Investment Q&A

Q: About 3 weeks ago, they received a STC certification for Boeing 737. Is this going to be a game changer for their bottom line ???
Also, there was talk sometime ago, that the Chinese Air Lines were going to be required to have similar requirements. Did anything materialize from that.
Is FLY now profitable or still bleeding and what are the next 2 years projections.

Q: Some of the metrics for Caledonia Mining (CMCL) seem favourable. I’d appreciate your opinion of this company, including its dividend. Thanks.

Q: I have held TRP for a long time recommended by all analysts who cover it. I do understand that pipelines are rarely to be added in the future and TRP is a huge owner operator in N.A. They also manage to increase dividend (now @7%) every year. It's payout is in excess of 500%. Can you explain how TRP is so overrated with such a poor payout ratio?

Q: Can you give me an in depth analysis if all the news coming out of Onex. The pros and cons and long term outlook, management, insider ownership and portfolio holdings. Thank you.

Q: I have been watching UNH since the Bush years when it was going through rapid mergers and Buffett was buying it up. It wasn’t going up during the Obama presidency at least early on as investors were looking at the impact of public insurance.
Could you please comment on its significant success since and the business model of American health insurers now and in the future?

Q: Looking to get your thoughts on NMG or if there is something you would prefer in the graphite space to capture the global growth in electric vehicles.

Thanks!

Q: What is your opinion on Sandridge. Does it seems like a good value and safety play.
Thank you.

Q: For a little guy this company looks very strong to me. I am already up a lot and am expecting a lot more. I would be interested in your opinion. Thx James

Q: Hello, I am overweigh Tesla as I love the product and observe it is family of products including EV's, Energy production (Solar) and retail (Supercharging). All with revenue growth potential. My question has to do with trading volume. Over the last few weeks I have observed Tesla's trading volume at multiples of the big guys, say Ford and GM. A few minutes ago, Ford traded about 5 million shares, GM 2 million and Tesla 25 million. Can you comment on the interest in Tesla and how it could factor in the future stock evaluation ? How important is trading volume ? Thanks for your excellent service.

Q: I have these dogs and tired of looking at them in my holdings. Interesting that STC is @ $4.50 today and analysts project the potential of $15.00 plus. DND is at $18 and analysts project $25.00+ Look forward to your real life input & thanks !

Q: I would appreciate your analysis of this company and would you be a buyer.

Q: Why has ENB dropped in the last 1 year from about $58 to $49.96?
Thank you.

Q: Thinking of selling this one..what could be decent replacement ? Many thanks!

Q: Could you provide an update on Highliner Foods - its fundamentals, recent results and growth prospects. Also from my information on Market Call today, its insider ownership is 40%. Could you confirm this and also any recent recent insider trading. Thanks.

Q: Wow, wild ride lately. I'm looking for some solid companies to tame things down in my portfolio. I would greatly appreciate it if you could recommend some companies that fit the following requirements:
1. Are reasonably valued.
2. Have a solid business model that have protective moats that shied them from competitive threats.
3. Generate strong cashflow and earnings even in a higher interest rate environment.
I'm interested in both Canadian and American companies. Thanks, as always for your support.

Q: I sold TRUP couple weeks ago @$55 should i buy it back at present price? or wait for it to pull back more ?- do you have an opinion on why it has dropped so much

I also sold RY and TD expecting then to drop further than they have - are they a buy sell or wait for better entry

Is ATZ a screaming buy or?

What's your top 3 picks regardless of sector (US and CAD)

deduct points as you see fit thanks

Q: Doo,cgy.
Should the stocks be moving up soon.

Q: Thank you for your reply this morning on my question about ZWB and HMAX . In your reply you indicated a preference for ZWB because of the upside potential being greater . Am I right in assuming that if that is the case HMAX would be the less volatile of the two ?

Also in 2018 I asked 5I to crunch the numbers on the big five banks over the 18 years { 2000 to 2018 }... I would assume that is a long enough segment to determine an average annual return of dividend plus capital gain. The answer I got ranged between 11% on the low end { TD } to 14.3% on the high end { RY }...... Please correct my reasoning but to me it looks like HMAX with its' current 15.1% dividend based on today's cost of the ETF is going to slightly beat those numbers annually, have less volatility, and give me diversification as an added bonus ? ..... Please advise if my reasoning is sound .....Thanks Garth .....

Q: Hello 5I; could you estimate what the cost would be to ENB stock price if their Line 5 pipeline does not get approved by the US government?
Thank you and regards, Ron Lepofsky

Q: Morning, GSY makes us a total of 3.4% (or did lol) of my portfolio with half in a non registered account. My thinking is sentiment will be bad for a while and the true impact of the budget will need to be assessed. I'm contemplating holding the GSY in the registered accounts while tax loss harvesting the non registered. If it were your account would you do it differently?

Rhetorical question - how much of yesterdays selling was leaked information from the budget vs the potential $41M loan loss?... I'm feeling like the latter was a key driver in the 9% fall yesterday.