Investment Q&A

Q: I hear rumours Corus is owned by the Shaw family. The current family has been characterized as "coupon clippers" with the builders now deceased. There is speculation the family will want out especially if the dividend gets cut. The company is supposed to have valuable content with all their TV programs. I don't own the stock and I sort of doubt I would want to own it in spite of the rumour mill. Any thoughts of Corus as a possible take-over play?
Jim

Q: Hi guys, can you please provide any updates on if your responses/opinions have changed on ETL since end of last year please? Thanks!

Q: Good Morning

Noticed a trading halt to ECN yesterday. Any developments?

Q: with the implementation of Undrip , is there any chance of a mine being developed and built in Canada ever again ?

Q: Interested in your thoughts on Prontoform. The company appears to be approaching profitability.

Thanks

Q: Why would they offer shares at such a hugh discount is it that could give friends shares in the private placemet at low price.

Q: Have you had a chance to review Spruce Point's report on Nuvei?
Thanks

Q: A s an owner of TransAlta shares should I hold or sell. Please comment on why.

Q: Hi Peter/Ryan, I have 65 shares of KXS in my TFSA with a gain of 5200.00 and it's a 12% holding in the account at present. How does one decide if they should take the 5200.00 dollar gain which would mean selling about 30 shares or let it keep going as it seems to want to go higher. Thanks, Nick

Q: Good morning, according to your analysis there may be an opportunity to profit from a resurgence in Small Cap stocks, following their decline over the last year. Can you recommend an ETF that tracks the S&P SmallCap 600 Growth

Q: A pick a few months ago from David Einhorn. Acting well this year - +33%. you haven't liked their debt load in the past. May I have your current thoughts?

Q: Well has been doing "well" last couple days with strong volume. Any particular news driving this and is now too late to buy?
Thanks John

Q: How do you rate this recently launched ETF as a way to invest short term money compared to other alternative such as high interest investment savings accounts or cashable GICs.

Q: Gotta say I’m confused,the reason Aqn dropped so much when it reported the cost to acquire Kentucky with rising interest rates was going to handcuff for future acquisitions and also had to cut their dividend,so when they announced they were not going to proceed I thought probably like others getting out of this deal would be a HUGE break and short term catalyst actually results in a further 5.2 % drop,what am I missing…thanks

Q: ECN preferred rate reset preferred shares are trading at a $3.00 discount to their $25.00 par value. That makes them over 9 per cent yield. What is the risk on these preferreds? The income is nice and it looks reasonably safe.

Q: I have some cash to deploy in various accounts. What do you suggest for income (divvy) in a cash account? to be held 3-5 years?
For capital gains to be held 2-3 years?
longterm (10-20 years) in a tax sheltered account?
Looking mostly for Canadian stocks but also a couple of US ones (but not for income)
Please take as many credits as fair. TIA

Q: Good Day

I hold some in my RRIF and was thinking of adding more as it has held up well through the last year and yields around 6% US$. what percent range do you feel is reasonable for senior loans in a RRIF as a higher risk bond proxy
Thanks for your opinion

Q: Its pretty obvious that AI is going to be a big investment thesis this year and likely for a number of years. It looks like it will be very disruptive, which will create investment opportunities. With that will come hype and promotion of low quality companies that will get propped up in the wave of AI. Like crypto, NFT's, etc etc I think AI will probably be the next craze, and a lot of money will be made and lost. But so far the only recommendations I'm reading about are mega caps like Nvidia, Apple, GOOG which can do well but they aren't going to be multibaggers. Do you have any insight into smaller companies that may benefit most from this AI boom? Looking for game changing smaller companies that have the best chance at multibagger gains? Thx

Q: Hi 5i,
I have 3 different questions- please deduct accordingly.
1.) Since March 24 KEY (+12.46%) has outperformed each of ENB (+6.21%), TRP (+8.75) and PPL (+8.06%) by fairly substantial margins. I know that's a short time frame, but can you offer an explanation for KEY's better performance, and would you expect it to continue to lead the others over the next year?
2.) GSY is at or close to its lowest level since January 2021 - do you think the relevant company, sector and economy related bad news is now priced in and expect it to recover to the $150 range over 12 - 18 months, or do you think that's a pipe dream, and why or why not?
3.) In your opinion is ET likely to recover to at least the $14.00 level (where I bought it some time ago) this calendar year - and why or why not.
Thanks!
Peter

Q: I own this company as it has sunk steadily. Hold or sell? What do you think? take my beating and invest in something else? thanks