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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've been watching ATZ with interest, and fear. Do you have any information on the present shipping chain tangles that are affecting so many shipments from Asia? If ATZ suddenly finds itself waiting for stock to arrive, quaterly figures could quickly deteriorate and stock prices could tumble. Or am I just seeing imaginary problems? Does ATZ have a Plan B if shipments of stock are delayed at point of shipment? To open a partial position now or wait for shipment problems to be resoved ... that is the question? Thanks for your continued help, Elmer.
Read Answer Asked by Elmer on October 18, 2021
Q: After your positive report as well as my portfolio analytics suggesting I buy more consumer cyclicals, I was enthusiastic to buy Aritzia.

After a sudden share price jump last week and your answer to Harry's question on Oct 18 about possible headwinds, I'm wondering whether LNF would be a better choice at this time.


Read Answer Asked by Kevin on October 18, 2021
Q: This company BRP is very well run and has reported continuous growth, as well as seemingly never misses earnings.

Anyway my only concern is, in the current economic climate, with a company making "expensive toys" like BRP, how much of that likely downturn will affect its sales (and then directly on share price)?

I try to research back to 2008 (the last major economic crisis) but nothing goes back that far on line. Of course the forecast published by the company and selected analysts, though mentioned the current economy issues, still paint a very rosy picture for the near future.

Is my concern about the potential downturn and its effect on BRP valid? What is your take on this? Thanks.
Read Answer Asked by Victor on October 18, 2021
Q: I am deciding which one to buy. There is a $2.00 premium for BAMR which is one to one exchangeable with BAM. But my thinking is that BAMR might have more growth as a new company trying to reach a certain scale. I like the (Re) insurance business. There are other considerations such as valuation, stock correlation, market float etc which I appreciate your comments on. Which would you buy? Thanks Derek
Read Answer Asked by Derek on October 18, 2021
Q: Good Morning Peter & Team,

Morgan Stanley called MG an auto supplier standout. MG reports first week November. Are you able to give us an idea what to expect? Positive or Negative???? ... considering the supply chain concerns (now [hopefully] waning) and of course the ongoing chip shortage.

Thanks for all you do

gm
Read Answer Asked by Gord on October 15, 2021
Q: According to gsy news release gsy owns 1123570 shares of afrm. At 141 per afrm share that’s 158 million USD
Questions
1- how is that accounted for in the financial statement
2- I assume the forfeiture part means if paybright does not hit targets then gsy forfeits the 468k shares
3- is the market even reflecting this in gsy share price





ii) 655,416 common shares of Affirm, and iii) 468,154 common shares of Affirm held in escrow and subject to forfeiture if certain PayBright revenue milestones are not met
Read Answer Asked by Leon on October 13, 2021
Q: Hi 5i,
Looking through the last 5 years, it appears that the typical dividend from LNF bounces between $0.12 and $0.16.

How do you feel about their recent special dividend of $1.41? I would've expected them to reinvest most of this to help grow further or slightly increase their dividend going forward.

I would have also assumed that this special dividend would have sent their stock price higher as a reflection of their current strength but that doesn't seem to be the case.
Read Answer Asked by Kyle on October 13, 2021
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