Investment Q&A

Q: Everyone seems to love Brookfield. But looking at it, the financials / accounting are to say the least convoluted, leverage is very high and two of their entities, BPY and BBU, look like they could be in some difficulty. I don't own any of the stocks but I own some of their debt and I am somewhat concerned. Am I way off here?

Q: I saw you made a comment on AOD a few days ago. I am currently in PKO and wondering would a switch make sense here or stay the course with PKO?

Thanks

Q: Are you aware of any funds comparable to this US fund available to US investors only but not Canadian investors. Its very focused with the top 10 positions accounting for 60% of the fund with CSU being one of the positions and the results are very impressive with a very low turnover. Mawer seems somewhat similar but not as focused.

Q: Please comment on the last reported results from the company. The stock is down a lot from recent close of 40 cents. What do you think of the prospects of this company?

Q: On the US side of the TFSAs for my wife and I, I am going to add 2 of the 4 listed US stocks, what is the short answer on how do you like them as I will be putting 1 or 2 in our TFSAs: NKLA, MOGU (which is into clothing), LIVX (Internet) and BLCT. They are all US. Thanks again, Dennis

Q: The TSGI/Flutter conversion closed May 5, but the proceeds of the conversion have still not shown up in my account. Below is the response from my investment firm received on July 5.

"Thank you for your message.
In regards to TSGI/Flutter transaction, the reason for the long delay is because Flutters shares trade on the London Exchange and we are still waiting for the shares to be received. I believe I may have spoken to you originally regarding this and such transactions typically do take up to 10 business days to be completed.
I have now heard that when dealing with foreign stock takeovers the delay can be much longer than that and we have submitted everything required for our clients to have the shares received. Unfortunately, we are still waiting for them so it's hard to say how much longer exactly it will take to receive the shares.
Regards,
Steve
Investment Representative"

Could you please comment if in your experience their explanation is reasonable or any recommended action I could take to expedite the process? Have you had other clients identify this issue?
Thank you.

Q: What do you think of Facedrive as the next Canadian technology play?

Q: SIS, PHB, PHO have all been pushed below the 1% weighting mark in my portfolio. This is due partly to starting the positions back when when my portfolio was smaller, the stocks not performing great and because other holdings (KXS!!!) have done extremely well. What 2 positions would you sell here to add to the remaining position? I'm leaning towards keeping PHO because of the balance sheet but wanted your thoughts.

Thanks

Q: Peter; So would the new large equity issue account for the weakness over the past few weeks? Don't want to sound paranoid but it seems obvious someone knew the issue was coming.

Rod

Q: Any news on MTY, it's been on fire these last two days?

Q: Hi group PYR was halted for 2 hrs today then dropped like a stone when it started trading again - I cannot find any news can you? - this is a high risk stock but the rewards could be substantial - what do you think I bought in @$ 2.05 Thanks for your opinion its appreciated

Q: Hi There,
I can't seem to lookup this companies information correctly. Can you please test this out. I was hoping to find answered questions about this company but, the ticker provided by your web site directs me to another company instead.

thanks

Q: This company seems to be on fire up a lot in the last month. What do you think of it and is it to late to get in now.

Q: Hi 5i team,

What’s your thoughts on RedFin as a current investment for the next 3-5 years? Would you see this company as a disruptor within its space?

Thanks as always,
Jon

Q: Good morning,
Your comments on this cie, is it a buy?
Thank you
Martin

Q: Hi

Sitting on this company at a huge loss, any chance for a recovery?

Thanks

Q: Regarding yesterdays question on Vanguard ETF terminations
Why do you feel it is better to sell before termination? when the commission can be avoided by letting Vanguard distribute the cash to unit holders.

Q: I would like you opinion on the financial results of FOOD posted this morning. Time to get in?

Thanks

Dave.

Q: When does SHOP next report and what is expected?

Q: Would it be benefiitial to replace MU for VEEV in a RIF account witch contain GOOGL, ,AYX, DOCU, TEAM, NVDA, ROKU AND IGM as ETF.
Thank you for your exceptional services.
Yves