Q: Thanks for your answer, What would be your observations on the US media vertical sector. What function does VMS provide and is the outlook positive?
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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 does it do and why was it created?
Q: What do you think is a good entry point to add to my position in Lumine group?
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WELL Health Technologies Corp. (WELL)
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Uber Technologies Inc. (UBER)
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Airbnb Inc. (ABNB)
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Lumine Group Inc. (LMN)
Q: Hi Team,
What’s your view on ABNB these days? The stock has been wanting to trend higher this year so far. Is the inclusion into the s and p an ongoing catalyst? I am trying to decide whether to keep it , or sell it while I am now positive on the name . I am a little concerned over regulations such as what NY has just done to them . I was debating if I sold it using the funds to add to my positions in LMN and Well. Looking for the biggest potential long term. Would you endorse the move , suggest a different name not mentioned instead , or just continue to hold ?
Thanks ,
Shane
What’s your view on ABNB these days? The stock has been wanting to trend higher this year so far. Is the inclusion into the s and p an ongoing catalyst? I am trying to decide whether to keep it , or sell it while I am now positive on the name . I am a little concerned over regulations such as what NY has just done to them . I was debating if I sold it using the funds to add to my positions in LMN and Well. Looking for the biggest potential long term. Would you endorse the move , suggest a different name not mentioned instead , or just continue to hold ?
Thanks ,
Shane
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goeasy Ltd. (GSY)
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WELL Health Technologies Corp. (WELL)
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Perion Network Ltd (PERI)
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InMode Ltd. (INMD)
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Vertiv Holdings LLC Class A (VRT)
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Lumine Group Inc. (LMN)
Q: Good day guys ..
small and mid cap stocks getting crushed here.. what names are appealing to u right now for 3-5 year holds .
thx
Mark
small and mid cap stocks getting crushed here.. what names are appealing to u right now for 3-5 year holds .
thx
Mark
Q: Hi Team,
Can you please comment on the current valuation of these two companies and which do you think offers a more compelling opportunity?
Thanks,
Can you please comment on the current valuation of these two companies and which do you think offers a more compelling opportunity?
Thanks,
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Apple Inc. (AAPL)
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Amazon.com Inc. (AMZN)
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Costco Wholesale Corporation (COST)
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Alphabet Inc. (GOOGL)
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Intel Corporation (INTC)
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Microsoft Corporation (MSFT)
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NVIDIA Corporation (NVDA)
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McDonald's Corporation (MCD)
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Visa Inc. (V)
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Walmart Inc. (WMT)
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Constellation Software Inc. (CSU)
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Tourmaline Oil Corp. (TOU)
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WSP Global Inc. (WSP)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Tesla Inc. (TSLA)
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Advanced Micro Devices Inc. (AMD)
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Sprott Physical Gold Trust (PHYS)
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Baytex Energy Corp (BTE)
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Boyd Group Services Inc. (BYD)
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Topicus.com Inc. (TOI)
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Lumine Group Inc. (LMN)
Q: Hi group please indicate in what order and at what entry price would you add to the above stocks. Only comment on the top 10 out of above list (i have a 100k to spend would you go all in now or wait until markets settle Thanks for your help with this decision
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ATS Corporation (ATS)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Brookfield Corporation Class A Limited Voting Shares (BN)
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Lumine Group Inc. (LMN)
Q: Hi Team,
The market has done a good job at punishing growth investors as of late (again). If one is looking for opportunity to add today which of the following is the best buy today (long term horizon). ATS, LMN, SHOP, BN? Perhaps rank the order you would purchase them. Thanks
Shane.
The market has done a good job at punishing growth investors as of late (again). If one is looking for opportunity to add today which of the following is the best buy today (long term horizon). ATS, LMN, SHOP, BN? Perhaps rank the order you would purchase them. Thanks
Shane.
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Enghouse Systems Limited (ENGH)
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Savaria Corporation (SIS)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
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Lumine Group Inc. (LMN)
Q: Hello, which would you sell between lspd, engh, sis and sangoma to buy some lumina shares for more growth long term ? The transactions would be in a RRSP. Thanks
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Constellation Software Inc. (CSU)
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Berkshire Hathaway Inc. (BRK.B)
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Topicus.com Inc. (TOI)
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Lumine Group Inc. (LMN)
Q: Hello, what are the reasons that constellation made 2 spinoff (topicus and lumine) in the past years ? Why did they not keep everything under one roof and continue to grow constellation instead and follow the same path like Berkshire Hathaway that never did a spinoff.
