Investment Q&A

Q: Kinaxis has ongoing litigation with Blue Yonder for some years now. Is this a major factor which may Kinaxis profitability?

Q: Hello,

What are your recommendations for Canadian banks for a TFSA with a 15+ year horizon?

Q: Please recommend the name of 5 TSX stocks, for starting a $100k retirement fund, earning 10% on dividends + appreciation, relatively low risk. Thank you.

Q: I own both of these stocks and have to sell some. Could you please advise which has more upside in the next six months. Cheers

Q: Hello,
I have owned these 3 stocks for a few years now and doing some portfolio cleanup and wondering if still worth holding - long term. I don’t trade. Can you please briefly comment on their potential individually and if some should be sold, in what order in your opinion. Thank you.

Q: Could you please recommend your top 5 solid, dividend-growing companies? what would be your buy prices for each? Thanks.

Q: Please comment on its most recent Q. It is still held in the growth portfolio yet it has been in a down trend since early 2022 from almost $60 to a current price of around $36. Do you still have patience with this one? Is it a buy, sell or , hold? Is there another name you would consider as a replacement with better growth?

Q: I'm having trouble nailing down exactly what CLS does. Is it a technology company or an industrial company? Also, do you think it would be a good time to invest in the company?

Q: now thats a nasty pullback. If you owned gsy would you consider a partial switch

Q: Hi, Why the Propel stock keeps dropping, despite excellent results ? Now, seems like, it has broken below the $25 support level ( recent gap up after earnings ) and is down $6 or, 20%, from the post earning bounce. Is it worth accumulating around $23 ? Thanks

Q: Could you comment on Boyd's 1Q results?

Q: Hi 5i,
With the drop today Boyd is down approx -30%. The 2021/2022 pullback was approx -50% and represented a great buying opportunity for the stock.

How do you view the drawdown and operational issues today relative to the 2021/2022 volatility?

Thank you!

Q: Hi, We own RY/CM/GS- 12% , IFC - 2.75% and PRL -1% among Financials. In addition, we bought EQB - 1% position at $85, based on strong analyst commentary, a month ago. We need some cash to raise and were wondering if it is necessary to own EQB or with about 15% weight through above holdings, we can let the EQB go.

Thank You

Q: hi folks, thoughts on Q1 results for Galaxy Holdings glxy/t.....would you be comfortable buying in $12sh range....opinion going forward???.....thx as always, jb

Q: Any reason you see for this pullback below its low price post earnings.I thought they were excellent with strong guidance also.

Q: Long term investor in the above.
Having declined over 10% Hd now in correction territory while Byd is in bear territory yet American stock markets have been strong
Puzzled.
Please comment

Q: Hello ,
It appears from various questions and answers, well's fundamentals are good. If the market does not seem to like it much, in your experience, is it best to move on. Unless there is a takeover, do you see a potential of Well surging. Last report as outlined was good and it did well but now retracing.. thanks for your assistance.

Q: Your thoughts please on the quarter?


Thx

Q: HPS - Can you expand on their specific SBC, 1st look one might think $16,671,000 million in SBC in one quarter WTH... 1 year ago that expense was $4,478,000.
Noted share price as of March 31 $145 so it seems they issued over 100,000 shares as compensation and that is it?
But reading more into it thanks to some twitter(X) ppl I follow (you are tagged in it so you can see exactly what i mean) and its as if they are updating their DSU (deferred share units Directors and Senior executives can defer compensation as stock + they do issue some as awards) and then RSU PSU (recently the new LTIP was instituted for Senior Executives).

Please shed some light on this is that a correct interpretation because they state on page 11 of 1st Quarters Interim financial statements that they issued 1335 DSU shares at $115.80 and a total of 10,388 PSU/RSU shares were issued @ $117.26 this quarter = $1.37 Million at those prices and 11,723 shares.
*BUT noting an expense of $10,836,500 for DSU recorded in general and admin expenses + $5,834,000 expense for PSU/RSU expense recorded = the stated SBC expense of $16.67 Million.

How do they calculate that expense?!

I understand they need to update this quarterly as share price moves as its money owed to Directors and Senior executive but next quarter the stock is lower then is this expense updated and then potentially less?!

Q: Please comment on earning. Thanks for your excellent service.