Investment Q&A

Q: is this an opportunity to add on weakness or is it a HOLD?

Q: I own FRU in a TFSA and although I appreciate the high dividend associated with this stock, I now understand that the dividend is not covered by either its Earnings or Cashflows.

Q1. With the NAV of the stock significantly down over the past few years and the dividend not being covered by either the Earnings or Cashflows, should I be worried about the relative safety of the dividend?

Q2. What are your thoughts on continuing to hold FRU in a TFSA and should a holder of FRU just cut their loss and replace FRU with some other stock?

Q3. What is your best idea as a FRU replacement should I need to sell FRU and replace it with another stock or ETF in the sector?

Thank you and I'll await your response.

Francesco

Q: In an earlier answer you said LULU won't be exempt from tariffs. Does LULU have any production capacity it the US? What amount of their revenues come from the US ( which could presumably be hit by tariffs? Is the tariff threat appropriately baked into current share prices. In short, is this the time to hold, reduce, or run?

Q: On BNN recently this stock was recommended. I liked his justification.
I read some of your responses to questions from last year. I understand management had an issue and paid a fine and CEO replaced.
A statement I read was that currently their payout ratio is well above 100%.
I get the feeling you are not enamoured by this company.
Can you please confirm I) payout ratio and ii )your feeling is maybe hold off until fundamentals improve.
Thanks

Q: In the last while, 5I answers in this forum have indicated that WSP is at risk from the potential of tariffs; the background for this appears to be that the company is considered an industrial, a sector that is exposed. But doesn't WSP provide services, which seemingly would not be the subject of tariffs? And isn't a large of their work in USA or abroad? Can you please detail your analysis of this? Many thanks for your excellent service.

Q: I am looking for the best income payers. Have some in financial and pipelines sectors but need some in other sectors. Please recommend 6 stocks in the other sectors that are best of breed and pay good dividends.

Donna

Q: Hello, after yesterday’s earrings, what would be a good entry point ? Would you be concerned about opening a full position today ?

Q: Which is your preferred gold company with the most upside price potential over the next 1-3 years?
thank you
John

Q: please give up date. tariffs are going to hurt. growth ?
thought closing old plant would make more efficient and good things to follow. does not seem the case . brian

Q: I have cash in my US TFSA and am contemplating adding to my Brk.b or taking a new position in JPM. Considering these volatile times with the potential of tariffs what advice might you offer ? The other strategy might also be to keep some money in cash. Thanks

Q: What do you think about Nebius for a two year hold?
And why is it so volatile? Something to do with having little institutional coverage/ownership?

Q: I looked in my Brokerage account today and noticed that my former Gear Energy (GXE) shares had been converted into Lotus Exploration (LTC) shares and cash. It looks like 62% of my Gear holding was converted to Lotus shares and 38% was received in cash (at a very low valuation).

Since the transaction Lotus has lost 29% in just 2 weeks.
I don't know how such a sleazy deal got past the TSX regulators? This reminds me of the bad old days when the TSX head honchos enabled frauds such as Bre-ex, Sino-Forest and so on or the even worse Vancouver stock exchange days.
In total I am down 53% on my original Gear purchase in Jan'23.

I have 2 questions;
1) does LTC pay a dividend?
2) is there any valaue at all in LTC or is this whole thing a fraud?

Regards,
Ticked off Dave

Q: This morning in an answer to Heather you quoted JEPQ as having a yield of 12.50% ..... My sources say 9.50% .... I'm interested at 12.50% but not the latter. Could you confirm the dividend yield ? Thanks for your terrific service .....

Q: It seems that every day the new from south of the border gets crazier. Today (Friday) the markets reacted very negatively. Let's assume the news continues to get crazier. What do you think the markets will do. Is most of the insanity already priced in? Just how bad do you think it can get?

Q: Please rank these stock for risk relative to US Tariffs from High to Low.....yes, wonder how defensive these CDN stocks are......Many thanks.....Tom

Q: Would you be comfortable adding to a position at these levels?

Q: Looking to expand my international holdings. What are your thoughts of MercadoLibre after strong earnings?

Q: Regarding Tom's question on Feb 21, regarding rating companies for tariff risk high to low, you rated GIB.A as the second highest risk of Tom's list of companies. As this company is near the top of my watch list to buy, would you expand on this company's risk exposure to tariffs.

Q: What is purpose of the March 6 meeting.

Q: Hello,

One of your members was inquiring re: books about managing your investments in retirement.

Daryl Diamond's "Your Retirement Income Blueprint" is an excellent resource. Lots of insights in terms of how to structure your income while your portfolio continues to grow and the most important topic of minimizing taxes during decumulation. However, it is less about "investing" and more about how to manage and structure your retirement income/savings - so you have money to live on while the rest continues to grow, and in the most tax effective way.