Investment Q&A

Q: Please rank the above for a buy and minimum 3 year hold.Thanks.

Q: Hi 5i,

I would like a silver company to add to my portfolio.

Which would you choose for the safest, growth and long term (I know this is a very hard to answer) silver company?

I am looking at buying PAAS, but you may have better advice.

Please share your advice for our family.

Thanks,

Joseph

Q: Morning
Your opinion on earnings please, I have a small position and want to slowly add to healthcare for the next leg up whenever that might be.

Q: ttr reported what looked like very good results. the past few quarters I believe they missed estimates. what do you think of their results and mgt's comments. what are pros and cons going forward.

Q: what 3stocks look way oversold that have good upsiode

Q: I've been following Southern copper for a while. How safe is the dividend and is the stock at fair market value? Would you consider adding to the site acronyms that are commonplace in investing jargon? Also an explanation of what each means and how they are calculated. For example price to equity or fomo. As an older investor I'd like to be able to keep up with their current terms and meanings. Thanks Steve.

Q: What is the prevailing geological opinion of its Niblack deposit? Is it currently economic and with expansion potential?

Q: which website would you go to to find out the average 10 year P/E ratio for a stock?

Q: Given the possibility of a recession and the certainty of volatility for the next couple years, can you give me 4 CDN and 4 US stocks/etf's, you think might provide some safety and reliable, albeit moderated returns? The equities I've listed are my ideas.

Q: DRDR just reported their last quarter. While sales are going up, they never seem to make any money, even EBITDA negative. Your thoughts please. Thanks

Q: Any comments or opinions about today's announced bought deal of new shares of Well? The offering price seems low, it looks as though they waited for a dip to make the offering. Are we existing shareholders getting a raw deal?

Q: Market seems to like the results, can we get your opinion of their 1/4.
Thanks

Q: Uncharacteristic move up for ATA +13%.

Any reason other than oversold?

Sheldon

Q: I am looking at 2 and 5 years charts for both funds and VGT was outperforming XQQ all the time in the last 2/5 years and didn't get cut as much. if you were to pick one now would you still go with VGT?
What is your view on ARKK now?

Q: Down 16% on LIF and 12% on SLF. Would you recommend tax loss selling and - if yes - can you please suggest proxies and indicate if you would re-purchase either in 30 days. Thank you.

Q: What do you think about CAE postponing their earnings release because of Auditors. Have you heard anything more about this. I'm thinking the chances are high that this will be bad news.

Q: I am approx. 80% invested; primarily in your balanced equity fund, with a smaller mix of some of your growth equities. I am considering adding the remaining 20% cash to my investments. Or, would you recommend waiting, or spread the investments out over a cycle of time? "Catch a falling knife comes to mind." Which 6 or so equities would you adding to, considering a 3 - 5 year time horizon?

Q: Which oil service company would you buy today. Criteria: Value/best balance sheet.

Q: FYI - I recently asked one of my hedge funds who has a position in DND what their thoughts were on the possibility of losing TMG and their view on the LINK transaction proceeding. Below is their response, feel free to publish if you think it is of value to the members:

The TMG acquisition makes up roughly 8-9% of EBITDA so the overall impact is muted. On the call management was confident in their ability to close Link. However if that is not the case, then with the TMG sale and the cash earmarked for Link, DND will be cashed up which in theory leads to the ability for either massive buybacks or another attempt by management to go private. Either way, the channel checks which are backed up by churn rates, are constructive and the stock is one of if not the cheapest one we can find at the moment. (still trading at less than half the appropriate multiple in our view)
The financing for the Link deal is secured. It is an all cash offer and financing is interesting. Ares did a $109m equity offering at $53/share and also took $841m in preferred shares exchangeable at $60/share. The rest is financed with normal debt from Goldman Sachs and JP Morgan. Shareholder vote scheduled for July 19th.
Also management bought $50m in shares on Tuesday.

Q: Peter and Co, I am looking for a Canadian energy company that has good upside as well as large tax losses that could be used to offset any potential windfall taxes in Canada. I already have reasonable positions in CVE, VET, TOU and HWO.
With appreciation,
Ed