Investment Q&A

Q: Lifeworks still trades below the deal price of $33. Is this because the closing date is far out or does this mean there is a high chance that the deal will not close? If the latter is the case, should I sell now and avoid the risk of what would be a huge drop in the share price of LWRK back to the pre offer level?

thanks again
John

Q: Would you wait for the deals to close or sell?

Q: Assuming the deal happens and 1/2 value is paid in shares of T does that mean 1/2 the ACB of my LWRK shares is now attributable to the new shares of T that I now hold?

Q: What are your thoughts on Telus buying life works, and is it a good time to buy telus stock? Thanks.

Q: Regarding the Telus takeover of LWRK, if I opt for 100% shares will my cost basis rollover into the Telus shares so that the transaction would not generate any capital gains tax? Presumably, if I opt for cash or partial cash then capital gains tax would be payable on the cash portion?

Q: How secure is the Telus offer - should I just sell at $30 and move on or wait to get the $33 offer?

Q: Ever since this Co changed it's name all it has done is the share price to drop. Was there a corporate restructure that I missed? I have owned and collected the dividend for about 20 years.

Q: Could you rate these 3 on a scale of 1-10 with 10 being best,for a turnaround after all being beat up pretty good in the last 3-9 months for increased earnings,growth and which one has the best management and which one would you start a position today for a 1-2 year hold or do they need more time to consolidate thank you

Q: LWRK continues to decline. I have read recent postings and note your comments. Just wondering whether you thought this company may have some attraction for a potential buyer such as BBU perhaps at these levels?
Thank you

Q: My question is about these two dogs. Wondering if it is best to cut losses and move on after holding for some time. Can either of these companies fix issues and show growth down the road? How many years can a loss be carried forward? Also do you think Lifeworks will cut dividend?
Thank you!

Q: Stock really getting hammered here would you consider this a buying opportunity for a 2% position and a 1-2 year hold and are they expected to grow earnings this year

Q: Any idea why Lifeworks is down today (11% at the time of this question).

Q: Long time holding which has gone down steadily since mid July 2021. Any thoughts on the reasons for the decline? Time to take profits and look for something with a better return? Any suggestions as to replacement? (not necessarily in the same sector).
Many thanks.

Q: Which company do you believe has greater up-side in 2022: SLF or LWRK?

I currently hold both LULU (down 12%, TFSA) and ATZ (up 40%, cash account). Am contemplating:
* continuing to hold LULU
* selling LULU and buying more ATZ (thus raising my ATZ holding to 4.35%)
* selling LULU and purchasing AMZN. Your advice would be most welcome.

Thank you,

Maureen

Q: In response to a question from Stephen, about stocks that pay a monthly dividend, you said “There are not a lot of blue chips that pay monthly.”

I have enjoyed monthly income and a nice (unrealized) capital gain from LWRK for more than a decade.

Would you not consider LWRK to be a “blue chip” that Stephen should consider for monthly retirement income and, if not, why not?

The stock price is well off its highs. Is LWRK good value at current prices?

Q: With LWRK 30% off it's high would you add here? What are the future prospects for the company? Is this a company 5i would consider for a detailed report?

Q: Looking for a Canadian stock or two that provides both a reasonable dividend and some growth. Please rate the above-noted stocks on a scale of 1-10 for both growth and risk over the next 12 months. Thank you.

Q: RPI and LWRK are both long-term holds for me, and have done well - particularly RPI (+500%) in spite of the recent slide. However, these were bought in part for their dividends, which have decreased on a percentage basis with the stock price gains. Both have also been rather weak lately, and I can easily get significantly higher dividends with other stocks. I am looking at selling one this year, and the other next year.

Could you comment on which has the least likelihood of a rebound, and should go first.

A further issue is that both are in a taxable account, and the sale of either will result in the complete clawback of OAS due to the capital gains. I have no offsetting loses at the moment. Any suggestions on how to handle this?

Thank-you

Q: Your comments on LWRK would be appreciated.The drop of almost 10% today seemed a bit excessive or is there something I'm missing in their report? Thanks
Dave

Q: I am losing patience with LWRK. I bought it as as steady-eddy stock with some growth and a reasonable dividend. Although I'm still up some 26% ( in a non-registered account), I'm down 40% from a year ago. Please comment on recent earnings, headwinds from the recent rebranding, and any other factors that may be holding this stock back.

Thinking of foregoing the dividend and replacing LWRK with CSU or SHOP to make up for my paper loss. Is it time to bail? And if so, which of these two stocks would you recommend I purchase today? Thank you.