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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: What is your interpretation of Google's announcement of changes to third party cookies and their effects on online advertisers? From my amateur perspective this looks like an existential risk to the sector and either this or future changes could eliminate them; and google is both a competitor and market regulator via browsing interface standards.
Any guidance is appreciated.
Read Answer Asked by Peter on March 04, 2021
Q: Good morning, could you highlight the types of investments and how best to acquire them, that are most ideal to be held in TFSA to minimize any foreign tax issues.
Read Answer Asked by Steven on March 04, 2021
Q: There are many rate reset preferred shares with conversion privileges. I hold RCG.PR.B which just reset at a yield of 3.7% (on $25 face value), which is 2.89% plus the 5 year Canada government bond yield on March 1. This gives a quarterly dividend of $0.231313 per share. The rate will not reset again until March 1 2026. RCG.PR.C reset at 3.00% per annum or $0.186799 per share for the quarter, being equal to the sum of the three-month Government of Canada Treasury Bill yield determined as of March 1, plus 2.89%. The rate on the C shares will reset per the formula every quarter. The option window to convert from one version of the security to the other will close on March 16.

Given your outlook for interest rates over the next five years, which version of this security would you prefer to hold for the next five years?
Read Answer Asked by David on March 04, 2021
Q: In reviewing Sunopta results this morning, they reported strong results yet the stock price has had a negative reaction. May I have your thoughts?

* Revenues of $205.6 million for Q4 2020 compared to $186.1 million in Q4 2019, an increase of 10.4%.
* Gross margin increased 360 basis points to 15.5% from 11.9% in the prior year.
* Earnings were $70.2 million or $0.78 per share in Q4 2020, compared to a loss of $7.6 million or $0.09 per share in Q4 2019. This includes earnings from continuing and discontinued operations.
* Adjusted earnings attributable to common shareholders were $1.2 million or $0.01 per diluted common share in Q4 2020, vs a loss of $5.6 million or $0.06 per diluted common share in Q4 2019. This includes earnings from continuing and discontinued operations.
Adjusted EBITDAš from continuing operations of $20.6 million, or 10.0% of revenues for Q4 2020, versus $11.2 million or 6.0% of revenues in Q4 2019.

Thank you
Read Answer Asked by Martin on March 04, 2021
Q: I would love to buy Booking or Live Nation but I cant pay more than they were trading at a year ago. There is still too much uncertainty. Are there any names that haven't fully recovered (and then some) that look interesting to you at this point? Thanks
Read Answer Asked by Martin on March 04, 2021
Q: I am a senior and this may be a senior moment. Is the adverse weather patterns that are increasing around the world putting strain on the wind, solar renewable power being viable ie the Texas storm. The above stocks seem to be retreating somewhat. . Your thoughts. One add on do i hold lspd at the 85.00 level? Thanks
Read Answer Asked by kenneth on March 04, 2021
Q: Hello,

Just a quick follow up on a question asked on theScore. I've owned it in the past and sold chunks at various prices but I like the long term prospects and would like to re-enter at some point.

You answered that "We think $33 would be more interesting as a buy, but it is volatile and is not trading on fundamentals yet, only expectations.". J

ust wondering if you can elaborate a little on why you selected $33 as an interesting point for a buy.

Thanks very much,

Steve
Read Answer Asked by Steven on March 04, 2021
Q: In your answer to Steve on BEPC vs BIP.UN differential: can you explain why these two should be thought as linked together? I get that BEPC and BEP.UN are linked as they represent the same company.
Would you agree that the growth for BEPC/BEP.UN will be muted this year (servicing debt is going to go up) and financials (US banks) would see better growth potential? Would the growth issue apply to AQN as well (for the same reason)?
Read Answer Asked by JR on March 04, 2021
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