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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: hi, can you rank these ( longer term prospects ) as a buy, sell, or hold please. cheers, chris
Read Answer Asked by chris on April 19, 2024
Q: Alaris reports on March 13. I already have a mostly full position (relative to it's market cap and risk level....ie; not a full position like some of the blue chips I own, like BCE, BNS, FTS, RY, TRP, etc.), but am considering adding a bit more at this level. Good USA small cap exposure with a great dividend and good upside potential (at least I think so).

Add before they report or after? Ya I know....don't add based on one quarterly report. Your current thoughts on Alaris please.

Thanks...Steve
Read Answer Asked by Stephen on March 11, 2024
Q: Good day team,

A few companies I'm invested in are in a loss position so far.

AQN 42% loss
AD 16% loss
CJT 22% loss
GSY 22% loss

At this point which stock do you think I should keep, which one sell, and which one replace and with what?

I'm retired and 73 years of age.

Take as many points as needed.

Thank you
John G.
Read Answer Asked by John on September 01, 2023
Q: Trying to reduce my number of stock holdings. Have identified these 11 as small positions that can be eliminated. Intending to use the cash to add to stronger holdings. I try not to think of a stock as a "hold". There are lots of high quality names you can invest in that look better than a "hold". If you were doing a portfolio clean up, and held these as roughly 1% positions, are there any that you would be reluctant to sell?
Read Answer Asked by Dan on August 15, 2023
Q: Hello,

I would appreciate your thoughts on how the arrival of new diabetes/weight loss drugs (Ozempic, Wegovy and Mounjaro) might potentially impact the future revenues at Body Contour Centers? Could the advent of these new medications not have a significant potential impact on the existing players in the weight loss space?

Are you able to provide an estimate of what proportion of Alaris Equity Partners' existing annual income is attributable to their investment in Body Contour Centers?

Thank you!
Read Answer Asked by Richard on August 09, 2023
Q: Hello,
I would value your thoughts regarding Alaris Equity Partners latest results, as well as your thoughts on the longer term prospects for this entity. Do you believe that unit holders are likely to see either appreciation in the price of the units or any potential increase in the rate of annual dividend distributions going forward?
Thank you!
Read Answer Asked by Richard on August 03, 2023
Q: With the apparent impending credit tightening (particularly in the U.S.). It seems to me that this presents a great opportunity for alternative lenders to attract new business at better margins. What do you think? What "push back" do you have here other than the fact that these company's own access to capital may be constrained themselves. I have mentioned 2 companies above here, but feel free to comment on others if you have any advice on other opportunities. Thanks
Read Answer Asked by David on May 19, 2023
Q: Hi Folks,
I am looking to add one of EIF, BAM or AD.UN to my diversified RRSP portfolio. Looking for a safe yield with a little growth. Is there one that stands out for your suggestion?
Thanks
Read Answer Asked by JOHN on February 13, 2023
Q: Hi

In my RRSP account I am down 10% on ZWU.

Based on interest rates and other factors would AD.UN be the better of the two to own?

If you have any other suggestions please feel free to mention.

Thank you

Mike
Read Answer Asked by Mike on February 08, 2023
Q: My margin account interest rate is currently at 7.90%. With recent increase of interest rate by BOC, the rate may go up by another 0.25%. Out of the 5 stocks I am holding in this account, only two (MPCT.UN and PEY) have dividend higher than the interest rates. Would you recommend any other Canadian stocks with high dividend/ yeild for margin account.
Read Answer Asked by Numa on February 08, 2023
Q: I am looking at selling HR,PMZ , AD , ( 10% total weighting) keeping CRR and buying KMP(2.5%); all held in my RRIF.
Halifax ( where I live ) is booming ,has a strong rental housing market and KMP has a significant presence there. With continued high immigration and constrained construction the metrics look good for this sector. Some markets have rent control. While concentrated in Atlantic Canada, they are also growing in ON, AB ,and BC.

Your thoughts on KMP and on this portfolio change would be appreciated. Better rental reit suggested ?
Thanks
Derek
Read Answer Asked by Derek on January 20, 2023
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