Investment Q&A

Q: Hi team,
Since it's been a little while since LMN announced it's acquisition of some Nokia assets, has there been any more information found on perhaps more of the financial details of this acquisition? I was thinking that somebody must know some details? Perhaps analysts that had been familiar with Nokia might know the revenue estimates of the assets that were sold to LMN? The stock moved up dramatically since the acquisition; almost like someone was in the "know" . Just curious here. Also...at what point would you consider LMN a "buy" again (I had thought it was previously mentioned that the shares might pullback some after the quick run up). The shares have pulled back some in the new year...should I be patient before adding or just buy now? I was debating on either buying either LMN or BN for a long term tfsa contribution and cannot decide which one,

Thanks,
Shane.

Q: Good morning ,

Just trying to clear up HPS market cap.

On the 5i company data section, Yahoo Finance, and the Globe it has the market cap listed at aprox. $970 million, but google finance and TD have it aprox. $743 million. Any idea which is right? Thanks. - Jeff

Q: PINS was included in a question asked on Jan 1 but could you give an updated answer on PINS specifically? Thanks so much!

Q: seems like a bit of a long shot high volume some analysts have high expectations could you comment please?

Q: If FFH still attractive given its recent appreciation? On Nov 11, you said, "If rates stay where they are for longer, FFH could perform well from here" - agreed, but won't there be a point at which the market starts baking-in the implications of their decline - that is, at which it expects FFH to become less profitable? Or is this more of a Brookfield situation, in which we should expect FFH to capitalize on its interest-rate-driven windfall by, say, pivoting to growth opportunities?

Q: Peter,

Does the quoted MER of a mutual fund include all trailer fees plus management fees?

Thank you

Paul

Q: If you had to choose between CSU and LMN, which would have more growth going forward?

Thank you for your service!

Q: BIPC can be purchased in either Cdn $$ or in US $$. If it is purchased in US $$ are its dividends still eligible for the dividend tax credit?

Q: Your thoughts on why the rapid fall lately and whether you think there could be a recovery.
Regards Jerry Gazarek

Q: I bought True North just before the split and it looks to me like it's up 45% in just over a month since the split. Am I misreading this? If this is correct, should I take profits?

Q: How much lumine does constellation still own

Q: This preferred share just auto sold close to half of what I own? Your help is appreciated!

Q: Peter, if you became a fund manager again starting next week, what would be the first stock you would want to buy?

I asked this same question in 2018 so I want see if your answer has changed after 5yrs.

Q: hi, ATZ down 5% today on no news I can find online? a case of leaked earnings/corrupt insiders? appreciate your thoughts on this...
cheers, Chris

Q: I want to add one or all to my TFSA from my registered account- In what order ( if any ) would YOU transfer them ? - Thanx Robbie

Q: For a long term investment (5+ years)which one of these Brookfield entities would you prefer if the objective is to maximum total return? Thanks.

Q: I would appreciate your thoughts on the above minimum rate reset preferred share. Please confirm the dividend receives the dividend tax credit , the new dividend rate and the security of the dividend. Also do you have any thoughts about why it appears to be trading at a discount to its peers especially when it has just reset at a higher rate. Do you have any concerns about these shares?Thanks Brian

Q: With all the continued unrest and conflict is there any compelling investment case for military or armament stocks?
Thank you

Q: BNS has been a big disappointment for many years. With every year that passes, I say to myself to be patient and give it more time. The new CEO needs time, the acquisitions need time, the valuation is attractive, reversion to the mean is a powerful force, 5i really likes it etc etc. Yet each year, there is no improvement.

I just looked at TD's EPS Consensus Expectations for 2024, and they are less than 2023! Earnings for 2023 were poor, and considerable lower than 2022 and 2021.

Please tell me why I should continue holding on.

Thanks

Q: You remarked about Apple that "above average market returns will be difficult to come by in the near-to-medium term." What tech-space alternatives would you suggest, if one wanted to move some money from AAPL to a company with better medium term grown prospects?