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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: In your recent report on DH, you make the statement "investors seem worried that DH will suffer in the financial industry shift to Fintec solutions, but we are less concerned". However, you don't appear to explain why you are "less concerned"other than they have a strong and diverse client base. Is there anything else that supports your opinion?

What is the thesis being advanced by the short-sellers?

Incidentally, I have owned this company for a number of years and I agree with your B+ rating
Read Answer Asked by James on September 01, 2016
Q: I believe you prefer SLF, but what do you make of MFC at these levels. Would you comment on their fundamentals, Asian potential, wealth management business and technical signals. Would they be a decent buy at these prices ,speculating on an interest rate hike. I've discovered that I am a patient investor and tend to hold on for better or worse.
Read Answer Asked by Clarence on September 01, 2016
Q: I have sold puts on AGU 3 times and they expired worthless and I currently have no possition in AGU either equity or option.

With the current rise in price AGU technicals signal a buy. Given the large price jump and the resulting gap on the charts, would you wait till/if the price settles or would you sell another put on AGU at this level?

Thanks

Sheldon
Read Answer Asked by Sheldon on September 01, 2016
Q: I would like to add my 2 cents worth of info towards Tamara's post, in part to add something to these boards in my way of paying it forward for the $$'s I have made off of investments I learned about from other board members.

I have studied Warren a tiny bit and some of the other big gurus a lot more who do similar type investing to Warren B..

What I have read and 1 Guru recently told me was that Warren for example, does in fact sell routinely.

He routinely sells part of his holdings when he determines they have become over valued (above his calculated Intrinsic Value). Not the complete holding but just a portion of his really big holdings, or maybe all of a smaller holding. Meaning he takes a profit. He then may repurchase some shares of the same business 6 months, 1, 2, 3, 5... years later when the stock price has dropped to being on sale again. Repeat and spin. He even does this with the ~ 6 holdings that make up ~70% of his portfolio.

They big guys/gals routinely make 100%++ profits this way.

Said another way, he practices buy low sell high.

These big guys/gals will wait years watching their Watch List all waiting for one on the list to go deeply on sale so as to buy more of or to start a new position. They try to not over pay. So even if they get it wrong they still often do not loose $$$$ or very little because they bought at such a low price. A big important part is what the company is doing not what the market or media is doing/ saying.
Read Answer Asked by Stan (1) on September 01, 2016
Q: I am confused on this company and their special .45cent dividend. Yesterday you stated that you felt that the company stock would drop today as its the ex-dividend date.
However the company's news release on 8.4.16 stated that it would be paid to shareowners as of Sept 2nd. I have been careful not to sell my shares until this date and now, as you predicted, the price of the shares have fallen today. My thought was that today's date simply referred to the 1.5cent regular dividend.

Based on the 13% drop in the share price (4.20 to 3.65) I even acquired more shares thinking I would be getting more of the special dividend. However reading your answer from yesterday after my purchase, I might have snookered myself. (Wouldn't be the first time...)
Can you clear up this up for me.
Read Answer Asked by Barry on August 31, 2016
Q: Hi folks,please get some clarity of Amaya's holding/ownership of NYX Gaming (who seems to be everyone's darling right now). N/R 01 June,Aya says increased holding in NYX to 26.84%, then 20 July,N/R where Aya says it now owns 15.71% of NYX. Amaya had good Q results & with Q results of NYX, Amaya has sold off 10+% from sp after Q results released. Little confused why Aya so weak,especially with such a large holding in upstart NYX. Thanks for explaining to this confused investor hehe, jb
Read Answer Asked by John on August 31, 2016
Q: I currently have no position in reits, but do own personal property, which accounts for 50% of my total assets.
I have limited income producing assets (mainly dividends & growth stocks).
I have some cash I am sitting on, thinking that the Fall season often likes to give us a tumble and wondering if I shouldn't put 10% of my portfolio into reits.
Could give advise me on which ones to purchase at this time. (In order of preference).
Would there be an advantage of going with an ETF REIT (either Cdn or U.S,). This purchase would be in an rsp acct. And if you agree which is your preference.
Thank you for being there.
Read Answer Asked by Maureen on August 31, 2016
Q: I hold small positions in AD and CHE.UN and have some cash to invest to generate income as I am a retired investor. Which of these two companies would be the best or do you have another company with similar yield that you like better? Is this a good time to put extra cash to work or should one wait? I am not a fan of trying to "time" the market but do like to try to preserve my capital.
Thank you.
Read Answer Asked by Isabel on August 31, 2016
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