Investment Q&A

Q: This is a general comment in response to D's question asked on August 14, regarding BNS. I would agree with 5i that it's the valuation; yield and growth + the price we pay for a stock creates future value.
For example, owners of quality individual shares obtain stock splits every decade or so. 200 shares of BNS bought in 1990 for $4,800, for instance, with splits, are now 800 shares. When you multiply 800 shares by the price of $80 it's $64,000. And, dividends now provide more than half the purchase price ($3.10 times 800 = $2,500) Stocks get safer as time goes by. BNS now has a $60,000 buffer before we lose capital; however you have to wait a couple of decades to get it.
D should be a holder of BNS and quality companies that pay a dividend. Yield + Growth + the price paid for a stock, will create value.

Q: I'm looking for some companies in the materials sector that pay sustainable/growing dividends (above 4%) with solid balance sheets and strong growth outlooks. Could you suggest some of your favourites. My focus is Canada but global companies are acceptable.

Q: Thoughts on earnings?

Q: Your thoughts on the deal announced today - seems like a bad time to be raising equity with the price down - what is their debt situation?

Q: Any suggestions for a Web site about US preferred shares?

Thanks

Q: Hi there, I own shares in both these companies. With AQN’s recent announcement that they will be selling their renewable assets I assume that includes their interest in AY.

Do you have any idea what range of share price this sale would happen at, and whether it’s more or less than AY’s share price today?

I am down on both and trying to decide whether to lighten my ownership of one or both.

Thanks!

Q: This is a follow up to a question asked by Ok on Aug 14 and is not specific to Well.
Ok brings up lending stock to a brokerage and getting a return. In this specific case they were using Well stock.
I have never heard of this before. Its sound like a possibe way to gain "yield" .
Can you better explain this and also what risk is associated with doing this.
Thanks
John

Q: Looking at adding Rio Tinto or BHP Group. Would you consider them buyable right now or should I wait until Chinas picture becomes a bit more clear? Thanks

Q: May I please have your thoughts/comments on LICY (Li-Cycle holdings)?

Knowing that it is early days and the related costs for scaling a business such as this are expensive up-front, can you also please comment on:
1). Is there a market for their product?

2). What is their competition doing in comparison?

3). Is it somewhat of a moat business?

4). How long until the up-front costs of establishing the business begin to pay off?

5). What is inside ownership like?

In past questions related to this company you felt that it was too early to consider investing in the company. Do you still feel that way?

If so, at what point does it become a company to invest in? What are the tell-tale numbers that someone should be looking for?

Thank you very much!!

Q: What do you think of div latest quarter.

Q: What do you think of QIPT as a part of a small cap portfolio? Results just out today after hours show a 64% revenue increase, and adjusted EBITDA up 80%, now at 23% of revenue compared to 21% last year. Big improvement in bad debt expense, down from 9% of revenue to 4% of revenue.

Q: Trying to reduce my number of stock holdings. Have identified these 11 as small positions that can be eliminated. Intending to use the cash to add to stronger holdings. I try not to think of a stock as a "hold". There are lots of high quality names you can invest in that look better than a "hold". If you were doing a portfolio clean up, and held these as roughly 1% positions, are there any that you would be reluctant to sell?

Q: After the markets closed today an offer of $185,000,000 was made for 33,550,000 shares of ECN and 27,450,000 pref. shares of ECN.
How do you view this ? Is it beneficial to ECN shareholders?
Thanks for your insight.

Q: This preferred share is currently yielding 11.3%.
No matter what happens to 5 year government interest rates you are guaranteed 6.25% per annum in the future.
With the dividend tax credit this yield of 11.3 % is approaching close to 15%.

Would you say this is a good buy? Or there are credit issues with the company issuing this preferred share ?
Thanks for your insight

Q: I’ve been a holder of ECN for years. Can you please explain the conclusion of their strategic review, and what your view of the company going forward is. What would you do if you held shares? Thank you

Q: How did they do this 1/4 ? Thanks.

Q: What do you think about SMCI’s valuation compared to growth for a three year hold here?

Q: Can I please have your thoughts and analysis on TVK's recently announced earnings. I note a selloff on the stock today. Your overal view on the company and your thoughts going forward would be appreciated.

Q: Thoughts on their earnings and longer term prospects?

Q: Hi, I'm not sure if my question went through previously, but I was wondering if you could provide more information on the ETF Fund Growth Model Portfolio with respect to proportions of different sectors and different country involvement?