Investment Q&A

Q: Can you please help me understand what you mean when you say that investing in a US company on the NEO exchange here "offers you a currency hedge in addition to being able to buy smaller pieces of the underlying stock". (I am paraphrasing here). For example if you bought GOOG on the US exchange today and the US dollar stengthened, the value of those shares in CND funds would be higher. Similarly, if you bought GOOG on the NEO exchange and the US dollar strenghtened wouldn't the value of those shares also increase by the same amount in CND dollars otherwise there would be an arbitage opporuntity there?? If there is indeed a hedge I assume that is something you are paying for through fees? Does the hedge help you when the US dollar goes down and hurt you when the US dollar goes up? I am interested in understanding how that works,

Many Thanks
Scott

Q: I have bought two of my three tranches of ZRE in Dec ($22.60) and early Jan ($22.37). It looks like ZRE is starting to break out.

Would you advise advancing the final purchasing and buying now, instead of in Feb?

Thanks...Steve

Q: Your opinion of this company please

Q: 1. What are your thoughts on Carlyle Secured Lending - CGBD ?
- I found this company by accident and was intrigued...
- I have a small position in an RRSP account
- Should I increase position or move on

2. Alimentation Couche Tarde - ATD
- I have a good position and have a gain of 40%+
- Going into this year of uncertainty, would you suggest Trim, Hold or Buy ?

3. Brookfield
- I am currently holding Brookfield via BN and BAM(spinoff)
- Should I increase my position in One or Both ?
- OR Sell One to buy more of the other ?

Wishing good health, happiness and prosperity to all for 2023!
Thanks,
M

Q: What is your opinion of the management team at AQN? Do they have a strong enough team to orchestrate a turnaround of their fortunes? Is this a hold or sell?

Q: These stocks make up the Financial portion of my portfolio. I would like to concentrate my holdings (just because you have suggested it in the past). V and FSZ are each approximately 1.5% of my portfolio and the others are each around 2.5%.

I am considering selling FSZ and V in order to buy more of the remaining stocks. Would you endorse this move or given the different types of companies represented should I just stay the course? Capital gains would be owing on V and I tend to hold for the long term.

Appreciate your insight.

Paul F.

Q: Hi there, can you give an update for this company considering inflationary times and outlook for next 3 years?

Thanks!

Q: Your thoughts on swapping HCAL for ENB.

Thanks

Q: you seem to be hot on pine cliff as opposed to other high dividend payers in the small cap oil and gas space such as gear and peyto among others. why is this?.
i know gear is heavy oil, peyto and pine cliff more nat gas.also are there others you prefer besides tamarack which seems like it is going nowhere. dave

Q: Brookfield Asset Management (BAM) said Monday it plans to commence a normal course issuer bid to purchase up to 31.8 million of its class A limited voting shares, representing about 10% of the public float.

Can you tell me how many shares are outstanding. Can you also tell me how such a reduction in the public float might impact the dividends paid out to shareholders over time (e.g. direct correlation)? Could this be the type of company that might annually try to reduce its float 10% to drive its own stock price re-rating? Lastly, is it common for a new company/spin off such as this one to start buying back its own shares?

Q: Please provide me with the following info on WSP.

NET REVENUE {last fiscal year}
EPS {3x trailing years}
PEG
DEBT/EQUITY RATIO

thank you

Q: I am currently down about 60% on WELL Health
- I am considering buying more to average down on my cost

Your thoughts?

Thanks,
M

Q: Hi
I am wondering where i can find the companies that you added to recently
Thanks fa a great service

Q: I have noticed many questions to 5i recently where the subscriber asks why a particular stock ha dropped so much in a day. You respond that there is no news. An alternate response could be that "probably Dan C bought the stock the day before". Conversely, if a stock as a big unexplained jump, the response could be "probably Dan C sold it the day before". I hope this helps.

Q: I have losses in spy and iyc and want to buy voo. Would I be able to claim the loss since the two etfs are in a non registered account? Do you think this is an ok move?
Thanks, Lesley

Q: Your opinion on the chance that the going private offer of $11.25 is raised?

Q: In the Portfolio Analytics it was pointed out that we are underweight in Industrials.. is there a Canadian etf that you would recommend that covers industrials?

Thanks, Lesley

Q: What are the best Dividend stocks to hold for under 100$ a share? thank you, all the best.

Q: DND has recently had a considerable rally. What do you think of the cashflow and profitability now - I am asking for an answer that assumes the takeover does not go through. What about valuation ratios currently and compared to assumed growth rates going forwards? Cheap, fair or expensive? Thanks.

Q: I need to sell one of these or half of each. What is your opinion?
Diversification is not an issue.