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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: Hello,
I came across an article which discussed an etf, ticker QTUM:US. I went to their website and read their documentation but would like your opinion of this etf.
Some of the holdings are companies you often have good things to say. I know it is small but is that enough of a reason not to buy this etf? Apart from that, any red flags? This would be for my TFSA (one stop shop for tech).
Thanks,
Dan
Read Answer Asked by Daniel on November 25, 2019
Q: Hi guys,

I own both ccl.b and rpi.un at 1.5% each, trying to get my portfolio down to 30 names (right now 37). Do I need to own both and treat them as one or should I sell one and buy the other name.

Thanks,
Jim
Read Answer Asked by jim on November 25, 2019
Q: Hi guys,

How do you value companies in the REITs space. Is it a multiple of AFFO? If so, what is considered to be fairly valued vs over valued and under valued? Are there different ways of measuring value depending on the space the REIT operates in. For example, are REITs in the multi-family space valued in the same way as REITs in the retail space?

Thanks for your help,
Jason
Read Answer Asked by Jason on November 25, 2019
Q: Even though the business seemed a bit boring (auto glass and collision repair), I bought BOYD quite a while ago and it has done very well. I see some comparisons with GDI: expansion into USA and consolidation in a fragmented industry. I realize they are very different companies, but I'm wondering if you could say a few words about similarities and differences. And maybe comment on management and strategy in the two companies. I have read your report on GDI and find it an interesting analysis of a boring business. Specifically, I wondering whether you think GDI has the promise that BOYD did when you first wrote about it. Thanks for great service, as always.
Read Answer Asked by Gordon on November 25, 2019
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