Investment Q&A

Q: What’s the book value per share for Shop and what price would be attractive to buy ?, thanks

Q: Everyone, Now that the fed has raised rates, what do you see the market doing the the next year. Clayton

Q: Gear Energy continues to fall and the yield is now a little over 10% (having introduced a dividend in May of this year). It strikes me as a good buy. What are your thoughts?

Q: I have been a canadian equity owner only but am buying a number of US large caps for the first time. With the US dollar being as strong as it is right now, would you hedge these purchases using the NEO exchange. I am in my early 70s

Q: Good Morning,

In a response to Gabriel on September 21 you suggested BX as a good US income opportunity.

Could you please expand upon BX and the reasoning for your suggestion.

I am interested but is it safe, secure and have growth potential.

Thanks very much.

Q: Last December I asked what price you would consider this to be really cheap. The answer was below 3 dollars. Today it is at one dollar and thirty five cents. I guess this could go below a dollar which would have been unthinkable last year. It is no fault of their own other than profit margins. Is there some reason that large institutions don't come in and buy this up at this price. Does risk change at this price somehow.

Q: I am concerned about the European holdings and the auto industry in a recession. So, I am considering selling Granite and replacing it with Nexus or Summit. because I still like the industrial space What do you think? Thanks

Q: In a well balanced long term portfolio, with preservation of capital being the first priority, safety of dividend and some capital appreciation being secondary, would you add to BNS or SLF at this time? I have a 2.5% position in each and want to increase one to a 5% position. Would you suggest buying it all now or legging in over the next few months? Thankyou

Q: I hate asking market timing questions as much as you hate answering them but...I have always been a bit light on real estate and am wondering if now is a OK time to add a position in either xre or zre. Second question: You have XRE in the income portfolio, today would you stick with XRE or I was looking at ZRE that has outperformed XRE recently. My concern about timing is with rising interest rates and the jittery markets that I might be better off just parking in the banks or consumer deffensive and worrying about real estate in a few years,

Q: In May,U made the right move in trimming Zre at $25.35 as it is now $21.50. The Fed & Powell are very aggressive to increase rate to reduce inflation to some 2% & possible increase rate to 4.4% by year end from current 3.31%. Majority of my Reits are near or/at 1 year low. Is it time to sell? Txs for u usual great services & views

Q: I'm looking for industrial REIT exposure for income and some growth. Which of these two look better currently and forward looking? Or, would you suggest another, either CDN or US?

Q: I'm perplexed by these "defensive" stocks. Both are breaking down with the market. Shouldn't food and insurance companies fare better? They haven't and now I wonder when the market turns if growth companies will fare better and lead the market higher (eventually). So what's in store for these companies going forward? Throw in the towel and put into growth companies?

Q: There are several Financial ETF's which classify BAM.A under "financial" and include it as part of the ETF holdings. With the upcoming spin-off, how would these ETF's adjust for this? If after the spin-off, one of the entities would not qualify as a "financial" sector, is the ETF forced to remove it as part of their holdings?

Q: Hi, Any comments, why NPI price dropped 2.65% Today, while most utilities were positive. Does it have something to do with price caps on power, announced in Europe ? Thanks

Q: Innergex seemed to be rolling along nicely until this week, then it suddenly dropped 5% on a day and is now down 10% on the week. Is there some news I haven't read or seen? I generally don't expect utilities to be this volatile. What do you think of INE?

Q: Are the risk profiles similar with CPX and BEPC? Which do you prefer to own or would you buy both for a combination of income and growth?

Thanks for your service?

Q: I notice you didn't have INMD on your list of high conviction growth US healthcare stocks. You had mentioned it positively in the past and I'm curious of your current opinion, and why it wasn't on the list?

Q: Why is this stock trading so cheaply? What is your assessment of this stock?

Q: Is there a significant shareholder and what % of shares does he/she own? Your outlook on this company for the future

Q: BNS has significantly underperformed the other Canadian banks over the last 5 years. From what I understand BNS is out of favour and being discounted due to its Latin American business. In the past BNS streamlined the business by pulling out of smaller countries and concentrating on just a few of the larger growing economy countries. Do you ever see them pulling out of Latin America all together and perhaps pursuing a growth strategy in the United States like the other Canadian banks have done? Or perhaps Asia? How much longer will investors, particularly large institutional investors, wait for this International strategy to work out before they demand a change of direction? Many thanks for the incredible service that you provide.