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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Hi Peter and Staff

Earlier this month Dollarama issued $700,000,000 of notes with a rate approximately of 5% with a substantial amount being used to repay notes with a rate just above 2 %

How significant is this additional interest cost per annum versus current earnings ?

Thanks for all you do
Dennis
Read Answer Asked by Dennis on October 26, 2022
Q: With the current rate rise most likely near the end , isn't it normal that the income stocks rally first?. Thereafter if the feds relay a slight slower change in the rates adjustments, the tech stock take off?
Read Answer Asked by adam on October 25, 2022
Q: I need to pull about $170,000 out of my TFSA to finish a house build. Can I put that amount plus the 2023 contribution in the new year or $81,500 plus the 2023 contribution?
Read Answer Asked by Clarence on October 25, 2022
Q: Hello, I have asked this question last Thursday morning, so just in case it got lost, here it is: these 2 ETFs seem to be similar, except for the lower MER for LIFE and the higher market cap for HHL, is there something to be aware of if I switch from HHL to LIFE for tax-loss reasons? Any disadvantage in putting money in LIFE? Is The Evolve business solid? Thanks.
Read Answer Asked by Martin on October 25, 2022
Q: In response to Rodney asking why Nat gas has been on the decline lately, here is some information on what may be causing the weak natural gas prices:

-Milder weather this fall resulting in less demand
-Freeport delays and energy market intervention in Europe helping consumers manage through the Winter
-Steep drop in broader US demand
-Record seasonal storage injection
-Drop in global LNG pricing (TTF pricing)
Read Answer Asked by Keith on October 25, 2022
Q: Peter; Any specific reason nat gas has dropped so much recently? Thanks. Rod
Read Answer Asked by Rodney on October 25, 2022
Q: We hold an all-equity portfolio with 40-45 stocks and ETFs. Core holdings are large-cap Canadian and U.S. companies. We assume that a full position of 40 names would be 2.5% of the portfolio. Top two holdings are BAM at 5.23% and CSU at 4.31%. At what level would you trim?
Also, the Brookfield family is presently 10.26% of the portfolio. What level would you trim there?
We are not planning to trim soon as 12 positions which are small-cap tech are sub .50% and we anticipate a reversal of large-cap dominance.
Read Answer Asked by J on October 25, 2022
Q: HI 5I,

I have been reading, listening to my financial advisor and seeing some answers on your question blog that there may be an opportunity with bonds. I like ETF's the last while, so can you give me your advice on some ETF's that incorporate a high level of bonds that may see some upside if bonds were to have some capital appreciation. Thank-you
Read Answer Asked by Jason on October 25, 2022
Q: Hi,
Do you agree with Mr. Ross Healy that NFLX is the only FAANG stock worth dipping into? Would you be a "trader" of this stock? Do you see the potential for a bounce?
Feel free to share your "musings"!
Read Answer Asked by Savalai on October 25, 2022
Q: In today's Larry Berman's BNN Educational segment, he referenced last Friday at 8:52 am...when the US Fed announced a "pivot", whereby they would probably raise rates by 0.75% this week but that they might slow down the rate hikes thereafter...my paraphrase wording.

Your thoughts and/or reaction?
Thanks...Steve
Read Answer Asked by Stephen on October 25, 2022
Q: Hello Folks:

We have owned REMX for about a year and considering trading it for LNTH.
What do you think of this action?

Thanks so much
brian
Read Answer Asked by Brian on October 25, 2022
Q: Last year's volatility on acuity ads (AT) rewarded me since I traded it three times for very nice gains. I kept a small amount of shares since I am playing with the house's money. I looked at today and it is down to $2.17 on the Canadian exchange so the market cap is only about $130 million. From what I can tell them seem to have at least $80 million of cash on the balance sheet. I know their ad revenue will go down if there is a recession but they still have about two thirds of their market cap covered by cash. That is protection, right? If the company can't find an acquisition why don't they do a substantial buy back? The only time I have found a company with such a large amount of cash was a little natural gas producer in New Brunswick called Corridor Resources. I made a few bucks trading on the seasonality and one day, when I didn't own any shares, someone came in and bought Corridor for a healthy premium. Could this happen to Acuity? Are they vulnerable to be acquired with so much market cap covered by cash on the balance sheet?
Read Answer Asked by Paul on October 24, 2022
Q: Upside over the next 12mths. How would you rank the above in sequence of potential during this period.
Read Answer Asked by Chris on October 24, 2022
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