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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: What’s the difference between the different BAM shares, any preference?
If we already hold BAM.PR.N , should we change them to another BAM?
Read Answer Asked by William on January 31, 2019
Q: This is about the volatility of stocks such as Shopify. I understand why it is volatile being new, growing fast and very high valuation. My question is, assuming it continues to grow what might one look for as indicators that the volatility is going to settle down.
Thanks as always,
Peter
Read Answer Asked by Peter on January 31, 2019
Q: Hello Peter,
Tilray's lock period came about mid januarly and the CEO said he would not sell any share in the first half of 2019 which was a positive sign. However, later, we find that he did sell. Here is an extract from Barrons that explains why he sold (sorry for the long text below but i wanted a clarification). From what i gather, the sale had not much to do with selling due to lock up expiring but more to do with restricted shares that had to be sold for IRS purposes; hence, the CEO was not misleading anyone. Please confirm. Second, I am looking at acreage holdings, ACRG. The US company just went public a few months ago but has high profile people on the board (i.e. a US senator, and Brian Mulroney). Does this give Acreage any bonus points in terms of an investment? Thanks very much. Please Tilray article below from Barrons.


Two of Tilray’s top executives recorded stock sales last week, the first insider sales at the marijuana producer since it went public in July.

Tilray CEO Brandan Kennedy, in a form he filed to the Securities and Exchange Commission, disclosed the Jan. 24 sale of 149,916 Tilray shares for $11.1 million. That’s an average sale price of $74.21 per share. Woody Pastorius, chief revenue officer, recorded the sale of 20,578 shares the same day for $1.5 million, an average of $74.21 each.

Considering that Tilray stock was priced at $17 per share for its initial public offering, Kennedy and Pastorius are selling stock at more than four times that IPO price.

But this isn’t a case of executives cashing in on a hot stock less than a year after the IPO. The sales recorded in both executives’ forms were a matter of complying with Tilray’s vesting policy for restricted stock units (RSUs). When an RSU vests and becomes a stock, the Internal Revenue Service considers that a “taxable event” subject to withholding and payment.

Kennedy had 375,000 RSUs vest on Jan. 23 while Pastorius had 50,000 RSU vest the same day.
A Tilray spokeswoman noted that neither Kennedy nor Pastrorius sold “any of the net settled shares for personal gain”

Kennedy also serves as executive chairman of Privateer Holdings, a Seattle-based private-equity firm. Earlier this month, so-called Tilray “lockups” expired, allowing early investors including Privateer to sell their Tilray stock. Privateer issued a statement that it wouldn’t sell, which helped shore up the stock.
Read Answer Asked by umedali on January 31, 2019
Q: I recently added a 1/2 position of InterRent to my TFSA. In your opinion could I expect more growth from WSP? For industrials I also hold a 4% position in SIS in the same account. I like to hold for 3+ years barring unfavorable fundamental changes. Looking forward to your thoughts.
Read Answer Asked by Harvey on January 31, 2019
Q: My first question as a rather new subscriber! I am 7 y into RRIF withdrawals so wish mostly dividend stocks in this portfolio. I have held EXE since May, 2015 and am now barely $1300 above (all in dividends and share value) as of today. I have read your comments about "quality trade off" and "weak hold for income"with regards to holding EXE instead of SIA and / or CSH.UN. You have commented that EXE debt is about 10 times cash flow. Could you give me similar information about SIA and CSH.UN please. I am about ready to sell EXE for positions in both or either of SIA and CSH.UN (in spite of them having lower dividends and earnings per share and higher P/E). Comments appreciated.
Read Answer Asked by Gary on January 31, 2019
Q: What sector would you put Park Lawn Corporation? Also, what is an appropriate percentage allocation for each sector
Read Answer Asked by David on January 31, 2019
Q: I hold CSU,DSG,ENGH is a non registered account and have done well. OTEX and KXS in a TFSA. In total all of the above are about 6.47% of my holdings. Should I consider reducing to 2 or 3 holdings or hold all five. Comments, thanks
Read Answer Asked by David on January 31, 2019
Q: Sdx announced today that they plan to delist from the TSXV and only stay listed on the LSE AIM. What does this mean for Canadian investors? Can I trade my shares after the transfer? If so how? Any advice would be appreciated. I am really disappointed in this announcement. Should I cut my losses and run?

Regards,

Brendan
Read Answer Asked by Brendan on January 31, 2019
Q: good morning:
having trouble finding out how much of enbridges business is regulated in long term contracts and wondering if you know the answer to this question. wrote company but they did not really give me an answer. I think trp is 95% of its business is regulated just in case anyone wanted to know.
thanks
Read Answer Asked by hans on January 31, 2019
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