Investment Q&A

Q: 1. what is your best metric that you use to value these 4 companies? 2.what is this metric currently? 3. what is the PEG for each company.? 4. rank in order for capital appreciation over next 3 years thanks Richard

Q: any reason for the recent price fluctuation ? is it a good chance to buy more ?

Q: Just reading about a looming shortage of helium, caused by the Iran war. Which helium producers should benefit from this and which could be good near to medium term investments? Many thanks. Al

Q: Is satellite internet going to disrupt land based cell providers? I wonder if both the telecoms and the reits who own the towers are at risk.

Q: Our core long-term holdings - not full positions. Please advise those that could add to full positions, hold or sell or those that you would replace with better potential. Please rank.

Q: I own these in my RRIF for income purposes countered with some leverage for growth. What are some other Canadian issued high yield ( greater than 10% ) having 1.25 x leverage ETF ‘s ? Any sector will do , Canadian or American companies. Any you recommend or stay away from ? Thanks..Derek.

Q: I am having difficulty understanding what benefits will accrue to a) Tomson or b) shareholders as a result of the return of capital being proposed by Tomson together with the corresponding share consolidation. I have never considered a reverse split to be a positive sign for a company's future. Why is deal any different?

Q: I’ve been putting some money into oil and gas stocks and energy service names over the last couple of weeks. That was a timely blog post on EFX yesterday, and my question relates to that company and PSI. Given the current elevated oil price environment, do you have a preference between the two (this question bakes in an assumption that you still like PSI, given that it’s in the portfolio, but correct me otherwise), or do you view them as complementary enough that owning both would be appropriate? If you do favour one over the other, please explain why.

Q: I have been following this small cap for a few months now and would love your thoughts and analysis of this very small cap miner?
Thanx as always
Gary

Q: Hi. I asked this question yesterday but I don't think it went through.

I saw an interview with Prof. Janice Stein and Rudyard Kipling from the Munk School. Ms. Stein seems convinced that there is going to be significant supply shocks and oil at $175/barrel as a result of the war with Iran. If this is true, what stocks/sectors from your model portfolios are the best to hold and the best to stay on the sidelines until this mess is resolved?

Q: If we go into a recession, how will it affect Brookfield (BN) and its subsidiaries (BIP, BEP, BAM), please?

Q: The FTC today warned visa and three others about denying customer access to financial services due t political or religious reasons. Is this why visa dropped 10.5 dollars so far today? If not, why is the stock doing so poorly? Is this FTC warning a real concern for Visa?

Q: Is Firefly a buy after an ongoing investigation into it as the price has dropped considerably.

Q: a member asked your about hmax which you seemed ok with,but warned about putting all your money in one yield ETF. So my question is what other yield Canadian ETFs would you recommend along with hmax. dave

Q: Hi Peter, can I get your thoughts on Mark Leonard’s announcement not to stay as a board of directors of CSU. He is staying on with their PEMs strategy as an advisor. Does this change your view at all at how you look at the three companies and how do you think the market will react.

Q: In response to a recent question on companies worth considering, 5i suggested ATD, CSU and CNR. I have 'some basic understanding' of ATD's and CNR's business, strengths, and financials. Just now taking an initial look at CSU, and wondering, how does a company with a P/E ratio (using 2025 EPS) of roughly 100, more debt than equity, and a negligible dividend rate so highly in today's uncertain environment?

Q: I bought ATRL late last year. For a while it was gaining bit by bit. Now it is losing steam. It looks as if it should be a good buy. What do you think?

Q: I watched an informative youtube on the war in Iran . So the war is a long ways from being over and from what I heard has made aircraft carriers obsolete. New warfare is drones ,missiles and satellites . What companies large or small is one to look at .I know about Raytheon and Lockheed but what other ones would you put first.

Q: I read the following on Nate's substack: "The largest debt-funded infrastructure buildout in history has an unpriced dependency on a noble gas.

The five largest US cloud and AI infrastructure providers have committed to spending between $600 billion and $700 billion on capital expenditure this year. Seventy-five percent of it is AI infrastructure. Google’s co-founders Larry Page and Sergey Brin have reportedly said they’d rather go bankrupt than lose the AI race. Goldman Sachs projects total hyperscaler capex from 2025 through 2027 will reach $1.15 trillion. Every dollar of that spending assumes the chips arrive on schedule. The chips come from fabs in South Korea and Taiwan. Those fabs require helium to operate their lithography machines, cool their wafers, and detect leaks in their vacuum chambers. There is no substitute for helium in any of these processes.

A third of the world’s helium supply came from a single industrial complex in Qatar. That complex was hit by Iranian missiles three weeks ago. It is offline. Parts of it are destroyed. The strait through which its output ships is closed. And the specialized containers that carry liquid helium vaporize their contents within 48 days. The clock is already running."

Do you buy the argument that is being made by Nate about a very significant impact from a lack of helium? Do you think the impact has already been priced into the market? What would you suggest an investor do if he is invested in the affected mag 7 stocks?

Thanks.

Q: Overall, my portfolio is very balanced, but I have gone with higher growth in my TFSA. I hold GOOG, META, NVDA, NBIS, BN, AXON, MELI, LMN, and ZEO. What is the max percentage of the TFSA that you would hold in GOOG and NVDA? Could you suggest some new stocks with good momentum that would balance out my holdings? Thanks.