Investment Q&A

Q: Good morning
When a broker recommends a stock a disclosure is made stating that:

"Broker is a market maker or is associated with the specialist that makes a market in the securities of the subject company"

Can you please explain what this means and whether it is significant?
Thank you

Q: Is there any reason for the drop with ALA.

Q: I'm looking for an investment to fill a void in the electric utility space in my portfolio. I'm thinking of Fortis. Would this be ok in your view or are there others you would prefer? Bill

Q: Hi all at 5!, thnx so much for all your info and insights for us DIY investors, much appreciated!

Can you share your insights on these companies, 2 which announced good quarterly reports lately?

Thnx so much!
Dave

Q: The info on your website indicates an ex-dividend date of August 12? That is also reflected on Yahoo. I'm thinking that's wrong, and is more likely November 12. Thanks.

Q: I own ENB and CNQ in my Canadian retirement dividend portfolio. What would be the next energy stock I should think of owning to add with these?

Q: If I take a tax loss on these two bond ETFs, can you recommend two others that I should replace them with? Thanks.

Q: I am down on these names in my TFSA account
CTS (-44%)
ENGLX (-73%)
QST (-28%)
XBC (100%)

Is it time to throw in the towel on all of these, consolidate into one name or use my next year TFSA contribution limit to dollar cost average down?

I also hold an ETF, VGRO, in this account which is down 13%.

Q: Can you please comment on two items for Converge: the level of share dilution over the past couple of years, and the percentage of goodwill on the balance sheet. Are either of these concerning? Need to be watched? What about the likely future trajectory for these factors? I am considering taking a position here but these things have be reconsidering. Thanks.

Q: Any reason for TSU's drop of $1.67 to $37.91.What are the estimated Rev. & Eps when it reports on Nov.3. Is it a decent entry point now? Txs for u usual great services & views

Q: What is your opinion on the purchasing of BAM.A shares now to establish a new position. Should the shares be bout now or should one wait for the dust to settle?

Q: I have a tax loss to harvest on FDX; would you recommend selling and buying XPO or UPS as replacements? Or just waiting 30 days to buy back. Or stay away from all after the tax loss harvest?

Q: zlu follow up question, thanks for pointing out that zlu trades in USD as zlu.u
When i compare performance of those 2 ETFs using yahoo finance or questrade edge or the bmo website zlu significantly outperforms zlu.u over any time frame
If the performance was similar i would invest in zlu.u as it is in my rrsp account but in this case given the outperformance i think i will opt for zlu.
I do not understand the performance differential, assume fx must be related but it seems like too much.

Q: Hello,

Given current price levels would you consider Lumen as a good investment from potential growth as well as dividend perspective.

Thank you!

Q: In an answer, you said a good entry price for META is between here and all the way down to its IPO price of $40. That would be another long way to fall. Sounds like it is very cheap and getting cheaper every day. What is your definition of a value trap and is META now a prime example?
Thanks.

Q: Back in June I asked about moving some XSB to XLB and you suggusted stick with XSB for another 3 to 5 months. I think I should start to switch some XSB to XLB. Does this make sence or is there another long term bond fund that would be better? Holding period of 5 years or longer.

Thanks Greg

Q: I’m looking to purchase these 3 stocks on the neo exchange. Is this a good time and in which order do you recommend? Thanks for your valued service.

Q: HPS/A, Hammond Power Solutions, is a company that makes transformers. Could I have your comments on this company's cash flow, back orders, debt , profit & future prospects?Thanks
Dave

Q: Can you enlighten me re what has gone wrong with this company? Should it be sold?
Thank you for your guidance!

Q: I have been searching for some beaten down industrial names and I came across AirBoss. I owned it a few years ago so I was somewhat familiar with the company. I noticed that in the past year it traded as $47 WOW and now it is just over $7. I realize that the big Covid contracts for nitrile gloves and respirators. etc. drove the price up and those contracts have dried up, but still only $7ish dollars. They have other divisions, like automotive, that are not covid dependent and the defense and safety segment is still relevant (It was relevant before Covid!!) So what is not to like about BOS when it is in the $7ish dollar range? At this price the dividend yields close to 6 per cent. I would be content collecting a year or two in dividends while waiting for earnings to stabilize or sentiment to change. But is the dividend safe? It is 10 cents per quarter and earnings were 9 cents but cash flow was decent. debt is a little high but it doesn't seem onerous. Then again, I am not an accountant!!