Investment Q&A

Q: I am looking at our future LNG prospects and intend on increasing my positions in TOU, ARX and BIR. Can you firstly comment on this strategy for a long term play and secondly evaluate each company on its merits. Is there a company that would be a better choice.
Please deduct as many questions as you determine,

Q: XPO : I have owned for a few years.
RXO & GXO WERE SPUN OFF. ( as you know)

My question is: at what price were GXO & RXO shares issued?

Thanks … as always.

Q: If I sold my remaining shares in lightspeed I would like to invest the money in a higher quality company. Could you provide a few names that would fit this description as well as growth upside especially in a market turn-around. Any sectors are fine.

Q: What do you consider good entry points for shop and nvei?

Q: There is no apparent news about AXSOME. Can you account for the stagnation in the recent past/

Thanks.

Thomas

Q: Can you please comment on the latest NR regarding their acquisition. Is the dividend safe and would you consider it a buy, sell, or hold. Thanks.

Q: If a CEO buys common shares on the open market in the CSE
what is the designated period of time afterwards that the company can release material news?
Thanks

Q: What are your thoughts on this business and future potential?

Q: Has the outlook for lithium and ALB, in particular, changed from about 6 months ago that has led to decline? Thank you.

Q: Good morning, this is a question re the outrageously high prices Convient Stores like Circle K charge on almost everything in their store. How long can Alimention Couche Tarde keep calling themselves a Consumer Staple when they charge roughly three-hundred percent more for example a Chocolate bar compared to places like Dollarama for exactly the same thing? Or how long will or can people be willing to pay these prices, thanks?

Q: This question has probably been asked before, but I cannot find it. I sold a stock in my non-registered account for a capital loss and the proceeds will not be reinvested. I hold the same stock in my RRIF. If I add to this same stock with the cash inside my RRIF, will it still trigger the 30-day rule?

Q: I am low in the utility sector. Is this a good time to buy? Could you please provide 4 names and rate them them in order of preference and why. Would prefer US or international exposure though Canadian is fine as well. Thank you.

Q: I have zero allocated to fixed income. My brokers make it tedious, difficult and expensive to buy T-Bills. I would be happy to ignore this asset class except the apps I use keep scolding me (as did 5i analytics last year). I regarded securities like BCE.us , AQN.us and other such dull ones as bond proxies and considered them as fixed income. Is this thinking unwise? I reluctantly turned my attention— at gun point— to preferred shares. Question:

BN.PR.B has declined almost 7.5% in the last month, pushing yield up over 9% p.a. Is the price change just a function of interest rate changes or is this a flawed security? If not this one , would some other preferred shares be better? Loblaws? Enbridge? Or ETFs like HYG? I just want something to tidy up that pesky asset allocation thing and move on to things I understand. Many thanks.

Q: In reference to the following question: "Please provide an overview of your thoughts on best sectors to be invested in for growth in next 12 months. Ranked highest to lowest. Thank you."

You replied "We think this order will work in the next year: Industrials, tech, consumer discretionary, energy."

Can you please shed a few words re your reasoning. Thanks.

Q: With respect to the reverse split and opting out of it, I was just told by a broker at an institution that I deal with that you cannot opt out of it. The company has made the decision to do the reverse split. This broker put me on hold and confirmed his advice with his superiors.
My wife was speaking to her broker who she has known for years and he advised that if she had TRI with him, he would provide the documents to opt out. Does this mean some brokers will accommodate an opt out and some will not?
Thank you,

Q: How do you see the real estate sector performing over the next 12-18 months? In an otherwise balanced portfolio, I currently have no real estate holdings. Would you suggest I add here and - if yes - would you opt for RIT or DIR.UN? It would be a 3% total weighting. Alternatively, I could purchase either OTEX, EIF or PRMW. Looking for a combination of growth with a fair-sized dividend and moderate risk. What would recommend - and in what order (strongest first)? Thank you.

Q: 2 for 1 questions...

1- What is the average PE for the construction industry as it appears that URI misfortune may be linked to the residential slow down. What is the forward PE for URI?

2- It appears that TD is the most shorted of all banks throught the world according to Bloomberg. That's not a small statement. Having said that, would you buy now or wait for a general bank recovery?
Sorry this makes 3 questions. LOL LOL

Yves

Q: What are the next catalysts for Pan beside the price of the futures? Enough to gain a lot of traction?
Tks

Q: Peter; Anything on CRWD a this am for the sharp drop ? Thanks
Rod

Q: I am looking to initiate a position in Canadian Telecoms and noticed that only BCE is present in your Income portfolio (4.5 %). Nothing in Balance or Growth. No Telsus either. Could you elaborate your reasoning please.