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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: The multi voting shares trade at a ~5% premium to the subordinates, is there a coattail provision for the sub shares in the event of a takeover/privatization and how likely is this considering the family ownership?

TCL.a is in the Income portfolio at a 2.5% weight and 38% reduction from purchase price, would you consider the weight appropriate, and with an event such as a takeover would you expect a premium close to what was paid for the shares or could it possibly be a takeunder?
Read Answer Asked by Jeff on December 13, 2021
Q: I used the recent weakness to add TCL to my portfolio a few weeks back when I felt the slide had ended. Starting to feel like I jumped in too early with the further drops in the past week... Are you still strong supporters of TCL in the income portfolio? It does have a good yield so not an issue if you still like the company long term.
Read Answer Asked by Tom on November 23, 2021
Q: How do you see this company managing in an inflationary environment? Do you see this as a good entry point? Are there other names in this sector you would prefer right now? Interested in dividends. Thank you!
Read Answer Asked by Pat on October 25, 2021
Q: Can you give me a list of 5 Canadian and 5 US stocks that you would recommend with yields above 3%.
Read Answer Asked by Cory on September 16, 2021
Q: You recently said in an answe to Gerry’s question that you didn’t see transcontinental as a growth stock. Please don’t take this as a criticism, but I remember a couple of years ago or so, that you recommended it because of the promise it’s new packaging acquisition offered. At that time I understood that you thought it had some wind in it’s sails. Just trying to understand if you think that this didn’t pan out. Or, if perhaps you offered it as an income stock at that time.
Thanks as always for your great assistance
Read Answer Asked by joseph on September 13, 2021
Q: In an account I look after, the goals are capital preservation and income generation. There is sufficient diversification from other holdings. Some changes are required and I am considering either one of or both of EIF and TCL.A. Their market cap is below $2B; do you see them as reasonably secure and stable. If you had to choose only one, what would you go for? Thank you for your excellent service.
Read Answer Asked by Leonard on July 30, 2021
Q: I currently hold in my portfolio symbols ,WISH,ECOM,PHA,VXTR,CVX ,IPAand MRS
They have all gone down recently, do you think Ishould hold on to these stocks for long term growth

I am thinking of adding TCL ATD and AX.UN to my portfolio , what are your thoughts on these stocks . do they still have more upside to them

Thank you
Howard
Read Answer Asked by Howard on July 15, 2021
Q: Concerns me when a position reports good numbers in a strong market but the stock doesnt react. Recent examples are DOO and TCL.A A guest on BNN mentioned DOO has presold the complete manufacturing run of 2022 Ski Doo's. With this in mind earnings should be stellar this year but going foward the bar is set very high for comparisons. I've trimmed DOO once and still have a 6% weighting after having it more than double since the first purchase. Considering exiting the position altogether. Thoughts on both companies and my theory, thanks.
Read Answer Asked by Charles on June 23, 2021
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