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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: For a mutual fund, do you think the CIBC balance index fund managed by Jacques Prevost is a good overall fund for a conservative investor? Reported returns of 6.7% for 5 and 10 years. Mer of 1.22%. I noted 25% allocation to financials. It’s in my wife portfolio and she was looking for advice. Any comments would be appreciated. Thank you!
Read Answer Asked by Pierre on February 18, 2022
Q: Decided to wait on any company financing moves before buying for my TFSA, and now that has happened. Can you throw some light on how this financing reflects on the company’s balance sheet , and what effect this will have on the stock price Also can you explain Canadian Development Expense and Canadian Exploration Expense flow through shares are and how they impact on the share price. Thanks. Derek
Read Answer Asked by Derek on February 18, 2022
Q: IF I TRANSFER CASH FROM THE CANADIAN T.F.S.A. TO THE US T..F.S.A., WOULD IT BE AN EXTRA CONTRIBUTION OR JUST PART OF THE WHOLE T.F.S.A.? OF COURSE, I WOULD HAVE TO PAY CONVERSION FEES.
Read Answer Asked by Herbert on February 18, 2022
Q: Hi!
On Feb 17th, you were quite positive on Roku but today after terrible earnings you are not suggesting to add to positions. If this was a stock that was liked at 350 or higher, why is is not a screaming deal today? Has something fundamentally changed regarding this company and I would imagine that if you are recommending to a huge platform like this you have done the homework regarding this company that we lay people can't properly do. If you can please comment on the surprises you could not have anticipated it would be most appreciated. Thank you!
Read Answer Asked by Neil on February 18, 2022
Q: Hi,
In Dec 2021, BMO announced to acquire Bank of West from BNP Paribas for US$16.3-bil. This is a big amount. Normally companies finance these kind of huge acquisition by issuing debt and equity. Whenever new equity is being issued, stock price of issuing company falls during that time. Do you think BMO will issue new equity? Is there any place where someone can get information these kind of news?
Thanks
Piyush
Read Answer Asked by Piyush on February 18, 2022
Q: OSK took a heavy hit today. This would appear to be connected to a news story that the joint venture agreement they had to develop their property was terminated with their intended JV partner. I am inclined to speculate that the partner saw some bad results and pulled out. Can you verify that or provide any other explanation? The story reports OSK is going forward with that project on their own; what is the outlook for their project? And for OSK? Many thanks for your excellent service.
Read Answer Asked by Leonard on February 18, 2022
Q: Good Day My question is about the earnings of SmartCentres Real Estate Investment Trust. They seem to have their core as retail but are branching off into residential, storage, and senior complexes. I have always liked this management team and they have done us good over the years. Can you comment on their earnings and your thoughts on the direction of other real estate assets?
Read Answer Asked by jeffrey on February 18, 2022
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