Investment Q&A

Q: good time to add? Share price is dropping quickly. I feel like with these illiquid stocks it can be a good buying opportunity and a bit of an anomaly. Do you see anything alarming?

Q: Clarification on Stuart’s question of May 29th. Based on the 2020 reset rate of 2.64% and current 5 year GOC of 1.46% would result in dividend rate of 4.1%. At today’s price of $16.23 would result in estimated reset yield of 6.3% for next 5 years.

Q: Is there a bottom for this company ?

Q: Could you please give me your opinion on Converge Technology including its fundamentals, insider ownership, and growth potential. Thank you

Q: My wife is down quite a bit on RHT, TCL.A, ENGH, RME, ADW.A, RAY.A, for a 5-10 year outlook, would you recommend to hold or sell? Thanks.

Q: I am looking to add a Canadian Bank to my income portfolio for a long term hold. Which bank do you recommend for total gains

Q: Peter; I’m only seeing 3 questions this am- is me or just a very quiet day ? Thanks. Rod

Q: I'm down on a full position in VET and thinking of swapping it for a reduced position in SU partially for the capital loss, partially to reduce my full energy holdings but also for more stability with SU. I think SU is vertically more diversified and bigger and therefore better for a conservative retired investor like me. Does this sound like a reasonable plan or should I just hold cash and rebuy VET in 30 days and go on enjoying the higher dividend it offers?

Another reason the Su interests me is that VET's high dividend is nice but worries me. Other times I've held on to a company with a high dividend I have ended up with a capital loss that far outweighs the accumulated dividends. I would like to know if you consider VET's or SU's dividends "safer"? What might cause either of them to cut their dividend.
Two questions I guess.

Q: Bought at $127.00. Your your thoughts on holding during this uncertainity in market.

Q: Up 11% on much higher volume Friday- any explanation?

Q: I want to add positions in each of these companies as money becomes available. In what order would you add to the portfolio?
Thanks

Q: With the recent problems JNJ is facing regarding opioids, would a switch to NVS {novartis] make sense? Held in a US$ RRIF.
Thanks

Q: how come you do not have lightspeed in your growth portfolio, i am sure it has crossed your mind.
furthermore it seems to have everything you like about a company,from mgmt on down.
dave

Q: WEF seems to be in a free fall, it lost almost 25% of value in less than 2 months. I currently have 4% position in WEF, down about 20%. What is your opinion of WEF near and long term prospects? Do you see it as a buy, hold, or sell at current prices?

Q: Shopify has continued to record new highs almost every week. Do you think the fundamentals and growth potential support this or is it moving because it is a very popular stock. I have sold half my position and am wondering if it is time to sell the rest. Thank you.

Q: When researching companies, do you ever take ESG risks into consideration? If so how do you factor this into your process? Are there any metrics you consider significant in identifying potential alpha?

Q: were those lapd earnings ok.
i think they beat a lot on revenue, but the loss was more than expected.
their guidance looks ok.
dave

Q: Hi team,

Could you tell us why the 10% jump today ?

Thanks!

Q: Would you think at the present price and valuation Boyd would be a good choice for a long term hold +10yr or wait for a pull back - who knows when that will be?

Q: Hi team,

Just wanted to let Stuart know that people in the North used to order many things on Amazon until the company started charging for deliveries a few years ago. All Amazon shopping stopped after that as the cost of shipping often was more than that of the item itself. I am not an investor in NWC, but I can assure you that they have a stronghold in most of the communities North of the 60. I live in the Arctic!

Hope this helps!