Investment Q&A

Q: Hi, follow up the on the previous question about AQN and their dividend versus Cashflow and earnings: The dividend is $0.44 per share but the Free Cashflow per share is -$0.35. Doesn't that mean that if they killed the dividend the company would have free cash per share of $0.09 and therefore be adding cash per quarter instead of losing cash?

Am I reading this wrong? AQN seems to be reducing the financial capacity of the company to pay the dividend. Wouldn't a more appropriate practice be to pay the dividend out of free cash?

Q: I just saw a SEC filing which reports that Blackrock acquired 7.3% of CYRX. There is a saying that there are many reasons why someone might sell a security but only one reason for a purchase. Should I be taking this purchase seriously?
Many thanks for your thoughts.
Ian

Q: These are in my TFSA at red ATZ AEM, BNS, CCL.B, GSY SIS, and these are at green BYD, CSU, LMN, SHOP, WSP, and TFII. Very close to my cost are BN, ENB, MG, DSG. Would you suggest anything for cleaning up or any new addition(s). Please deduct as many points as required.
Thank you

Q: Market caps in the US surpass 1 Trillion. What companies do you see in Canada getting close to 250B or 500B market cap? Is that possible or is the market too small and these mega caps will only be found in the US.

Q: My daughter is just getting her start investing after setting up a TFSA. What is recommended for the initial $7000? ETF’s? Stocks like CSU, BRK.B?

Q: Hello, what is your opinion of RTX, their Q4 earnings, their future growth given the problems with Pratt engines? Is this a good time to invest, with wars popping up here and there? Thanks.

Q: In my US TFSA, I currently hold Costco Microsoft Berkshire Hathaway and Intuitive Surgical at equal weighting. I’m making my annual maximum contribution. Which one would you recommend at this time?

Q: Peter; I just received the TVK info re upcoming shareholders meeting. I wasn’t aware that two directors/ shareholders held such large positions. Obviously they could never sell into the market that trades maybe 10,000+- a day. It’s close to $50.00 this am - THANK YOU- my question is do you think there may be a secondary issue of shares by these two ? It would also provide more liquidity- which may attract institutional interest- and help estate planning for the two.? Thanks.
Rod

Q: For someone looking to make a first time entry into the sector, which one of the two would you recommend and why? Are there any others to consider that would rank above these?

Thank you.

Q: What is your view on NOC's recent earnings. Would you continue to hold or are there other companies in the sector that you believe are signicficantly better investments. Thanks as always for you expertise.

Q: Would you give me 5 of your TOP picks CANADA and USA Thank you RAK

Q: I need clarification on Norbert's Gambit which my brokerage appears to dislike.

I would like to convert a quantity of $US in my $US Account to my $C Brokerage Account without paying the brokerage spread. Would you please correct any errors in my thinking and answer my questions as I try to use Norbert’s Gambit. I asked the brokerage for assistance and I was told that the agent was not permitted to provide assistance for the Gambit. All he could do was to follow my instructions.
Do I:
1. Buy Horizon’s DLR.U in the Canadian side. How do I do this when my $US are located on the US side? Can I journal the $US into my $C Account and retain them as US currency?
2. Sell DLR, not DLR.U in $C on the Canadian side. What do I have to do, if anything, to change DLR.U to DLR?
With great appreciation,
Ed

Q: What stock in the defense industry would you recommend for a five year investment?

Q: What's the best way to invest in Argentina? Big fan of Milei

Q: I am looking to initiate a 2.5% position in one of these two companies, in order to increase the industrial component of my portfolio. Both have received favourable commentary by 5i. Looking at a five-year time horizon, which one would be deemed to be the more prudent position to initiate?

Q: 1. has well ever been in a profit since inception if so what year and what was the EPS. that year. .2. what is the EPS projection for WELL for 2024 year . 3. what is the projection for EPS for 2025 year. 4. what is the share count for years ended 2022 and 2023. 5. have the insiders been buying more shares at depressed market prices or just exercising options at lower prices and selling.into the market thanks Richard

Q: Hello Peter & team,

Microsoft reports in 4 days. Can you please tell us what the expectations are, and if you think there will be a beat or a miss? And how you think the stock will perform over the coming 3 - 5 years.

Thanks for all you do

gm

Q: Please give me the dividend payout ratio based on Non-GAAP earning per share, operating cash flow per share and free cash flow per share. Thanks.

Q: We seemed to be cursed with "Living in interesting times". Do you think Lockheed Martin is a possibly, smart buy after their quarter/2023 report and resulting pull back?

Q: Yet another question about WELL. Insiders have bought shares actively in the end of December. Most likely with end of the year options or is it? Do we know if their purchases were made at market price?

Yves