Investment Q&A

Q: you seem to be hot on pine cliff as opposed to other high dividend payers in the small cap oil and gas space such as gear and peyto among others. why is this?.
i know gear is heavy oil, peyto and pine cliff more nat gas.also are there others you prefer besides tamarack which seems like it is going nowhere. dave

Q: Brookfield Asset Management (BAM) said Monday it plans to commence a normal course issuer bid to purchase up to 31.8 million of its class A limited voting shares, representing about 10% of the public float.

Can you tell me how many shares are outstanding. Can you also tell me how such a reduction in the public float might impact the dividends paid out to shareholders over time (e.g. direct correlation)? Could this be the type of company that might annually try to reduce its float 10% to drive its own stock price re-rating? Lastly, is it common for a new company/spin off such as this one to start buying back its own shares?

Q: Please provide me with the following info on WSP.

NET REVENUE {last fiscal year}
EPS {3x trailing years}
PEG
DEBT/EQUITY RATIO

thank you

Q: I am currently down about 60% on WELL Health
- I am considering buying more to average down on my cost

Your thoughts?

Thanks,
M

Q: Hi
I am wondering where i can find the companies that you added to recently
Thanks fa a great service

Q: I have noticed many questions to 5i recently where the subscriber asks why a particular stock ha dropped so much in a day. You respond that there is no news. An alternate response could be that "probably Dan C bought the stock the day before". Conversely, if a stock as a big unexplained jump, the response could be "probably Dan C sold it the day before". I hope this helps.

Q: I have losses in spy and iyc and want to buy voo. Would I be able to claim the loss since the two etfs are in a non registered account? Do you think this is an ok move?
Thanks, Lesley

Q: Your opinion on the chance that the going private offer of $11.25 is raised?

Q: In the Portfolio Analytics it was pointed out that we are underweight in Industrials.. is there a Canadian etf that you would recommend that covers industrials?

Thanks, Lesley

Q: What are the best Dividend stocks to hold for under 100$ a share? thank you, all the best.

Q: DND has recently had a considerable rally. What do you think of the cashflow and profitability now - I am asking for an answer that assumes the takeover does not go through. What about valuation ratios currently and compared to assumed growth rates going forwards? Cheap, fair or expensive? Thanks.

Q: I need to sell one of these or half of each. What is your opinion?
Diversification is not an issue.

Q: How reliable are the monthly dividend payments for these funds …. as part of an income portfolio?

Thanks.

Q: Hi Peter/ Ryan, I transferred BAM in kind from my Margin Account to my TFSA at a loss, do I still have to wait the 30 days to buy it back. Thanks, Nick

Q: With a 5yr time horizon would you recommend splitting money over 3 etfs; rep. Utilities, tech, financials. Or, one etf VOO or a cad equivalent with spaced purchases over the course of a year. If suggestion is 3 etfs, could you please suggest some names in each of the three sectors. Thanks a lot.

Q: Hello
Kinaxis dropped loke a rock this morning. I couldn't find any news. Do you what caused this sudden drop and moderately larger volume to day as well compared to the last couple of weeks

thank you

Steve

Q: CROX has had a nice run with great momentum. Could you explain the key risks, that may derail CROX future stock performance? Is CROX a buy or hold right now?

Q: I'm not sure if you planned to take in the conference call today or not. RBC put out a one-pager on what Mgmt planned to do, which included a 40% cut to their dividend (creating a new yield of 6%).

Q#1 = As a result of Mgmt's plans going forward, what are your thoughts on AQN now?

I am fortunate that I bought AQN years ago at $5.60 (held in RRSP) and have trimmed (for asset allocation reasons) several times on the way up...as high as $21.10. However I do confess I added recently at $14.75. I still have some funds ready to top-up, but I am on hold for now...just watching.

Q#2 = would you add, hold or sell at this time?

Q#3 = my personal speculation is that AQN will probably just hang around the $9-10 range for a while. My hope is that a potential buyer will show up and take them out. In a November question, you thought the take-over chance was around 25%. With this new information in hand, do you have a new percent chance that they will be bought out?

Q#4 = if AQN does get taken out, would the usual ballpark premium of 30% apply? This would entice me to hang around for awhile.

Thanks...much appreciated.

Q: Can you comment on your current outlook/prospects for Paramount Energy

Q: Cybersecurity - which are your top two ? - i.e. are the best of the best.

Which of these particular two:

- Has the best valuation?

- Has the best potential growth?

- Is the "safest" and has the best chance at being around for the long term?

- Has the best product / geographic diversification?

- Are both of these considered at the cutting edge?