Investment Q&A

Q: I currently have 4200 shares in Kinross which I purchased a couple of years ago at $12.71. Your overall thoughts on this company would be appreciated.
Any other possibilities that I should consider?
Thanks so much.

Q: is there any merit in investing in this company as a highly speculative venture. While the price has totally collapsed, they have hired a few high positioned people in the past year and seem to have been doing business with companies as large as Amazon, albeit not huge at the moment. Is there AR and e-commerce worth anything? Thanks

Q: Ottawa has approved GLENCORE/TECK deal. I believe they offer 62.50 however stock is above 70.

Can you please reconfirm the offer and the closing date

Thanks for the great service

Q: My teenage daughters have some extra cash from grandparents and odd jobs. I currently maximized their RESPs but would like to see them invest the money in some stocks to have them learn first hand about investing. I realize you aren’t tax experts but wondering if you could point me to how best to do this. I understand I have to be account holder so for them to get the stocks I would have to sell them when they’re 18 and I pay capital gains or is there a way to transfer it to them and they pay capital gains tax? Any help on this would be appreciated.

Q: Hello,
I like to ask for a overview of this company and would it be good addition to a
dividend portfolio? is there any major headwind, especially with the growing trend of deglobalization?

Q: Long time holder of FSV, but out of FSV and ATD which do you think will perform better for a long term hold?

Q: Do you think FCD-UN stock price will go up or down in the next 6 months, and why do you think that?

Q: I hold the above positions in approx equal weights in a non-registered account from which I need to raise some cash for a home project. If you were to sell entire positions, in what order would you proceed, first to be sold through to tenth (ie which positions do you see as having the most potential yet to be realized and would be later in your sell order)? Alternatively, are there some positions you would sell outright while trimming as needed from others, and if so, which ones would be sells - again in what order - and which would be trims? Many thanks.

Q: Hello,
I read your response on June 24 on Allied REIT and was wondering about your specifics concerns on the company. You mentioned debt, vacancy and payout as main concerns for these office REIT. Allied reports a debt to GBV ratio of 36%, 87% occupancy, 2.8X interest coverage. The payout ratio is probably too high. Allied reports a book value per unit in the mid $40s and it’s trading at about $16. Obviously, Allied reported Cap Rates for their book is too optimistic. Their unsecured debt was downgraded to junk, it seems because of high debt level. What do you think is the main factor explaining the stock price (sentiment towards office or fundamentals)? Their leverage seems to be reasonable but likely higher than investors would like. Occupancy level are better than average. Your general comments are appreciated. Thank you.

Q: With TD,BMO and BNS stock prices levelling off from their decline, could you suggest 2-3 ETF's to invest in for the potential recovery with a 1-2 year hold period?

Thank you

Q: What are your thoughts on Cisco as a long term technology play?

Q: LOOKS GOOD TO ME ALTHOUGH NOT MUCH MOMENTUM LATELY. GOING FORWARD, WHAT IS YOUR OPINION?

Q: Could you please provide the 1 and 3-yr revenue and eps growth projections for fortinet? In your opinion, is it a buy or do you have a better suggestion for this sector?

thx,

Q: What is your opinion on Mainstreet Equity - it seems to be doing much better than a lot of other REIT investments. Is it technically a REIT? Their management seem to be running it very well.
Thanks

Q: Could you shed light on the change in BCE EPS since 2022 when it was a little above $2.50. EPS is currently below $1.50. It seems this is not due to an increased share count. What's the story?

Many thanks!

Q: This is about the Van Eck MREIT etf symbol MORT. Good buy here, with a high dividend and rates about to come down? Outlook for the dividend and share price please over the next few years as rates come down. Thx.

Q: Is the selloff of GSY a little overdone given the transition timeline and the ongoing input from the CEO? If so, is it in bargain territory?
With appreciation,
Ed

Q: Hi,
I didn't understand your answer about Brian 's question posted today. (July 4th)
To my limited understanding, your answer should point out to EMA as a better option. Lower pay out ratio. Higher dividend growth. Or am I misinterpreting your answer.

Q: In many of your recent answers as well as your report, you mention "interest rate decreases" and that they could help stocks like Telus and BCE, TD and BNS. I am wondering how much of a decrease this would have to be, as I am reading many articles that suggest we are in an aura of higher for longer, and interest rates will not be going back to the ultra low rates we have seen in prior years. So my question is, in your opinion, what percentage decrease would we have to see before there would be some sustainable upside movement to these stocks? Thanks.

Q: Could this stock be a good play on AI over the next 10 years?