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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 am of the opinion that the Bank of Canada will lower rates before the Fed in the USA. If I am correct the value of the Canadian dollar relative to American dollar will decrease. Could you provide the names of 5 companies whose revenue is primarily in US dollars and their expenses are primarily in Canadian dollars?
Read Answer Asked by Robert on November 06, 2023
Q: I have a follow-up question to my Oct 26th question asking what are the 3 most important ratios to use when evaluating REITS. Your response to my initial question was "We would consider debt ratios (debt to value), with caution above 55%, cash flow to interest, with caution below 2X, and dividend payout ratio, with caution above 80%. Book value can be important but is often over or under-stated and needs to be looked at carefully. Valuation metrics (price/cash flow) are also important."

For NXR.un you calculated those ratios as NXR.UN 48%, 97.1%, 1.6X.

Is the Dividend Payout ratio calculated after the interest payment? If not, does that mean these companies are taking on debt to pay either the interest or dividend?
Read Answer Asked by Brendon on November 06, 2023
Q: In a non registered account,there is no tax on hsav monthly interest neither on hewb monthly dividend.When those ETF are sold though,do one has to pay tax on the total of interest accumulated in the ETF or on total dividends accumulated (+capital gains)since the acquisition,or tax shall be only due on capital gains ?
Read Answer Asked by Jean-Yves on November 06, 2023
Q: I know you have done this before, but with reference to recent results for both companies, could you compare and rank these two companies. TOI gets a higher grade A- on your most recent report, and LMN gets a B+. As I read through the responses to questions, it seems that LMN is preferred, but I thought TOI's results were better than LMNs. But I must confess I do not understand some of the "preferred" charges. It appears that LMN suffered a huge loss. I realize that both are long term investments, but I'm just trying to get a sense of portfolio allotments. Thank you for fantastic service, as always.
Read Answer Asked by Gordon on November 03, 2023
Q: What would be your best contrarian pick today in both us and canadian markets
Read Answer Asked by Todd on November 03, 2023
Q: As a longterm underwater holder could you please evaluate the quarter. Is this enough positive momentum to begin to undo the mistakes of the past? Is this a positive enough quarter to suggest they are turning the corner due to recent structural changes involving the move to in-house payment processing? Does this give you new hope for the company going forward?
Read Answer Asked by Warren on November 03, 2023
Q: I just received a Chapter 11 notice on a small holding I have AKUMIN. Another in a long line of US Healthcare companies that list in Canada and go bust! Looking at the trading history on your site, it looks like it was trading very small volumes (9.5k) at around .20 for 4 or 5 months and then all of a sudden on Monday October 23rd, its last trade, was at .51 for 1,170,000 shares. Two questions 1) why would anyone buy a large block and pay a huge premium for a stock that is in trouble???.......does this not wreak of foul play? If not, why would someone have purchased these shares? 2) Is my money dead or is there hope it will come thru bankruptcy with some shareholder value? I would love your perspective as this seems really odd to me.

Many Thanks

Scott
Read Answer Asked by Scott on November 03, 2023
Q: Hi, With respect to recent topic of DRIP discounts, we have had our accounts with CIBC Investors' Edge for a long time and we have never had any issues receiving DRIP shares with a discount, if the company offers it. Of course, the brokerage only buys DRIP shares with a minimum of 1 share and balance of dividend is received in cash. Generally, we would need to make sure that we call the brokerage to register a DRP with the company well before the Dividend Payment Date, preferably before stock going ex-dividend.

If company does not have a DRIP program, then brokerage also offers a Synthetic DRIP, as per the their own approved list of names.

Hope this helps.

Thank You
Read Answer Asked by rajeev on November 03, 2023
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