Investment Q&A

Q: This is a follow up to a question asked by Ok on Aug 14 and is not specific to Well.
Ok brings up lending stock to a brokerage and getting a return. In this specific case they were using Well stock.
I have never heard of this before. Its sound like a possibe way to gain "yield" .
Can you better explain this and also what risk is associated with doing this.
Thanks
John

Q: Looking at adding Rio Tinto or BHP Group. Would you consider them buyable right now or should I wait until Chinas picture becomes a bit more clear? Thanks

Q: May I please have your thoughts/comments on LICY (Li-Cycle holdings)?

Knowing that it is early days and the related costs for scaling a business such as this are expensive up-front, can you also please comment on:
1). Is there a market for their product?

2). What is their competition doing in comparison?

3). Is it somewhat of a moat business?

4). How long until the up-front costs of establishing the business begin to pay off?

5). What is inside ownership like?

In past questions related to this company you felt that it was too early to consider investing in the company. Do you still feel that way?

If so, at what point does it become a company to invest in? What are the tell-tale numbers that someone should be looking for?

Thank you very much!!

Q: What do you think of div latest quarter.

Q: What do you think of QIPT as a part of a small cap portfolio? Results just out today after hours show a 64% revenue increase, and adjusted EBITDA up 80%, now at 23% of revenue compared to 21% last year. Big improvement in bad debt expense, down from 9% of revenue to 4% of revenue.

Q: Trying to reduce my number of stock holdings. Have identified these 11 as small positions that can be eliminated. Intending to use the cash to add to stronger holdings. I try not to think of a stock as a "hold". There are lots of high quality names you can invest in that look better than a "hold". If you were doing a portfolio clean up, and held these as roughly 1% positions, are there any that you would be reluctant to sell?

Q: After the markets closed today an offer of $185,000,000 was made for 33,550,000 shares of ECN and 27,450,000 pref. shares of ECN.
How do you view this ? Is it beneficial to ECN shareholders?
Thanks for your insight.

Q: This preferred share is currently yielding 11.3%.
No matter what happens to 5 year government interest rates you are guaranteed 6.25% per annum in the future.
With the dividend tax credit this yield of 11.3 % is approaching close to 15%.

Would you say this is a good buy? Or there are credit issues with the company issuing this preferred share ?
Thanks for your insight

Q: I’ve been a holder of ECN for years. Can you please explain the conclusion of their strategic review, and what your view of the company going forward is. What would you do if you held shares? Thank you

Q: How did they do this 1/4 ? Thanks.

Q: What do you think about SMCI’s valuation compared to growth for a three year hold here?

Q: Can I please have your thoughts and analysis on TVK's recently announced earnings. I note a selloff on the stock today. Your overal view on the company and your thoughts going forward would be appreciated.

Q: Thoughts on their earnings and longer term prospects?

Q: Hi, I'm not sure if my question went through previously, but I was wondering if you could provide more information on the ETF Fund Growth Model Portfolio with respect to proportions of different sectors and different country involvement?

Q: Can you please comment on earnings and what you think of their prospects? Thank you

Q: Could I have your take on earnings. The CEO says good things to come... would you consider this a buy today?

Q: Good day,

I did some rebalancing based on your response to my Feb question. I bought GOOG which paid off, GXE which sort of didn't (yet), and held the rest, and definitely should have listened on LLY and TFII... Wow.

My NVDA took off, and I believe ZWT mostly gained from it and the mega caps as well. NWH.un continues to wallow.

I'm looking to diversify, as I'm heavily concentrated in tech and Energy. Are there any materials that you expect to have a high demand on the horizon? Similar to Uranium/Lithium

Would you take some NVDA gains, and sell ZWT (I hold AMZN, GOOG, NVDA, TSLA separately), Sell NWH, in the current market, and then where in the above sections would would distribute it? Did I miss the boat on TFII and LLY?

I've also held BNS on and off the last 5 years, would you exit that in the current interest market?

Please recommend a couple options in each of a few sectors that you find most compelling right now, thanks.

[Apologies for the disjointed question, the text box on mobile is pretty small]

Q: Is Well Health Technologies the most manipulated stock in the Canadian market? I use Wealthsimple for several accounts and activated their "stock lending" option where they give you a yield on borrowing your shares. Their example target is 4.5% for shares borrowed. I could see the short attack on Well beginning like clockwork, 1 week before last quarterly release, as my shares were lent out more each day. I started getting 6% yield and that was ok. But that went down more and more with each "short", until I was loaning out all my shares for a measly 0.2%. I contacted the brokerage multiple times and they stated "market demand" and "fluctuations". Clearly 0.2% was not part of the deal and certainly not worth the risk. I obviously canceled this borrowing feature. What is this trickery? They are literally giving away shares to shorters as a means to suppress the share price. This has ONLY occured with Well:ca. How do they get away with it?

Q: Price action and chart are very "disturbing". Long time holder wondering if it's time to move on?

Q: I currently hold both AR and BTO as gold stocks. Down on both. Can you please give me your thoughts to whether I should hold or dump one. Down on both. Thank you in advance.