Q: You keep referring to Nemaska as high risk. I agree it has risen exponentually but have you actually looked at the company? ie the source of its lithium,the state of its mine,the relationship with the Cree people, the source of its hydro,the method of ore transportation,the compositiom of the board,the nature of its financing,and the progress of the company towards production and the price it will get for its product and the state of the market overall. Given that ( except for the enthusiasm and momentum ) what is the nature of the risk in your mind from one to three.?
Q: I bought Echelon Financial (EFH) about two years ago, it is now trading at my purchase price. Last quarter was a bad one and I am contemplating selling. Could you please give me your opinion if a switch is good idea and what would be your suggestion on the switch. Thanks
Q: Looks like a great div (6%), is the div./investment safe? would you be able give me the conversion details( price and date etc.). I would appreciate having your assessment of it, perhaps can suggest another alike investment. Many thanks. J.A.P., Burlington
Q: In a question Oliver asked on May 18th you answered "In our Q&A we have a tab for 'Interesting Companies not yet followed' as well as 'growth companies'.
I'm sorry, but I cannot find the tab. Can you be more explicit as to how to get there.
Q: It is my understanding that some of the Cdn. forestry companies have a fairly large holding in the US(land & timber rights). I was thinking of buying WFT, on pull backs, but I was wondering what percentage, if any, is due do there holdings in the US. Also, are there other Cdn. companies, that have a larger footprint in the US.
Q: I have 400 BAM.A in a taxable account that I am slightly above water on.
If I am understanding correctly I will receive 8 BBU.UN in “stock dividends”.
I don’t have much use for an 8 share position and would just sell them.
I am very tempted to avoid the “Pain In The But” that dealing with the tax consequences would entail for a very small transaction.
I am tempted to just sell my BAM.A, sit on the Cash and after this gets done possibly repurchase my shares.
My commissions to buy and sell would be $20. The tax consequences would be minimal and I have losses to offset that.
I do like BAM.A for a Long Term investment and the risk would be that the share price could get away on me before I can buy them back without this “stock dividend”. If it does I could look for something else.
If I do this what would be the first date that I could buy BAM.A without the “stock dividend”?
Q: This company is getting no respect of late. I thought that opening the TSX this morning would have provided some momentum, which it did to the downside.
Would you consider this a good buying opportunity now that it has a 6 handle or do you think it will languish here indefinitely until a major acquisition occurs. What percentage of a portfolio should this be for an aggressive investor?
Q: Could I please get your comments on MIC-N. What kinds of "infrastructure" do they own or manage? What do you think of their growth profile? What about the price/cash flow? What caused the steep price decline in 2015-16? If I buy it for my RRSP are there any withholding tax implications? Is there anything you prefer in the US in this area? Thanks for your feedback.
Q: In a recent reply you talk about Sunlife's better "growth profile". Obviously this is very important in determining which companies to consider. However, I am not sure how one best determines this. Would you have some guidelines on what to look for using SLF as an example?
Many thanks for your considered response.
Mike
Q: If a Canadian based ETF (e.g. VUS) invests in a US company or ETF (e.g.VTI), isn't the dividend paid to the Cdn ETF subject to US withholding tax, regardless of whether it is held in a registered or taxable account ?