Investment Q&A

• Lam Research Corporation (LRCX)
  • View LRCX Profile
  • View Questions on LRCX
• Kirkland Lake Gold Ltd. (KL)
  • View KL Profile
  • View Questions on KL

Q: Hello
1.Do you see Lam Research as a good long term hold specially with the chip shortage ?
2. What is your outlook on Kirkland Gold? Do you see the gold stocks picking up in the near future?
Thank you

Upvote 0

Read Answer Asked by Kristelle on April 19, 2021

• Primoris Services Corporation (PRIM)
  • View PRIM Profile
  • View Questions on PRIM

Q: Thoughts on PRIM:US?

Upvote 0

Read Answer Asked by Colin I on April 19, 2021

• The Boeing Company (BA)
  • View BA Profile
  • View Questions on BA
• General Motors Company (GM)
  • View GM Profile
  • View Questions on GM
• Honeywell International Inc. (HON)
  • View HON Profile
  • View Questions on HON
• Lockheed Martin Corporation (LMT)
  • View LMT Profile
  • View Questions on LMT
• Northrop Grumman Corporation (NOC)
  • View NOC Profile
  • View Questions on NOC
• RTX Corporation (RTX)
  • View RTX Profile
  • View Questions on RTX

Q: Hi team,

I'm interested in adding two defense companies to my holdings, for a 3-5 year period (perhaps longer) and I'm interested to know which companies you would recommend considering?
The companies that I'm looking at right now include LMT, NOC, RTX, GM, BA, HON. Are there other companies I should also be looking at?
Could you please rank the listed companies in order of preference?

Thank you for all that you do!

Upvote 0

Read Answer Asked by Tristan on April 19, 2021

Q: Favorite renewable energy producer? With the sell off in battery, lithium, charging station companies, etc, do you see legitimate growth opportunities in this space currently? Please deduct credits as appropriate.
Thanks

Upvote 0

Read Answer Asked by Terry on April 19, 2021

• Cogeco Communications Inc. Subordinate Voting Shares (CCA)
  • View CCA Profile
  • View Questions on CCA

Q: Thoughts on the Cogeco quarter and prospects going forward.

Upvote 0

Read Answer Asked by Robert on April 19, 2021

Q: I have watched AT Acuityads continue to drop and for some reason that doesn’t make sense to. Do you consider this a hold buy or sell at this point and why. Thanks for your help.
Garry

Upvote 0

Read Answer Asked by Garry on April 19, 2021

• GameStop Corporation (GME)
  • View GME Profile
  • View Questions on GME
• AMC Entertainment Holdings Inc. Class A (AMC)
  • View AMC Profile
  • View Questions on AMC

Q: What percent of the float is the short interest for these two Reddit companies? Is it worth putting in some speculative money in one of these stocks as short squeeze play. Which company would be more rewarding squeeze play?

Upvote 0

Read Answer Asked by satish on April 19, 2021

• Cameco Corporation (CCO)
  • View CCO Profile
  • View Questions on CCO
• Denison Mines Corp. (DML)
  • View DML Profile
  • View Questions on DML

Q: what uranium companies may have lots of upside if the demand for power increases and the demand for fossil fuels diminishes?

Upvote 0

Read Answer Asked by jim on April 19, 2021

• Xebec Adsorption Inc. (XBC)
  • View XBC Profile
  • View Questions on XBC
  • View Reports on XBC

Q: Thank you for patiently answering all the Xebec questions over the last few weeks. I notice that when people ask a question about paring down you have XBC usually close to the head of the line. I appreciate your position that they are going to be in "the penalty box" for a while. Seeing as it has been one of your darlings and in the model portfolio, are you going to do any kind of deep dive into their "recent numbers" in the near future? Will patience likely see the stock bump up a buck or two in 2021? Thank you for your patience with these questions! :)

Upvote 0

Read Answer Asked by Ralph on April 19, 2021

Q: Have you got an opinion on IG Group (IGGHY)? They are into leveraged trading, CFDs and derivatives. Their stock has been on a roller coaster ride due to tighter regulation on spread betting but they have bounced back each time.

