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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: DND has taken on debt for acquisitions. Is there a legitimate concern that anticipated profit may not materialize, setting up a potential death spiral for the company? Quite separate from the general tech meltdown, would this concern explain some of the profound share weakness in the past few weeks? We have seen this scenario play out with other Canadian companies that over-payed for acquisitions that did not generate the anticipated profit, costing equity holders dearly.

Thanks.
Read Answer Asked by Joel on February 14, 2022
Q: Further to Denise's question, and Patricia and 5i's comments on flow-through shares, I thought I would add that there's a place called Bertov Capital Corporation and MLC Financial that sell flow-through shares that purport to eliminate all investment risk by disposing of the flow-through shares in a relatively short period of time and guarantees their tax benefits. I have no affiliation, and have never bought flow-through shares, but I thought that was interesting and was worth sharing.
Read Answer Asked by Christopher on February 14, 2022
Q: Why do some companies issue general statements prior to the release of their quarterly reports? EGLX and SIS, among others, have recently done this. I can understand if there is something material (usually negative) that is happening people should know but I get suspicious when it is just to announce good news on what is a usually lagging stock price. The negative side I see to this is that if they announce good news when their stocks are down if next time they don't make a special announcement (and the stock is still down) then should we infer a bad new quarterly report is coming?

Appreciate your insight.

Paul F.
Read Answer Asked by Paul on February 11, 2022
Q: Hi!

I'm looking to establish a U.S. portfolio and I've identified these 5 stocks as a good base. I have plenty of exposure to financials and energy in my CDN portfolio. Do you think these stocks are a good starting point? Would you replace any?

Thanks,
Jason
Read Answer Asked by Jason on February 11, 2022
Q: Hi Team, I am trying to decide on one of the listed stocks. could you rank in order that you feel has the best upside.

thanks Dave
Read Answer Asked by Dave on February 11, 2022
Q: I expected a blood bath this am with CPI at 7.5% and 10 year hitting 2%. The reaction is surprisingly mild. Even ARKK is up! Your thoughts please.
In spite of your 'do nothing headline' I checked out in January. Thinking of averaging back in or waiting for the Fed in March. What would you suggest?
Thanks Peter.
Read Answer Asked by Peter on February 11, 2022
Q: About 5% of my portfolio is comprised of SLF and MFC, of which SLF is about 2/3s today. Another 10% of my portfolio is Cdn Banks.
After today's movement, what would you think of selling MFC and consolidating into SLF?
Also, given the inflation sirens, what would be a reasonable amount of bank holdings and insurance co holdings?

Thank You
Read Answer Asked by Tim on February 11, 2022
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