Q: Thoughts on the TVE quarter please?
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Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
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KLA Corporation (KLAC $1,503.35)
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AutoZone Inc. (AZO $3,700.49)
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Fairfax Financial Holdings Limited Subordinate Voting Shares (FFH $2,326.14)
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Franco-Nevada Corporation (FNV $383.81)
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Celestica Inc. (CLS $372.50)
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Markel Group Inc. (MKL $2,054.45)
Q: No guarantees of course but base on your historical perspective could you provide a short list of 3 each US and Canadian companies that “most likely” would do a stock split in the near future?
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Canadian National Railway Company (CNR $150.72)
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Suncor Energy Inc. (SU $76.73)
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Enbridge Inc. (ENB $72.34)
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Fortis Inc. (FTS $78.15)
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Wheaton Precious Metals Corp. (WPM $221.96)
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WSP Global Inc. (WSP $230.95)
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Celestica Inc. (CLS $372.50)
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Agnico Eagle Mines Limited (AEM $339.03)
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Hydro One Limited (H $58.52)
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Lundin Gold Inc. (LUG $127.32)
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Nutrien Ltd. (NTR $100.13)
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Propel Holdings Inc. (PRL $21.12)
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Electrovaya Inc. (ELVA $10.40)
Q: 5i provided subscribers with 2 very interesting article recently. One on HALO companies and one of Canadian Companies With Accelerated Topline Growth Rates.
Would you take it one step further for us.
Of the 4 segments of HALO stocks that were highlighted can you pick your top 2 choices from each of the 4 segments and list them from strongest choice down.
Also can you pick the top 5 stocks from the Growth rates list that you think would provide the best growth over the next 5 years from strongest selection down.
With thanks from all of us.
Sheldon
Would you take it one step further for us.
Of the 4 segments of HALO stocks that were highlighted can you pick your top 2 choices from each of the 4 segments and list them from strongest choice down.
Also can you pick the top 5 stocks from the Growth rates list that you think would provide the best growth over the next 5 years from strongest selection down.
With thanks from all of us.
Sheldon
Q: A general question of capitulation on your part. At what point to you question your resolve (tenacity or patience) in holding with a company which, more that likely, has better alternatives amongst your many other alternative positions for either short or long term prospects than TRI (as an example) which has had steady MV losses for 3 years?
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Robinhood Markets Inc. (HOOD $75.93)
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ISHARES BITCOIN TR (IBIT $37.37)
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Galaxy Digital Inc. (GLXY $20.76)
Q: What are your thoughts on these stocks?Would you be buying any of these today or do you see more downside before things settle out?
Q: Would you buy this now on recent pullback now ,and if not what’s a good entry price and what can we expect with the up coming quarter on March 18th,
If it’s not buyable here what would suggest in a small cap world regardless of sector..Thanks
If it’s not buyable here what would suggest in a small cap world regardless of sector..Thanks
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Caterpillar Inc. (CAT $741.62)
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Chevron Corporation (CVX $185.03)
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Union Pacific Corporation (UNP $262.93)
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Exxon Mobil Corporation (XOM $150.76)
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Canadian National Railway Company (CNR $150.72)
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Enbridge Inc. (ENB $72.34)
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Fortis Inc. (FTS $78.15)
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Hydro One Limited (H $58.52)
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Nutrien Ltd. (NTR $100.13)
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Comfort Systems USA Inc. (FIX $1,419.94)
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Vertiv Holdings LLC Class A (VRT $256.01)
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Constellation Energy Corporation (CEG $324.36)
Q: What would be your top 5 suggestions for HALO stocks in both the canadian and US markets
Thank you
Yves
Thank you
Yves
Q: What are your views on the latest results and future for these two companies
Thanks
Thanks
Q: Since your report on Firan Technology Group in early December, the move has been about 60% to the upside. Your report put the company on my radar, but I did not start a position. I am now considering jumping in and concerned about starting a position after such a big gain over then last few months. Do you see Firan continuing to outperform the market? Is this a longer term growth story that is still in the early innings? Is this increase in price being driven by defence-sector sentiment rather than Firan fundamentals? Any advice would be appreciated.
Q: Peter; Would you consider starting a “ model portfolio” type similar to your original ones, but constructed of those Canadian companies which will benefit from the new spending announced by Carney in defence, etc. ? Thanks.
