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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: I have read most of the recent Q&A on CSU, TOI AND LMN. I understand that they operate in different jurisdictions, have like minded management teams and are majority controlled by CSU. What I don’t understand is why the market loves CSU and LMN and doesn’t have that same love forTOI. What am I missing? Also, what is the probability that the recent run up in LMN stock price mimics the early run that TOI had, and then drops back and stays lower for several years.

Thanks

Greg
Read Answer Asked by Greg on January 17, 2024
Q: Greetings, I am thinking of selling ET and adding to OTEX to consolidate holdings in Canadian technology. How would you compare these companies in terms of their future runway for growth and current valuation? Do you think this is a wise move, or would you sell them both? Thank you.
Read Answer Asked by Barbara on January 17, 2024
Q: Could you please describe SPSC’s business model, competitive advantages or weaknesses? What are the key factors that would support a long term investment in SPSC? Would you be confident in their earnings forecast? Could SPSC be a takeover candidate?
Read Answer Asked by Greg on January 16, 2024
Q: Robotics were a big part of the latest CES show in Las Vegas.

I would like to know what your best investment ideas to play this secular trend. I believe with the increased cost of labour this trend will only accelerate.
I am looking for your best stocks or ETF ideas to put in an RRSP to profit from this assumption.

Thanks for all your ideas and insights.
Read Answer Asked by Thomas on January 16, 2024
Q: Do you think long term investors will eventually be rewarded? Their software is installed in 54% of cars coming off assembly lines worldwide, have announced some big partnerships since beginning of December, are expanding into the fitness industry, yet share price really hasn’t moved.
Thanks for your insight.
Read Answer Asked by Curtis on January 16, 2024
Q: Hi team,

In your reply to Ric this morning, you provided an interesting list of Canadian agressive growth stocks.

Could you provide a list of aggressive US growth stocks ?

Gratefully,

Jacques IDS
Read Answer Asked by Jacques on January 15, 2024
Q: I currently own NVDA and have enough funds to add only 2 , which 2 would you add today of MSFT, GOOG or AMZN ?

Thanks
Read Answer Asked on January 15, 2024
Q: CSU market cap has grown from 55 Billion to 75 Billion over the past three months. Have the companies fundamentals improved enough to justify a 20 billion increase? This would imply transformational developments. This move seems excessive to me and I am trying to understand what is behind it.

Thanks.
Read Answer Asked by Joel on January 15, 2024
Q: Can you please give an update on COIN, especially in light of the new spot BTC etfs that are now available.

Coinbase charges 2.5% transaction fees, a business that will surely suffer now that there are ways to participate in BTC for 20 basis points. From what I rave read, COIN, as the custodian for several of these ETFs will be paid 5 basis points for AUM.

That’s 245 basis points lower than what they are make on their trading fees.

What is your outlook on this company? Is there any compelling reason to hold it? Please give your bull and bear case.

Thank you.
Read Answer Asked by Karim on January 12, 2024
Q: Please rate these companies from best to worse. Are there any that you would add to? Are any outright sells?
Read Answer Asked by Larry M. on January 12, 2024
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