Investment Q&A

Q: A question about the debentures.
It’s a bit early, but what would you best guess as to the new interest rate reset this march which is determined buy the change in inflation year over year ..end December.

From csu last year
unsecured subordinated floating rate debentures, Series 1 of the Company (the “Debentures”) will be reset to 9.9% per annum on March 31, 2022. This new interest rate is equal to the annual average percentage change in the “All-items Consumer Price Index” published by Statistics Canada during the 12 month period ending on December 31, 2021 plus 6.5% and will be reflected in the June 30, 2022 interest payment on the Debentures.

The current interest rate of 7.2% will remain in place until March 30, 2022. The interest rate applicable to the Debentures will continue to be reset on an annual basis on March 31 of each year.

Q: Hi,

Can you provide general comments on D2L's latest earnings release please?
Specifically, any concerns about their 3 month and 9 month adjusted EBITDA (loss) and their updated financial outlook? Other released financial metrics appear to be positive.
Is this still a long term buy?

What is your take on Andlauer's early warning report released Dec 7, ie..."agreements to sell an aggregate of up to 1,760,000 subordinate voting shares in the capital of the Company ("Subordinate Voting Shares"), representing approximately 9.64% of the issued and outstanding Subordinate Voting Shares, for investment purposes."
Almost 10% is quite a lot of shares is it not?
Is this still a long term buy?

I don't currently own any of these shares but they are on my short term watchlist.

Cheers,
Steve

Q: Hi
can you recommend a proxy for zem for tax loss harvesting?
thanks

Q: Hi
I am down quite a bit on SNN? I am temped to sell for a tax loss and replace with xlv or IHI but am concerned that xlv or ihi as etfs do not have the same bounce potential as snn. is there another healthcare stock you can recommend or would you replace with xlv or ihi?
thanks

Q: Real estate obviously having a rough ride with interest rate increases. Do you still maintain holding a weighting in real estate in a diversified portfolio even though this sector is clearly not doing well? I know other fund managers are very strategic and would say hold zero real estate. Is the issue if one exits one will not know when to get back into the sector and diversification is always key, in that not all sectors will ever rise and fall at the same time. Would like your general thoughts on continuing to hold your favorite real estate names through these times and also your thoughts on a less popular name Firm Capital and whether you feel they can weather a recession.

Q: I have shares of bam.a. I'd like to buy a few more of one after the split. Which would you choose to invest in?
Thanks.

Q: Kraken Robotics has had some significant contract wins lately, including an $8 million contract with a global energy company, a $14 million contract for their undersea batteries, and today a $50 million contract with the Royal Canadian Navy. The stock has roughly doubled in the last 5 months, but is still well off its all time high. The market cap is up to about $115 million. Wondering what you think of this company as a high risk, small investment? Their Q3 showed ytd adjusted EBITDA of $4.4 million, and getting close to reaching profitability with a net loss for the quarter of $0.5 million.

Q: Screaming buy at the moment? What is not to like about this name? I see a double over the next 12-24mths. Am I missing something? Growth, balance sheet, cash flow all look great.

Q: Why down today ?

Q: I am managing RESPs for a two-year-old and a 4 -year -old grandchildren so there is a very long runway before they will need to start cashing in. The funds to invest available so far are fairly limited. I would like to add some US stocks but not sure it is worth the fees to convert to US $ and most of the good companies have high-priced shares. But I am familiar with Canadian Depositary Receipts (CDRs) and that there is a pretty wide selection of stocks available.
Can you suggest 4 of your favourite of these US CDRs that would be suitable for this type of investment?
Thank you.
David

Q: I know you guys try to answer exactly the question that was asked, which is good. However, I was surprised to see BB in a recent answer to your favourite Canadian companies that offer disruptive technology (AI, quantum, other). In the past, you were always negative on BB for its poor earnings record and shrinking revenue base, etc. Are you getting more positive on BB’s growth prospects or perhaps there are not that many Canadian companies to satisfy the question? Also, what would be your top 5 U.S. disruptive names, where the pickings are a lot thicker?
Thanks
Dave

Q: I would like to increase the percentage of bonds holdings in my portofolio. What would you suggest for a mix of short and LT high quality bonds (ETF or funds)
Thanks

Q: Further to your reply to Gord on November 02, 2022, please explain why I should not simply select the ETF with the best historical "total return" if no tax implications (RSP or TFSA). My Koyfin Watchlist tells me that HSAV offered 0.32% more than the next best ETF over the past year (HSAV 2.40%; CASH 2.08%; PSA 2.02%; CSAV 2.01%). Are there liquidity issues with any of these ETFs? Or will their values move in different directions in rising rate or decreasing rate environments? I'm just trying to understand the different offerings, and unlike historical equity returns, can I just select the ETF that is offering the best historical total return - Thank you.

Q: Hi, do you have any insight on the new CEO of Enbridge, who I think will take over in the new year? I assume everything will hopefully go smoothly, but as in Disney’s case that doesn’t always happen, even with a huge company.
When I buy or have a stock I alway make sure I’m confident in top management?

Q: 1. PLC is in the highest red in my RRSP, If to sell what stock would you suggest as a replacement for better recovery?
2. Own 1/2 position of Hydro. Would you suggest buying more at today's price?
Thanks

Q: Can I please have your thoughts, analysis on Descartes recently announced earnings. Do you like this company and do you see good things ahead? Any comments would be appreciated. Thank You.

Q: Hello Peter & Team,

ETY caught my attention because of the (NET after 1.07% MER) 7.26% yield.

Your thoughts on this ETF would be appreciated. It is a little tech heavy with its largest holding being APPL. Volatility appears to be minimum.

Thanks for all you do

gm

Q: Looking to sell AQN in my non-registered USD account for tax loss. Looking for a good replacement Canadian dividend payer that pays dividends in USD.
Thanks
Rob

Q: Tudor spun out some assets to Goldstorm, and I now own some Goldstorm shares, in addition to the Tudor shares. It seems the transaction simply took some of my cost base, and applied it as cost to the new shares. Am I reading this right? Basically, nothing has changed, right? Or will I need to record a capital transaction on Tudor?

Q: Are any of these worth buying now, especially before a potential recession: CU-T, CPX-T, EMA-T, ENB-T, FTS-T, TRP-T and DGRO-A?
Thank you. Ron L