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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: Assuming we are due for a rebound, can you provide your top 5 Canadian and top 5 US growth stocks that you would be buying today for a 3 year hold. Any commentary would be helpful.

Thanks for all your great advice.
Read Answer Asked by Geoffrey on August 09, 2022
Q: Sangoma is an interesting case. Undertook a huge acquisition, with revenues massively increasing. Operating costs increased massively however, resulting in larger net earnings losses compared to before the acquisition. My questions:
1) was the acquisition wise in retrospect?
2) how easy is it to get out of this pickle of larger losses?
3) is this an example of management getting compensation for the large acquisition, but not an apparent benefit to shareholders?
4) is Sangoma a good five year hold here, or what would you look for in its earnings to make it a good investment?
Thx
Read Answer Asked by Michael on August 09, 2022
Q: Thank you for answering my question on NAV.
The unanswered part of the question is "of the 3 is DIR.un still your favourite. Lastly please rank by risk."
Read Answer Asked by Jeff on August 09, 2022
Q: hi folks, thoughts/opinion of Q1/23 results for Digital Turbine Apps/q....like most beaten tech stocks...numbers & guidance seemed okay..not great...but they are profitable, & company seems to be doing better than others in their Sector...took full positon at $20sh and very happy to hold thru the tech rout...merci beaucoup for all you do...jb Piedmont QC
Read Answer Asked by John on August 09, 2022
Q: I’m thinking of selling a position in Enbridge and buying Northwest Co.(NWC). I feel confident that NWC has a further pop from here comparing it’s P/E to it’s historical P/E. This is just a short term speculation trading idea. Other things I like are the management, recent insider buying by the CEO and price to sales ratio. I’ll still own Enbridge long term in my portfolio but this will be my first time looking into Northwest and just wanted your comments on my thoughts and on the pros and cons of Northwest. Thank you.
Read Answer Asked by James on August 09, 2022
Q: TD and BMO recently issued preferred shares. TD 5 Year Rate Reset Series 28 yielding 7.232%, reset 4.2%. BMO 5 Year Rate Reset Series 50 yielding 7.376%, reset 4.25.
Both press releases both include the line "will issue to certain institutional investors"
Can retail investors purchase these? The rate and reset seem fantastic based on the quality of the issuers.
Read Answer Asked by Stewart on August 09, 2022
Q: There has not been a question regarding this company since early 2021. At that time it was trading around $5 and it was suggested the results would be binary. Now it is $15, could you provide an update on this company regarding its progress and growth in revenue/profitability. Thank you. John
Read Answer Asked by John on August 09, 2022
Q: With the share price depressed, I would imagine management would not want to issue equity for acquisitions as it would be too dilutive. In light of this, does Converge have enough cash flow to hit the 5 billion run rate in revenue for 2025? Or are acquisitions going to be largely debt financed? If debt financed, do they earn enough on these to overcome high interest rates and cost of capital? Thanks.
Read Answer Asked by Michael on August 09, 2022
Q: I have cash available to add a couple of stocks to this portfolio.
AQN,AT,ATA,BAM.A,BCE,BNS,EIF,ENB,KEY,NVEI,PBH,PRN,PXT,SLF,TFII,TOI,TSU,VDY,VFV,VGG,VVL,WELL,WSP,XAW.
Regardless of sector what are your top 2 or 3 recommendations to add to this portfolio.

Roy
Read Answer Asked by Roy on August 09, 2022
Q: I am wondering about the NAV for DIR.un as the company reported an updated value of $16.64 last week with its Q2. How often does a REIT update its own numbers for this as a rule? I note it trades at a 25% discount to this number now whereas a year ago it traded at a premium to NAV.

What comparable NAV numbers would SMU.un and GRT.un have and of the 3 is DIR.un still your favourite. Lastly please rank by risk.

Read Answer Asked by Jeff on August 09, 2022
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