Investment Q&A

Q: I previously sent this question (I thought) but I may have been timed out.

I have been involved in a few spinoffs over the past few years (Constellation, BAM x 2) with some to come (Danaher, Constellation). Generally, spin-offs are seen as profitable events but I am not sure of the best way to manage the outcome.

My problem is that the spinoff usually leaves me with a small number of shares of the new company. Given that these new enterprises usually do very well (I think this is a valid generalization) I have been reluctant to sell them. I see my options as: Buy more prior to the spin off as this provides for the greatest returns and leave me with 2 reasonable sized holdings; buy more of the new company after the split to bring it to a reasonable level in my portfolio; sell the shares despite the cost and re-invest in the original company to bring that value back to its original amount; or just leave as is.

in your experience, is one option better than the other in the long term? The sticking point for me is that I expect both companies to outperform due to the split but that may be a poor assumption.

Appreciate your insight.

Paul F.

Q: The market seems to like the news but I would appreciate your views on their just released Q1 results. I realize that they still came in at a loss but that was solely attributable to an increase in operating costs (specifically R&D and a ramp up of its US sales force in advance of the release of SavvyWire). I remain surprised that we're still trading below their recent financing level. Thanks as always.

Q: Which of these two do see having the most growth potential over the next 3-5 years?
Thanks

Q: could you give a couple of interesting names of smaller gold companies with high stakes of other mining companies.
This would make it interesting as a take over candidate.
Any smaller gold-companies with dividends?
What are your top 3 names to own here?

Q: hi folks:

on any and all mid to long timelines, BNS has VASTLY underperformed both RY and TD

i suspect this is the latin exposure, followed up with crappy mgmt

at what point does an investor (or 5i) admit you/we are collectively wrong, and drop it from our/your preferred status?

do you have a serious blind spot?

honest question, because the evidence is quite clear this is not in the same league as td or ry


and yes, i make may own decisions, and take full responsibility for my actions

thanks again, and please note that while this is a fairly minor issue, i find your service is top notch

Q: I know it was removed from income portfolio but is it worth keeping as a growth stock or should I sell it ? Ty

Q: Can you analyze the level of debt of Goeasy and also the cashflows? Please let me know how much debt there is, the free cashflow, and how you feel about this level of debt to cashflow - low, fair, or high? Thanks.

Q: Bond market drives the stock market.

I keep hearing this message. Would you please provide a explanation of why this is the case ( if you agree) and how this works. And WHO are the drivers of the bond market.

Thanks as always.

Q: Can you recommend an ETF or two that focusses on the Canadian technology sector?

Q: Which is the best growth ETF for Canadian to hold long term (15 years+) in a non-registered account in order to maximize returns?

Q: I see in one of your latest answers your liking su over cnq wondering what criteria it is that leads you in that direction? Also i hold cnq and wcp and looking to add to my oil and gas holdings. Would you add to my current holdings, or add a third or fourth position say in tou and or su? Thx

Q: Can you rank which stock you would prefer in here to buy for a 3 year hold for maximum capital gain potential MSFT. CSU Descartes?

Q: I bought Netflix after the big drop in 2022 and have since sold a half position after a nice gain. In terms of its future, everything I read is about the ad-supported lower-priced tier. However there is almost nothing about the password crackdown that is supposedly happening early 2023. Surely this would have a more meaningful impact on the bottom line... I personally know MANY people that are sharing an account (myself included!!) that will ultimately subscribe when they are "kicked out".
Question 1: Has Netflix released any statistics about their estimates for how many people are "piggybacking" off another account and that they believe will sign up after the password-sharing crackdown?
Question 2: Thoughts on future growth potential?

Take credits as appropriate, thanks in advance.

Q: What are your thoughts on the recent acquisition by ATS
Keith

Q: If I understand correctly, BNRE shares are exchangeable 1:1 for BN shares. Is there an advantage to do so? Now or at future date and under what circumstances?
As always, thank you for the valuable information you provide.

Q: Sectors aside can you please prioritize these 3 stock in future potential/upside?

Q: I would like your opinion as to which 2 of these 3 you would invest in and reasons why?

Thanks very much

Mike

Q: what is your opinion of cae

Q: Sorry, further to my question re: FR and FVI, would PAAS be the best or what would you recommend for a silver position, overall safety, growth, value etc...

Q: Hi,
The company is downgraded by many firms. Has the future business plan is below investment grade compared to other Brookfield companies? Last year they acquired Westinghouse. The company has lowered dividend for past two year (2020 US$ 0.434 * 4), (2021 US$ 030375 * 4) and (2022 US$0.32 * 4). This is the weakest company among the Brookfield Group. My question is whether Westinghouse acquisition is not a profitable one or too early to say? Is it advisable to invest some amount in BRE.un just to take advantage of weakness in stock price at this time or better put money in BBU.un? I hold all the Brookfield Group companies that issues through spinoffs.
Thanks
Piyush