Investment Q&A

Q: Really perturb with the performance,or should I said non-performance,of GUD especially with the recent downturn when the N.A. markets had rallied so much from the March lows.It delayed report of Q till June 26.Please comment & maybe have to wait till 6/26 when its results will include its big acquisition.Txs for u usual great advices & services

Q: They have raised $30 m (without any warrants) during the past year to primarily fund exploration and drilling, my take on their press releases
Ross Beaty owns around 20%
Please explain BHP's formal earn-in and joint venture agreement dated July 15, 2019

BHP has the right to earn a 51% ownership initially, to a max of 70%
........is BHP committed to invest, or is it up to them to decide if they want to ?
if its the latter, is there a time constraint for them to invest
I'm thinking to take a small position here
what do u think

Q: Engh ha a strong Q. Please comment on conference call .Is it buyable at this price? It was one of u top 7/8 tech stocks a few mos ago @ $50.95.Txs for u usual great services & views

Q: Hi,
I am wondering why ZLB is underperforming XIC since Mid Feb 2020. Relative to recent market high (in February) XIC is down by about 11% and ZLB is down by about 13%. Shouldn't ZLB perform better (by limiting the drawdown) in a market downside ? Thanks

Q: I have held Allied Properties for many years. Since it appears to be invested in office buildings, would it still be worthwhile holding in this present environment or should it be sold and the funds be reinvested elsewhere ? Even at present price I am well rewarded.
Vi

Q: Hello Ryan and Peter:

I hope you are all staying well in these trying times. We had our stock club meeting last month and one of our members was promoting hard for preferred shares because of the dividend. We purchased it for the club and I would like to know what are the advantages over the common share beyond the obvious of:
1. Preferred shares have higher pecking order in case of bankruptcy.
2. Dividend of the common share will get cut first before the preferred share dividend cut.

I see more disadvantages than advantages:
1. Dividend of the common share is similar to the preferred.
2. Very illiquid on the markets. The preferred can only trade 3000-5000 per day while the common share trades in the millions.

The slight difference in the dividend does not appear to be worth the risk of illiquidity. Also the higher pecking order in term of bankruptcy seems pointless when it comes to Canadian banks. Also the point of the common share dividend getting cut is not a big advantage when the big banks have not cut their dividend in over 80 years and National Bank I don’t include as one of the big banks.

Is there something that I am missing here.


Regards,

Brendan

Q: Hi, US airline stocks had over 75% recovery, from the March lows. Airlines also responded positively to last week's surprise of positive employment numbers. Air Canada had been a favorite of various CDN Portfolio Managers, but the stock fell to its lows in March with the sector. The stock price has seen a nice recovery over past few weeks but is still way below its Pre-COVID levels of $50+. Company now has decent liquidity after recent equity/debt offering. Do you consider it a smart move to start building a position in the company, for long term, at current levels ? If so, should we start with, let's say 1% position and slowly increase to 2-3% ? What are the important factors to watch, over next several months ? Thanks

Q: I have a personal line of credit for more than 20 years and I am now in the process of securing a business line of credit. So far the big bank that I deal with for my personal life is being a ‘pain in the butt’. The interest rate and other terms are not favourable to my business. The requested loan amount is $100,000 +/- and my collateral is $60,000. Any suggestions from your or others within your 5i family would be appreciate.
Clayton

Q: I don’t know if this appropriate. But here goes. Today you answered my question. If you have access to my question.it will save me repeating it again. To reduce risk I have sold my position in BPY.UN at a profit. Looking at the portfolio I would appreciate any addition you would make to this portfolio either new or adding to existing position

Q: Dundee has a good dividend and lately been on the rise Just wondered how you feel about in in the future.
Thanks for all you do!
Bonnie




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Q: I am going to trim my KXS back to 6%. With the proceeds I am considering one of the following:
Add to my CAE; add to my GSY; add to my ATD.B or initiate a position in DSG.
How would you rank these choices? Any and all thoughts will be appreciated. ram

Q: Hello team,

What do you think of this new IPO? Should we wait or the company's history and competitive advantage will make it a darling of Wall Street sooner than later.

Is it really going to grow that strong?

Thanks a lot for your input!

Q: I hold this stock. What does June 3rd news release mean to my position?

Q: Ac announced that they raised 1.6 billion in cash, do you know how many new shares were offered?

Q: I'm looking to average down on PBH. I'm down roughly 30% so would want to take myself back up to a full position. Any concerns with taking that step now?

Thanks
Robert

Q: Was the Q1 result of MongoDB that bad to justify a 10% decline. What would be your recommendation for the company today?
Thank you for your service, Peter

Q: I am viewing commodities positively over the next few years and wanted your opinion on Almonty for an additional investment. Please also include suggestions for a basket of other commodities companies you see undervalued and therefore represent good growth over the next 2-3 years.

Kind regards
Alex

Q: I'd appreciate your analysis of these two companies and your assessment to determine which of these two have the most growth potential.
Thank you, as always!

Q: Can a company cut the dividend on their preferred shares as easily as they can on their common shares?

Q: Can you shed some light on what is going on with WildBrain the last two days. Never seen that kind of volatility for that stock. Did a round trip yesterday. Went from $1.36 to $2.38 on huge volume and today back to $1.36. Who is buying since there was huge volume at $2.38
And the next day take a $1.00 loss. Again, I
Don’t understand the volatility in the market.
Is it a creeping takeover going on?



$2.38 And back today to $1.36.