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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Do you continue to like TVK as a long term compounder? It's had a decent pull back to $32-33 off the highs. Would this be a good entry point? Recently announced a new credit facility but other than that, not much news still earnings back in Aug. What growth drivers do you see going forward? Looking to possibly sell GDI to buy TVK. Thanks!
Read Answer Asked by Keith on November 01, 2023
Q: Hi, I have a goodly amount of my savings in HYLD for income, and now Hamilton has come out with SMAX. I like the idea of SMAX, as it is not leveraged, and only writes covered calls on 30% of it's holdings. I realize that it is brand new, SMAX, and not very big, but would you consider it to be a better choice down the road, as I am considering switching out of HYLD into SMAX in the future.
Thanks for your patience with these high yield covered call questions.
Read Answer Asked by Greg on November 01, 2023
Q: Any of these businesses look interesting to you as a long term investment?
Thanks
Read Answer Asked by Curtis on November 01, 2023
Q: Do you still like WIRE? According to one of the Globe's recent guest columnists (a Mr. Teich at Avenue Investment Management) "We've never seen a business with this strong of a balance sheet". He says the market cap is US $2.8 billion which is down from your April commentary. Has the stock been really weak? Are they a copper miner or more of a fabricator?
Any thoughts you have would be appreciated.
Jim
Read Answer Asked by James on November 01, 2023
Q: There has been recent news and stock movement for Li-Cycle Holdings and I was wondering if you could comment the company as a potential long term investment?

Is it still too early in their history to invest?

What would you need to see from the company in order to be comfortable investing?

What would be an approximate price where you would consider investing?

Thanks!!
Read Answer Asked by Brian on November 01, 2023
Q: What would consider as a good entry point for each of these and also a price target please.
Thank you
Read Answer Asked by John on November 01, 2023
Q: BIP.UN and BIPC.TO are down significantly YTD. However recently BIP.UN has recovered some of the lossess and appears to be formimg a base wheras BIPC.TO continues to go down. Do they own the same assets and why is BIP.TO performing worse than BIP.UN
Read Answer Asked by Lakis on November 01, 2023
Q: Renowned bear David Rosenberg says in today's Globe that he is positive on defense stocks. No individual stocks are mentioned in the article. Given the state of the world i have been watching a few defense stocks for some time but haven't pulled the trigger. Two of interest are KTOS and AVAV. Both are experiencing sales growth but neither are profitable. Do you see them turning a profit in the near term and which one looks better? Thanks.
Read Answer Asked by Ken on November 01, 2023
Q: Hi 5i
Not sure if I have my facts straight on this questions, but, I Recently read that BMO is shopping/selling their portfolio of RV loans, which I think they inherited with the bank of the west deal....and that this is another red flag concerning underlying BMO profitability and negatively affecting share price., ect, ect....Is there any truth to this and in your opinion actually an additional red flag that investors need to pay additional attention to. If so how would this deal work and to what degree would you be concerned?
thx
Read Answer Asked by jim on November 01, 2023
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