Rod
Rod
Q: Could you please provide some "colour" around the substantial issuer bid and the news release today regarding the intention of insider Intercap to participate? Market doesn't seem to like it, and I am wondering if you would consider buying today on the weakness if as an investor you were positive on the company and their prospects.
Thank you
Thank you
Q: Can you comment the last result.
Thank you
Thank you
Q: The quarterly report today obviously surprised the market and the stock is down strongly. Mngmt blames it primarily on (beef) inflation. I'm having trouble thinking of what catalyst(s) could move it to the upside, so I'm thinking of selling it.
Do you think the dividend is at risk going forward? Do you think earnings/free cash flow will increase? What do you think of the report?
Do you think the dividend is at risk going forward? Do you think earnings/free cash flow will increase? What do you think of the report?
Q: Hi there!
I see TSU reported strong (?) results today and the share price has taken a nice bump. Is this finally the start of share growth we have been patiently waiting for?
I see TSU reported strong (?) results today and the share price has taken a nice bump. Is this finally the start of share growth we have been patiently waiting for?
Q: GLXY - the relevant question on this issue seems to be their involvement and reliance on crypto currencies for their earnings. I do not understand how and to what extent they are reliant on that sector. Could you please clarify this issue.
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Denison Mines Corp. (DML $5.69)
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Cameco Corporation (CCJ $117.49)
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BWX Technologies Inc. (BWXT $205.05)
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Uranium Energy Corp. (UEC $15.01)
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NuScale Power Corporation Class A (SMR $13.07)
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Oklo Inc. Class A (OKLO $64.67)
Q: Please let me know your thoughts on the following companies:
- BWXT
- SMR
- OKLO
- CCJ
- I understand the Ontario Government is using BWXT for certain projects...
Please rate the companies as a Must Own(1) to a Don't Bother(5)
- Also Please Suggest Alternatives in the Space...
Thanks,
M
- BWXT
- SMR
- OKLO
- CCJ
- I understand the Ontario Government is using BWXT for certain projects...
Please rate the companies as a Must Own(1) to a Don't Bother(5)
- Also Please Suggest Alternatives in the Space...
Thanks,
M
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Canadian National Railway Company (CNR $150.72)
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Suncor Energy Inc. (SU $76.73)
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Enbridge Inc. (ENB $72.34)
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TC Energy Corporation (TRP $86.78)
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Sun Life Financial Inc. (SLF $88.81)
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Fortis Inc. (FTS $78.15)
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Teck Resources Limited Class B Subordinate Voting Shares (TECK.B $82.59)
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Brookfield Infrastructure Partners L.P. (BIP.UN $53.41)
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Hydro One Limited (H $58.52)
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Nutrien Ltd. (NTR $100.13)
Q: Under a scenario where Trump gets his aggressive rate cuts, US unemployment rises as lay-offs continue, U.S. personal debt delinquencies continue to rise and US national debt increases even further, what segments could see a lift? Segments to avoid? Please provide 10 favourite Canadian stocks under that scenario.
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iShares Core S&P/TSX Capped Composite Index ETF (XIC $54.91)
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iShares S&P/TSX 60 Index ETF (XIU $49.79)
Q: This is a follow-up question regarding XIC/XIU. In your response you said that you preferred XIC over XIU because it is more diversified. This seems to be at odds with the portfolios outlined in the ETF publication where XIU is the preferred option. Somewhat confused. Could you provide some rationale please. Thanks
Q: CN Rail shares were added to the Income Portfolio, Today.
If you decide to add exposure to rails in the Balanced Portfolio, which Canadian rail would be your preference today and why ?
You had mentioned before that CNR has a cheaper valuation and good dividend yield. But, I would appreciate your reasoning to cover other factors like future growth prospects, geographical considerations and total shareholder returns, as well.
Thank You
If you decide to add exposure to rails in the Balanced Portfolio, which Canadian rail would be your preference today and why ?
You had mentioned before that CNR has a cheaper valuation and good dividend yield. But, I would appreciate your reasoning to cover other factors like future growth prospects, geographical considerations and total shareholder returns, as well.
Thank You
Q: Bought at $135.Is it timely to take profit? Buy,Hold or Sell? Txs for u usual great services & views.Just renew some 10 yr membership