Investment Q&A

• MDA Space Ltd. (MDA)
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Q: Peter; Any news you see to account for the volume jump- and price? Thanks
Rod

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Read Answer Asked by Rodney on February 14, 2023

Q: Why are the natural gas stocks moving up today?

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Read Answer Asked by kenneth on February 14, 2023

• Palantir Technologies Inc. (PLTR)
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Q: Your thoughts on PLTR's latest earning?

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Read Answer Asked by Ron on February 14, 2023

• Converge Technology Solutions Corp. (CTS)
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Q: where does it sat converge is releasing preliminary results today, i have looked everywhere, does not exist. dave

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Read Answer Asked by david on February 14, 2023

• Brookfield Corporation Class A Limited Voting Shares (BN)
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• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM)
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Q: Trying to understand why you seem to prefer BN over BAM.BAM has out preformed and has a higher dividend!!

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Read Answer Asked by terry on February 14, 2023

• Park Lawn Corporation (PLC)
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• Premium Brands Holdings Corporation (PBH)
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Q: Full positions held in mostly my Cash Account but some in my TFSA. Which of PBH and PLC do you prefer for Total Return over the next couple of years and a short explanation of why?

Thanks...Steve

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Read Answer Asked by Stephen on February 14, 2023

• Alaris Equity Partners Income Trust (AD.UN)
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Q: What do you think of the deal with Brookfield in BCC?

Cheers, Chris

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Read Answer Asked by Christopher on February 14, 2023

• Timken Company (The) (TKR)
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Q: I am looking to add an industrial stock to my portfolio and this one (Timken) looks interesting. Can I get your thoughts on it?

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Read Answer Asked by Dan on February 14, 2023

• FirstService Corporation (FSV)
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• North West Company Inc. (The) (NWC)
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• Exchange Income Corporation (EIF)
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• Richelieu Hardware Ltd. (RCH)
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Q: Best Canadian small cap dividend growers that have delivered shareholder value to date and have the potential continue to do so in the future. Your current opinion?
Thanks.

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Read Answer Asked by Lawrence on February 14, 2023

• Converge Technology Solutions Corp. (CTS)
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Q: Why would CTS announce 4th Q and year end 2022 preliminary results today (no time specified) and then release 4th Q results on March 16th before market opens?

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Read Answer Asked by Dave on February 14, 2023

• Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
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Q: In a recent response, you ranked from your Growth Portfolio: KXS, NVEI, TCS, CTS, DND, TIXT, STC. Where would LSPD and SHOP fit in this ranking? What are your current expectations for LSPD and SHOP and would you buy them here?

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Read Answer Asked by David on February 14, 2023

• Meta Platforms Inc. (META)
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• Alphabet Inc. (GOOG)
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• The Walt Disney Company (DIS)
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• T-Mobile US Inc. (TMUS)
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Q: What names in US$ are you recommending in the communications sector. Thanks.

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Read Answer Asked by Gerry on February 14, 2023

• Toronto-Dominion Bank (The) (TD)
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Q: Which of these banks would you suggest and briefly why for an RRSP with a 10 year hold or is there another one you prefer

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Read Answer Asked by Del on February 14, 2023

• Gold Resource Corporation (GORO)
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Q: What are your thoughts on GORO in light of today’s weakness? Do you see it recovering given enough time? How would you rate it as a silver play? Thanks.

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Read Answer Asked by Brian on February 14, 2023

• Sangoma Technologies Corporation (STC)
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• Kinaxis Inc. (KXS)
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• TECSYS Inc. (TCS)
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• Converge Technology Solutions Corp. (CTS)
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• Dye & Durham Limited (DND)
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• Nuvei Corporation Subordinate Voting Shares (NVEI)
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• TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT)
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Q: Please rank the above technical sectorequities that are in your Growth Portfolio for best expected performance for the next five years. Please provide comments on the top three to support your ranking.

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Read Answer Asked by David on February 14, 2023

• Nano One Materials Corp. (NANO)
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Q: Nano just received a grant from Sustainable Development Canada. How long will this finance Nano operations for? Is this a credible endorsement of Nano from Development Canada or simply spending their allotted budget?

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Read Answer Asked by Alan on February 14, 2023

• Meta Platforms Inc. (META)
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• BRP Inc. Subordinate Voting Shares (DOO)
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• Kinaxis Inc. (KXS)
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• Aritzia Inc. Subordinate Voting Shares (ATZ)
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• ECN Capital Corp. (ECN)
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• Converge Technology Solutions Corp. (CTS)
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• Nuvei Corporation Subordinate Voting Shares (NVEI)
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Q: Looking at adding to the 1% or less 'toe in the water' holdings that are part of larger diversified portfolio . Anything here that you wouldn't add to or would delay adding to ? Or, any that you would sell ?
ATZ, CTS, DOO, ECN, KXS, NVEI, META
Thank you , as always.

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Read Answer Asked by Alexandra on February 14, 2023

• MSCI Inc. (MSCI)
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Q: What is your analysis on MSCI

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Read Answer Asked by Nick on February 14, 2023

• Brookfield Asset Management Inc Class A Limited (BAM)
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• Brookfield Corporation Class A Limited (BN)
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Q: It seems that the BAM stock had a split on Dec 12 2022.

4 old BAM shares gave rise 1 BN share & 4 new BAM shares.

On Dec 9 ( a Friday), the Value of old BAM was us$43.15

On Dec 12 (the next Monday), BN was valued at US$33.64 and new BAM was valued at US$32.40.

So the 4 shares valued at us$172.60 before the split were worth US$163.24 after the split.

FYI, I am using avg prices as reported on Google Finance. It seems like a 5% drop on Day 1.

Questions:

1. Is my calculation correct?
2. are the prices of BAM and BN on Dec 12 2022 dependent on the Dec price on Dec 9 2022 or determined well in advance?

Thanks

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Read Answer Asked by V on February 14, 2023

• VICI Properties Inc. (VICI)
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• The Vivaldi Opportunities Fund (VAM)
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• Brookfield Corporation Class A Limited Voting Shares (BN)
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Q: I want to invest US$5000 in either BN, BAM or VICI for some growth and decent dividend. Growth is more important. Which would you prefer today with a 2 year outlook

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Read Answer Asked by V on February 14, 2023