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Q: I have had the impression rightly or wrongly that you arenít buying into the current narrative that interest rates might stay higher for longer? Just supposing they do stay elevated for some time, are there any companies in your universe that you may have been previously positive on whose debt levels might give you pause under the higher for longer scenario? Iíll use EIF just as an example. Is it something you could run a screen on just to highlight some companies that you think could bear a closer watch under such a scenario? It always seems to me that when a company has an issue (Nuvei being a recent example), itís always a suddenly too high debt ratio that ultimately takes them down (or at least keeps them from recovering). Appreciate your thoughts as always.
Read Answer Asked by Stephen R. on August 23, 2023
Q: Going over some losers from 2022.

Bauche
Converge
Enthusiast
Qualcomm
Topicus
Roblox


Please let me know your thoughts and also should I buy, hold or sell. Most are in registered accounts.
Thanks.
Read Answer Asked by Gregory on January 18, 2023
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