Investment Q&A

Q: Do you feel Verdes current share price is a relatively safe location to accumulate more shares? The horizon for holding would be 1-2 years with periodic assessments.

Q: What is your view on BAMR. It has not well since I bought it. Any decent prospects?

Q: I've read recently that digitalization has transformed MCD, and vastly improved margins in the process. I've also been reading how in general, robotics and automation is starting to get a toe-hold in some fast food restaurants.

This is asking a bit about looking into your crystal ball but do you see some similar positive transformation in either QSR and / or AW.UN in the future ?

I've also noticed that in recent responses to questions that you see value in these two names. I think QSR's P/E is about 21 which seems a bit on the high side. Is it ?

How well do companies like this do in a recession? One would think people would not have the extra cash to go eat at restaurants in that environment.

Q: An opinion please.

Q: Hello,
I am down in phys, aem, and sil but down the most in phys. can you recommend a proxy for tax loss harvesting to replace all 3 or should I sell phys and sil and replace with aem?
thanks

Q: What does the market expect next week for their quarter?

Thx

Q: your opinion on DND please. is it buyable now? Thank you, Fooklin

Q: If zwk is in my rrif account,is there a withholding tax?

Q: me, curious about this - how would 5iR define quality technology equity stocks???.......as keen to know as this is what I intend to look for in topping up or buying new tech equity stocks ....thanks for the insights.......Tom

Q: NVDA or CRM or both?

TFII or TIH or both?

Q: Wondering what has happened with this company. It is now in US funds and no longer halted. Noticed some trading yesterday and today none. Will this be difficult to sell and do you see this trading again. If it does I'm assuming one should sell. Would there be any point in hanging onto it. Also, if no one is buying/selling what is process for getting rid of it to claim a loss? Thank you!

Q: A question about the debentures.
It’s a bit early, but what would you best guess as to the new interest rate reset this march which is determined buy the change in inflation year over year ..end December.

From csu last year
unsecured subordinated floating rate debentures, Series 1 of the Company (the “Debentures”) will be reset to 9.9% per annum on March 31, 2022. This new interest rate is equal to the annual average percentage change in the “All-items Consumer Price Index” published by Statistics Canada during the 12 month period ending on December 31, 2021 plus 6.5% and will be reflected in the June 30, 2022 interest payment on the Debentures.

The current interest rate of 7.2% will remain in place until March 30, 2022. The interest rate applicable to the Debentures will continue to be reset on an annual basis on March 31 of each year.

Q: Hi,

Can you provide general comments on D2L's latest earnings release please?
Specifically, any concerns about their 3 month and 9 month adjusted EBITDA (loss) and their updated financial outlook? Other released financial metrics appear to be positive.
Is this still a long term buy?

What is your take on Andlauer's early warning report released Dec 7, ie..."agreements to sell an aggregate of up to 1,760,000 subordinate voting shares in the capital of the Company ("Subordinate Voting Shares"), representing approximately 9.64% of the issued and outstanding Subordinate Voting Shares, for investment purposes."
Almost 10% is quite a lot of shares is it not?
Is this still a long term buy?

I don't currently own any of these shares but they are on my short term watchlist.

Cheers,
Steve

Q: Hi
can you recommend a proxy for zem for tax loss harvesting?
thanks

Q: Hi
I am down quite a bit on SNN? I am temped to sell for a tax loss and replace with xlv or IHI but am concerned that xlv or ihi as etfs do not have the same bounce potential as snn. is there another healthcare stock you can recommend or would you replace with xlv or ihi?
thanks

Q: Real estate obviously having a rough ride with interest rate increases. Do you still maintain holding a weighting in real estate in a diversified portfolio even though this sector is clearly not doing well? I know other fund managers are very strategic and would say hold zero real estate. Is the issue if one exits one will not know when to get back into the sector and diversification is always key, in that not all sectors will ever rise and fall at the same time. Would like your general thoughts on continuing to hold your favorite real estate names through these times and also your thoughts on a less popular name Firm Capital and whether you feel they can weather a recession.

Q: I have shares of bam.a. I'd like to buy a few more of one after the split. Which would you choose to invest in?
Thanks.

Q: Kraken Robotics has had some significant contract wins lately, including an $8 million contract with a global energy company, a $14 million contract for their undersea batteries, and today a $50 million contract with the Royal Canadian Navy. The stock has roughly doubled in the last 5 months, but is still well off its all time high. The market cap is up to about $115 million. Wondering what you think of this company as a high risk, small investment? Their Q3 showed ytd adjusted EBITDA of $4.4 million, and getting close to reaching profitability with a net loss for the quarter of $0.5 million.

Q: Screaming buy at the moment? What is not to like about this name? I see a double over the next 12-24mths. Am I missing something? Growth, balance sheet, cash flow all look great.

Q: Why down today ?