Investment Q&A

Q: Hi

Contemplating selling either MS or JPM to purchase GOOG. Is selling financials good timing and if so, which one? And, is it the right time to by GOOG?

Carl

Q: Is it true the companies in IJR small cap 600 are requred to be profitable and 45 % or the companies in the Russell 2000 are not profitable thus making IJR a safer and better investment, Is there a covered call etf similar to IJR? Thanks for your expertise.

Q: The media occasionally references buying "Dogs of the Dow". Do you know if any comparative analysis has been done of the better Dow stocks which may be termed "Stars of the Dow"? If so, is there any guidance to be suggested? I think 5i favours buying "winners" rather than "losers". Thank you for your always well-reasoned comments.

Q: Dish has had a big drop. What are its prospects for the future.


Thanks

Thomas

Q: Thinking of buying a new mattress with a concealed side zipper. I find it hard to believe that a stock that trades in the USA and Canada can in one month lose 50% of its value because of a slight miss in earning and its outlook. Why?

You have strongly recommended NUVEI for quite some time and I was hesitant after involvement with LSPD. However, when another reputable investment newsletter (with a very conservative outlook), recently recommended this loser (NUVEI), I decided to take the plunge and pull the trigger. Boom, down 50%.

My question is about warning signs. How can one detect such things in advance? Obviously, nobody did, but for company to loss 50% of its value in less than one month, there must be something? No insider selling (or buying) unless it was done another way. The insiders must have known that they were going to lose half of their investment. Maybe they don’t own much? No idea?

I think something stinks here.

Anyway, I am off to Sleep Country.

Q: Hello,
Can you comment please in this 2 compagnies . Which one is more risky? And which one has the chance to recover faster ?Thank you !

Q: Peter; Could you update your thoughts on DFY after their blowout quarter- do those earnings make it an even more appealing takeover candidate ? Thanks.
Rod

Q: I own BEPC at a 6% loss, offset a bit by the dividend but have come to the conclusion that I don’t understand the renewables space, and try to avoid investing in things I don’t understand. What is the catalyst to take this higher? Are companies in renewables much like the broader non-renewable energy sector in that they are price takers and subject to cyclicality? I’m feeling like if I want some growth with a small dividend I’d sooner own BN, and if I want a decent dividend with a little growth I’d be better off with BAM? Appreciate your thoughts and opinion as always.

Q: Own this a much higher levels any future ? what about view on Future of Hydrogen ?

Many Thanks

Greg

Q: ALB-N,ICLN-N,REMAINING ALL TSE,RCI.B,FCR.UN,TCN,GOOS,NTR,TSU,NVEI
Which stocks need to sell or all of them.

Q: Hi,

What do you think of this assessment and it's impact on the stock long term?


Tim Shufelt's opinion:"management’s assessment that insurance premium increases must perforce catch up with costs, allowing carriers to fund labour rate increases over the long term, and even though labour rates are not directly tied to written premiums over the short term, political action to curb the magnitude of premium hikes represents a growing risk in our view.”
Quoted from TD Waterhouse citing the GLOBE AND MAIL

Thanks

Q: A number of strong Dividend paying companies have pulled back recently. Excluding Banks, what would be top five Canadian Dividend Paying Stocks (> 4%) that would also bring reasonable growth.

Could you also indicate if you consider them a buy today.

Thanks
Tim

Q: How would you rate these three stocks at current valuations for a long term (10+ years) hold. Thanks

Q: During the period from 2009 through to 2014 I was a shareholder in Imperial Metals. I just received a "Notice of Settlement" related to a class action.

The basics are a $6 million settlement, minus $1.8 million to the lawyers, minus settlement costs, with the balance paid pro rata to Class Members (with a list of excluded persons, like Murray Edwards, etc.).

I've done a bit of preliminary work here. I held 3600 shares as of the key date Aug 14, 2011. I sold all of my shares, the last being in 2014. Cumulatively, I made a reasonable return.

I have followed CRA's direction and kept all of my documentation for the past 6 years. However, we flush all outdated official records (buy and sell confirmation slips). I would need to contact RBC to obtain copies and probably have to pay to get them.

In your view, is this worth pursuing...financially I would get "something". In reality, I am guessing the lawyers would get most of the money and there would be some scraps thrown around to the rest of us.

Any thoughts or guidance would be appreciated.
Thanks...Steve

Q: please identify top consumer discretionary stocks that meet criterion you recently identified for industrials - strong competitive advantage, growth runway, strong management, value creation and high ROE that are currently buyable

Q: Were the earnings of NPK as bad as I & the market think?
Thanks
Larry

Q: Is it timely to buy Goog? Ai is the big game nowadays.What is a good entry point?.Txs for U usual great services & views

Q: This is a general comment in response to D's question asked on August 14, regarding BNS. I would agree with 5i that it's the valuation; yield and growth + the price we pay for a stock creates future value.
For example, owners of quality individual shares obtain stock splits every decade or so. 200 shares of BNS bought in 1990 for $4,800, for instance, with splits, are now 800 shares. When you multiply 800 shares by the price of $80 it's $64,000. And, dividends now provide more than half the purchase price ($3.10 times 800 = $2,500) Stocks get safer as time goes by. BNS now has a $60,000 buffer before we lose capital; however you have to wait a couple of decades to get it.
D should be a holder of BNS and quality companies that pay a dividend. Yield + Growth + the price paid for a stock, will create value.

Q: I'm looking for some companies in the materials sector that pay sustainable/growing dividends (above 4%) with solid balance sheets and strong growth outlooks. Could you suggest some of your favourites. My focus is Canada but global companies are acceptable.

Q: Thoughts on earnings?