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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: In your answer to Colin's questions about ECN on Aug 12th, your answer included this statement - "The sold division was the fastest growing, by far".

I had a look at the quarterly financials just released on Sedar, and in the notes to the financials there is the segmented information, and in there it shows the current Q2 and last year's Q2. The revenue for the sold division was up by 42.9% year over year, and for the 2 remaining divisions, Triad had revenue growth of 72.5% and KG had 30.6% growth. It looks to me like there is excellent growth in the 2 remaining divisions. Am I missing something?

It seems to me there is a very substantial, rapidly growing business remaining after the sale of the Home Improvement Loans division, and in the BNN interview with Steve Hudson he was very optimistic about the future growth of the 2 remaining divisions.
Read Answer Asked by Dan on August 13, 2021
Q: Would like to create a 10-15 stock portfolio out the securities listed above, to meet my retirement income and growth needs, for a long term hold.
CPD is my current, imperfect proxy for the fixed income portion of my portfolio.
CVE, CNQ, SU would be the only opportunistic (and highly correlated) purchases, to take advantage of the current low valuations for the petroleum industry. These would be sold if the oil & gas market's prospects change.
Please rank all the securities on the basis of return potential over 2-3 years as the primary criteria,
Please eliminate any stock which does not have adequate balance sheet strength, from the lineup.
Please add to the lineup all securites that would facilitate the creation of a defensible, well-diversified, long term portfolio - especially if it is in a sector that I have overlooked.

Thank you for your expertise, and willingness to help me sleep a bit more soundly.
Read Answer Asked by Pradeep on August 13, 2021
Q: I bought this late 2018 when working with a Nesbitt Burns advisor. I have been very happy with the 2019 and 2020 results (gains of 44.68% and 92% respectively in those years). Fund focus and holdings seems to have changed this year and I am not impressed. Gain of 0.53% year to date. MER is high. Is it time to sell this one in 2 accounts and move on? One is held in RESP with a short horizon now. One is in a non registered account. Do you have replacement suggestions for growth, either equities or ETF.
Read Answer Asked by Maureen on August 12, 2021
Q: Hi Guys
Can you comment on the ETF " FRDM"
this etf seems interesting, in their unique approach in terms of the countries that are selected .
Thanks!

Read Answer Asked by Gordon on August 12, 2021
Q: Hi !

Would you suggest a top-five list of Canadian companies that have a monthly dividend--with an eye to capital preservation?
Perhaps the same parameters except that it would be for American companies?

Much appreciated!

DD
Read Answer Asked by D on August 12, 2021
Q: I wanted to ask about one more point on the ECN division sale. Assuming the deal close they are getting 2B US$. Only 1.5B of that is being used to pay out 7.50 CAD per share. This means there is 500M US (about $2.50 CAD per share) being added to the company. So at current price of 10.65 the other half of the company is being valued at 65 cents. Is this correct?
Read Answer Asked by Mike on August 12, 2021
Q: I am looking at a TFSA in which the funds will be withdrawn in about 5 years. I want to replace RY with something with a greater return potential, and will accept some risk for that hopeful gain in total return. Staying in Canada.

I am stuck picking between TOI, GSY, WELL, LSPD, ATZ and DOO. You seem to like them all. Which one or two would you pick today? and Why?
Read Answer Asked by Elliott on August 12, 2021
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