Investment Q&A

Q: LNF is held in a portfolio whose mandate is income and capital preservation. There are a total of 12 equity positions. LNF seems to have some concerns about imported furniture and recently had a small downgrade from an analyst. I am wondering about switching to, say, TRI. Would such a switch be good, this portfolio with its mandate. Thank you for your excellent service.

Q: Buy TFII or ATA? Which would you suggest and why or do you have another you would suggest for a TFSA?
Thanks and keep up the great work, much appreciated.
John

Q: Please comment on the BD of $125m convertible debenture announced after market close,& its impact on price going forward.Txs for u usual great services & views

Q: Further to you explaining your investment philosophy in your July 9/21 answer to Todd.

Regarding not "averaging down".....how about the situation where you are slowly building a position over time, as funds become available? For example, I am in the process of building a position in Leon's (LNF). I bought in Jan '21-$21.60, Apr '21-$21.95, June '21-$21.65 and plan to buy my last portion when the monies become available in August or September. Each time I review various LNF metrics, as well as recent 5IR questions, and then decide whether adding is appropriate. If I continue to like the metrics/answers and LNF happens to be lower in price, I then feel like I am getting it on sale. Does this rationale make sense to you?

Thanks for your help...Steve

Q: I am waiting for EGLX to ease its decline. Earlier you suggested $7 could be a good entry price. Do you feel it should be purchased at today's price or wait further? Thank you.

Q: I want to maximize my total return over the next 5 years without taking on excessive risk. Would switching LNF for TOI set me up to accomplish this goal? If the switch will increase risk beyond my expectation, can you suggest another company? Thank you

Q: Do you see the current price as a reasonable entry point for TRI or would you recommend waiting for a pullback?

Q: what can you tell me about this spin off- growth outlook, valuation, balance sheet.
My experience is you want to buy these BAM spins once the clean up trades are done.
thoughts?

Q: Ant reason for the $9.00 jump on Friday?? thanks, Jim

Q: Hi gang, I noticed badger has been going down since it changed its symbol. Any updates and where do you see go from here. Thanks
Alnoor

Q: First, this is not a question that involves portfolio weighting.

Would 5i hold Well as a full position of 5% in a balanced portfolio of 20 positions?

Thanks as always

Q: Please comment on acquistion of Greenmile today. Txs for u usual great services & views

Q: MRS announced the formation of a New Advisory Committee. Looks like an experienced team. Do you view this as positive? Contracts have been slow to come in but maybe they are spending the team putting the pieces in place to support the growth they see ahead.

Q: Hi Team,
I still holding 1400 shares of GUD at a loss in my RIF account. Would GUD have any chance to go back up to say $6.30 ? or should I just get rid of it ?
Thank you for your assistance.
Appreciate as usual,
Tak

Q: Do you have any idea when WELL will release financial results and/or earning projections.

Q: How can you explain the poor performance of Suncor with oil price near 70$, seems that Stock is disconnected from ressource price.

Q: According to your profile institutions own 121% of the shares. How is that possible?

Q: Good day guys :
Down 40 percent with this story , would u advise to dollar cost average at this point .. appears the ship is turning in a positive direction ..
thx
Mark

Q: Comparing and contrasting these two stocks which would be your choice?

Q: Why it go up so much today ? Thanks a million .