Investment Q&A

Q: Hi 5i
I think Peter has been around long enough to remember December 1999 when TRP cut its dividend from 1.20 to .80 and the stock tanked to under $10. More recently ALA made a deal to buy WGL and issued shares at $31 ( I think Caisse depot or other big guys were in for $400 million). ALA went down to around $11 and recoverd to over $28 recently. So my question is: do you see any similarities to TRP or ALA turnarounds to think that AQN ($9.50) could follow a similar chart?
Thanks, Greg

Q: SL GREEN, despite its recent dividend cut, seems a decent choice. Would you suggest buying REITs at this time and, if so, which ones? I am a retiree seeking inflation-resistant income.

Q: These very large Cies appear promising to me for longer term : wich could resist better in case of a recession ?

Q: When it comes to the new BAM and BN, what risk weighting out of 10 would you assign to each of them???......where 10 would be low risk and 1 would be very high risk?......Thanks for your take as this will assist me in determining my weighting of money in each of BAM and BN stock postions........Tom

Q: Everywhere you look, GIC investing is the big topic of conversation and advice. If an investor wants to outperform the market, then you never buy into the hot investment themes. I see no reason why that rule should be broken now.

Q: On December 10, 2022 the value of my BAM.A shares was $71,000. On December 17, 2022 the market value of BAM was $11,173.00 and the market value of BN was $53,546 for a total of $64,719, a loss of approximately 9%. Did the value of Brookfield actually drop 9% in one week? If you have an explanation it would be appreciated. Thank You.

Q: The US authorities disapproved the Kentucky deal. Wasn’t it a good thing for the company stock given that the market hadn’t liked it in the first place? However, the stock is down today. Can you explain the reaction?

Thanks,

Q: Hi Guys,

Your thoughts on starting a small position on Tesla.

Merry Christmas

Jim

Q: Maybe I am missing something ,
November 2022 Gsy sells 425,000 shares to raise 50million to aid in accelerated growth ..Ok I get that.

December 2022 , gsy announces it intends to buy back its shares . . I don’t get it

MISSISSAUGA, Ontario, Dec. 16, 2022 (GLOBE NEWSWIRE) -- goeasy Ltd. (TSX: GSY), (“goeasy” or the “Company”), one of Canada’s leading non-prime consumer lenders, announced today the acceptance by the Toronto Stock Exchange (the “TSX”) of goeasy’s notice of intention to renew its normal course issuer bid (the “NCIB”). Pursuant to the NCIB, goeasy may purchase for cancellation up to an aggregate of 1,252,730 common shares in the capital of the Company (the “Common Shares”), representing approximately 10% of goeasy’s public float. As at December 9, 2022, goeasy had 16,438,926 Common Shares issued and outstanding

Q: Peter and His Wonder Team
MND up 17% today...pleasant surprise. Please give me your opinion as to why. Thank you for your consistent insights which are always helpful.

Q: Hi, I’m looking at the current 13% dividend for PKI. What is the likelihood of a cut? Their longer term guidance sounds optimistic in this environment. You mentioned M&A in your reply to Gregory. Have you any potential candidates in mind who would be interested? ATD is obvious but would the government approve? Anyone else? Thanks! Heather

Q: Management continues to rationalize operations and cut costs. A potentially painful share consolidation of 1 for 14 so the company can retain its NASDAQ listing. Is there any value here with the most recent collapse, in a very long series of collapses, of the stock price? Or is this just a bad trip ...

Q: Hello
If I sell PHYS and my husband sells GLDM would AEM and PSLV be considered to close to PHYS and GLDM by CRA for tax loss harvesting?

Q: Hi there,

I saw ENGH put up some good numbers today. In your opinion do you think ENGH has turned up here and has room to run?

Thanks!

Q: Hi, if I were to sell SYZ for a tax loss, would you replace it with SHOP or KXS ? Or simply buy back SYZ. Who do you like for a long term hold. I also have CSU.
Thanks, Merry Xmas, looking forward to 2023

Q: Do I have this straight ? As a ( Canadian ) holder of these two non American ( Bermuda )stocks, effective January 1/23, when I sell them, I will be subject to a 10% withholding tax and will be required to file a US tax return ?

WOW !

Q: CAN YOU GIVE A GIFT TO YOURSELF AND RECEIVE .30% OFF?

Q: I noticed their share buyback program was with subordinate voting shares. Does this help the common share holder.

Thanks Steve

Q: Would you consider yesterday's news as significant. If so, is it a good time to buy, possibly with a January bounce.

Thanks Steve

Q: Hi 5i,

Would appreciate your thoughts on the recent offer by Advent International buy MAXR.

As a share holder should I consider this a done deal and sell? or is it worth hanging onto the shares in case there is a competing offer from another bidder for MAXR?

If the MAXR does ultimately get bought out, is there a similar company you could recommend to replace it in my portfolio?

Sorry for the multiple questions. Please deduct credits as you see fit.

Thanks in advance,

Greg C.