Upvote 0

Read Answer Asked by Andrew on April 19, 2021

• Enthusiast Gaming Holdings Inc. (EGLX)
  • View EGLX Profile
  • View Questions on EGLX
  • View Reports on EGLX

Q: I was surprised at the price surge immediately after it announced it files SEC registration statement. Would that be a dilution of earning ?

Upvote 0

Read Answer Asked by Lai Kuen on April 19, 2021

Q: Looking for canadian eligible dividend income to take advantage outside my registered accounts for retirement.

Can you suggest some names right now that look good above 5% and also can maintain its dividend reasonably well in an inflation environment?

Upvote 0

Read Answer Asked by Eugene on April 19, 2021

• Salesforce Inc. (CRM)
  • View CRM Profile
  • View Questions on CRM
• Pinterest Inc. Class A (PINS)
  • View PINS Profile
  • View Questions on PINS

Q: Hi Team,
I was looking at trimming 1/3 of my CRM (as its only down 0.5% today) to raise funds to add to PINS (-9% as of time of writing on no news). Would this make sense long term? Do you see CRM or PINS having more upside in the next few years? Thanks
Shane.

Upvote 0

Read Answer Asked by Shane on April 19, 2021

• Magna International Inc. (MG)
  • View MG Profile
  • View Questions on MG
  • View Reports on MG

Q: Magna has doubled in the last year and is at an all time high. I keep reading on this site that Mg is cheap with good upside. I am waiting for a pull back, but the stock keeps steadily climbing. Do you think another double is doable within the next 5 years and if so could you provide some data points to support this contention. Thank you

Upvote 0

Read Answer Asked by Richard on April 19, 2021

• Labrador Iron Ore Royalty Corporation (LIF)
  • View LIF Profile
  • View Questions on LIF

Q: With its high dividend @8.9%, how safe is it? Is ok for a new position in a RIF account to boost portfolio income, or do you see a better option?
Htanks

Upvote 0

Read Answer Asked by Henry on April 19, 2021

• Coinbase Global Inc (COIN)
  • View COIN Profile
  • View Questions on COIN

Q: Peter; Your crystal ball was working last week when you replied to a COIN question re waiting to see how it reacts if Bitcoin falls 15%. So it has now - wouldn’t COIN benefit with increased trading - sort of like VISA - a needed portal and makes money either way ? Thanks.Rod

Upvote 0

Read Answer Asked by Rodney on April 19, 2021

• Parex Resources Inc. (PXT)
  • View PXT Profile
  • View Questions on PXT

Q: The stock price can't move out of the 21 to 22 dollar range. That's with the share buy back. Do you think this will change on the next earnings report or is that baked in. Hold or move on.

Upvote 0

Read Answer Asked by Steve on April 19, 2021

• Constellation Software Inc. (CSU)
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU

Q: Constellation reports in approx. 3 weeks - TD WebBroker shows an estimate of $10.13 on 4 analysts, down from 7 last year, whereas 5i (using Bloomberg?) shows $12.82 on 2 analysts, if I read and interpret correctly.

How do the analyst numbers normally work - as the date approaches more of them weigh in and the different services come closer to dovetailing the actual earnings or...? Please explain the present discrepancy with TD & 5i. Evidently TD casts its net wider in the analyst poll so would you say 5i uses analysts with a better proven track record?

Upvote 0

Read Answer Asked by Jeff on April 19, 2021

• CRH Medical Corporation (CRH)
  • View CRH Profile
  • View Questions on CRH
• WELL Health Technologies Corp. (WELL)
  • View WELL Profile
  • View Questions on WELL
  • View Reports on WELL

Q: With WELL supposed to close the purchase of CRH on Apr 22 How do think the stock will perform through to year end

Upvote 0

Read Answer Asked by Robert on April 19, 2021

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
  • View LSPD Profile
  • View Questions on LSPD
  • View Reports on LSPD

Q: I know you guys like this stock, but two high volume days down has me wondering.
Thoughts pls.

Upvote 0

Read Answer Asked by Christopher on April 19, 2021