Investment Q&A

Q: Lumber futures are in a bear market now. Would you think the lumber trade is over? is something worse going on with WEF then compared with other lumber companies?
Time to sell?

Q: Good morning all. I currently have a 1/3rd position in LEV and a 2/3rd position in NFI. I see these stocks as complimentary of each other. However I am considering either eliminating or reducing my stake in NFI in favor of LEV. Considering history and experience of NFI vs opportunity and rapid deployment for LEV (and only one quarter on record) would you consider this a good move or just a speculative move at this point?

Q: with regards to historical valuations id engh cheap or fairly valued? Thx

Q: what is your outlook on MCR.with the energy sector going gangbusters,this stock has lacked.
What do you know about Gate City?They seem to own almost 13% now.
Is this info correct and what is their position increase over the last while?
Would you buy MCR here or you have better options?

Q: What are the 5 top Canadian value stock to buy for the next 5 years.
Thanks Larry

Q: I'm wondering if you could recommend a free watchlist (stock) tracker. I've used Globeinvestor for years but now they've limited its use without a paid substription.

Thanks as always.

Dave

Q: Would holding GUD be close to the equivalent of holding cash right now? I understand it’s a security and nothing is 100% safe but when I look at the cash in hand along with Goodman’s shares (which I assume he’s in no rush to sell) it’s probably around the current price per share. Would you see this as a viable alternative to a piece of the cash portion of a portfolio with nice potential upside long term? Thanks as always for this service!

Q: Would you pls suggest a gold related company - ie producer , royalty co,. etc. - with medium risk and reasonable political risk Dividend not important Thanks

Q: Considering adding a small position in my RRSP of FIH. I thought with all the bad news coming out of India this might be on sale, but price action appears to be hanging in on the high side. This would appear to bode well for when India gets Covid under control, thus making it attractive going forward. Your opinion and analysis please.

Many thanks.

Q: I am concerned regarding Mr Vounassis background at Bombardier. Given that Bombardier has been the worst performing stock in history and an ultimate example of corporate welfare, it is not a good name to have on a resume.
Also, sometimes applying methodology from large corporations to smaller companies does not work so well.
I hold some XBC and will continue holding but I have concerns.
Your comments please
Thanks for your great service

Q: I find it odd that bought deal was just done at $13 and today the shares are trading lower. Is this "normal" . Thanks John

Q: Hi, I'm wondering if you might be able to offer me any insight into Goldman Sachs Business Development Corp Inc (GSBD:US)? When I look it up on TMX.COM there is an indication that it is trading at a price earnings multiple of only 3.6, that it has earnings of $5.43 per share (which I assume is for the past year), it pays a quarterly dividend of $0.45 and is currently in the midst of paying several additional special dividends of $0.05 per share and that its current yield is over 9%. With those earnings per share the dividend looks to me to be highly sustainable. I'm wondering why it might be trading at such a low P/E multiple? Is there something highly risky about the source of the firm's earnings or some other aspect of its business? Thank you!

Q: Your comments please on the latest executive appointments at Xebec. Do you think they are positive? Thank you

Q: Hi team
any reasons that this stock is dropping ?
I thought that the report on the earnings are favorable

any fundamental reasons for the recent decline?

I was going to add to an existing position

thanks
Michael

Q: Could you elaborate on the implications of their announcement of the partnering with GOOGL?

Q: Your last comments on Cannabix Technologies was October 2019. I am trying to decipher their latest company news. Sometimes the company news site is more confusing than the hype on the bullboards. Are they truly in a third phase of testing? What do your sources say. If I owned some, would you call it a hold or a lottery ticket? Thx

Q: On May 17th, your response was "EIF and FSZ as well, though those may be considered 'just' income with perhaps less capital gains potential." With that comment, I thought I might realize the gain on EIF, like 30%....and then redeploy it elsewhere.I say this as the chart shows EIF runs up and then pulls back...and at the moment, it might be topping. Within my income portfolio, EIF weighting is OK. Without considering the income tax implications, am I wise to do it, trim the gain, or as EIF would be a long-term hold with a dividend nearly 6% and expecting to hold until the fundamentals change, just do nothing?......Appreciate your insight on this.....Tom

Q: SYZ has been weak since earnings came out. as they weren't good. What do you see as the bottom trough (price) for the stock? Would you add to a position at this time?

Q: can you tell me a good entry price for BYD?
Given that it just missed earnings, how long should i wait to start a position?
thanks for all your help

Q: Your thoughts on initiating a small position at this time? Any future activity would follow a wait and see approach. Thank you.