Investment Q&A

Q: On Nov 17/21 I asked a question on VGR regarding them dividing their real estate douglas Ellimann from VGR. Do you have any updates for me.

Q: Rare Earth Elements traded for over $4 this year, and was hovering between $1-2 in the last few weeks. Last week, they announced that each shareholder is being given one right for every share we own, that allows us to purchase another share for $0.24. My question is why would they do this so far below current and recent prices? Is this another way of giving shareholders a pseudo-dividend or sweet deal? I assume this is why the share price has been falling in the last few days (a possible doubling in the number of shares). Can you comment? Here is a snippet from their announcement. I assume it would be silly NOT to take them up on their offer.

"One (1) subscription right will be required to subscribe for one (1) common share of Rare Element Resources Limited at the subscription price of $0.24 USD per share. ... Additional Shares: If you exercise your basic subscription privilege in full, you may also exercise an oversubscription privilege to purchase additional common shares that remain unsubscribed for at the expiration of the rights offering, subject to availability and pro rata allocation of shares among persons exercising the oversubscription privilege."

Q: Hello,

Can you please provide an update on these three companies and your thoughts on long term appreciation.

Thanks

Q: Hi folks..thoughts on Enthusiastic Game eglx/t, acquisition of U.GG...I guess to gain entry to "League of Legends" game space....looks like $45M+ acquisition...for company that will generate 2022 Rev of $8M & N.I. of $3M...seems pretty rich...think it was good/bad/normal acquisition...and thought s on Eglx going forward....have possession...thanks as always, jb Piedmont QC

Q: Is the change in leadership at CSU cause for concern?

Q: I have TSLA, NIO in EV play. They did well. I reduced NIO holding to reduce overall exposure to Chinese market. I saw CRNC got hammered today. Is it a good buy opportunity? What is a good long term buy right now if CRNC is not?

Thank you.

Q: It looks like there was a big buy that occurred on Monday, is that something worth noticing or am I grasping at straws. Just thinking of adding some new money to this company. Thanks as always.

Q: So it seems that all stock sites show the incorrect market cap for Topicus because none of them include the 129.8M diluted shares yet. Yahoo finance shows the market cap being just under 5B, but I believe its closer to 11B euros. Which would mean that TOI trades at approx 15x to 16x Sales. Looking at CSU historically it never traded above 8X sales. Are my rough calculations accurate and if so TOI is trading at a heavy premium above where CSU ever traded yet they still have a lot to prove, where CSU has proven itself. Thoughts?

Q: Please comment on the recent news about its writedowns and new strategic plan. Does this company have potential for a successful turnaround and is it attractive as a speculative buy?

Q: Hi, any news on TD that may have contributed to the recent upswing in price? Thanks.

Q: Just found out PPL let the CEO go to pursue other interests. They also fired their auditor and have restated their 2020 Q4 financial statements according to SEDAR. What the heck is going on here?

Q: Pembina has dropped below its 200 day moving average. Would you consider this a buy, hold or sell and is there anything driving the price decline?

Q: Please comment on the quarterly results. Is the drop overdone? Would you add to an existing position? Thank you.

Q: Earnings released after close. Revenue growth appears very strong but loss increased. Can you comment on results and if the revenue growth trumps poor earnings. What do you see happening going forward. I'm warming up to QUIS. Is it a speculative buy?

Q: 3Q out for WeCommerce holdings. Looks like strong revenue increase, but large loss on EBITA. Can you please decipher results versus expectations and valuation?

Q: I’d like your thoughts on Clear Secure.
They’re hitting new 52 week lows as of late and have been cut in half since hitting $65.49, not that long ago.

Thnx 5i

Q: USIO, at first glance, is one among many payment processing firms. Is it worth a long-term hold position? My portfolio is currently low in tech stock for valuation reasons.

Q: Hi 5i , I am interested in adding an REIT with focus on large warehouses and I wonder if there are any you would recommend? Also REIT ETF's interest me . Thank you for any input you have

Q: RPI and LWRK are both long-term holds for me, and have done well - particularly RPI (+500%) in spite of the recent slide. However, these were bought in part for their dividends, which have decreased on a percentage basis with the stock price gains. Both have also been rather weak lately, and I can easily get significantly higher dividends with other stocks. I am looking at selling one this year, and the other next year.

Could you comment on which has the least likelihood of a rebound, and should go first.

A further issue is that both are in a taxable account, and the sale of either will result in the complete clawback of OAS due to the capital gains. I have no offsetting loses at the moment. Any suggestions on how to handle this?

Thank-you

Q: For a consistent and reliable distribution, and some growth, HCAL or HDIV or some of both?