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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 please comment on OTEX's debt and payout ratio ? - a concern to me. Is this what is weakening the share price?

Is its business comparable to that of CSU or LMN ? I am aware of all the strengths of the latter two - including great management, but does OTEX really deserve what appears to be a substantially lower relative valuation?
Read Answer Asked by James on April 15, 2024
Q: In watching BNN the other night, in talking about Constellation Software, Brian Madden mentioned that his fund has recently bought into what they view as a US based equivalent company. Unfortunately, much to my disappointment, he didn't mention who the company was. This did get me to wondering what (if any), US based companies you would recommend that are Constellation Software like and would he have perhaps have been referring to LMN?
Thank you again for the fabulous service!
Mike
Read Answer Asked by Mike on April 15, 2024
Q: Hello, I am interested in the cybersecurity space and I am interested to have your opinion of PANW for a 5-10-year hold. I look at PANW because I only want to buy CDRs. Thanks.
Read Answer Asked by Martin on April 15, 2024
Q: I take it that NXT only went public about a year ago? Can you discuss a little bit the pros and cons of investing in a newly traded public company? If I am reading things right it looks like lots of insider selling recently, is that to be expected and not a negative? I assume the purpose of going public was to raise capital for growing the enterprise, how soon would you expect a company such as NXT to go back to the market and issue more shares?
Read Answer Asked by Stephen R. on April 15, 2024
Q: I was surprised you suggested a maximum SPY weighting of 10% in response to Jim’s question on April 10.

Warren buffet recommends the SP 500 index as a one stop shop for instant diversification and long term inversting, notwithstanding its geographical concentration risk.

Can you please expand on the suggested 10% maximum weighting?

Thank you
Read Answer Asked by Karim on April 15, 2024
Q: AMD is a stock that you like but it seems to be underperforming (down 20% in the last month) a lot of the stocks in the same business.

I cannot remember the last time that ATS had a green day. It is down 28% in the last three months. It seems to me no one wants it, but I have been holding it on your advice because the majority of the time your advice is successful. I m keeping my fingers crossed. Thank you.
Read Answer Asked by Dennis on April 15, 2024
Q: In your answer to me on the BMO and Hamilton covered call ETF's regarding " return of capital " you refer to ZWB having a return of capital of 75% and HMAX as 84% .... Your answer basically addressed taxation which in my case is inside a RRIF account...... And in a follow up question from Bruce you give a brief explanation. I don't think I understand what the term means as to me it sounds like I am getting my own money back which strikes me as a bad thing. Could 5i explain just what exactly the term means ? And whether or not it is a good thing, bad thing , or nothing to be concerned about ..... Thank you as always for your sound advice .....
Read Answer Asked by Garth on April 15, 2024
Q: If someone had $100,000 and could do nothing with it except let it sit in a CAD bank account or change it into USD on Monday would you see investment upside in buying the USD? With the two economies seeming to be on divergent paths, where do you see the loonie moving vs. the USD by Jan 1, 2025?
Read Answer Asked by Tim on April 15, 2024
Q: I had purchased this company after using stock screener which showed very low valuation. Recent annual earnings were also 26 cents. However, the stock keeps declining especially a large decline from $3 to $1 on very hight volume. Since then volumes have become small. What do you think? Do you think there is still potential. Also, after the annual results, I do not see any quarterly announcement even thought appratenly thier quarter ends Dec 31, 2023. Please provide any insights you may have.Thanks
Read Answer Asked by Imtiaz on April 15, 2024
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