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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: So far it has been an eventual year to date for Quarterhill -- gone are the CEO , the dividend , the CFO and the WiLan Division . The sale of WiLan seemed like an overly complicated transaction -- what is your opinion of the price of $71m they received ?
Quarterhill was a top pick yesterday on BNN , and at close of business today the stock was up 20% in two days . What is your current opinion of QTRH -- are they perhaps a candidate for going private , or maybe a takeover target ?
Read Answer Asked by Thomas A.J. on June 30, 2023
Q: Hi team
awhile ago, someone did mention re: some of the top Canadian companies that has involvement in AI (artificial intelligence) that are top picks
the names of OTEX and KXS were mentioned; are they still the top picks in this sector in Canadian stocks? could you add 1-2 more names in the order that you would recommend? I got both OTEX and KXS already in my portfolio; thanks
Michael
Read Answer Asked by Michael on June 30, 2023
Q: I hold the listed equities/ ETF in my 14 year old grandson's RESP account. Given thee current environment what changes would you make in preparation for the next 4 years? I consider HFR is cash available.

Woule you consider adding some US listings for diversification? Given some current thinking regarding the US dollar would it be wiser to add Cdn listed ETFs of US companies? . What would be the tax implications of adding US listed companies that do not pay a dividend? Any paperwork?

Thanks very much. Take whatever credits are needed.

are there any stocks in the account that you would replace?,

Mike
Read Answer Asked by Michael on June 29, 2023
Q: hello 5i:
I am interested in the above companies, but feel both are overvalued at present. Technically, HPS appears to have a "blowoff" topping pattern while ATS is consolodating. Fundamentally, both look a little stretched as far as PE, P/CF go. The subject of growth, of course, will define future gains. From past answers, you like ATS "better" than HPS.
First, can you confirm the above deductions and do a head to head comparison of the two. Second, where do you see future growth for both, and why. HPS actually looks to have the upper hand due to the "relectrification" theme as their products might attract a larger global audience. Third, can you provide what you feel are good entry points. Thanks for this comparison as there are only funds to buy one.
Paul L
Read Answer Asked by Paul on June 27, 2023
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