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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: I recently sold a rental property and have 60k in capital gains that will be owed next tax season. (Around April, 2023). A GIC is available at 2% interest, however was wondering if there was another safe option providing a better return in the next 11 months.

Thanks

Nick
Read Answer Asked by Nick on May 10, 2022
Q: For the companies listed, do you believe any are at risk of fully going out of business with respect to the current market and recent/anticipated stock pricing effecting their ability to continue to operate? thanks!
Read Answer Asked by Andrew on May 10, 2022
Q: Good morning

I am confused...I understand the risk of inflation, war, Covid etc...The demand may be restricted for oil (short-term) but it does not seem to makes sense the volatility in energy when many will be making tremendous cash when oils above $80...TVE, Arc, Whitecap stocks were higher when oil was rising in the $80 range...is this just speculators jumping in and out...would it not be a good time in buy these stocks today as it seems to be quite emotional right now with the rest of the market...any other that you would recommend are being sold without thought of fundamentals?

Thanks
Read Answer Asked by Matthew on May 10, 2022
Q: Stock picking is getting too challenging!
Slowly shifting to broader ETFs. Eg utilities, energy, banks.,
Now looking more broadly at the TSX, NASDAQ, Dow and TSX.
Long term it seems that even among the professionals it is tough to beat the indexes.
Hence my shifting strategy.

Are these indexes revamped periodically?
If yes, how is it done. How often. Criteria?

Would this be the main reason for beating most of the pros?

As usual thanks for your help

Read Answer Asked by Donald on May 10, 2022
Q: In one of your responses you stated "But, there are good signs, such as 20% of biotech companies in the US now trading below cash levels". If this is net cash (i.e. after debt), wouldn't these be great buying opportunities, assuming the companies are solid. They would eventually trade at their cash position (at minimum, I would have to believe). If my thesis is correct, can you name a few of these companies. I think this may be pretty much a sure thing?
Read Answer Asked by Walter on May 10, 2022
Q: Based on your reply to Paul on May 9th...."We think buying over a year will end up looking pretty good in two or three years". Of the following Companies that make up my portfolio what would be your TOP 3 conviction names to ADD to over the next year based on long term growth potential, good valuation, well run, good management, no brainer this will be a good investment type choice. There is opportunity here so don't want to miss the boat. Yes everything is down. Yes people are panicking. But it will go back up and simply want to focus my energy on the ones with more conviction. I don't need the money for the next 15-20 yrs but don't want to be a moron either and be happy with a bit of dividend here and there when I could see larger returns by making a good decision today. Thanks again.
Read Answer Asked by Marco on May 10, 2022
Q: Are these stocks still expensive? In what order would you buy them today?

Thank you for great service.
Milan
Read Answer Asked by Milan on May 10, 2022
Q: I know 5i isn't fond of IPOs. Any thoughts on the valuation of Dream residential real estate?
Read Answer Asked by Michael on May 10, 2022
Q: On May 9th, there was a question from James about when MEG Energy might start a dividend. In their recent Q1 earnings report, they stated that once a debt level of $600 million was reached, which they expect by the 2nd half of 2023, 100% of free cash flow will be returned to shareholders. I would expect this means some combination of share buybacks and dividends.

In Q1, the company had approx $500 million of free cash flow, which is about $2.0 billion for a year at that rate. There are 307 million shares o/s currently, so that would equate to roughly $6.50 a share. If half went to share buybacks, then that would leave roughly $3.25 for a dividend, which would be about a 17% yield on the current share price. Of course, energy pricing could change significantly (up or down) between now and then.
Read Answer Asked by Dan on May 10, 2022
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