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Whitecap Resources Inc. (WCP)
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Baytex Energy Corp. (BTE)
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Topicus.com Inc. (TOI)
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Lumine Group Inc. (LMN)
Q: Hello Peter,
Do you still see both Topicus and Lumine Group as long term holds or should i just buy CSU and add more to my existing shares? If oil companies decide to privatize, how would the investor share price be reflected? Does the company buy out our portion of shares and at what price (current price of market).. Lastly, any comments on baytex would be appreciated. Thanks
Do you still see both Topicus and Lumine Group as long term holds or should i just buy CSU and add more to my existing shares? If oil companies decide to privatize, how would the investor share price be reflected? Does the company buy out our portion of shares and at what price (current price of market).. Lastly, any comments on baytex would be appreciated. Thanks
Q: Looking to add each in equal weights. What % combined of total portfolio would you be comfortable with these names?
Q: Wondering whether you/we as a DYI, can find out if there any acquisitions going on in the above or any companies really during any quarter or do you have to wait until the next quarterly or possibly annual report?
Thanks
Jeff
Thanks
Jeff
Q: I'm up over 200% on CELH (thanks!) and although I don't see any red flags, I think it's time to trim back from an 11% holding. I've had LMN on my watch list for some time, do you think trimming CELH and buying LMN would give me a similar growth profile stock? Does LMN also trade on the US markets so I could keep my currency in USD?
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TFI International Inc. (TFII)
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Alimentation Couche-Tard Inc. (ATD)
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TerraVest Industries Inc. (TVK)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
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Galaxy Digital Holdings Ltd. ordinary shares (GLXY)
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Topicus.com Inc. (TOI)
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Lumine Group Inc. (LMN)
Q: Could you rank in order which you think will have the greatest growth over the next 3-5 years?
Thanks
Jeff
Thanks
Jeff
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Celestica Inc. (CLS)
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Enghouse Systems Limited (ENGH)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Topicus.com Inc. (TOI)
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Lumine Group Inc. (LMN)
Q: what would be your order of purchase for these 5 stocks?
Thx
Thx
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
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Topicus.com Inc. (TOI)
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Lumine Group Inc. (LMN)
Q: Good day guys ,
What prices would u enter these names for long term holds .
Thx
Mark
What prices would u enter these names for long term holds .
Thx
Mark
Q: Hi Team,
I currently hold a position in TTD in which today I am up a total of 204% on the position. I was debating trimming some of this TTD and adding to my LMN position within my tfsa. Would this be an advisable move? The weightings on each holding are of similar size. I am aiming to hold both long term (10yrs plus). Which do you see as having the most potential in this time frame? Thanks
Shane.
I currently hold a position in TTD in which today I am up a total of 204% on the position. I was debating trimming some of this TTD and adding to my LMN position within my tfsa. Would this be an advisable move? The weightings on each holding are of similar size. I am aiming to hold both long term (10yrs plus). Which do you see as having the most potential in this time frame? Thanks
Shane.
Q: Looking at re-allocating funds from oil sector in either BAM or LMN. Currently have a 3% holding in BN. This would be inside an RRSP with a goal leaving alone for 20 years. What would your preference be. Allocation would be 1.5%.
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Tricon Residential Inc. (TCN)
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iShares S&P/TSX Capped Information Technology Index ETF (XIT)
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EQB Inc. (EQB)
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Trisura Group Ltd. (TSU)
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Lumine Group Inc. (LMN)
Q: Am retired with a cash account full of utilities, banks , pipes, reits, telecoms etc. for income. Over the last 6 months have added BN and GSY for more growth. Have targeted the following growth stocks for next purchase :
XIT : basket of CDN techs
LMN : a mini CSU
EQB : Stephen Smith involvement
TSU: speciality insurance
TCN : faster growing US south residential real estate
Your opinion of each would be appreciated. What is your order of buying based on valuation and growth potential ?
Thanks. Derek
XIT : basket of CDN techs
LMN : a mini CSU
EQB : Stephen Smith involvement
TSU: speciality insurance
TCN : faster growing US south residential real estate
Your opinion of each would be appreciated. What is your order of buying based on valuation and growth potential ?
Thanks. Derek