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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: Mosaic has reported improved revenue, EBITDA, FCF and Payout Ratio vs Y2018, and the share price has responded positively. Looking past EBITDA, however, I see that income has not just declined but reversed; what is it about the former metrics that leads the market to ignore the latter? Is the idea, here, that income will go up and down as the company makes investments , but as long as the company is growing then per-year income doesn't matter so much?
Read Answer Asked by John on May 17, 2019
Q: I like to look at debt to EBITDA as a key indicator of financial risk in a stock. Can you provide information on a good source for this ratio for Canadian and US stocks?

Thanks,
Read Answer Asked by Hans on May 16, 2019
Q: All things being equal, would you consider purchasing AW.UN shares below the secondary offering price an attractive proposition?

What metrics would you use to value AW.UN's share price (and would you mind posting those valuations).

Lastly, the institutions that are facilitating this secondary offering, will they be selling these AW.UN shares to their clients?

Thanks again.

John
Read Answer Asked by john on May 16, 2019
Q: I've owned a 1000 SHS since last Jan. and I am down 42% or so: missed last Q badly, increased dividend nicely, low pay-out ratio. Hold in my non-registered account - fairly small holding vs total portfolio. I was thinking of adding another 1000 SHS. In hind sight I should have sold in Dec. 2018 to record a tax loss and bought back later. I'd like to see less debt.; but, realize very capital intensive industry - ROE 18% ROI not that impressive though. Good idea for long-term arisen to add now?
Read Answer Asked by James on May 16, 2019
Q: I own all of these in equal weighting (7% each). Down quite a bit on NFI. Just seeing if I should keep it and give it the long term (10 years) to provide a good return or sell because there is a better company to replace it with for a better long term performance at this point. Any other recommendations as I do have some cash side lined at this point (30%).
Read Answer Asked by Ryan on May 16, 2019
Q: Good morning,
Thank you for your response and suggestion that I get my broker to move shares, such as AQN and BAM, that pay dividends in US$ to my US$ Non Registered account in order to save on f/x conversion fees.
This is a follow up to your response and your thoughts and appropriateness of the following strategy to save on f/x conversion fees.
Objective. To increase the Tech/Med sector exposure in my US$ Non Reg account, I would like to purchase a few ETFs that are denominated in US$.
Question. To save on f/x conversion fees, could I simply purchase a stock such as AQN or BAM in my Cdn$ Non Reg Account and then have my broker transfer the stock (s) to my US$ Non Reg account where I would then sell them and purchase my US$ denominated Med/Tech ETFs. Would this be an efficient way of accomplishing my stated objective?
I thank you in advance and look forward to hearing your thoughts and response to this potential f/x conversion fee saving strategy.
Read Answer Asked by Francesco on May 16, 2019
Q: From a "green" standpoint I am considering BYDDF which is a Chinese company partly owned by Warren Buffet. Just wondering what your thoughts are on whether this is a compelling company to invest in.

If not BYDDF, are there other green stocks or ETFs that you feel hold promise. I already have BEP, AQN, INE, TSLA.
Thanks.
Read Answer Asked by Brian on May 16, 2019
Q: I am building a cdn dividend acct
(most pay 4% or higher)
Presently I have. Aqn, BNs, bce, cm, enb, Eif, IPL, npi, ppl, Ry, trp, t, td, and vet
Can you please suggest a few others I may consider
Thank you for all your help,
Read Answer Asked by Michael on May 16, 2019
Q: Own all 3 in TFSA: 400 SIS, 1500 SPB & 1000 BIP.UN (thanks to ECI purchase - ended up with 1500 - sold 500). Sitting on $50K cash in this account. I was thinking of adding 600 SHS of SIS and 500 SHS of SPB ( owned since 2009) which will still leave me with a fair bit of cash to deploy. Comments/suggestions. Not a lot to choose from in TSX group. Large equity portfolios: RRIF, RRSP & Non Registered accounts.
Read Answer Asked by James on May 16, 2019
Q: Good Morning Team
I have the above industrials trying to reduce the amount of my positions. Which of the above would you suggest I sell? Also need to increase allocation which would you suggest I add to? Thank you. Heather
Read Answer Asked by Heather on May 16, 2019
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