Investment Q&A

Q: Hi not impressed with NRGI am down 20% and have been invested since inception.

Also up 20% on ARX and even on TOU+ down 35% on LMN thinking of selling ARX and NRGI + LMN and buying more TOU and CSU/CLS What's your thoughts on this change going FWD

Q: CSU and TOI are slowly starting to recover but not LMN. Also I see now that there is a constant seller fo LMN at $25.70 and they are putting blacks of 5K and 10K to sell.

Do you think this is a fund trying to get out and also do funds also sell for end of the year tax selling purposes?

thanks

Q: hi, any idea on the price action for LMN today? I don't see any news. and do you believe a full position could be acquired at these levels?
cheers, Chris

Q: A number of your past favourites have been beaten up over the last few weeks. Is there any that you would sell and move on from? Are there any of these companies that you would be buying or adding to at these levels?

Thanks
Tim

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%

Q: Hi team,
I own LMN and TOI but not CSU. With the recent weakness in the group would you see it a better move to sell both LMN and TOI to consolidate into the larger CSU? Or would you continue to view LMN/TOI as having more long term upside compared to CSU due to their smaller size and still safe to hold the smaller spin offs? I won't need the funds for a decade or so at least.

Thanks,
Shane.

Q: Hi team!

Both GLXY and LMN have been clobbered as of late. If you were to initiate a new position in only one with the focus on growth for the next 3 years which would you side with?
This would be for a higher risk tolerant investor.
Thanks as always for all you do!

Q: Which one between TOI and LMN has better potential over the next 6 months? Both have done poorly recently. Would you be a buyer of either one today?

Q: What's the deal here? I'm not panic selling, in fact, I took the opportunity to buy more. I plan on holding this long-term but I didn't expect to see it as low as it is today. Thoughts?

Q: Please comment on today's earnings report. $LMN

Q: I am looking to rebalance, in what order would you sell or would you trim all: DSG, LMN, TOI, SHOP, KXS?

Thank you for your service!

Q: I am thinking of adding either LMN or VPN to my TFSA. Appreciate knowing which stock has the best growth potential and the risk associated with each.

Wayne

Q: Can you give me your latest thoughts on these 7 stocks along with good entry points c/w rating (out of 10) and also in what order to buy



Thanks for your great service

Q: All the Constellation Software and related Co's had a really bad day in the markets, Wednesday, with stocks trading at new near term lows, ( Down 6-10%, in a single session ), breaking below their recent support levels.

Not sure, if some of this selling could be assigned to algorithm trading ( stop loss orders) ?

You have been a huge supporter of the stocks, and for good reasons, through the recent selling ( AI concerns and M Leonard departure related ), even highlighting CSU, as one of your Best trading ideas,

Based on your comments and most analyst ratings, these concerns are overblown and stocks should recover, in due course, as, apparently, nothing has fundamentally changed and business is as usual. However, market seems to think otherwise and price action has just been horrible.

While some investors are probably selling not to lose their built in profits over years, there could be others harvesting tax losses.

Interestingly, it is noted that these stocks generally have a bad day when AI related Companies are enjoying a nice bump, like Today ( Wednesday). And AI related boom is likely to continue to drive the markets, at least in the foreseeable future.

We are in the camp of concerned investors, with significant embedded gains in these companies, as early investors, and are worried, if we should liquidate our positions, at least partially ( half or 1/3rd ), to protect our gains. What are your thoughts ?

It looks like that a string of catalysts is needed to infuse life back into the three stocks ( specially CSU ). What could these be, in your opinion and how long would you recommend for investors to be patient ?

Thank You

Q: I was wondering if there is any way you have to see whether employees of these companies are buying the dip in real time?
Thanks

Q: Hello team,

I would appreciate it if you could let us know the date for each of these company's earning report.

Thanks a lot! :)

Q: Everyone, the three have been under pressure for three to six months. Lower highs and lower lows. Also, volumes have been higher than average. The three companies are cut from the same cloth but AI has crept into the equation and raised some doubt going forward. Good companies, with good staff, with good processes will always win out in the end. The weak shares are changing hands, that’s great, and the rest of us will wait this short term trend and buy more sometime soon. Nothing really has changed except market sentiment. Just wait till after their next reports for real facts. Take care. My thoughts. Clayton

Q: Lmn,Csu and Toi continue to decline.When does Lmn reports.Txs for u usual great services & views.

Q: I have all three of these with large unrealized gains and I understand the reason for the significant stock adjustment over the past few months, is it time to move on? What has to happen to get the companies back in favour?

Q: What will the market be looking for from Lumine when it reports this week?
Thx