Investment Q&A

Q: When considering an content of fixed income portfolio would you favor splitting it into bonds and money market funds OR putting it entirely into bonds fund or entirely into money market fund? Both funds are managed by Public Employee Pension Plan with good records as to the benchmarks and low fees. The question is asked considering current market conditions and likely a correction in the near future anticipated by investors and money managers. Is such adjustment a reasonable approach? Timing the market with certain adjustments in one’s fixed income portion of portfolio?
Thanks for insight and advice as always.
Miroslaw

Q: Does today's announcement of an increase in dividend and the production numbers suggest material upside if oil prices stay high?

Q: Hello,
Could you tell us the upside and risks of TEAM. I am thinking about adding.
Thanks!

Q: The following is from a CNBC article on Monday September 13th,

“ Now, Toast says it was serving more than 48,000 restaurant locations as of the end of June, up from 27,000 in 2019. Annual recurring revenue surged 118% in the second quarter from a year earlier to $494 million. The bulk of Toast’s revenue comes from what the company calls financial technology solutions, consisting primarily of fees paid by customers for payment transactions. Less than 10% comes from subscriptions.

In its updated IPO prospectus on Monday, Toast said it plans to sell shares at $30 to $33, raising over $700 million at the top end of the range. That would value the company at $16.5 billion, based on its outstanding share count.”

How does that compare with LSPD and it’s 150,000 client locations.

Clayton

Q: Any known reason for the recent positive price movement?

Q: Hi 5i, this is in response to Paul's question on getting historical dividend information.

I've been using this link: https://dividendgrowthinvestingandretirement.com/canadian-dividend-all-star-list/, I find very informative especially if you are looking for dividend companies that have survived the last two recessions with increasing dividends.

Enjoy!

Q: What small cap companies do you like in Fintech?

Q: Peter and Wonder Team
I know the stock has hit a new annual high based on upgrades and the rise of the price of uranium. What do you think of there financial situation ...so at $32.00 per share how would you evaluate it...fair or over valued or room to run? I have owned it for years and wonder if I should sell wild it is hot.

Q: looking at my precious metals holdings over the years they have either lost money or done nothing with the exception of LUX. Is it time to switch this allocation to bitcoin/ethereum and give up on gold?

Q: Good morning
VRAR started trading this week as a spin off Victory Square. Before this company started trading, I noticed when I googled a name there was another company in a similar space with a similar name that had been trading. The stock symbols were not active, so I assume it must have stopped at some point. When I googled the name to-day the other company could not be found.
My question is this company a resurrection of a former company that for some reason stopped trading? If So, will the resurrected company fair better than it predecessor?

Thank you

Steve

Q: 1) I'm in BAM but I'm looking for
ETFs to counter a very QQQ centric portfolio.

2) How's are BLK and TROW different then SPY?

Thanks
Mark

Q: 5i,
Now that the CP takeover of Kansas is approved, would favour CP over CNR?

Q: Greetings!

What would be your top 5 Canadian Industrials to start new positions in today?Could you include a brief explanation as to why?
High risk tolerance with the goal of capital appreciation.

Thank you!

Stefan

Q: I am interested in the solar space. I own SPWR. I am not interested in ETFs at this moment. SOL looks interesting and has dropped tremendously like the rest, and is now approaching book value. In a previous answer you said it was a Chinese company, and yet on several sites I see the headquarters in Stamford, Ct. Can you comment on this and the stock in particular and which solar stocks you find most interesting. Thank-you.

Q: You noted several months ago that Johnson and Johnson may have exposure from opioid lawsuits and that this may be of concern. ABBV, through its Allergen division, may also be involved in at least some of these suits. You have continued to recommend ABBV so do you feel they are less exposed?


Appreciate your insight.

Paul F.

Q: Does Magnet’s acquisition of DME account for the $7 drop in the share price? What is your view on this deal?

Q: Hello, as a proxy for a tax planning sale on WPM, what would be your three top choices today. Please list from best to worst. Thank you.

Q: Greetings:
This stock was recommended to me as one with a lot of potential. I did some research and I believe it is a SPAC. I am apprehensive when SPACS are involved, but would appreciate an explanation and an opinion on the potential of WM Technology. I value your opinion and appreciate your service.
Thanks, BEN.

Q: Hi team,
I am aware that you are quite upbeat about this company but am "confused " about the following areas in : Price to Comparisons,i.e.Price to Free cash at 6.30,Price to Cash flow at 3.60,but in the Valuation Ratios Book Value of equity per share at 0.44. How practical are these calculations for evaluating a company's prospects when making an investment decision? According to analysts the target price for GXE is 1.10 ,is this realistic?
Many thanks ,
Jean

Q: What do you think of the new depositary receipts CIBC is offering? Is there any real difference owning the actual shares in US dollars?