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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: Looking to add some tax efficient income to an otherwise well diversified portfolio. What do you think of the above mentioned ETFs? Could you suggest a couple of more?
Thank you!
Read Answer Asked by Carlos on June 08, 2020
Q: I am still confused by this merger and your answers to other questions. The company says Canadian shareholders should use FLTR and those shares are trading at 11,400 GB (pounds) which makes me suddenly a multi-millionaire. You said we should be using PDYPF or PDYPY depending on your answer. Is the PDYP? a half share, so the 225 shares of FLTR that I have is actually 450 units of PDYP?? Then the other question is what currency is this? It appears to be USD. If so, any way I cut it I've made a huge amount from The Stars Group, or maybe I've lost money. Thanks for your help in trying to put a value on these shares.
Read Answer Asked by Earl on June 08, 2020
Q: FYI No investors'love,but did well these 2 days after Q results.However co.loves as bought back 3m shares =$17.6m during the year.This morning Desjardins recommends Buy with a TP of $7.50,the CTP is %7.13.Its reasons are cheap,6.12% div(recently increased),diversified sources of revenue & big cut in costs which will generate free cash flow..Also co states a recent agreement with DOL for in store music & digital display solutions for its 1300 stores.
Read Answer Asked by Peter on June 08, 2020
Q: Really perturb with the performance,or should I said non-performance,of GUD especially with the recent downturn when the N.A. markets had rallied so much from the March lows.It delayed report of Q till June 26.Please comment & maybe have to wait till 6/26 when its results will include its big acquisition.Txs for u usual great advices & services
Read Answer Asked by Peter on June 08, 2020
Q: They have raised $30 m (without any warrants) during the past year to primarily fund exploration and drilling, my take on their press releases
Ross Beaty owns around 20%
Please explain BHP's formal earn-in and joint venture agreement dated July 15, 2019

BHP has the right to earn a 51% ownership initially, to a max of 70%
........is BHP committed to invest, or is it up to them to decide if they want to ?
if its the latter, is there a time constraint for them to invest
I'm thinking to take a small position here
what do u think



Read Answer Asked by JACK on June 08, 2020
Q: Hello Ryan and Peter:

I hope you are all staying well in these trying times. We had our stock club meeting last month and one of our members was promoting hard for preferred shares because of the dividend. We purchased it for the club and I would like to know what are the advantages over the common share beyond the obvious of:
1. Preferred shares have higher pecking order in case of bankruptcy.
2. Dividend of the common share will get cut first before the preferred share dividend cut.

I see more disadvantages than advantages:
1. Dividend of the common share is similar to the preferred.
2. Very illiquid on the markets. The preferred can only trade 3000-5000 per day while the common share trades in the millions.

The slight difference in the dividend does not appear to be worth the risk of illiquidity. Also the higher pecking order in term of bankruptcy seems pointless when it comes to Canadian banks. Also the point of the common share dividend getting cut is not a big advantage when the big banks have not cut their dividend in over 80 years and National Bank I don’t include as one of the big banks.

Is there something that I am missing here.


Regards,

Brendan
Read Answer Asked by Brendan on June 08, 2020
Q: Hi, US airline stocks had over 75% recovery, from the March lows. Airlines also responded positively to last week's surprise of positive employment numbers. Air Canada had been a favorite of various CDN Portfolio Managers, but the stock fell to its lows in March with the sector. The stock price has seen a nice recovery over past few weeks but is still way below its Pre-COVID levels of $50+. Company now has decent liquidity after recent equity/debt offering. Do you consider it a smart move to start building a position in the company, for long term, at current levels ? If so, should we start with, let's say 1% position and slowly increase to 2-3% ? What are the important factors to watch, over next several months ? Thanks
Read Answer Asked by rajeev on June 08, 2020
Q: I have a personal line of credit for more than 20 years and I am now in the process of securing a business line of credit. So far the big bank that I deal with for my personal life is being a ‘pain in the butt’. The interest rate and other terms are not favourable to my business. The requested loan amount is $100,000 +/- and my collateral is $60,000. Any suggestions from your or others within your 5i family would be appreciate.
Clayton
Read Answer Asked by Clayton on June 08, 2020
Q: I don’t know if this appropriate. But here goes. Today you answered my question. If you have access to my question.it will save me repeating it again. To reduce risk I have sold my position in BPY.UN at a profit. Looking at the portfolio I would appreciate any addition you would make to this portfolio either new or adding to existing position
Read Answer Asked by Roy on June 08, 2020
Q: I am going to trim my KXS back to 6%. With the proceeds I am considering one of the following:
Add to my CAE; add to my GSY; add to my ATD.B or initiate a position in DSG.
How would you rank these choices? Any and all thoughts will be appreciated. ram
Read Answer Asked by Ray on June 08, 2020
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