Q: You last commented on DBO a year and a half ago. What are your thoughts now as the company seems to have some momentum?
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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: What is your thoughts on ZOMD.V?
I have recently taken a starter position as they have solid clients. Lowering operating costs as well as great earnings.
Thank you
I have recently taken a starter position as they have solid clients. Lowering operating costs as well as great earnings.
Thank you
Q: Please comment on the quarterly earnings for BPL-T. Thank you.
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NVIDIA Corporation (NVDA $183.78)
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Sandisk Corporation (SNDK $232.86)
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Eldorado Gold Corporation (ELD $46.35)
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Celestica Inc. (CLS $481.55)
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New Gold Inc. (NGD $10.78)
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IAMGOLD Corporation (IMG $21.35)
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Stingray Group Inc. Subordinate Voting Shares (RAY.A $13.84)
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Shift4 Payments Inc. Class A (FOUR $68.82)
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Rocket Companies Inc. Class A (RKT $19.24)
Q: Could you please list some companies that are growing earnings by at least 20% expected for each of the next two years with decent certainty, that have 2026 PEG <1?
Q: Quite a reaction to the latest earnings report. Seems a bit overdone, is this an entry opportunity?
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Constellation Software Inc. (CSU $3,315.00)
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FirstService Corporation (FSV $206.47)
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goeasy Ltd. (GSY $125.64)
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Lumine Group Inc. (LMN $27.95)
Q: I am down in all these stocks recently.
If you had to pick 10 stocks to DCA today, in what order would you buy them? I am planning to DCA slowly.
Are any of them obvious sells that could use to DCA Into others.
I am looking to hold 2-3 years. Thanks
FSV -11.5%
KSI -16%
MDA -30%
DSG -15%
GSY -30%
BKSY -20%
COIN -14%
ETHA -14%
GLXY -13%
CSU -17%
LMN -17%
DUOL -35%
EQB -9%
KRMN -13%
PPX -34%
TRI - 14%
VHI -14%
CRM -20%
KSI - 13%
If you had to pick 10 stocks to DCA today, in what order would you buy them? I am planning to DCA slowly.
Are any of them obvious sells that could use to DCA Into others.
I am looking to hold 2-3 years. Thanks
FSV -11.5%
KSI -16%
MDA -30%
DSG -15%
GSY -30%
BKSY -20%
COIN -14%
ETHA -14%
GLXY -13%
CSU -17%
LMN -17%
DUOL -35%
EQB -9%
KRMN -13%
PPX -34%
TRI - 14%
VHI -14%
CRM -20%
KSI - 13%
Q: Your thoughts on the latest quarter,I know your not a fan of averaging down but do you think for a 1-2 year hold this company potential to get back to its recent highs.Basically is their also much growth in their future,thanks
Q: its been awhile since anything has been reported on Chemtrade ?
What do you make of its recent earnings?
the sectors that they are involved in look quite positive .
Thanks
Cal
What do you make of its recent earnings?
the sectors that they are involved in look quite positive .
Thanks
Cal
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CAE Inc. (CAE $38.93)
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Magellan Aerospace Corporation (MAL $16.91)
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Kraken Robotics Inc. (PNG $6.30)
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MDA Space Ltd. (MDA $25.82)
Q: It is my understanding that the budget move to more fully fund the Canadian military will require a massive spending push. What companies will benefit most? I expect for US based companies this would barely move the needle since their baseline US business will eclipse our spending? Are there Canadian companies that could sharply benefit? Also non-US companies if there is more appetite to avoid American during the tariff / trade tensions?
Thanks!
Thanks!
Q: I know this isn’t your favorite stock but what are your thoughts on the latest earnings report and is there anything in there that changes your mind on the company
Q: Could you comment on Collier's earnings? Can you explain their 3 growth engines and separate the % they generate ? Thanks
Q: Your thoughts on Topicus quarter, please. Do you expect the market reaction to be better than Lumine ?
Thank You
Thank You
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Exact Sciences Corporation (EXAS $101.25)
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CRISPR Therapeutics AG (CRSP $57.59)
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nVent Electric plc (NVT $108.87)
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Shift4 Payments Inc. Class A (FOUR $68.82)
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Upstart Holdings Inc. (UPST $48.82)
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Nextpower Inc. (NXT $89.39)
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Karman Holdings Inc. (KRMN $67.27)
Q: How would you rank the listed companies at current levels for new positions in a growth oriented portfolio?
Q: Hi there - if you were entering into a single stock competition with just one stock to hold for the next 5 to 10 years, which would it be? One for Canada and one for the US, as a "Finals" and then between the two - which would be the single best stock as your selection? Thanks!
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Oracle Corporation (ORCL $223.01)
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BlackSky Technology Inc. Class A (BKSY $19.32)
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Sportradar Group AG (SRAD $22.91)
Q: Going into earnings what are your thoughts on how BKSY, SRAD and ORCL are performing? How is your confidence in these names moving forward?
Q: Any thoughts on the recent weakness in RBA?
Q: The recent spin off has created CPKR. This stock started trading over $17 a couple of days ago. Today it was trading under $14.
Can you please provide us with your insights with respect to this stock going forward. Is it suitable for a conservative investor.
Would you consider today’s closing of $14.40 as an attractive buying level ?
Thank you as always for your insight.
Can you please provide us with your insights with respect to this stock going forward. Is it suitable for a conservative investor.
Would you consider today’s closing of $14.40 as an attractive buying level ?
Thank you as always for your insight.
Q: Could you comment on Zedcor's moat and if it is at risk of being disrupted? Is there a 5i research report on Zedcor? Thank you!
Q: What are your thoughts on the new spinoff? It got hit badly on the first day of trading but that may provide an opportunity.
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TFI International Inc. (TFII $139.46)
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TerraVest Industries Inc. (TVK $128.37)
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Zedcor Inc. (ZDC $5.90)
Q: I've held TFII for many years and it's treated me very well. But not so lately. When do you see turnaround? What might the stock be worth in 6 months and 1 year? Trying to decide whether to stick it out or sell some and hedge my position a bit. What might you suggest as a replacement that has growth potential. Dividends aren't important.l