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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: Can you give me some of your favourite beaten down stocks right now that are eligible for the Canadian dividend tax credit? I have a non-registered portfolio for income and am looking to add some capital. Thank you!

Read Answer Asked by TK on June 22, 2022

Q: Would like your suggestions of 7 value stocks that also have a history of increasing dividends for both a balance portfolio and an income portfolio ....primarily Canadian stocks or secondary US traded stocks.
and please take the number of credits necessary to complete this "task". ........thanks.....Tom

Read Answer Asked by Tom on June 21, 2022

Q: Please rank these stocks and would you be comfortable buying them now for their generous yields with at least a three year hold?
Any individual company comments are welcome. Thanks.

Read Answer Asked by Steven on June 15, 2022

Q: Hi, Would you consider FSZ buy, sell, or hold at this time or keep it on watch?
Dividend yield is 9.36%. do you consider dividend to be at risk?
in answer to one of the question earlier this year, you mentioned that you "would like to see the company begin to reduce some of its debt levels" Any change there?

Read Answer Asked by Harpinder on June 15, 2022

Q: Please rank the above 7 stocks in terms of the negative impact a recession-based bear market would have on their price, and also on their ability to maintain their dividend.

Thank you!

Read Answer Asked by Chris on May 25, 2022

Q: I almost missed the notice that the Directors of DM had purchased almost 2.5 million shares of the company last month which I see as positive but I also noticed when reading the FSZ information circular that 3 of the 4 Directors I was asked for vote for did not own a single share of FSZ. Needless to say they did not get my vote and I will now look to sell my FSZ in the near future. If the Directors aren't willing to own shares in their company then neither will I.

Read Answer Asked by Earl on May 16, 2022

Q: Would these type of companies do well in a higher interest rate environment or would they suffer? Because these Co's are both higher risk income stocks, is it better to diversify having both or not? Currently I hold a half position in FSZ, and am contemplating buying FC. What do you think a good entry point would be? Thank so much!

Read Answer Asked by Pat on April 27, 2022

Q: In an answer earlier this year, you mentioned IGM as having "turned itself around"; did you mean (for example) changes in its business practices, or its break-out from its pre-pandemic trading range? In another answer, you spoke of CIX's "high leverage to capital markets"; how do CIX, FSZ, and IGM compare in this respect? You've characterized the sector as "fairly cheap, with not a whole lot of organic growth and lots of pressure on margins"; given this backdrop (and assuming the sector is even investable), is IGM's relative market cap (3X CIX, 10X FSZ) a material reason to prefer it over the other two? Or is CIX's depressed share price (and implied growth-potential) more decisive?

Read Answer Asked by John on April 13, 2022

Q: What is your opinion of the value of asset managers as an investment in the current market? Which asset managers are the best priced with the most lucrative/sustainable dividend? Thanks!

Read Answer Asked by David on March 16, 2022

Q: I have owned FSZ for a few years now and while the dividend is approx 8% the stock has not grown, in fact its lower now then it was 3 years ago. Looking to sell FSZ and looking for some suggestions as to what to purchase regardless of sector that will pay a divided with growth that will exceed the dividend of FSZ. I do not see a lot of growth for FSZ.

Wayne

Read Answer Asked by Wayne on February 10, 2022

Q: I own small positions in Fiera, Firm Capital, Alaris and Mcan for their outsized yields. I'm close to even on three and down 5% on Fiera (8 5% yield).
Would you keep them as long term investments and please rank them. Thanks.

Read Answer Asked by Steven on January 31, 2022

Q: FSZ bought back a large block at much lower price than the market. Would you guess that this is part of a larger plan, perhaps restructuring, merger...etc. Since they spent lots of cash, would that also constrain them from an acquisition. With high dividends, cash flow and low P/E why this stock is not getting traction? Appreciate your opinion, thanks

Read Answer Asked by Saad on January 14, 2022