Investment Q&A

Q: Hi

A few days ago I shorted TWTR at $52.00. My rational was that if the deal closes at $54.20 the downside is a few dollars and if the deal doesnt close the upside is $10.00 or more. Today Elon said the he would close the deal Friday. I also heard that TWTR would not trade Friday. I can (A) cover my short before Friday and take my loss or (B) hold on to my short in the hope that the deal never closes.
What happens to my short if I select option B? Will trading resume again, perhaps next week and I can cover my short or will Thursday be the end of trading TWTR? What happens to the shorts if TWTR doesn't trade again?

Thanks always for your insight

Q: hi folks:

what's your take on the risk increase given the USA's sanctions?

any comments are appreciated

thanks

Q: Hello Peter & Ryan,
I also picked this up on the IPO, and it too has done poorly. is there a business case to keep this, or best to let it go?
Thank you as always...

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

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?

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?

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.

Q: shop reports this week. as one of your favourite growth picks, can you tell us what YOU think shop will report. will they beat estimates. if not, why is it still a pick. what do you think you know that makes it a buy

Q: Which would you prefer for a shorter time frame of 2-3 years and why?

Q: Why is EQT down so much?

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)

Q: Hi Guys

NFI had that warning today. Is there any hope for this company ...... given the backlog and their dominant position? It has been mentioned numerous times that it would be a good candidate for a takeover or buyout - would you agree?

Thanks

Stuart

Q: globe story saturday about shop and churn rate. story claims retention rate is lower that rivals and getting worse. as you continually rate shop as a top growth pick, what do you make of globe story. any concerns? is shop still a top pick.

Q: Peter; Any specific reason nat gas has dropped so much recently? Thanks. Rod

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.

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

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"!

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

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

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?