Investment Q&A

Q: Your comments on their last quarter results please.

Good growth, clean balance sheet, new products coming on stream, efficient capital allocator. Seems like a 5i type of investment. Would you consider it for one of your model portfolios?

Q: Is it time to sell SNOW and move on to an alternate tech stock? If so, may I have a couple of suggestions?
With appreciation,
Ed

Q: Hi - you initiated a 1.5% position in PSI on Mar. 26 and then increased its allocation by another 1.5% on Apr. 9.

You were also asked a question about PSI in comparison to NOA and TVK on Apr. 1, to which you replied you like NOA and TVK.

"PSI is a much more cyclical business than the other two (TVK is less cyclical, and NOA is currently in an up cycle), which we would not be comfortable owning for the long term. In terms of total return, we think TVK and NOA could do well from these levels over the next three to five years given their cheap valuation."

Can you please clarify - what are you seeing in PSI that you like? Is it something you are comfortable owning for long term? Why did your comments seem unfavorable to PSI while you were acquiring shares in your income portfolio?

Thanks,

Q: I purchased Coveo in Nov'23. It initially dropped, then rebounded nicely and has become a dog since early Feb'23. I'm now in about a 25% loss position. Is it worth holding on to this loser?
Dave

Q: Hi,
In the 5i BE model portfolio ATD is listed as being in the sector "C. Non-Cyc", however in the 5i company profile page ATD is listed as being in the sector "Consumer Discretionary". Which sector is ATD considered a part of?

Also, can you give me some ideas in the consumer staples category (Canada)?

Q: Would this be a good addition to my small cap gold holdings ?

Q: How much of Chevron's revenue comes from Russia and how much would you estimate the stock price would drop, if Russia confiscated Chevron's properties, please?

Q: Hi Folks,
I am thinking of selling either ENB or TRP and buying CNQ as a replacement for some more growth. Which do you feel is the better stock to keep today, ENB or TRP. This would be in my TFSA.
Thanks

Q: With respect to my last question just asked, can you please also address the high short interest in Powl. Is it best to avoid stocks with such high short
Interests? Thanks.

Q: These are seeing big drops today - powl in particular. Are you aware of any reason? I was planning on holding all three for at least a year but am now wondering whether I should bail. Any insight would be appreciated. Thanks.

Q: Just wanted to make you and your readers aware. BNS indicated they will not be raising their dividend for the entire year. They will not be considering an increase until 1 year from now. This bank raised twice a year for years. Then, in 2022 they only raised once by a small amount. Same story in 2023: only 1 small raise. Now, no raise at all for the entire year.

Please note that dividend increases are important to retirees.

Q: Peter and His Wonder Team
This beer company is at a new low. Please give me your prognosis going forward. I am looking at it as a contrarian pick. Are there hidden risks that I do not see? Better to wait a couple of quarters? Thanks...your opinion is alway valuable and has helped me as a retail investor.

Q: What is your opinion on BFM
Chart looks very positive.
Thankyou

Q: I'm wondering which of these stocks would be best to move from a RRIF into a CDN TFSA? Thanks.

Q: It seems that any earning beat or miss is creating huge price movements, I realize this is speculation, but with the recent drop in Adobes price would you anticipate much of a drop from here if Adobe's numbers aren't in line. I am a shareholder just looking for some support.

Q: Thoughts on recent earnings? Thoughts going forward?

Q: My current exposure to the US market is through, ZQQ, VFV, VUN, VGG, and GOOG, AMZN, CVS, and BRK CDR’s. I would like to increase my US weighting and have CAD$150,000 to invest and am considering dividing this into equal amounts in V, MA, UNH, PFE, ADBE, and MSFT. Your thoughts on this approach and any other suggestions (5+ year holding period). Thanks!

Q: Good morning

What are your thoughts on costco latest quarter

Thks

Q: Can I please have your opinion on the impact of interest rates on FirstService in general. Do you feel they would have anything other than the average market reaction to interest rate changes, either rising or falling? Thank you.

Q: Given the recent weakness in ACN wondering if you thought this would be a better holding over a company like WSP?