Investment Q&A

Q: Hello, I am looking to enter a position into one of these two companies, I am leaning towards DOL. They have both been a consistent compounder since I started watching them over the years. Do you have a preference ? This would be a hold in my TFSA, (if that makes a difference)
Thanks.

Q: Can please comment on the weakness of CCO over the last 2 days.

Thank you

Q: I saw this comment today.

We expect that its royalty interest will be upheld in international arbitration. Although not imminent, this royalty which accounts for 22 per cent of its net asset value represents excellent upside optionality once Franco Nevada and operator First Quantum Minerals has its day in court.

What are your thoughts on:
1) Has the market basically written off this royalty stream in FNV's stock price at this point?
2) Great buy at this point given bonus upside down the road when things hopefully resolve and they recover something.
3) Would you sell WPM to buy FNV given this? Though WPM has higher potential returns given its silver exposure i think.

Q: Giving the need for improved and expanded electricity grid, are these still your main choices? Anyone else?

Regards
JR

Q: Started with half positions, down roughly the same on both. Considering consolidating into one nvei position, thoughts?

Q: Peter,
On CSU pullback what price point would you be looking at to step in?
Last pullback in 2022 lasted almost 6 months. Of course I know history never repeats itself exactly but I am looking for a range at which the stock would be in your view a compelling entry point?

Q: What is your opinion on Revvity, including their forward PE. Is there any other company in this sector that you prefer. Thanks for your advice.

Q: I currently hold SPDR S&P 600 S/C VAL ETF (SLYV). It is currently 2.78% of my portfolio. What is the prospect of SLYV in comparison to IJR, IJT and IWM in 2024. Would you recommend to switch to any other small cap ETF from SLYV?

Q: good afternoon,

Can I have your view on this company. Looked at a few reports on it and it doesn't look to compelling. Something else to look at ?

Thanks,

Happy Holidays to the Crew,

Q: Could you give me 5 Growth Stocks for 5 years in Canada , USA and World that you would recommend today . RAK

Q: Hi 5i
How do you view FDX earnings, it is down today over 10%....
Would you consider this drop an opportunity for 1-2 year horizon and why?

Not sure about this but Would CJT be considered a proxy, its down today also.. what is your opinion on this one...opportunity or no.

Thx

Q: Your previous answer was to sell this stock. I understand why and agree, but today I came across something that makes me think otherwise. Tal Hayek, ceo, just dropped one million of his own money on an insider public market buy. I see this alot with no fruition but this buy represent about one percent of the outstanding shares. Is this something that would make you change your mind to a hold.

Q: My question from October 10, 2023.
“Everyone, I have held LSPD since the summer of 2019 and I bought and sold throughout the last 24 months. My remaining amount is less than 2% so not a significant amount of $. They have $700 million plus in cash; they call EBITDA positive this year; they reduced the head count which lowers expenses; interest rates will be increased once or twice then a wait period and then a slow decline. All positives for the stock price. And the Quebec Pension still owns a large block of shares - they haven’t given up! The stock price seems to have held at this price range, so there is no real material downside risk. SQ and Toast are in the same stock price position, an industry decline not a stock specific decline. In a better market this stock will quickly do a triple from here.. So … buy and wait … or… move on? Clayton”
This past year LSPD has been in a trading range of $17 ish to $15 ish. Today it has moved above that range with heavy volume. Is it time to buy or wait! If you are waiting, what are you waiting for?
Clayton

Q: I have been holding this for 2 years and it has not done much and is still down 20% even with the recent upswing in the market. Can I have your opinion on this stock and on healthcare in general (minus Canada)? if I decide to sell for a loss, what do you think about replacing it with a healthcare etf such as XLV- would XLV have the same upside potential as SNN? if not, can you recommend a replacement?
thanks

Q: Could you list some Canadian + US stocks that you would consider "among the safest" , including in case of an economic slow down .thanks for your always excellent reports.

Q: Hi 5i
ATZ having big price moves at market open and appears high volume...Just curious if you are aware of any external event or news driving this?

In have been watching for awhile , thinking about adding to existing position and wonder if this drive may continue into new 2023 ?

thx

Q: Hi, Could you comment on this acquisition/carve out deal by Lumine group. Thanks

" 08:44 AM EST, 12/20/2023 (MT Newswires) -- Lumine Group Inc. (LMN.TO), a global buy-and-hold forever acquirer of communications and media software businesses, said Wednesday that, through one of its wholly-owned subsidiaries, it has signed a definitive agreement to buy the Device Management and Service Management Platform businesses from Nokia (NYSE: NOK) for 185 million euros ($270.3 million).

According to a statement, this will mark Lumine Group's second carve-out transaction with the Finnish multinational giant.

After the deal, Lumine Group will restore the Motive brand as the new corporate entity for the Device Management and Service Management Platform services as a stand-alone business unit within Lumine Group.

The total purchase price includes a contingent consideration of up to 35 million euros based on the performance of the business during the first year after close.

The deal is expected to close in the first quarter of 2024."

Thank You

Q: Everyone, large cap tech stocks have had an amazing year. So going into next year and next year, will managers sell some and redeploy cash or sell lots and deploy cash or will they keep there current amounts hoping for an average gain next year? If they sell this will put a downward momentum on the Nasdaq 100. Clayton

Q: Hi 5i, I believe Microsoft and Google are going to start designing their own AI chips? And maybe sell them as well. Is this going to affect Nvidia’s business?

Q: What are your thoughts on Quis as a micro cap growth opportunity. Desjardins Securities mentioned Quis as a higher risk pick.

Thank you.

David