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Investment Q&A

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Q: hello 5i:
more questions/clarification on the CSU warrants:
first, warrants do not HAVE to be exercised, and CSU would wind up with both Series 1 and Series 2 bonds, correct?
second, how do you see trading in the bonds affected? eg. as Series 2 can't be called before 2040, would this make them more valuable than Series 1? Or, if they can be called at any time, would this make them less valuable.
third, the interest rate for the bonds will still follow the same criteria for both Series 1 and Series 2?
fourth, using $10,000 (a round number that makes calculations easier), a holder would then receive 100 warrants? What about numbers that would involve parts of warrants eg. $111,100
thanks for straightening this out
Paul L
Read Answer Asked by Paul on August 16, 2023
Q: Public storage and cell tower stocks are down significantly this year. Were they simply over-valued previously? Assuming interest rates will stabilize, do you feel that they may offer above average returns going forward? Your favourites listed on US and Canadian exchanges?
Read Answer Asked by John on August 16, 2023
Q: Hi,

Can you please compare these two stocks? Which do you prefer today? I realize you do not follow wix as closely, but it seems like they have very similar business models and product offerings while wix trades at a lower multiple.

Thanks,
Read Answer Asked by Adam on August 16, 2023
Q: With multiple xdivs coming up, what would be your top 10 Canadian dividend picks? Thanks
Read Answer Asked by Eric on August 16, 2023
Q: Seth Klarman's fund reported a recent trimming of Alphabet and a new purchase of Amazon. Since he is a renowned value investor how would you explain that trade from a value investor's perch? Could it be that a company like Amazon which operates many global businesses and that may be poised to move into several others meaningfully (healthcare, etc) and potentially dominate in those cannot be traditionally valued because it provides future growth opportunities like no other company can and because of that isn't able to be predictably valued? Could it be that someone like Mr Klarman is investing in Amazon for the long term because he sees no company that compares with its potential, not even an Alphabet? Could it actually be reasonably priced as a "one-of-one" company? Would like your opinion on this "analysis" of Amazon. Thank you.
Read Answer Asked by Ken on August 16, 2023
Q: I have a very positive view on renewables, and these stocks are well down today. I have all three of them.
I'm undecided between adding more BEP.UN, which I like best, and NPI, which is more deeply discounted. Morningstar has NPI at five stars.
John
Read Answer Asked by John on August 16, 2023
Q: I currently have little emerging market exposure and would like to move some surplus funds into that sector. The transaction would be in my USD non-registered account. I've been looking at a few ETFs and think that DEM:US would be a good pick as a start. Of course if you have other suggestions please include them with your response.

What should be the maximum allocation to an emerging market ETF given I am retired and this income stream would supplement my pension, LIF and RIF income.

Thank you.
Read Answer Asked by Ronald on August 16, 2023
Q: DJCO/Daily Journal

As a fan of the guys that run Berkshire, DJCO seems to be somewhat of a business that is kind of like would Constellation Software would be interested in acquiring.

What do you think about DJCO as a stock to invest in at this time?
Read Answer Asked by Eugene on August 16, 2023
Q: Good afternoon,

I've owned the MAW 108 & MAW 106 mutual funds in my RRSP and TFSA accounts for a number of years and although I've been reasonably pleased with the absolute return of each mutual fund, the relative annual return compared to their benchmark index has not been that great...

Given that the MER of both funds is substantially higher than that of an ETF tracking the S&P 500 and the S&P TSX, I'm thinking of selling both Mawer funds and replacing them with one ETF that tracks the S&P 500 and another that tracks the S&P TSX, both with a much lower MER.

Q1. Do you agree with this course of action given that there would be no tax issue in selling these Mawer mutual funds and replacing them with two appropriate ETFs.

Q2. Would you kindly recommend your two best ETF ideas that would achieve my goal of reducing my MER fees and that track the S&P 500 and S&P TSX indexes.

Thank you and as always, your sage advice is much appreciated.
Read Answer Asked by Francesco on August 16, 2023
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