Investment Q&A

Q: What would you view as being the top Canadian compounders over say a 10-15 year period. I'm thinking CSU and ATD. What others for investors that want compounding growth over many years.

Q: Hello Peter,
What is happening to Ivanhoe electric? It is on a downward trend. I am thinking of selling my toi, and lmn, to invest in CSU as everyday i see csu ticking higher. Does this strategy makes sense? Also, with nice dividend history of fortis, why is it still so low whereas hydro one seems to be ticking higher. thanks very much

Q: If you had $31,000 in a new US rrsp, what 5 holdings would you buy? What would be a decent price for the holdings?

Q: I am considering starting new positions or adding to existing positions in a number of these companies. In What order would you purchase these companies, from first to last? Is there any of these companies you would not currently buy? Looking at 3 to 5 year timeline..

Apologies for number of companies!! Please deduct appropriately.

Thanks
Tim

Q: Hi Team,
I was debating if it was time to trim some NVDA after the big gains the stock has had over the past while. Do you have any quality growth names that would you suggest buying with the funds if I do decide to trim at this point? From my end I was thinking of HPS.A...would this be advisable? Or perhaps ISRG. Your opinion would be greatly appreciated.

Thanks,
Shane.

Q: What is the max you would have for a combined weighting of CSU, TOI, and LMN in your portfolio?

Q: I just finished rebalancing in my TFSA and would like to take the extra dollars generated and invest in a conservative growth company for a 3 yo 5 year term. Please rank the names provided including any Canadian favourites of your own.
Much appreciated. ram

Q: What will be the effect if any to the common shares with mandatory redemption of preferred shares announced late day Friday ?

Q: You replied to an earlier question "In the first nine months of 2023, LMN revenue rose 86%, almost all (ex 1%) from acquisitions. "
How does Lumine finance itself and with little organic growth how does it be profitable?
Thank You
Peter

Q: When does lumine report?

Thx

Q: This question concerns the technology sector in a well-diversified Canadian portfolio (~30 holdings), focused slightly toward growth.

The current technology holdings are CSU, SHOP, DSG and KXS. With the exception of KXS, the holdings are all positive. We are considering replacing KXS with LMN.

For a long term hold, which of KXS and LMN would you prefer and why?

Thank you,

Peter.

Q: How recession-resilient would you see WELL - especially in an abnormal, more prolonged downturn ? How would you compare this company's resiliency relative to that of other small and mid-cap companies ? Could you please also compare specifically to LMN ?

Q: I hold LMN and CSU and need to trim back LMN. It's been great but now at 6% I think its prudent to reduce to 3 or 4%. Looking for suggestions of what to do with the proceeds. Thanks John

Q: Lumine has been growing revenue at a good pace. Is this primarily organic or acquisition based

Q: I have these companies in my tfsa and and I have $7000 to add. How would you rate them right now.

Q: Any TSX/TSV listed stocks that you feel are currently undervalued?

Q: I want to build a long term position in either LMN or CLS. Which do you recommend. I like LMN if they can duplicate their founders performance
RAK

Q: Equal weight with the noted companies. Would like to add a 6th with equal weight as well. Will set and forget for 10+ years. Can you please provide 3-4 possible compelling options. Ty.

Q: Hey Guys,

- I'm trying to help out a family member that is 67 years old, that is not financially literate, has no investments, no savings...
- He will be receiving approx $ 80k in an inheritance in the next 6 months...

- He Already blew through a previous inheritance of over $100k in about 3 years

- I am setting up a TFSA Investment/Trading account for him and doing a Financial Intervention , So To Speak to get him Back on track...

- His minimum basic expenses like rent is covered by payments he receives..., But additional living expenses and extra income is what I want to help him with and extend the life of the extra inheritance he will be receiving...

- The listed stocks are the ones I am planning on recommending for him to look at and research...

- Please comment and suggest other stocks and investment ideas to consider for:
- Considering His Age and Small investment of $60k

-Looking for:
- Somewhat Safe/Bit Aggressive Growth
- Preservation of Capital
- Income

***Not looking for total financial planning here, But I'm Looking for Ideas to look at and suggest in this type of scenario...
- You Suggest, I Research further and my relative decides...

Thanks

Q: Hi group in light of the new export rules for LNG exports in the US would you sell ARC (750 shares) and replace it with TOU?(in theory TOU should have much better upside. Your thoughts please

Also should I trim LMN + TOI they are both sitting around 10 % of my portfolio...I recently trimmed BYD with the hope that on a pullback i can buy back all 3...What would be good levels to buy back in ...Thanks for your help

Looking for entry to Industrials, Materials, Health, Financials Consumer staples, Tech, Communications what's your top 2 picks in each sector. Could you please provide short explanation on why you are picking them

Deduct credits as necessary...thanks