Investment Q&A

Q: Goodmorning
My son is looking at buying CSU or GSY for a long term hold in his RRSP I favor CSU because of its long term record of performance and additional security in size and financial strengh what would your selection by and why? He can afford only one at this time
Thks
Marce

Q: Can you explain why a section 85(1) deferred tax rollover is not available to shareholders of BYD.un?

Q: If someone own NFI and has only a 1.5% weight noticed that in your portfolio only 1.7% would you be comfortable buying more or is this considered a small weight and see what happened for the next quarter or 2 before adding?

Thanks

Q: It would appear that although this is a solid company it is down about 5% at the moment. One analyst did downgrade it to hold. The criticisms of the company seem to be the pay structure (transparency) and minimal growth due to an M&A slowdown. Both of these concerns speak to management. Are you able to provide any information on the management team? Are they strong, experienced with a stake in the company? At this time I am thinking it is a good buying opportunity despite its lack of momemtum.

Appreciate your insight.

Paul F.

Q: Hi,

Do you have any concerns about GSY..I saw cbc marketplace video on goeasy/ easyhome...they seem to be operating like a loan shark with interest rates which are barely legal...Wondering if you could give your thoughts and/ or suggest an alternative. Thanks.

Regards

Shyam

Q: Comment on earnings please

Q: Hi Peter and 5i:
May I have your opinion about the MG Outlook statement today. The EPS growth will come from share buybacks for the foreseeable future (3 years)? 5i went to half position in September 2019 in Balanced portfolio. Would you still hold MG going forward at a half position? MG has had nice dividend increases and do you anticipate this would continue?
Thank you for stellar advice. Thank you.

Q: Peter; With the recent cold snaps and heavy snow would this not benefit Boyd more than usual. I live in the Vancouver area and ICBC has had over 14,000 accident claims in the past three days - and now NL is getting plus many US
regions.
Rod

Q: in your report you down graded NFI. So is the dividend safe for a dividend investor. What would indicate the dividend was going to be cut.

Q: Is Kinaxis still a wise choice? Would CNR or GOOS be more profitable?
Sharon

Q: Your thoughts on Magna's press release today and what that means for stock price growth and dividend growth?

Thanks...Steve

Q: comments please on the latest acquisition? Thx

Q: SYZ is interesting. Would you start a position or add to existing based on earnings?

Q: I'm surprised that at 1 PM eastern time, that there have been no questions about BAD on a day the stock is up 4.2%. So here goes: the only news so far is of a dividend of 57 cents per share. No news of 4th quarter results yet. Is this enough to move the stock over 4%? According to Scotia iTrade, earnings are on a downward trend with 4th quarter expected at 29 cents and 1st quarter at 25 cents. I'm not sure why I would buy BAD at this point.

Many of the fundamentals are better than the industry but how important is that if there is still limited capital gains available for now. The stock is trying to break above the 20 day and 50 day MAs and is bouncing off a support established last February. But so far, momentum indicators lack enthusiasm.

Q:

Good afternoon,

On your assessment of GoEasy as undervalued, I purchased a position in the company just under two months ago. I am pleased that it is up almost 13% since then. Do you still consider it undervalued? If so, at what price would the value be reasonable?

Q: Thoughts on earnings released today?

Q: In your last report on MTY it was rated as a b+. However that was about 2 years ago.

I won the stock and was in the red after its precipitous fall following its last earning report. However, it has recovered and I am breaking even now.

So its time to revisit this holding. Would you think there is significant price appreciation ahead or is it time to search for greener pastures?

Your recommendation please.

Thanks

Sheldon

Q: Hi guys
I have been a holder of rpi.un for many years once held 10000 shares .
I have trimmed every year to keep the percentage in line and am now down to 2400 shares.
With the run up now over $50 my percentage is higher than I like but I have a reluctance to trim any lower.
Your thoughts this now ten percent also what are the drivers in your opinion that is pushing this stock.
In my tsfa I am almost at zero book value what is CRA position on a negative book value in a tsfa and any other registered account
Kind regards
Stan

Q: Peter: In your growth portfolio you have REAL listed as consumer discretionary. I don’t have a security in this sector. Any suggestions? I have REAL has more of a technology stock similar to LSPD, which I own. I’m also light in health care, own ATE only , thoughts on GUD, and REAL.

Q: Please comment on BEP.UN's offer to acquire TerraForm. Is this a good purchase for them from both a price and business perspective? What impact will it have going forward?