Investment Q&A

Q: Going into earnings do you think that Hammond Power solutions is a safe hold.
I recently hold a 5% position at 103.00.
Thanks

Q: Hello, I've been keeping an eye on hps.a for a while now and I'm considering getting in. With its earnings report approaching on the 25th, I'm wondering if I should wait until after the report is released before making a move. Would appreciate any advice you can offer. Thank you!

Q: What will the effect of an interest rate lowering cycle be on Propel Holding’s earnings?

Q: I also like LULU for the longer term growth potential and the fact they seem to executing well on their plan to get to $12B in revenue by 2026. I'm optimistic about the Chinese growth opportunity, but I did see an interesting WSJ video this week in which they reported that young Chinese have less reverence for Western brands than previous generations. Sharing a bear case perspective for others to consider in their analysis: https://youtu.be/hHOSEFRtaNc?si=biHglaJfBs0yuJ_c

Q: What are the best companies in the following sectors you would invest in for maximum profits.
Thank you.
Chipmakers
Lithium
Uranium
Canadian gold mining
Arms Manufacturers
Auto Parts
Energy
Quantum Computing

Q: CVO is down more than 16% so far today, why?

What is your opinion of this company's prospects over the next 1 to 3 years? Reflecting on your most recent comments last month, how has your opinion changed ?

Does the management of this company and its track record to date support it being "shareholder friendly"?

Is this the classic "falling knife" story?

Do you consider it under valued or fairly valued?

What other Canadian companies in this sector would you consider to be under valued or fairly valued today?

Please feel free to add any additional comments worthy of consideration.

S

Q: Given that Propel has been increasing its dividend at a rapid clip the past few quarters, are they increasing their dividend in proportion to increasing profits per share OR are they simply increasing the dividend payout ratio?

Q: Please comment on the recent big price swing in SHOP , HPS . I want to add either LMN or TOI , which one offer better return ? Thanks for your excellent service.

Q: Looking at ETF SPYG for my $US Acct. Holdings are sub-set (about 228) of S&P 500 said to have better growth. MER=0.04%.

Appears similar to VOO, VUG, MER also similar. Looking for growth, not income. For 3-5 year hold, Please comment on SPYG and compare to the two Vanguard ETFs.

Thank you,
IslandJohn

Q: Hello,
I would like a comparison analysis of these two companies on their business and which one do you think is a better business to hold for 5-10 Years?

Q: Hello 5i
Your answer to Brian on July 3 , you recommended VUG what would be the Canadian equivalent ETF or the closest to it.
Thanks

Q: Hi, These two stocks are off their recent lows but still trading significantly below their 52 week highs. Based on your comments, their valuations are still attractive compared to the historic average and their peers. Are there any near term catalysts, in your view, which could propel the stocks higher, back to their glory ?

Thank You

Q: Would like to add to my holdings a well diversified growth ETF for a long term hold (10 years+). Have $25,000 to invest in my current $2 million portfolio of equities (20) and ETFs (5)
I am considering FCUV . Your comments on this ETF would very much be appreciated. Also is there any other ETF you would recommend .

Q: what are your best ideas for recent, and for no reason, significant dips on stock prices for great companies? (US or CAN)

Q: Can you please shed some Light on why Hammond is such a volatile trader? Aside from the big drop after earnings there are big swings in price on no news.
Thank you

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: I see that you like ULTA, and i've been looking into it a bit. I agree that there is quite a bit to like with the company. But the one part i'm a little hung up on is the growth potential and past performance. Any time frame in the last 5 years (11%) has not been very good. But if we look out much longer at the 10 year (316%) and beyond it looks much better. I see that the valuation is quite attractive, compared to their historical valuation. But I wonder based on the last 5 years if the growth isn't behind them. Why do you think they've underperformed for the last 5 years, and why do you think that is going to change going forward? Thx!

Q: At today's current valuation and forward outlook which do you prefer? A short explanation would be great, plus how long do you thing these "picks and shovels" stocks have to go before spending slows down? Would you prefer the companies with the access to the "data" to be more of a longer term AI strategy? Thx.

Q: pCELH seems to be in a good sub-category of consumer discretionary focussed on fitness, weight loss, and wellness.

They seem to have a good advertising and social media strategy: https://www.brandcredential.com/post/unveiling-the-celsius-marketing-strategy

The recent distribution deal with Pepsi-Co should bring new growth opportunities, and all financial metrics look great.

I was really interested in this company until I heard the Celsius management team speak to investors on a recent investor call (Everecore ISI). They did not sound very mature or well prepared.

Putting that aside, would you see any problem to own both monster, and Celsius since they are going after different demographics? Is Celsius the Lululemon of energy drinks - possibly minus the management team?

Q: Hello.

Would you please provide your top 10 investments for TFSA Accounts with a brief explanation - 5 Canadian and 5 USA without concern about diversity.
This is for a long term hold.
Thanks,
Catherine