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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: With the recent mini-banking crisis and banks restricting their lending; could this not be seen as a growth opportunity for loan generation for GSY? Even if they can't lend at the same higher rates as before they can still obtain higher loan volume growth - or at least that is my thesis.

Conversely, as consumer spending on discretionary items (eg. furniture, electronics) may be decreasing - could this be a head wind for loans related to their EasyHome segment?

If both of these trends are at play - which do you think will play a larger role on the stock if any? Even with the large drop in the share price, it can't be far off from a PEG close to 1 so it seems attractive as well.

Thanks.
Read Answer Asked by Cathy on April 20, 2023
Q: I have been fortunate to come into a windfall of cash from a relative, and I am interested in taking new positions in the following securities with this new cash. Please note, my existing portfolio is fairly well diversified across all sectors in North America.

Can I please get your long-term opinion on these new securities I wish to invest in. Do you see any issues with respect to these investment choices? I have money to invest and feel the urge to plunge into the market at this time.

CSH.UN, MRC, ALA, MPCT.UN, TRP, CVS, LIFE.U, TEVA

Thanks

George
Read Answer Asked by George on April 20, 2023
Q: If one has exposure to renewables through a large position in Brookfield Corporation (owner of 25% of BEP) and Fortis, do you think it makes sense to hold onto a small position in Northland Power? (which has showed promise over the years but has unperformed the market significantly the past 18 months)
Read Answer Asked by Patrick on April 20, 2023
Q: There has been some action lately in some of your usual top picks like GSY, BN, NVEI, etc. I'm planning to deploy some cash soon when I see a decent red day. With all the recent changes, what are your top 3 highest conviction names in order, now that you would deploy money to? Thx
Read Answer Asked by Adam on April 19, 2023
Q: RET/RET..A reported Q4 and annual earnings on April 13...annual earnings $1.59...$2.10 in cash....virtually zero debt...inventories well in excess of trade payables...yet the negative reaction was quite severe. Over the past several months, the spread between the A/non-voting shares and the voting shares has ranged between 4 and 30%..with volumes. Interested in your views on this reaction and what you would consider a reasonable PE multiple for a company like Reitman's.
Read Answer Asked by Robert on April 19, 2023
Q: Hi, I have a 2.5% position in SCHW (down 25%) and am looking to sell while keeping exposure to the financial sector.

MKTX and CME score highly on my evaluations and others listed are pretty decent too. Curious on your thoughts on a suitable, safe replacement.

This is in my LIRA and I'm looking to hold for 10+ years (was also the case for SCHW, but I'm concerned wrt their exposure from their long term bonds).
Read Answer Asked by Cameron on April 19, 2023
Q: I started a position in Neflix CDR Cdn Hedged this morning. This company seems to have huge cash flow potential. What are your thoughts?
Thank you Gordo
Read Answer Asked by gord on April 19, 2023
Q: I have been holding qcom for over 3 years and i am up about 100% now i would like to trim it a bit because lately it is not performing as well. If i purchase bx because the dividends are a little better, which one of these companies would you believe that would have a better upside in the next 2 to 3 years from now.
Read Answer Asked by wilson on April 19, 2023
Q: Good day, what are your thoughts on the prospects for natural gas and what are your favourite US and CDN ways to play it?
Read Answer Asked by Nick on April 19, 2023
Q: I am thinking of taking a 1.5% position in each of these two stocks. You have mentioned them in the past month as beaten up stocks with a potential for rebound in the next two years.

How riksy are the above the names?
Are they entincing buys at current prices ?

Where would these rank amongst battered SMID cap stocks? I am open to other names,
If you have other suggestions.

Thank you
Read Answer Asked by Amir on April 19, 2023
Q: I sold my TOU & ARX about 2 months ago when the price of gas dropped and I was glad I did because both stocks drop app 20%. Right now the price of gas is still only about $2.30 and I hear that there is currently an over supply of Gas in North America (not sure about Europe - but I don't believe either company can get Gas to Europe yet) but both TOU and ARC are both rising. Why? Based on the current price of GAS both companies will see a huge drop in earnings this year. What am I missing??
Read Answer Asked by Ronald on April 19, 2023
Q: Good Morning
A couple of brokers have indicated that these two stocks are overvalued. Specifically for TRI they indicate that the Fair Market Value is $150.49 while the stock is trading much higher. Similarly for WSP the fair market value is indicated as $162.06 but the stock is trading at $176.03. One broker has even recommended selling WSP.
My two questions are: i) How is the fair market value (FMV)determined?
and ii) Is the FMV a significant factor in stock selection?
Thank you as always for your insight.
Read Answer Asked by Terry on April 19, 2023
Q: I hear rumours Corus is owned by the Shaw family. The current family has been characterized as "coupon clippers" with the builders now deceased. There is speculation the family will want out especially if the dividend gets cut. The company is supposed to have valuable content with all their TV programs. I don't own the stock and I sort of doubt I would want to own it in spite of the rumour mill. Any thoughts of Corus as a possible take-over play?
Jim
Read Answer Asked by James on April 19, 2023
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