Investment Q&A

Q: what are your thoughts on Arctic Wolf . Is one able to invest in them presently?

Q: Looks like LNF beat estimates and the stock really took of..(sigh). Can you please comment on results. Did I read correctly they currently have $400 m FCF and how this compares to the industry?

Q: Hi,

Just a follow up to my earlier question on go easy. What's the next area of growth for the Company? While they may have plenty of room to grow in Canada, what do you think is next? Unlikely they get bought out by a Big Bank because of bad optics perhaps? Can they expand geographically or into other segments?

Thanks,
Jason

Q: Hi group is BEP.UN a buy sell or hold its down more than 20% in the last few months

Q: I had been waiting for awhile for xbc to correct before taking a position. Got tired of waiting and watching it continually climb. Took a small position at $10.60ish and of course now I am seeing the correction I was waiting for. I added a bit more at $9.03 but now it’s down almost another $1.00.
Is there any news accounting for this?
Is your longer term thesis still positive?
Would now be a good time to add a bit more or is there more downside to come?
My overall position is still quite small relative to my whole portfolio and its in my TFSA and I don’t need the money.

Q: I have been fortunate to have made 300 per cent with Go Easy, is it time to trim and buy into Air Canada or WYNN with the potential rebound or simply run with GSY? Thanks
PS I’d have never known about GSY if it weren’t for your stellar recommendation and advice.

Q: Good Morning Peter & team

XBC down almost 30% in the past month and just under 10% on the day today Feb 23. To be fair it is a down day for the markets in general - nothing goes straight up. However, the recent trend is alarming.

Anything you have seen which would account for recent losses? And I imagine your view of XBC hasn't changed?

Thanks for all you do

gm

Q: What do you think of the share offering? They already have $6+ Billion in cash, and Tobi often mentions his reluctance to dabble in larger M&A. Thank you for your thoughts.

Q: Any reasons for the fall in stock price today and over the last week?

Q: May I please have your opinion on REAL. It has not performed well recently as you know. What is your expectation in their upcoming quarter. Is more competition from the USA something one should be worried about. Sincerely Joseph.

Q: Hi. It seems that you like LSPD but at a glance it looks like they have an operating loss every month. Can you explain your thinking of why you like LSPD when they are not making money? Thanks in advance

Q: Hi,

Looking for about 5 Canadian growth names to add to my TFSA. What would you recommend right now?

Thanks,
Jason

Q: Real Matters has experienced weakness in the last few months (as most of your readers know).

But in the past week, there was a gap down and I think it has more to do with their competitive position in the market related to the pending merger between CoStar and Corelogic (which I would think is Real Matters competition). What do you think about this? Do you know if this will have a material change in their ability to gain market share in the Appraisals business?

Q: Apples vs oranges vs olives question....
I still hold SJ and just noticed internalized that it has been dropped from the portfolios. Only a half position and I have some cash to invest so looking to maybe sell it and buy a new full position. My portfolio is well balanced although selling SJ will make me a bit light in materials so might prioritize a materials stock like CCL or AEM. Problem is I dont like non voting shares and I historically have timed all my mining purchases poorly....seem to buy on the highs in that sector...In general I am a balanced portfolio follower with tendencies to start buying more from the income portfolio. So looking at stocks in the portfilio I might look at adding a full postion can you rank best buys right now with +5 year hold. SJ ( hold and add to it), TFII, CCL, AEM, BCE, other non financial/ non industrial from the balance/income portfolio high on your list buy list right now.

Q: Will the types of components manufactured by XTC likely be in demand in electric vehicles and thus the company will remain relevant and grow (e.g, similar to the future of MG)?

Q: This is a question about transferring GSY from my growth portfolio to my balanced portfolio. Both portfolio's are balanced and diversified. (I also have an income portfolio.) GSY is now more than 10% weight in my growth portfolio. And the balanced portfolio is 3 times plus the size of my growth portfolio. Transferring GSY from growth to balanced would mean not having to trim GSY....and my inclination to do this transfer stems from the recent move of SHOP from growth to balance, as I think GSY is now "mature". What say you about this transfer idea?.........Tom

Q: I sold my shares on SHOP the day before its earnings release which turned out to be a good move, and I lost my LSPD after its earnings to a stop loss at $90. I'm thinking that if I want to get back into one of them that LSPD would be preferred at this time because it will benefit from the re-opening trade, particularly restaurants, whereas re-opening will be of little benefit to SHOP. Do you agree?

Q: Is Parkland a buy at this time for a hold of 3 to 5 years . Thinking about adding as I already hold this stock,

Q: thoughts on the magna quarter please?

Q: QST VS XBC: Could you explain the differences between these companies? Which one has higher growth? As both are in the Growth Portfolio, I'm assuming you prefer both? Would you buy either today or would you wait for things to settle down?