Investment Q&A

Q: Would you agree that CSU is currently undervalued by 27% as indicated by the latest Wall Street Journal report?

Thx

Q: Not happy with general mills right now and Magna. What do you think should I keep them or move on. If I decide to move on is there any decent dividend paying companies in there respective categories.

Thanks

Q: hi folks, significance of partnership for Galaxy Digital glxy/t with State Street bank & trust....stock traded up 5% ahead of news (when Bitcoin was near $60k)...and continued upward momentum today....would you be a buyer at C$17sh level, and what do you think is the trend for bitcoin....seems to be drifting lower from highs of $70k+...thanks as always, jb

Q: Hi guys,

WELL.CA is starting to act better, is it time to increase the percentage from 1/3 to a 1/2 of a position?

Thanks

Jim

Q: I have both NTR and WFG in my TFSA. I would like to raise some cash, and am considering selling either or both of these. Which would you sell? Portfolio balancing is not a consideration.

Q: Does the negative EPS on LMN concern you at all or do you feel that the revenue growth is / will be fast enough to warrant continued confidence?

Rough figures taken from RBC Chart: EPS is approximately -$30 and revenue has grown to $140M.

Thanks!

Q: I have held KXS and DSG long enough to be well up on both but wondering why KXS has been going sideways for so long while DSG does a nice steady climb.
Thank you

Q: Hi there, weightings and portfolio considerations aside, what BE stocks would you be most inclined to AVOID adding to today for new money? Thanks!

Q: Big volume on Csu today. Anything %i sees?

Thx

Q: My patience with what appears to be a much loved KXS is now pretty much stretched.

I am told their business is on a solid footing and they are fundamentally doing well? So, is there a reason it has been sitting on the sidelines during this broad rally?

Q: Good morning,

I was wondering if you could look in to your crystal ball and predict where we may find KXS 5-10-15 years from now....not necessarily the price, but just in general.

To me, it seems like KXS is not widely known, but is establishing itself as a quiet market leader. I like that they don't issue shares. What could the future hold - a take-out candidate? a dividend? dual-listing? I know they make some acquisitions, but will they continue to make more? Could this be an international leader in supply-chain one day? With a market cap of aprox. $4.3 billion could it one day scale to a larger Canadian tech name (e.g. $10 billion+)? Will that PE ratio ever come down? I know there is a report on it, just more considering what the future may hold....

Q: Those ETF are at the same share price as 18 yrs ago...,could they still go much lower or is it a good entry point at this level ?

Q: As you are well aware, Bitcoin has been taking off all over the world. When I watch interviews of people at conventions, it appears most are investing to protect against inflation and to counter the demise of the US dollar in the future. What are you're opinions on this? I realize it has been very volatile and risky, so do have any recommendations on technology linked to Bitcoin, but so far hasn't taken off?

thanks,

Paul

Q: Do you have any comments on the deal with Bluetriton?
Jerry

Q: I am interested in investing in water stocks and water equipment and service. Can you suggests some stocks in that area? Thanks. chees

Q: Good afternoon,

I know there has been much angst here with Telus. And your responses in recent months have been very well thought out and helpful (rates; competitive/regulatory environment). I have a 2% weight in BCE, 1% weight in T. So not massive by any means. But the slow steady drip downwards in price is getting frustrating, and now seeing the price today lower than where it was in the depths of COVID in March 2020 is concerning. At what point do I just take the 1% in T and add to BCE?

Q: Your thoughts on Smart Centres please?
Will this and another REITS do well as rates move lower? Nice Yield.
Thanks

Q: How much longer would you let CLS run with a 7% position now in your growth portfolio?

Thx

Q: How does PRL use credit unions in their day to day business?

Pls. provide year end EPS & loan book for GSY's past 5 years.

Thanks

Q: Do you think they will ever split?