Investment Q&A

Q: Doing some spring cleaning and attempting to tilt my folio into more income and less growth/risk. I follow the BP almost exclusively and would like your opinion on which Div payers in the BP you would increase in weight, and what non Div payers you would decrease. Thanks!

Q: Could I have your analysis for AC. I know the airline industry is losing a lot of money right now. Do you forsee them going bankrupt as they did in 2003? Or do you see their stock gradually increasing over the years?

Q: Surprised in the drop in price of shop after the report of another good quarter. Do you still see growth in share price for a patient investor or is this now a more realistic share price?
T Steve

Q: Can you explain what's happening to SHOP. Blowout quarter, stock immediately shoots up over 10% and now its tanking. I can see some profit taking but is there more here?

Q: If you only had one choice between KXS and TOI which would you buy today and what would be the portfolio weighting?

Thanks

Peter

Q: To follow up on shares outstanding issue. On yahoo current market cap is 3.6B where in fact we should read it as close to 12B. Given this market cap what do you think of TOI valuation now? CSU market cap is 38B. Are there any funds that own TOI now or is it still mostly individual investors?

Q: In reviewing the XBC 2020 year end financial call, a few things jumped out during the Q & A that I would like to hear you opinion on. (1) CEO Kurt Sorschak said he would be buying shares the following day at this depressed price. However I can't see any insider transactions according to Yahoo finance. Is there a lag time on that info being released or would he maybe not have followed through? (2) Someone asked them to comment on the departure of COO Prabhu Rao and there was essentially no response or additional information given, which would make me believe there is more to it. Is that a concern?
Thanks for the great service
Marc

Q: Please comment on earnings and outlook

Q: Hello,

A question about Suncor. Currently the BP position is just over 1%. What signals are you looking at to increase the position to a more meaningful level?

Q: Would you consider Well a stock suitable to be held as a full position, half, less? It is held in a portfolio that is (using the subjective phrase), "mildly conservative" because Well's business is more traditional (health care records, etc)

Thanks

Q: any new information on OTEX?

cheers,

Q: Wondering what the following means for an investor?
Is it a good thing? Will it dilute the common shares ? Its not going to happen I understand until February 2022. Will it have an impact on the share price?

Threshold for Mandatory Conversion of Preferred Shares and Preference Units Reached GlobeNewswire

TORONTO, April 29, 2021 (GLOBE NEWSWIRE) -- Topicus.com Inc. (the "Company") (TSXV: TOI) announced today that the threshold for the mandatory conversion of all preferred shares of the Company, and all preference units of its subsidiary Topicus.com Coöperatief U.A. (the “Coop”), has now been reached.

Q: Hi,
I had initiated a full position in XBC and have now a 50% loss. With your rating maintained at B+, would you suggest or be comfortable with topping up to a full position at this time?
Thanks

Q: I am up 72% on TFII in my TFSA account, the total value of this holding represents ~2% of my portfolio. The funds in my TFSA are targeted for growth and I have no immediate need for the cash so I can take on reasonable risk for greater reward with a longterm view. Should I sell my holding to realize the capital gain or hold? If you suggest selling what would you suggest as a replacement?

Q: At first glance MRS reminds me of my first impression of Air Boss. The MRScorp website is devoted to selling shares, and protecttheforce.com is a low quality website with a limited product line, that even I could improve on (the website that is). This would normally be a red flag for me for a product sales company, but perhaps the industry is more direct sales. Do you have any insight?

Q: Peter,

I see the ACB on m TOI spinoff is extremely low. I would expect any deemed dividend on the T3 at year end to reflect this tiny amount as a dividend. Is this the way you see it?

Thank You

Paul

Q: Well had completed acquisition of CRH & yet a group of banks extended its credit by $100m to $300m.Please explain.Well does not seem to get traction Do U think $6.75 (2 financings ago) to $7 is a good entry point Thanks for u usual great services & views

Q: whats dropping this today?

Q: If you had to choose between TFII and KXS for a three year investment, which would it be?
Thanks for all the advice.

Q: Hello Team,
Being that Mrs is such a small cap company, I can only assume you envision big potential for this name down the road as you recommended it. The main question is, is this a name you foresee a multi bagger 1000% type return potential over a few years? Or is it more of a trade where you expect a pop as good numbers come in, and then sell out? I usually don’t buy such small names, but I am debating putting some speculation money into this one if you think it’s got big potential. I don’t want to invest in a micro cap unless it’s got some crazy potential with makes it worth the risk. Also would this be one of your highest conviction pics at the moment for huge multibagger potential returns , or can you recommend other high potential names you would prefer more for this type of play? Thanks for your advice.