Investment Q&A

Q: I am investigating buying AC playing the “ back to normal “ theme. While it’s generally agreed that the number of customers will bounce back, and possibly even exceeding previous numbers , I am trying to determine the profile of these travellers ; will business bounce as much as vacationers , what will be the favourite travel destinations, how long will it take to play out etc. ? Do you know of any links that have done an in-depth investigation into the airline industry or AC in particular? Thanks. Derek

Q: I realize the markets have been weak lately, however, UPST is down about 50% from its high. Any idea why its down so much? What do you think of the prospects of this company? Is this a buying opportunity or should I stay on the sideline?

Thanks for any help you can provide

Q: RE my question about criteria for buyable microcaps. I cannot remember anything specific to help locate this item in the feed. As an alternative, could you suggest several criteria to help deciding if a microcap is worth considering for purchase: e.g., certain level of booked revenues etc.
Thanks, David

Q: Google has held up pretty well through the market turmoil. Would you ever sell it to buy something that has been hit hard? For example, would you sell GOOG and buy TTD?

Q: I struggle to identify and summarize reporting dates for my holdings' earnings announcements. I am using the nasdaq site, which is inefficient and sometimes incorrect. Any suggestions on how to organize or what apps might be helpful?

Thanks in advance.

Q: Would large investors be upset that the current share price of $7.68 is much lower than what they agreed to pay for the financing deal ($9.80). I don’t think the stock has closed higher than the financing price.

Q: Good morning team,
A few years ago I purchased ZAG as my bond portfolio for a long-term hold. It did will rising to $17.15, but as interest rates rose and it declined to my purchase price of $16.40, and given that I am over 70 years old, I sold out to preserve capital. I am looking for an alternative, safer place to put the fixed income portion of my portfolio. GICs and money market funds offer weak returns. I am looking at ZST (and ZUS for $US). Do you think these are a good places to go for safety of capital and rising return assuming interest rates continue to go up?

Q: As a novice investor I do not know the significance of LSPD values being high. What does this mean in practical terms? Are there any guidelines of what an investor might do when this is the case?

Q: Any comments on recent result? With the dip in share price is this a reasonable income play?

Q: I'm thinking of swapping RDS.B for FRU. Do you think this is a good move? Do you think Shell's stock price and dividend will recover a fair bit with the current oil and gas prices? I've been hearing favorable news with FRU on both fronts, and am curious to know your opinion on this swap. Thanks.

Q: could i have your opinion on this company please.Is there a reason for weakness in the share price recently?

Q: Is the CSU dividend of TOI taxable in 2020 income of 2021 income?
i.e. Is it based on record date or the date it was paid?

Q: What is your interpretation of Google's announcement of changes to third party cookies and their effects on online advertisers? From my amateur perspective this looks like an existential risk to the sector and either this or future changes could eliminate them; and google is both a competitor and market regulator via browsing interface standards.
Any guidance is appreciated.

Q: As a result of having CSU I acquired TOI.CA. shares. I was thinking of selling 20% of CSU and adding to TOI.CA Don't have new money to add to TOI. Thoughts ?

Q: Good morning, could you highlight the types of investments and how best to acquire them, that are most ideal to be held in TFSA to minimize any foreign tax issues.

Q: There are many rate reset preferred shares with conversion privileges. I hold RCG.PR.B which just reset at a yield of 3.7% (on $25 face value), which is 2.89% plus the 5 year Canada government bond yield on March 1. This gives a quarterly dividend of $0.231313 per share. The rate will not reset again until March 1 2026. RCG.PR.C reset at 3.00% per annum or $0.186799 per share for the quarter, being equal to the sum of the three-month Government of Canada Treasury Bill yield determined as of March 1, plus 2.89%. The rate on the C shares will reset per the formula every quarter. The option window to convert from one version of the security to the other will close on March 16.

Given your outlook for interest rates over the next five years, which version of this security would you prefer to hold for the next five years?

Q: In reviewing Sunopta results this morning, they reported strong results yet the stock price has had a negative reaction. May I have your thoughts?

* Revenues of $205.6 million for Q4 2020 compared to $186.1 million in Q4 2019, an increase of 10.4%.
* Gross margin increased 360 basis points to 15.5% from 11.9% in the prior year.
* Earnings were $70.2 million or $0.78 per share in Q4 2020, compared to a loss of $7.6 million or $0.09 per share in Q4 2019. This includes earnings from continuing and discontinued operations.
* Adjusted earnings attributable to common shareholders were $1.2 million or $0.01 per diluted common share in Q4 2020, vs a loss of $5.6 million or $0.06 per diluted common share in Q4 2019. This includes earnings from continuing and discontinued operations.
Adjusted EBITDA¹ from continuing operations of $20.6 million, or 10.0% of revenues for Q4 2020, versus $11.2 million or 6.0% of revenues in Q4 2019.

Thank you

Q: Your take on the earnings today?
tnx u...

Q: I would love to buy Booking or Live Nation but I cant pay more than they were trading at a year ago. There is still too much uncertainty. Are there any names that haven't fully recovered (and then some) that look interesting to you at this point? Thanks

Q: Peter;;Any news on STC- halted re circuit breaker? Would this indicate too much selling or ? Thanks. Rod