Investment Q&A

Q: In a recent answer regarding lightspeed you said -
Of note, SHOP had a big drop when its lock-up period from its IPO expired and more shares were available to sell.
Do you know the date the lock-up period expires.
.?

Q: I am a holder of Evertz. Just released a record Q , net earnings earning up 50% and they purchased a small tech company. Do you see the share price climbing or will investors need to see more? Also in context of current valuation.

Q: I completely understand your support for Johnathan Goodman at Knight as his history is beyond impressive. However, I think Mr. Jakobsohn's proposal asks some significant questions that, as a shareholder, I would like to hear answers for. It does make me uncomfortable that his family company got involved in four deals and he will benefit more than if he had Knight involved. That seems like a legitimate concern as is the puny revenues generated in four years since Knight's launch. Conversely, Knight provided Medisen the opportunity to thrive and succeed and it is not the first time I have seen beneficiaries conveniently forget who helped them become successful once they have achieved momentum and no longer need their benefactor.
Ultimately, I do hope this exercise will help Goodman see some valid points in Jakobsohn's presentation and diversify his board and spend some cash. The articles that have appeared about Goodman detail his bargaining savvy but who would want to deal with him when it is public knowledge he has a desire to buy for nothing... I wish he would forget about his famous "grandchildren" analogy and show the investors who have supported his financings and bought the stock at $10 plus that he can still discover companies with potential and make mutually beneficial deals so Knight can thrive and grow.
I doubt Jakobsohn's proposal will go anywhere but perhaps it will reinforce to Goodman that his approach could be a little more "in the present" to his many investors/supporters.
I have a bad case of FOMO when it comes to Knight. If I liquidate part or all of my shares, I stress about Goodman making a blockbuster deal the next day!!
Would you agree with anything I have said and please provide an opinion on any value in the dissenting proposal.

Thanks.

Q: Time for tax loss selling? How much chance is there of this stock going higher in a month? Related to this is , at this point, is there any sense in tax loss selling right now, rather than holding until the end of they year, collect the dividend and then sell, if it is still down.
thanks

Q: Although securities are " held in segregation ", what specifically ensures that beneficial shareholders (non-registered ) are protected from a legal( registered) holder's liquidity issue ? My question relates to the possibility, not the probability of a liquidity issue . The question relates to large portfolios which are well beyond the scope of the CIPF protection . As an aside , I would note that , contrary to conventional wisdom , Canadian banks , although much stronger than many others around the world, are not really " well capitalized " . They meet and exceed very weak regulatory standards and regularly pass related stress tests . Over leveraging produces very good returns on too little capital . An informed analysis of all of our major banks balance sheets should raise the issue of possible risk associated with weak regulatory standards regarding capitalization .

Q: Hi, 60 year old investor. Wanted to get your thoughts on a portfolio consisting of about 11% each of zlb, xiu, wxm, zqq, zsp, zlu and ~ 33% zag. Won’t need the money for about 5 years. Thanks, Mike

Q: Hi Team, how does this company look going forward, would it be worth adding in a RRSP. Thank-you in advance.
Sam

Q: Good Morning,
Can you please provide analysis on both companies. What is your outlook on both. CIBC analyst this morning said GWO is a buy vs. SLF (sell). Would you sell SLF and buy GWO? I would greatly appreciate your view.

Q: Are you aware of a mutual fund or ETF that's main focus is to screen for high roe stocks?
Thanks

Q: Peter and His Wonder Team
I know you do not follow USA companies. However they just reported there 4th quarter results and I wondered if you could just give me your opinion about there results.
Thanks!

Q: comments on the quarter please??

Q: I have been called by ECN's Proxy Agent to solicit my votes for the matters before their upcoming AGM. Are you aware of any significant issues concerning executive compensation or the share plans Thank you

Q: Hi
Mentioned on BNN today.
Your thoughts please
I was thinking of starting with a small position.
If you have a better suggestion please let me know.
Thank you

Mike

Q: What do you think of invesques earnings.

Q: This new Horizons Industry 4.0 Index ETF addresses a sub-sector that intersects manufacturing and technology. While the MER is high and it is new ETF, the AUM is impressive over a short period. Would you advise for a long-term hold for growth?. Or, alternatives?

Q: how do you feel about Savaria at this point - buy more - hold what you currently own or sell what you have - regards - Karen

Q: Hi Team,
Any concerns about the recent headlines that Toronto-based Brookfield faces scrutiny from Democrats (in the US) over its deal with Kushner company for 666 5th Ave. in New York. It involves (minimally, reportedly) the Qatari investment fund.
Thanks very much, Michael

Q: Please comment on results.Huge 7% increase after news of partnership with Lobo Genetrics Thanks for u recommendation to increase my position & u usual great services & views

Q: Peter; I’m trying to find the next dividend info on FSZ re ex-date etc. Thanks. Rod

Q: What do you think of this company - just recently IPO'd. in Canada. Don't normally jump right in after an IPO - usually wait until it settles down - worked well for me on Shopify - I know these companies start trading on "potential" and not on "fundamentals" but just would like your opinion - you have given me a lot of good ideas over the years and I know that no one has a crystal ball but appreciate your expertise on smaller cap companies.