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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.

Q: Can you comment on the change in mangement in XBC. Is this a similar situation to LSPD and Dax where the CEO was encouraged to find a different role by the board? Thoughts of the new CEO and COO? Still holding onto this struggling stock and looking for something positive on it. Do you still see it having potential and worth holding or is it time to move on? If time to move on, can you please suggest some of your top picks today (comfortable with risk and does not have to be the same sector). XBC is held within my TFSA so no tax loss option. Thanks for all that you and your team do!
Read Answer Asked by Justin on February 10, 2022
Q: Great q@a yesterday regarding growth portfolio. You quoted 10 stocks that are in bear territory and which ones you would add to at this time. Of the remaining bears, are there any you would sell?
Read Answer Asked by Penny on February 10, 2022
Q: Engh basically did not participate in recent market rally,but engaged in the downfall. It appears to me that he is somewhat similar to Goodman of GUD( finally acquired a co in Latin America but no positive impact on its price) living on its past success & dare not make an acquistions, maybe fearful of too pricey. Anyways,do U think that Engh will recover without any acquistions? Also.is this a decent entry point? Txs for u usual great services & views
Read Answer Asked by Peter on February 10, 2022
Q: Hi Team,
Hypothetical question. I have read certain clips or articles of people thinking that Topicus can have more potential growth wise than Constellation in the long term because they are perhaps more aggressive. Is there any truth to this? Also, your best educated guess... do you think eventually TOI will be able to end up with the same market cap (todays numbers) as CSU within the next 10yrs or so? Just trying to guage the real long term potential of this company. Thanks

Shane.
Read Answer Asked by Shane on February 10, 2022
Q: Thank you for the update on TOI's earnings. How do you see this rolling out over the next 3-5yrs. Similar to CSU with upside potential? From Total Addressable Market, is there lots of growth in TOI's future? I find the company to be quite stealth with limited information. Do you seeing this changing in the future, including analyst coverage and institution buying.
Read Answer Asked by Chris on February 09, 2022
Q: Please list companies in your balanced equity and growrth model portfolios that are now in bear market territories and of those what would be your top 5 listed in preference to add to for a long term hold.
Read Answer Asked by Terry on February 08, 2022
Q: Hi Gang,

May I have your opinion on BAM's investment in Hopper?

Great work as always!

Cheers.
Read Answer Asked by Christopher on February 07, 2022
Q: Please comment on the following possible risks to owning GSY:
1) Balance Sheet - 5i’s January report indicates it is strong, but Debt/Equity (as of Sept/21) is almost 160% (considering Long Debt only). My understanding is a ratio of 25% or less is good.
2) Interest Rates - Rising rates are generally good for Financials like Banks/Insurers since they hold lots of cash. I don’t think GSY holds deposits, so does that mean rising rates are bad for it?
3) Loan Defaults - Related to rising rates, wouldn’t GSY’s client base be quite vulnerable here?
Read Answer Asked by Paul on February 07, 2022
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