Investment Q&A

Q: On August 16 last year, High Arctic split the company into two entities (HOH and new HWO). For each share of HWO held, shareholders received one-quarter of a common share of HOH and one-quarter of a common share of post-Arrangement HWO.

I haven’t been able to determine how to apportion my original cost between the two. My RBC statement shows that they (RBC) attributed 100% of my existing cost to the new HWO but they attributed an addition $0.50 per share to HOH.

They have a generic footnote that says (re: HOH) “Part of or all of the Book Cost on this security position is unknown resulting in the use of market value… Please contact us to update the statement records.”

I would like to do that, but I don’t know what the amount should be.

On their website, HWO says,
“High Arctic Energy Services Inc. has determined that the fair market value [HOH] shares ... on August 12, 2024 is $1.755 per High Arctic Overseas Holdings Corp. common share”.

Does that mean I should (or could) use $1.755 as my cost per share of HOH, and deduct in from my cost per share of HWO? Other suggestion?

Thanks,

Q: QSI I have been following this stock for the past few weeks and it has been increasing daily.
Can you provide your usual service in providing a review of this business.
Thanks in advance

Q: In the case of a recession confirmed during the next 12-18 month how do you anticipate the impact on the ai sector and specifically on these stocks?

Thank you very much in advance

Q: Just a little more clarification on my question on GDXY . First what is a " synthetic call/write strategy " ? I suspect understanding that will help me understand the very large 32.5% yield ......And second the only GDX gold stock I can find is a 5 cent stock Goldex Resources Corporation ? Which I don't find encouraging for a purchase of GDXY . Could you elaborate on the relationship ? ..... Or if I have the wrong company point me in the direction of the right stock symbol ? .... Thanks again for your terrific service ......

Q: On March 20, (Market Call) a gentleman by the name of Reza Samahin on top picks had a company by the name of Impinj, Inc., the way he told it this company is a leader in product in information tags. I would appreciate if you would give me your view on this company. Would it be a buy or hold off purchasing.
Thank You for your services

Earl

Q: With the CDR what is the breakdown of share portion you own if buying this? Example 1CDR = .05 of an actual share of Palantir. In light of the current market and potential future of Ai what is your feeling on PLTR besides having an extreme valuation.

Thanks

Q: Hello Team,
Could you comment on the the capital appreciation prospects for this going forward?
Thank You,
Barry

Q: Thoughts on their latest quarter.

Q: Should I continue to hold GDI or sell? If hold, for how long?
Thanks

Q: Thoughts on MAG earnings and given they just introduced what looks like a sizeable dividend? Would you rate it higher than the other medium/large silver producers like PAAS now?

Q: Are these dividends eligible for the dividend tax credit even though the fund is largely composed of US preferreds.

Thank you

Q: further to my question which you answered very quickly, thank you. The information was from your website"Business Description-
The investment seeks to track the investment results of the NYSE FactSet U.S. Tech Breakthrough Index. The fund seeks to track the investment results of the NYSE FactSet U.S. Tech Breakthrough Index (the underlying index), which measures the performance of U.S. listed companies engaged in cutting edge research and development of products and services in the areas of robotics and artificial intelligence, cyber security, cloud and data tech, financial technology, and genomics and immunology. It generally will invest at least 90% of its assets in the component securities of the underlying index. The fund is non-diversified. The Fund seeks to track the investment results of the ICE 0-3 Month US Treasury Securities Index, which measures the performance of public obligations of the U.S. Treasury that have a remaining maturity of less than or equal to three months." I don't understand why the TBills are related to this index. Is the debt incurred by these companies comprising the index?

Q: Couple of questions on LSPD

1) What portfolio was it in and when was it removed?

2) With the recent announcement of a weakening outlet today on Bloomberg, at this point is it too late to unload, or would you take your losses and run for the hills?

3) If yes, where would you put the funds?

Thanks

Sheldon

Q: Is this ETF less secure because it follows bonds from "breaking edge technical companies index" even though they are T-bills. If one were looking for a relatively secure Tbill ETF to gain modest income and possible currency benefits in a RRIF which would you chose.

Q: FITB has a preferred issue, FITBI that looks interesting to me. Is it a good fixed income alternative or is there a superior Canadian option?

Q: Riocan and HBC , REI issued a detailed sedar report , are there any analysts report(s) to assess the fair value of REI units through the process of HBC winding down its stores?

Q: Hi Peter and co,
Although Mark Carney has eliminated the *consumer* carbon tax (which leaves industry still paying it I suspect, and the costs will still get passed through to consumers), given his track record and recent comments about commitment to net-zero and "heavy emitters will have to pay", it sounds to me like there will be significant headwinds for Canadian Energy companies if the Liberals are elected. I am considering lightening up on my Canadian energy holdings, given the probability of 4 years of energy-hostile policies. What are your thoughts on this move, for or against?

Q: Thank you for your list of available covered call ETF's . A bit to unpack here . Could 5i give me some assistance doing it ? .....

The current Yield of each ?

The structure of each ? .... { for example part of your answer was " GDXY may be of interest. " I'm assuming some leverage here as the yield shown in TD Waterhouse is 29% . How much leverage ? And what is the structure of this and the other ETF's ? }

The risk profile of each ? ...... { for example on the Yieldmax website they outright tell you GDXY is high risk . I would like to know why and what that risk is ? And a similar assessment for each ETF recommended ? }

Also if 5i were going to hide in some high yield covered call gold ETF's until after April 2/25 { tariff day } and likely longer as I'm convinced it isn't going to be a good year for Canada. Put a numerical value for each ETF listed from one to ten with one being most favored and ten being least favored and why ?

Also if there are any tax consequences inside a RRIF ?

Thank you for your terrific service .....

Q: keep hearing that utility sector would be a good place to hide if we go into a reccession. what stocks are considered utility. i realize fts, ema, but would trp, enb, bep.un, bip.un also be considered utility style stocks.

Q: When companies like Telus issue millions of Restricted share units (RSU) like it recently did does this affect the share count and are these free shares given out as compensation irregardless of performance of the company? Thx for helping me to understand.