (TH-Q), Torm PLC (TRMD) and Transmedics Group (TMDX-Q). Would you buy any of them for strong growth in a TFSA ?
Deduct the number of credit you see fit.

Jacques IDS

Q: hi. can you rate these as a buy, sell or hold please. long term investor.
cheers, Chris

Q: What are your updated thoughts on GAME now that it plans to combine with GameSquare Esports?

Q: I am working to balance out my portfolio; being low in both Consumer cyclical and defensive names. The objective for one purchase is income /modest growth and CTC.A is of interest. It appears (still) in a number of income lists, has a sporadically growing dividend and shows a current dividend of 4.85%. It is down over 22% on the year. I'd appreciate your take on this stock and any insights if you have a worthy competitor for this purchase. Many thanks and a Happy New Year.

Q: Is CJT a HOLD or would you sell. I already have Air Canada which I'm not too happy with.

Thanks,
John

Q: Telus's share price has declined recently, making the dividend very attractive for income investors. What would you consider to be the biggest risk of investing in Telus? Is the stock cheap in your estimation? Would you be comfortable in buying at the current share price?

Thanks as always for your expertise.

Q: Strategy Question

If I had 200 - 300 000 in savings meant for a home purchase down payment in the next 1-3 years. I would be in the highest tax bracket. Besides GIC's what do you suggest parking this money in, what are safe and tax efficient alternatives.

Q: I assume the dividend for both will be paid in USD. Can you confirm? If so, I will transfer the shares to my UD non registered to avoid conversion costs :) Thanks and Happy New Year!

Q: I am thinking of buying brookfield renewables in my TFSA. Which version is better to buy? Or do you have a better suggestion for the a company in the renewable space?

Q: What are your thoughts on Monday.com. Do you see it as a Buy, Sell or Hold. If you were to Sell - what would be a couple of other Tech Stocks that you would recommend to replace it.

Thank you

Q: Can you DRIP the etf XIU?
Thanks
Dave

Q: For a RRIF withdrawal, I'm thinking of switching either Telus or Open Text to a TFSA .
Which of these do you think has more upside potential?

Q: "joint venture between GIC and Dream Industrial Real Estate Investment Trust will acquire all of the assets and assume all of the liabilities of Summit and the unitholders of the REIT (the "Unitholders") will receive $23.50 for each outstanding unit of the REIT (each, a "Unit") they own in cash by way of a special distribution and a redemption of Units, subject to applicable withholdings."

If I sell SMU.UN now I will have a very significant capital gain in 2023,what happens if I keep it until the special distribution ?I suppose it will also be a capital gain?any other choice here ?

Q: Hello 5i. Accepting the premise that stocks are going to enter a bear market, how do you expect commodities to perform? It seems they are generally inversely correlated?

If one wanted to invest on this theory, what commodity ETFs would you recommend?

Thanks! And Happy New Year.

Q: Merry Christmas everyone and thank you for a wonderful service! I'm looking to purchase six different companies that have preferred shares and would like you to help me pick them. Security of dividend and safety of the companies (staying power) is the top priority here. Therefore if two preferred picks are in the same sector I don't mind as I'm not sure how much diversity matters here.

I currently own TRI and CSU preferred shares and would also like your opinion on them, thanks.

Q: You recently Initiated a position in Acadian Timber (ADN). You state It pays slightly more than its annual free cash flows in the form of dividends.
1] Why do you think this is good to pay more than its annual free cash flow in the form of dividends?
2] How does the company make a profit after paying dividends?
Thank you.

Q: I am a 56 yo retiree with no intention of going back to work. All my income comes from my investments. I generally pull out each year the cash the investments generate without needing to sell any shares as that is more than sufficient for my lifestyle. Is there any benefit to converting my RRSP (or part of it) to a RRIF at my age? Other than no withholding tax - which I don’t really view as a benefit since the tax has to be paid anyways - is there any reason to convert prior to being required to do so? Thanks in advance.