Investment Q&A

Q: Please rank re: distribution increases and share appreciation. Any other suggestions for income/safety would be welcome.

Q: Hi Peter
Couple of days ago, there was a news item about "Advanced coating". Is this a new business that Transcontinental has entered into? Is this the reason why the stocked dropped by over 3% today?

Thanks

Q: Would you rank these Reits as most likely to see distribution increases and share appreciation in the relatively near future. Are Reits attractive for income now?

Q: Please rate in order of long term potential. Thanks.

Q: Hi Team, Thoughts on the quarter from MKS please. I bought a small amount(1/3 position) based on the PHO acquisition, would you add here?
Thanks
Rob

Q: PLease comment on NDVA's Q3 released on Nov 16 & guidance.It is a favourite of Bruce Campvell#2 who estimated that it can be profitable in 2022.Tonight Raymond James gave a $1.25 Target price & outperform rating. Is it advisable to hang on for a bit longer.Have suffered heavy losses.If not.please suggest 3/4 good replacements.Txs for u usual great services & views,

Q: Thoughts on the quarter from TTEC. Market seems unimpressed as the stock is down 15% in the past week. What is the biggest concern? Is it a sell here in the mid-80's or has the market over reacted?

Q: Hi 5i!

My mother has some money to invest for 5 years. I was thinking to gsy and toi. Can you recommand 3 more growth stocks with an interesting value in other sectors than financial and tech?

Many thanks!

Q: Hi Folks,

just sold my BYD - figured best to break even or start going in the negative - anyway, can you give me 5 names that I can look at as replacements and rank them in order of your preference at this time. TFSA account.
Thanks

Q: Is it time to buy the banks now, before the government imposes new taxes on the banks in Jan 2022? Also is it time to buy the banks now, before they increase their dividends?

Q: Braze, Inc. (BRZE) Another mediocre company in a sea of company's that do the same/similar thing? This is starting to seem like the tech boom & bust of the 90's.

Thank you.

Q: If you had to pick a food staple long term hold which would you pick from the examples or other suggestions welcome.

Q: The portfolio analyzer tells me I am low in industrials, slightly over is US holdings, and under in international holdings. I have cash in US$ to deploy for 1.5 positions. Can you suggest an industrial or two that might help me balance. If I have to go over in US holdings I'm okay with that. Thanks!

Q: Hi , every once in a while a company get exposed for fraudulent activity. Sino Forest was one I owned an lost 40k on them getting shuttered.

How often do you think these companies that are fraudulently operated get caught? I also lost about 10 k on a Chinese clothing company that just disappeared.

How many companies are out there that aren’t getting exposed?
Thanks for your thoughts

Q: The stock almost doubled between May and September and has gone up and down since. Does it have potential to get back to its September high, and possibly higher?

Q: Can I have your opinion on the latest quarter please

Q: I have Shopify stock on TSX and am interested in protecting my investment.
1) What are your thoughts about buying a PUT OPTION as security?
2) Are they available on TSX as they are on NYSE?
3) Are they available only for CASH or MARGIN accounts and not for registered accounts?
Please take as many credits as needed.

Q: Investors edge (cibc brokerage) has been unable to update stock prices throughout the day this week(they've had other issues in the past). Have any other brokerages had similar issues or problems? I'm thinking of switching to TD. Do all brokerages have problems, and what might they be?

Thanks to those who can provide insight.

Mark

Q: are they aligned with shareholders what is the insider ownership

Q: Hi Peter and 5i,
Thank you for all the valuable advice and insight over the years. It is much appreciated.
I’ve been slowly buying a few convertible debentures as a small part of my fixed income portfolio. Mainly interested in the enhanced coupon rate the convertible debentures pay with the potential of the conversion into common shares.
I just have a few questions to ensure that I am understanding all the terms associated with the convertible debentures. Most of the issues seem to have relatively all the same terms regarding Conversion, Maturity Date Structure and Share Payment Option on Redemption or Maturity.
I’ll use the November 16th issue from EIF as an example.
Maturity Date – January 15, 2029
Coupon Rate – 5.25%
Conversion - The Debentures will be convertible at the holder’s option into fully-paid common shares of the Company (“Shares”) at any time prior to the earlier of 5:00pm (ET) on January 15, 2029 and the business day immediately preceding the date fixed for redemption at a conversion price of $60.00 per Share (the “Conversion Price”), representing a 30% premium, being a ratio of 16.6667 Shares per $1,000 principal amount of Debentures.
Redemption Scenarios:
1. The debentures will not be redeemable by the Co. at any time on or before January 12, 2025.
2. After January 15, 2025 and prior to January 15, 2027, the debentures will be redeemable by the company on not more than 60 days and not less then 30 days prior notice at a price payable equal to $1,000 per debenture plus accrued and unpaid interest, provided that the Current Market Price (CMP is defined as the volume weighted average trading price of the shares on the TSX for the 20 consecutive trading days ending 5 trading days prior to the applicable date) of the shares on the date on which the notice of redemption is given exceeds 125% of the Conversion price.
3. On or after January 15, 2027, and prior to the Maturity date, the debentures will be redeemable by the company on not more than 60 days and not less than 30 days prior notice at par value plus accrued and unpaid interest.
Share Payment Option on Redemption or Maturity – Payment will be satisfied by delivering for each $1,000 due, that number of freely tradeable shares obtained by dividing $1,000 by 95% of the Current Market Price (CMP)
Questions:
1. Do you see any downsides to have a % of fixed income portion of a portfolio in convertible debentures?
2. Redemption Scenario #2. This seems like the critical 2 years.
a. Am I understanding it correctly in that the Company can only redeem during these two years if the price of the common stock is above $75 (Conversion Price $60 x 1.25)?
b. If the company gives a Notice of Redemption during this period, you better take it (provided my understanding of a. was correct). It seems they would really want to pay in shares versus cash.
c. Do the discount brokerages (in this case iTRADE) normally notify you of a Notice of Redemption?
3. Redemption Scenario #3. If you get a Notice of Redemption in the last two years, does the holder have the option to convert into common shares (say the shares were trading at $80) before the redemption date.
4. Is there a general rule as to when you should convert?
5. Is it common for companies to use the Share Payment Option on redemption or maturity?
6. Have I missed anything that you would suggest to watch for?
Thank you so much for helping me understand my small adventure into convertible debentures.