Investment Q&A

Q: I was looking through 5i to see if there were any updates on COR, but cannot find any reference to it when searching by symbol, or Question Text.
I know you have written about it somewhere, as I bought some shares as a result. Perhaps you mentioned it while answering a question on another company.
If this is the case, perhaps you could add "Answer Text" as part of your search function on the company questions.

Apart from that, you had recommended it because it had momentum. As seems to be usual, no sooner do I buy shares, than they lose momentum. What are your feelings about this company now?

Q: Hi Peter, I would like to enter the Marijuana market and in Nov. you said it would be best to get in with an ETF or the top three operators, WEED, ACB and APH. Which would be the best buy to get in now under the circumstances at the present time. Thanks, Nick

Q: What is the news about RME?

Q: Good evening .Your thoughts on this company , and how will it play out with rising interest rates .Thank you so much

Q: would buy AT&T at this time?

Q: Comments please on Celestica's latest quarterly miss and purchase of Atrenne? Are there better opportunities out there or are you suggesting more patience will be rewarded ?
Thank you

Q: Is Open Text a good investment for my TFSA?

Q: In Leon’s recent comment about CSU.DB he said “So if the rate of inflation is 2% greater then the yr before and is 3.8 % then it is 6.5+ 2 NOT 6.5 plus 3.8”. You agreed with him.

However, the CSU.DB short form prospectus says “at a rate equal to the Cost of LivingcAdjustment (as defined below) (which amount may be positive or negative) plus 6.5% (“Floating Interest ”). Notwithstanding the foregoing, the interest rate applicable to the Debentures will at no time be less than 0%.”

The Cost of Living Adjustment is defined as “the annual average percentage change in the CPI Index during the 12 month period ending on December 31 in the prior year. For the 12 month period ending on December 31, 2014, the Cost of Living Adjustment was 2.0%.”

So in Leon’s example, the rate would be 6.5 plus 3.8.

The correct understanding of this point is of major importance to me, and maybe to others. Please check your answer to Leon carefully once again and let me know whether you stand by your earlier validation of his interpretation and if so, why.

Q: Hi, What is the YTW for CSU.DB, if it is redeemed on Mar. 31, 2023 and given a constant cpi at todays rate - what is the current cpi rate?
Are there any other important terms of the debenture besides its interest rate, 5 year call and final maturity?
Thanks. Peter

Q: Lac saw a significant sell off last week after announcing paperwork being prepared on both sides of border for possible financing and confirmation as well as final date it will list on NYSE. I'm curious if you can tell me if either of these would have caused the sell off or if one or the other or neither. Your thought are appreciated. Either way I picked up more at the bottom.

Q: What are your thoughts on the drop in Savaria this morning?

Q: Hi Team,
Would appreciate your analysis of NXO & its prospects. Thanks

Q: Zymeworks had quite a lift today. Can you provide any colour? Thank you.

Q: Can you please comment on the decline of PZA over the last few months. Is it expensive compare to peers and a good time to start a position ? Thank you.

Q: Hi team,
I go to the U.S. mainly for tech stocks. I have FB, GOOG and SQ for some time now, happy with all. In Canada, I have KXS (thank you very much), BYL and OTEX (my perennial laggard that I still like).

There are many U.S. tech stocks on my watch list but I will ask about TTD, The Trade Desk. As I understand its model, it is into digital advertising by selling programming on a real-time electronic auction basis. TTD went public last year, had a strong run, faded back and seems to be acting better these days. I have seen positive comments on it on several U.S. business sites in the past month or so. One U.S. analyst (for what that’s worth) had it among his top ideas for 2018.

Your thoughts on this one?

Thanks again,
dave

Q: I've been looking for an ETF that covers the Blockchain space. BLOK.N from Amplify looks interesting as a managed ETF. This should be much safer that trying to play on the Cryptocurrency side. I'm in the technology space (software) and sort of the exponential growth of unstructured data we now create, I have not seen such a transformational new technology such as Blockchain.

https://www.amplifyetfs.com/blok

Q: Sitting out the weed stock ride is getting expensive and I am looking for a way to get involved with something that has some tangible reason to believe. Some stocks just seem to bounce up and down based on different sides speculating on the same news story. Are there three stocks you could recommend that are not a complete turkey shoot? What do you like about them?

Q: Is this a company that you know anything about? Based on the website it sounds like they plan to get involved in selling marijuana world wide but I can't tell if there is an actual business today. I'm not contemplating a purchase but wonder what your thoughts would be on how to approach something like this stock.

Q: Hi,
On Jan 23 someone asked about insider transactions info.
CEO.CA has a very easy-to-use insider function (sign-in not required).
Just enter the stock symbol in the CEO search bar; then click on the SEDI tab.
As an example, here is the link to Stella-Jones page.
https://ceo.ca/sj

Q: I believe yesterday you had somewhat indicated that Saputo's future growth may be limited. If this were to be the case, do you see an eventual longterm decline / flattening of the stock price due to a potential decline in P/E ratio? Do you see it becoming more of a dividend paying stock as opposed to growth stock as it matures?

Thanks.