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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: Acronyms and anything else that is not clear, a quick search of Google usually solves the wondering. I am amazed at how much I don't know about the business of the market and navigating it. A useful site for other newbies is
https://www.stocktrader.com/free-education/
Thanks 5I and other helpful people.
Peter
Read Answer Asked by Peter on March 15, 2019
Q: I completely understand your support for Johnathan Goodman at Knight as his history is beyond impressive. However, I think Mr. Jakobsohn's proposal asks some significant questions that, as a shareholder, I would like to hear answers for. It does make me uncomfortable that his family company got involved in four deals and he will benefit more than if he had Knight involved. That seems like a legitimate concern as is the puny revenues generated in four years since Knight's launch. Conversely, Knight provided Medisen the opportunity to thrive and succeed and it is not the first time I have seen beneficiaries conveniently forget who helped them become successful once they have achieved momentum and no longer need their benefactor.
Ultimately, I do hope this exercise will help Goodman see some valid points in Jakobsohn's presentation and diversify his board and spend some cash. The articles that have appeared about Goodman detail his bargaining savvy but who would want to deal with him when it is public knowledge he has a desire to buy for nothing... I wish he would forget about his famous "grandchildren" analogy and show the investors who have supported his financings and bought the stock at $10 plus that he can still discover companies with potential and make mutually beneficial deals so Knight can thrive and grow.
I doubt Jakobsohn's proposal will go anywhere but perhaps it will reinforce to Goodman that his approach could be a little more "in the present" to his many investors/supporters.
I have a bad case of FOMO when it comes to Knight. If I liquidate part or all of my shares, I stress about Goodman making a blockbuster deal the next day!!
Would you agree with anything I have said and please provide an opinion on any value in the dissenting proposal.

Thanks.
Read Answer Asked by Steven on March 15, 2019
Q: Although securities are " held in segregation ", what specifically ensures that beneficial shareholders (non-registered ) are protected from a legal( registered) holder's liquidity issue ? My question relates to the possibility, not the probability of a liquidity issue . The question relates to large portfolios which are well beyond the scope of the CIPF protection . As an aside , I would note that , contrary to conventional wisdom , Canadian banks , although much stronger than many others around the world, are not really " well capitalized " . They meet and exceed very weak regulatory standards and regularly pass related stress tests . Over leveraging produces very good returns on too little capital . An informed analysis of all of our major banks balance sheets should raise the issue of possible risk associated with weak regulatory standards regarding capitalization .
Read Answer Asked by michael on March 15, 2019
Q: Hi, 60 year old investor. Wanted to get your thoughts on a portfolio consisting of about 11% each of zlb, xiu, wxm, zqq, zsp, zlu and ~ 33% zag. Won’t need the money for about 5 years. Thanks, Mike
Read Answer Asked by Michael on March 15, 2019
Q: Good Morning,
Can you please provide analysis on both companies. What is your outlook on both. CIBC analyst this morning said GWO is a buy vs. SLF (sell). Would you sell SLF and buy GWO? I would greatly appreciate your view.
Read Answer Asked by Linda on March 15, 2019
Q: Are you aware of a mutual fund or ETF that's main focus is to screen for high roe stocks?
Thanks
Read Answer Asked by Curtis on March 15, 2019
Q: This new Horizons Industry 4.0 Index ETF addresses a sub-sector that intersects manufacturing and technology. While the MER is high and it is new ETF, the AUM is impressive over a short period. Would you advise for a long-term hold for growth?. Or, alternatives?
Read Answer Asked by sam on March 15, 2019
Q: Hi Team,
Any concerns about the recent headlines that Toronto-based Brookfield faces scrutiny from Democrats (in the US) over its deal with Kushner company for 666 5th Ave. in New York. It involves (minimally, reportedly) the Qatari investment fund.
Thanks very much, Michael
Read Answer Asked by Michael on March 15, 2019
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