Investment Q&A

Q: Thoughts about the earning release? Also, can you provide the % of short positions there are? I recall a lot of discussion in various investing forums about the demise of the mouse over the past 6 months, but things seem to be turning around. Do you think this is just a bounce or is this a good long term investment?

Q: Hi,
You may have seen an article in The Globe about KSS. It linked Stephen Harper chaired Hedge fund with a connection to Carl Ichan's protege and such. It is trading around 26 USD. It apparently rejected an offer of 64$. They wanted 70 $ which didn't materialize. I scanned the Q&A section and I don't see anything recently.

There seems to be a decent risk reward trade here.

What is the downside risk and if not KSS what are your other choices? Do you think KSS will be taken over by Stephen Harper's Hedge fund? Your guess is a lot better than mine!!

Many thanks.

Q: What are your first impressions of TVK’s quarterly report? Any surprises, good or bad?

Q: Do you have a preference between BYD and ATS today?

Q: TVK is up about 27% YTD. I have a small position but would like to add. Do you feel now is the time or wait for a pull back. Any info you have on this stock would be appreciated. Thank You.

Q: What are your thoughts on SLF earnings

Thanks for the great service

Q: Sorry for another question about BCE. I'm surprised that the generally good results and the workforce reduction initiatives they announced today aren't having a positive effect on the share price. In fact, at this moment, it's down 4.24%. Your assessment? Thanks!

Q: In light of the announced layoffs, will Bce cut dividends as well?

Q: What does the market expect from Shop next week?

Q: Buy or sell, how long before there is any clarity from the short report

Q: Good morning,

Just curious. In your opinion, do you suspect that Nividia will announce a stock split sometime this year? I sort of recall the last one was around $500 a few years ago.

Thank you

Q: Hi Folks,
I am looking suggestions for my non reg account,
I currently have 7% weighting in HHL and 7% in ZWE. I am close to retirement age.
Also is there a website that indicates whether the income from etfs/ stocks are dividends or interest.
Cheers

Cheers

Q: HI Guys

I know you were asked a recent question about Arcadian Timber but Just wanted some clarity. On the recent question you said " In the last year, ADN saw it's price see a slight drawdown, but total return was up by 3%. ADN continues to be a solid dividend payer with a yield of 7.14% while payout ratio is quite good at 37.36%. "

Today with their earning report they stated the dividend payout ratio for the year ending December 2023 was 132%, but 99% with the DRIP. and "Adjusted EBITDA for the year was $20.6 million, compared to $18.2 million in 2022. Acadian generated $15.0 million of Free Cash Flow during the year, compared to $12.2 million in 2022, and declared dividends of $19.8 million or $1.16 per share to our shareholders. Acadian's balance sheet remains solid with $14.8 million of net liquidity as at December 31, 2023, which includes funds available under our credit facilities."

So just wondering about how much extra funds they generate/accumulate beyond the dividend and the security of the dividend going forward. Aren't they at a level that is somewhat worrying if there was a further downturn in the lumber industry?

By the way I am a long time holder of this stock.

Thanks so much

Stuart

Q: any particular reason for the recent run up in Shopify?

Q: Do you know what has caused the price spike and high volume on Enerplus this morning ?

Q: your thoughts on Celestica. In my daughters TFSA account up 435%.. 15% of her holdings.. thank you..

Q: Why does XPO have such out performance over TFII, is TFII undervalued?
Thanks Again

Q: Hi

Would you add to WCP at this price range? The steady decline is worrying me, to be honest. But then I try to flip the argument and ask whether now is the time to purchase more.

Your thoughts.

Q: Comments on recent quarter? Are things turning around here?
Thanks

Q: Hi Peter and 5i team,

With the struggles of the Chinese financial markets recently, is there any worry that the trouble can spread globally to other markets?

Thanks.