Investment Q&A

Q: Could you please explain the difference between Brookfield's common and preferred stocks which explains why they perform so differently? According to the Globe and Mail:

BAM.A is up 29.84% ytd, down 4% in the last month BAM.PR-R is up 39.63% ytd, 97% in a month BAM.PR-K is up 45.37% ytd, up 7% in thirty days. BAM-PR-G is up 58.55% ytd and 8.26% over the last thirty days.

Why would these preferred shares be moving so much higher than BAM.A itself? Do you expect this to continue? If so doesn't it make sense to buy the preferred shares? If so, which of the series would you buy?

Q: On Sep 23-24 huge $306m Insider selling. ATD.A Amours co-founder sold 3.412m shs @ $48(remaining shares balance 12.3m) . ATD.B Ex Chair & director 1.2m @ $48 (57m). Fortin,co-founder 1.8m @ $48 (NIL). Your view please. Txs for u usual great services & views

Q: I have read all the questions regarding LSPD. It has been a huge winner in both of our TFSA’s, and I decided to continue to hold after reading your answers.

However Cramer really bodyslammed the company today as you probably know.

He cited the company’s response to the short report as “inadequate” …. And made more of a big deal about the company not agreeing to give Mad Money an interview since he had had the CEO on his show fairly recently.

Would any of that change your perspective on LSPD?

Thanks for your help with this important decision.

Q: Cramer did a number on LSPD on his show Mad Money last night and was criticizing management for not coming on the show to defend their position.

I see you've said to do nothing but that is trickier when trying to protect a profit. In that case would you be a seller?

For new money, would you be buyers right now?

Q: Hoping you can take a look under the hood of SSC Security. This is a huge transition from what was INP.V Input Capital. Yesterday's Shareholders update states they are well capitalized, profitable, dividend paying, 625 employees, strong management team with track record who own 33% of the company. They plan to grow quickly in a fragmented industry. Would really like to hear the positives / negatives from your read on this.
https://ca.finance.yahoo.com/news/ssc-security-services-corp-launches-212000159.html

Q: What do you see as the macro picture for utilities over the next couple of years? If inflation increases, does it affect the renewable power producers such as BEP and AQN 's input costs? Or is this more the case for coal/natgas power providers? Plus if interest rates rise to offset the inflation that is another headwind for utilities? Thoughts?

Q: Apologies in advance for yet another question on Lightspeed, and not sure if you caught Jim Cramer's show this evening, but he slammed Lightspeed - seemingly went out of his way, for a prolonged period of time - to embrace the short report as gospel, and to sell, sell, sell.

Obviously there will likely be an enormous hit in the morning. But in your estimation, is this game-over for this high-flier? The company turned down an invitation to defend themselves on-air, likely a wise choice given Cramer's current sentiment towards the firm, but given his wide appeal (and I'm assuming influence) is it possible to overcome this negativity? Or just wait, and the numbers will - or not - speak for themselves. I think I know you'll say that I answered my own question, but given this mess, I wanted your sound judgment.

Thank you as always...

Q: Your August 27 response to a question on GDNP was "you wouldn't add at this level"; does it look any better to you at this price?

Q: Greetings,

Why the weakness recently in these companies? Inflation fears or rising rates or just profit taking? I’m interested in the 5i perspective. Would you consider adding on these pullbacks or wait?

Cheers!

Q: are these gold companies very solid and could they have good upside ? thanks

Q: Although APPS had a big fall in August, it has done relatively quite well in the past week despite the tech sell off. Would you sell it here and invest in names that have been severely punished?

Q: Taking on Fire Sky's debt. What's your thoughts on this new acquisition? Is the income of this new Surge in any better position to service their debt? Can they return to a dividend paying company any sooner with this new acquisition?

Q: Between TOI and CSU, which one is better buy today in terms of long term growth/return and which one has lower risk?

Q: With LIF being down significantly this year and the dividend up around 25%, does it make sense to start a position in LIF or do you see tailwinds moving forward for them ?

Q: Is there any credibility in the recently published short seller’s report? One would wonder given the sell off in the stock.

Q: Live commerce is already big in China. It is starting in the UK and Europe. Management has experience, would you buy this one.
Thanks

Q: Good morning,

Trisura share price drops significantly in the last few weeks. Do you know the reason? Thanks!

Q: Can you please get your opinion on Northwest Copper Corp's latest drill results announced Sept 28, 2021. Would this be considered average or above-average?

Q: Following up on Mary's question about compelling buys, can you explain why each stock made your list?

Q: Hi folks
Is there an advantage to buying some LSPD on the US side? Or no difference at all?
Much thanks