Q: I just rec'd a mgmt. information circular about a potential reverse exchange. They'd like to "issue exchangeable shares during the 12 month period from the date of the meeting, in connection with one or more exchange or similar transaction whereby holders of Brookfield Class A Share will be given the opportunity on a voluntary basis to exchange their Brookfield Class A Shares for newly-issued exchangeable shares on a one-for-one basis." Can you please provide a simpler explanation and how this is in the interest of the shareholder. Thanks!
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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: I know that you focus on Canada but this one looks to be in a good industry, growing market share, a FCF Yield approaching 15%. What is the issue that I am missing? Thanks!
Q: Do you prefer BNS or TD for total return potential from here?
In other answers you seem to prefer TD overall as a better company, but with BNS being close to its 52-week low once again and with a yield of over 6.5%, wondering if BNS is the better pick at current levels?
I'm a young investor so long time horizon and no need for dividend income, thus looking more a total return potential.
In other answers you seem to prefer TD overall as a better company, but with BNS being close to its 52-week low once again and with a yield of over 6.5%, wondering if BNS is the better pick at current levels?
I'm a young investor so long time horizon and no need for dividend income, thus looking more a total return potential.
Q: Is Paypal’s growth over? Competition is fierce in fintech. Yesterday, PYPL announced a stablecoin backed by the U.S. dollar for crypto conversions. Is this a potential catalyst or too little too late? Are Paypal’s best days behind it? Would you buy it here?
Q: Hi Team,
Can I have your thoughts on nvei earnings? Currently the market is not happy with them and SP is dropping like a stone. In the release I see the net earnings have collapsed due to what appears to be interest payments on debt. This being said; what would possess them to start giving out a cash dividend when net income is almost now zero? Wouldn't the money be better spent trying to pay the debt down that is now sinking their net earnings? It seems even though revenue is building and even though they keep adding new customers they just can't get their earnings to improve. Is it time to dump this name or hold out for better days, or perhaps a takeout?
Shane.
Can I have your thoughts on nvei earnings? Currently the market is not happy with them and SP is dropping like a stone. In the release I see the net earnings have collapsed due to what appears to be interest payments on debt. This being said; what would possess them to start giving out a cash dividend when net income is almost now zero? Wouldn't the money be better spent trying to pay the debt down that is now sinking their net earnings? It seems even though revenue is building and even though they keep adding new customers they just can't get their earnings to improve. Is it time to dump this name or hold out for better days, or perhaps a takeout?
Shane.
Q: Based on the recent earnings report it looks like Nuvei's growth is challenged. The announcement of a modest dividend appears to be an effort to mollify negative sentiment. Given the recent negative momentum and the muted forward guidance, please give your opinion on continuing to hold at a considerable loss (TFSA) vs selling and redeploying the cash to add to either TRI or ATS. Thank you. Please use as many credits as you need.
Q: Hello,
BNS has not been performing well, I'm wondering if it's time to swap out for another bank or would you suggest topping up back to a full position? What is your confidence like with this company? Thank you
BNS has not been performing well, I'm wondering if it's time to swap out for another bank or would you suggest topping up back to a full position? What is your confidence like with this company? Thank you
Q: your thoughts about BNS.
How big is their portion of the Latin market?and what are their results on this?
with the rise in currencies (especially the Mexican peso)wouldn't you think it would help their results?
And what are your thought of a take over of LB one of those days?
Is BNS still your favorite Canadian bank?Their dividend is sure attractive.
How big is their portion of the Latin market?and what are their results on this?
with the rise in currencies (especially the Mexican peso)wouldn't you think it would help their results?
And what are your thought of a take over of LB one of those days?
Is BNS still your favorite Canadian bank?Their dividend is sure attractive.
Q: Your comments on pre-released Operating Results please.
Thanks
Thanks
Q: What is driving this stock upward? I didn't understand when it was flat or went down for 7 years (2015 - 2021) until it got back to where I had bought it and I don't understand why it is going straight up now? Can you help?
Q: Do you think it's too late to buy FFH after the recent run up?
Q: I notice right now you like EQB oven GSY even though EQB has gone up a lot in the last little while. I could have bought EQB at, I believe at$48 (Nov. 2022) not that long ago - seems very expensive now while, based on my research GSY has a lot more room to run. I know the man that started EQB way back when - he still has his shares - lucky dog. In any case, your comments please as I was going to add at some point to my GSY - only have 500 shs.
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Brookfield Corporation Class A Limited Voting Shares (BN)
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Brookfield Wealth Solutions Ltd. Class A Exchangeable Limited Voting Shares (BNRE)
Q: It just occurred to me, and I thought your members might be interested, that BNRE is a better choice than BN for those of us subject to clawback of benefits such as OAS. BNRE pays the same distribution as BN but it is a return of capital instead of a dividend. So there is no tax to pay in the year received and there is no gross-up of the distribution. In addition, BNRE is convertible at anytime into BN shares. Seems to me that many people should be switching to BNRE instead of BN.
Q: Trisura pre-announced Q2 results and markets don't appear to like results....your thoughts on EPS announcement...in-line? with analysts, and why would they pre-announce???,,,,do you still like company...or should I settle down and wait for actual Q results on 10 August, thanks, jb
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Brookfield Corporation Class A Limited Voting Shares (BN)
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Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM)
Q: Do You prefer BN or BAM at this time?
Q: XTD is a split share corp that invests in shares of TD bank. TD has had some issues but is now seen as somewhat undervalued, with good potential upside. XTD, currently at $4.00, pays a 15% dividend, monthly, as long at the net asset value is above $12.50. It is currently at 12.95. The risk would seem to be the risk that the TD stock underperforms. Would appreciate your thoughts.
GUY
GUY
Q: I’m a buy and hold investor. Fundamentals need to change to sell. I have both Manulife and Sun Life in different accounts. Looking at both holdings over 10 year hold. Sun life stock performance outweighs Manulife performance. Question? Should I swap Manulife for SunLife or keep positions in both? Manulife is in my non registered, RRSP and TFSA accounts.
As always appreciate your platform
As always appreciate your platform
Q: I tried to see the long term chart of BAM, but the chart will not go back further than Dec 2022, why ?, there was a change in symbol ?
thanks, is BAM the only way to invest in BAM conglomerate or there are other options ?
thanks, is BAM the only way to invest in BAM conglomerate or there are other options ?
Q: Hi, Could you please comment on SOFI earnings. Thank you
Q: GWO is approaching a new all time high. Is this a good thing or is the valuation getting stretched and is it a time to sell?