Investment Q&A

Q: Hi Team,
Over the past several years, as a general rule, one of the best buying opportunities seems to be buying quality, best in breed companies while they are down. Stocks such as NVDA, META, SHOP, BN, CRWD come to mind here where in the past we have seen significant sell offs but the quality names always seem to recover. My question is, are we witnessing this type of opportunity right now with UNH? In reality the name has been a steady eddy, reliable grower in the sector for years. Now...it loses over half it's market cap in a month? In my un-professional opinion this seems much too extreme to me for a company of this magnitude, with a long track record of success, and seemingly huge moat in the US. Is it time to start picking away at buying this name, collecting the now near 3% dividend, and sitting on it for the longer term? Collecting the div and having the name recover in say 3 years would calculate to a quite lucrative return. Thoughts?

Thanks,
Shane.

Q: Hi 5i,

Would you initiate a position in KXS today? Long term hold.

Thanks!

Q: Hi Peter,
Are there overlaps in the services provided by VHI and KSI? Based on their balance sheets and projected future sales growth and revenue growth, which is the better company to buy and hold for 3-5 years hold? What will be a good entry price? Thanks.

Q: What do you think of today's results/announcement?

Q: I believe Power and Corbys reported. Your comments please

Q: Could you comment on results

Q: My focus is on ELV. With the Medicare fraud investigation just announced on UNH, is there the potential for similar risks at ELV? Its stock price seems to have moved down in sympathy with UNH recently (a classic M-pattern technically speaking).

What are your thoughts with a long term investment in this space, and in ELV in particular?

Q: Could you please provide earning estimates for Atkins Realis.

What would be your preference between ATRL and WSP and why ?

Thank You

Q: I have a partial position in Constellation and Lumine and would like to top one up...which is better at this moment...long term investor....thanks for all that you do. Geoff

Q: I know these types of questions are asked a lot, but I always enjoy your responses to them....

With a 5-10 year outlook, what small to medium Canadian companies do you see being able to achieve compounder status? I'm thinking stocks along the lines of LMN, PRL, TVK....any others?

Thanks in advance. - Jeff

Q: What would be your recommendations for US listed international ETFs excluding NA markets?

Q: I have small quantities of above Companies. All are under water. I wonder if it is a good idea to add...fearing the "falling Knife" problem.
Please rate in sequence of adding.
Thank you!

Q: Hi 5i, thoughts on quarter pls, and is the long term growth still good? They mention reinstatement of share buyback, but no details. Also, if you have a chance to listen in on CC before replying it would be great. Thx.

Q: These 4 stocks , held in roughly equal amounts, constitute my TFSA , which holds my riskier , growthier companies. It’s early yet but could you give me 3 companies to review and follow before the next TFSA contribution.
Also, your choice of either PXT or TSU as potential picks. Thanks Derek

Q: In the category of Defense equipment companies do you see CAE as a good buy or would Europe be a better place to look? I am not interested in U,S, companies.

Thank you,

Mike

Q: Your thoughts on the quarter and future prospects would be welcome!

Q: What do you think about this stock? It's down a lot, so does it have a good chance of recovery?

Q: We have a kid entering second year of university and another entering third year. Given that the growth/accumulation period is done and capital preservation is the objective, we have an RESP that is invested entirely in a HISA (CASH.TO). Is this a reasonable strategy, particularly given the many market uncertainties in the current geopolitical environment and the relatively short timeline in which the funds will be used, or is there something else you might recommend? Thanks.

Q: Everyone, how much of the market is driven by professional money mangers, and how much is driven by small individuals like me. Today there was a trade on one stock that I own that was for more than $100,000 - and I thought is that an individual or a money manager? Clayton

Q: Good afternoon,

AC announces terms of the $500 million issuer bid. The offer is a modified Dutch Auction at a price range $18.50 - $21.00, its not clear to me what price one can tender their shares . Please explain it to me simply.. Thanks , George