Investment Q&A

Q: Hi 5i - how would you rank the following tech companies at todays prices for new positions:

LSPD, LMN, KXS, SHOP, CSU, GOOG, DSG

Thanks, Neil

Q: What would you consider the risk out of 10 would be for ATD, EQB and TOI???....thanks tom

Q: Thoughts on ADBE quarter?

Q: Hello,

I have done very well and am very happy with my investment in CSU - thank you.

I would appreciate your insight on characterizing the return one receives from a co. like this.

Einstein called compound interest the 8th wonder of the world and IMO the return from CSU seems to be a phenomena beyond that.

With SHOP your return is based on capital appreciation. If it goes up you win - goes down you lose.

With BCE your return is based on a dividend and possible capital appreciation. Almost a paid rent for your money invested and with a hoped for capital gain.

With CSU the actual dividend (rent) is miniscule, however the spin-offs are like a special dividend (equity rent?) with a shared equity multiplier plus capital appreciation of the mother co.

In the past 4 yrs my CSU stock has tripled in capital value and spun off co's that their current value works out to 16% annual return. The annual growth of these co's are also expected to grow.

You have long spoke positively of CSU and maybe now, with some data, I am just seeing why.

Thank you

Q: Are any of the other large Canadian Banks similarly exposed to investigation/prosecution in the U.S. for the same activity that TD was convicted? Also, can to tell me what % of each banks total business revenue comes from U.S. sources?

Q: Hi
I recently learnt about the AI energy consumption issue. What opportunities/threats does this issue pose to investors? Are there specific subsectors or types of companies (within the energy sector) that will benefit from or be hit through the course of the AI story?
Any specific recommendations ETFs or stocks?
Thank you

Q: Jason D. mentioned PRL uses AI & credit unions to make loans rather than the usual face to face. Presume there are cost savings. Can you expand on these details?

Now that GSY has reached a loan book of $4bill. & has a $6bill. target for the end of 2026, can you make a guess as to what that might mean for earnings? Has there been a relationship on their journey from $1bill. to $4bill.?

Jason D. mentioned whispers CSU is getting set to do another spinoff. Hear anything? Maybe that accounts for current weakness in LMN.

Q: Which Canadian companies will be most impacted by the new capital gains tax. Appreciate your insight.

Q: gthp is listed otcqb u.s.
i know its small but i like the space
would appreciate your opinion
many thanks

Q: Hello Peter,

CELH seems to have broken down and has retraced significantly from the highs. Wondering if this is still a hold or should we cut and redeploy to other growth names? Thoughts and comments.

Q: Your answer to Jim regarding managing a position in Nvidia was excellent! This type of insight is very important to me as a small retail investor. Thanks!

Q: If you needed to buy a US consumer discretionary stock what 3 choices would you consider for a long term hold today?
Thank you

Q: Hi guys,

I have the above in my portfolio at 2.5%, please rank them as to moving them into a FULL position (4%).
thanks
Jim

Q: The Ukraine Recovery Conference happening in Berlin had me wondering how someone might be able to participate in reconstruction as an investor, beyond a Ukraine-specific ETF.

This of course assumes a Russian defeat and (hopefully) longer term stability.

Q: Good morning,

I currently own a number of different energy stocks of which most are in the OIL sector. In this current investment environment, the Gas sector seems to offer a better risk reward ratio and I would like to better balance my Oil/Gas stock split.

Question 1. Do you agree that Natural Gas stocks currently offer a better potential return than OIL stocks over the next few years?

Question 2. If so, which of the these OIL stocks would you replace with Natural Gas stocks?

Question 3. Which Natural Gas stocks are currently your best ideas?

Thank you for your sage advice.

Q: Would this be a good time to sell TD because of there US problems and buy RY for long term dividends and safety?

Q: JUst getting back to your answer yesterday about why NA dropped $6 on June 11. Not sure I agree with your assessment that it has nothing to do with the announcement of purchase of CWB. If CWB is NOT the culprit than what is please?

Q: Could you provide your opinion of Magna vs Linamar?
Historically MG seemed in the lead and had a better dividend. Since the Russian invasion of Ukraine - their investments in Russia were blamed for non-performance.
Also, since then LNR seems to be doing substantially better signifying the sector is doing ok.

Has MG lost its MOJO, had its day and becoming a value trap? (all cash flow going towards dividends, taking on debt and eroding stock price).
Thank you

Q: Goeasy plans to introduce a credit card soon to their existing customers and appointed Patrick Ens who comes from capital one with experience in the credit card market.

Do you believe it could be a significant growth vector for the company if the execution is done properly ? Thank you for your excellent service.

Q: My TFSA is comprised of EIF (up), WELL ( down) and LMN ( up ) in equal amounts and is 4 % of my total ( cash and RRIF ) portfolios. I am not afraid of risk in my TFSA. I am looking at replacing EIF with HTA with the eventual goal of having HTA as my sole RRIF holding. I hold HTA
(5%) and EIF (2%) in my other portfolios. I like HTA for the combination of tech with high income. EIF has been good to me over the years but has been in decline for quite some time. Has something fundamental changed with this company ? HTA would be my only tech holding amongst my portfolios being almost 10% of value. Does this approach make sense?
Thanks. Derek