Investment Q&A

Q: Can you please comment on the payout ratios and free cash flow of these companies. As they are both growing and acquiring other companies, I thought the payout ratio was low. How would you rate their capital allocation over the last few years (cash flow, debt vs issuing new shares) ? Thank you!

Q: I would appreciate if I can have payout ratios for NFI, PBH, SIS, CGX. Merry Christmas and Happy Holidays to Ryan, Peter and excellent team.

Q: hi there,

i know that BCI is an odd trader especially with the low volumes. However it seems to be down in an up market - is there any news i missed? It has been a very stable stock to own through all the market girations and i was looking to slowly add to my position unless i missed something.

Cheers

Q: Hi, Any idea, why COV is down another 10-15%, today, traded as low as $3.54 ? Is it still tax loss selling or any news ? Thanks

Q: Is cov's announced issuance of stock options today, causing it to be down 13% this today. Your current thoughts on COV would be appreciated.

Q: Dec 21- Bad day for US & Can markets 2) Triple Witching Day & maybe Mo/yr end port. rebalancing. 3)Tax loss selling The big 6 can banks especially BNS dropped sharply on above average volume & near/at 1 yr low.Your take please on BNS.Txs for u usual great services & views.Merry X'mas & All the Best for the New Year

Q: I am a long term holder of CGX (retired, diversified portfolio, like the monthly dividend). I have caught the falling knife a few times on this one, as I expect a number of others have as well. The diversification story is supposedly a 2019-2020 event, but until that kicks in, we are for the most part at the mercy of the proverbial "movie slate". Now that the current new movies have hit the theatres over the Christmas period, I am wondering whether this new batch (Aquaman, Mary Poppins, etc) can be considered a strong slate or not? How do the box office numbers look and what do you think the impact might be on the next quarter or two for CGX? At a 7+% dividend, I am ok with that plus a little bit of rebound growth. I have some further top-up money set aside that could be deployed towards CGX and elsewhere. Your thoughts? Thanks...Steve

Q: Would you consider Enbridge expensive right now? Do you expect more growth over the next couple of years? The PE seems high and I would like to add. Thanks

Q: read your article in the post, i own shop and parex but are you recommending alcanna, it is hard to tell from your article.dave

Q: Great news that the state of Kentucky finds in favor of Stars group. This lawsuit has been an overhang on this stock since 2015. Hopefully this will help light a fire underneath it. Now they just need to secure a few more states with their sports betting platform. Good times ahead. What do you think?

Q: IIROC Trading Halt - TSGI?

Q: whats going on today ?? Thx

Q: PKI is acting like another melting ice cube.I thought it would act more like ATD.b ,which has been more resilient lately.Your comments please.

Q: I have a substantial holding percentage wise of my portfolio in AW.UN. What are the factors that are resulting in the dramatic recent slip of share price? I realize interest rates and general investor sediment but is the dividend secure are they facing a debt crisis? Am I missing something? would you buy at these levels?

Q: Recently you are not mentioning Covalon as a growth pick. Has your stance changed on the company. Do you think it can breach it's previous high in the next 6 months or so.

Q: This stock continues to slowly drift down I asked several months ago if I should sell you advised against . I want to revisit should I sell now on view of the hostile financial Enviroment in the market thanks

Q: What are the insiders positions in Cliq?

Q: Hello, 5i
Sometimes entry price counts....
I have followed CSU over a few months now.
I know that you are very reluctant talking prices makes this question probably frustrating
So this is my question:
/Which of csu or engh do you prefer?
If you prefer csu,
1/ do you think it is over/under or properly valued at $886
2/ in case of a economy/ markets breakdown, from your experience, can it drop another 20%
Thanks

Q: I was a bit surprised to see SPB in your answer to a question about your top 5 utility companies to buy today. Why are you so positive about this company?

Q: Peter and Team:
At this time of tax loss selling and general carnage, what would be your top 3 picks from the balance portfolio to add to regardless of sector.

Thanks

Phil