Investment Q&A

Q: Hi, Celestica shares pulled back, over past 2-3 days, along with most AI related stocks. However, most of these names including CLS nicely bounced back today. I managed to start a small 1% position, yesterday at $59. Based on your favourable comments ( also in 5i Growth Portfolio), and as a strong beneficiary of the AI related future growth, I would be inclined to hold on to this as a core position and may be add more, over time. What is your view on its current valuation and where do you see the stock in, say 18-24 months from now ? Thanks

Q: Is this a good buy today. Or what would you consider a good entry point? Thanks Clare

Q: Has the COMPANY reported recently and if so please provide your comments and whether you would still recommend the stock. Thanks Brian

Q: Hi there, nice to finally see CTS as a top pick on BNN, especially by Jason D.
So far it's been moving hard this year.

Can you comment on its first quarter 2024, what is expected? And is the first quarter typically strong for CTS?

Can you please list all the upgrades/downgrades after last results, along with current/new target prices if possible?

Thanks!

Q: Can I please have your thoughts about this company’s future and overall prospects?

Thanks

Q: Did you learned anything new at the conference call? Still skeptical about their forecasts?

Thanks

Q: On March 4 you wrote, "We do like the outlook for REITs and think that as rates stabilize and even decline, the sector should benefit. Out of the two REITs mentioned we like XRE better due to the bigger size and slightly lower expense ratio."

On January 12 you wrote, "HCRE is an equal-weight REIT ETF, which has a small AUM of $48.3M, a relatively low MER of 0.33%, and a yield of 5.9%.

ZRE is also an equal-weight REIT ETF, but has a much larger AUM of $583.7M, an MER of 0.61%, and a yield of 5.1%. XRE is not equal-weight, has a large AUM of $1.0B, a yield of 5.4%, and an MER of 0.61%.

ZRE has outperformed XRE over a long period of time, and thus we like the equal-weight approach."

Can you please clarify your preference for either XRE or ZRE and the main reason for that preference? I gather your preference is for ZRE given it is part of one of your portfolios. It is just that your March 4 response has led me to wonder.

Thanks as always for your expertise.

Q: Do you have a target price for WSP? What %
Would you let it have ??
Thx

Q: Your comments please on their quarterly results and outlook moving forward. Thanks.

Q: I was just looking at VBNK. The company's performance data looks extremely compelling, And also company insider buying is extensive ; more than what I ever recall seeing on any of the companies I follow. Could you please provide me with an analysis of the investment merits of the company. Also could you compare this company for potential purchase with EQB. What would be your preference, or would a position in both be advisable? Thanks.

Q: Hi team,

Otex seems to have found support around the 200 day, is trading at approximately 8pe and has a +2% dividend.

Is there anything to like about this name and if so, when would you step in?

Q: Hi Team,

Please help me understand why the special dividend and spin out of preferreds would cause an overhang to the stock?

Also, how long would said “overhang” (implying sideways if not downward momentum) last?

Q: Why the 10 % change today for Nuvei?

Q: Any updated view on Goeasy..Acting weak of late?..

Q: Are you still a buyer at these price levels? Good Q report! 20/20: I should have bought more :-)

Q: I currently have HCAL in a growth orientated TFSA and I don't think this is a good fit.
Currently, I hold Goog, SHOP, LMN & CLS. Do have a few ideas for a stock that could replace the HCAL ETF?

Q: Gold stocks seem to be coming back to life on concerns over US debt. Do you see an opportunity here with any large players and if so which ones.

Q: Can I please have your comments on Constelllation's earnings. Still a top recommendation?

Q: I own STN. No complaints but would appreciate your opinion/comparison of these three companies.

Thank you..

Mike

Q: CLS had almost doubled in a month.

Do you think this is justified or unmitigated exuberance?

Sheldon