Investment Q&A

Q: 1. I hold Methanex shares and bought them at 90 CAD.
I like the company fundamentals and also the fact that they recently buy back their shares. As I have some capital gains up to date, I want to know if you would recommend me taking half a position and taking advantage of the tax loss and buy k back after 30 days at the current lower price or I don't do nothing and wait for the stock to go back up?
2. Is there a co-relation with lower interest and preferred shares and bank stocks not performing well ? I own ZHP and the stock has been trading sideways for some time.

Thank you

Q: As a shareholder of BGM since north of $1 what is your take on the OR acquisition and would you submit or sell and move on?
https://www.globenewswire.com/news-release/2019/09/23/1918980/0/en/Osisko-Gold-Royalties-to-Acquire-Barkerville-Gold-Mines.html
Thank-you

Q: What is the debt of this company and payout ratio.It seems that they issued lots of bonds.Is this a very indebted company in your view?

Q: Your opinion on MAC is appreciated.
Clayton

Q: Any news on MX today. Down over 6 per cent now.

Q: As BAM closes its position in Oaktree this month are the Oaktree shareholders obliged to hold their BAM shares for a period of time?
Thanks
Bob Rose

Q: Do you consider ENBA Floating rate Subordinated Notes Series 2018-B due 2078 equity or Fixed Income? Would you consider this a safe investment for a retired senior. How would this investment react in a recession? Thanks for any and all the info you can provide on this security.

Q: I am selling my home and moving, have not yet found a new place to live, so I will have a lot of cash to park for an unknown length of time. My plan would be to do a high interest savings account at Oaktree or buy the purpose ETF. My wife will kill me if I lose any capital…
Do you have any better ideas?
Thanks!

Q: Please provide your opinion on Delphi's latest developments. Will this help the stock? I have a small position. Thanks Gord

Q: I own bgm. is this a cash deal or a stock deal thanks bill

Q: I missed the Toronto money show. Would you have a link to view. Interested in 5i speakers as well as Derick Foster. Thanks
Chris

Q: With all of the wizards running to keep their pensions, a platform has been used as another campaign promise, ie to legislate something like a 25% reduction in cell phone rates.
Although they haven't been elected and will certainly will not get a majority this time around I would like you to please give us your analysis of what would happen to T and BCE in the long shot chance this becomes legislation?

Thanks

Sheldon

Q: I am a retired, conservative dividend income investor. I own CGX, primarily for income. I believe management clearly understands its investor pool, who are there for the dividend.

Why the 3.7% drop today? Do you still consider the dividend to be safe? Would you add more at these current levels?

Thanks for your help...Steve

Q: What are your thoughts about iAnthus? It had a good run when the whole cannabis sector was doing well and has pulled back since April, 2018. Might be a good time to get back in.

Q: This company appears to be profitable with what looks like a high powered executive team. They also appear to be well positioned for growth in both production and sales. Given all the carnage in the cannabis industry, what are your thoughts on its revenue/profitability and potential as an investment.

Chuck

Q: Greetings 5i

I have made a tidy profit in CCL.B over the past few years and I now realize I let it grow too large in my cash account. Recently, of course, CCL has been sliding down. My holding in it now amounts to 5.2% of my total Canadian cash account. Conversely, I have SLF that has being doing well but now stands at 7.4% which I realize is too high.

What weighting should I aim for with both SLF and CCL in a cash account that I am working on getting into proper focus and balance?

Two questions.Please deduct appropriate credits.

Thanks

Peter

Q: hitting new lows?

buy and hold for dividend.

it has broke a 5 year low.

Q: Palo Alto has identified Zscaler as their competition and ripped the company somewhat on an earnings call. The CEO of Zscaler fired back on CNBC with comments such as the below. My question is whether this is a buy with potential based on your knowledge and comments below. It has gone from nearly $90 to $51 in a few months despite seemingly doing well.

"Zscaler, which came public in the first half of 2018, offers cloud security software for IT professionals to monitor network traffic and protect data. The company surprised analyst estimates by turning a small profit in four straight quarters.

Revenue grew by more than 53% in its July quarter and is expected to near $90 million in the current quarter, according to FactSet.

“The market is coming to us. We’re seeing a lot of growth,” Chaudhry said. “We crossed 400 off the Global 2,000 companies as our customers, so [we are] very bullish about the opportunity.”

Q: Hello, What are your thoughts on Pershing Square holdings. They seem fairly cheap. I am considering starting a small position. I believe I could purchase it only in the OTC markets in north America (PSHZF). Please correct me if I am wrong. They have now rebounded well after the issues with Valeant and Herbalife..I would appreciate your thoughts. Thanks. Shyam

Q: I own shares of AABA. Not exactly sure of their announcement of dissolution of the fund. should I sell my shares?