Q: Nutrien seems to be moving higher... finally. Seeing it touch new 52 week high is a good technical indicator. Would you concur that fundamentals and outlook are also supporting a higher valuation?
Q: Hi Peter, the results for ENGH look a bit soft. Can you provide your opinion on the results and if you think it would be a value buy now with the dividend. Thanks
Q: Hello 5i
Seems this company is having trouble regaining its money making status despite showing growth in assets.
Consolidated Net Income is way below prior year and barely dribbling higher quarter over quarter. Are they poor operators and more of this can be expected?
What are your thoughts on this investment and how much more time do you think is required until they can get it in gear?
Q: Does the deal CRWV signed yesterday with Applied Digital have any negative implications for GLXY ? Is CRWV the only client using Helios Data Centre? Curious why CRWV signs these long terms leases and if they will continue to "rent" between having NVDA backing and there stock going to the moon, why not build their own data centres?
Q: Sorry, still trying to figure out if Today's $10 drop presents an opportunity to add some shares.
In your view, today's sell off is not acquisition related. If so, why would stock be down a bunch, in an otherwise stable market, when its peers, which are also up YTD as well over 12 months, are trading as if business is usual. It looks weird !!
Would you have an idea, what is the cost of the Lexica deal and if there is a possibility that WSP may be considering a secondary offering to finance the deal ?
Q: Hello Team, CSU - Any idea what cause the spike 3X volume into the close on Friday? I don't see any news. Repositioning for month end? Doubt it was shorts, covering.
Any thoughts? Thanks for your excellent service. Gord
Q: Hi,
Following up on the Q&A re: Magellan Aerospace Corporation, can you please provide a sense of the pros and cons of this company as a long-term investment? Does it have any moat features? What are the risks and potential rewards going forward? What about position size - is a full position justified?
Thank you so much, Michael
I'm interested in these two companies after going through most of the questions here, there seems to be a change in your preference. Why is D2L a more prefer investment NOW compare to DCBO. What has cause you to change your opinion on them. Thank You
Q: Hi,
Your views on the company. Does the company's business model is turning weak based on profitability and ROIC? Had the company lost its business mojo?
Thanks
Piyush
Q: Hi,
Last week it reported Q1-2025 earnings. It missed its EPS and revenue also come lower but from the share price movement this news is considered as positive as share price reached 12 month high. Can you please give your analysis on this kind of scenario? Is this considered as selling opportunity to take advantage of rally or there is some positive news under the numbers which normal investor did not see?
Piyush
Q: Hi,
In your answer to Neil yesterday, you said that there are numerous high growth software companies that remain down 20%.+ Could you name several you like, both US and Canadian? Thank you Mike.