Investment Q&A

Q: Would you consider a starter position into this positive momentum? What did you think of the results? The next Starbucks? Haha
Thanks

Q: Good morning, I accept virtually every expert’s opinion that Tourmaline is a great company with great management, but I’m trying to figure out given all the current conditions if it is a good stock/investment? I know they are returning lots of earnings through special dividends but the share price has been sideways for many years. There seems to be some doubt about the positive impact of the new LNG facility, and if the US unleashes new supply (as in “drill baby, drill”) the glut may not be going away anytime soon. If you had enough O&G exposure, would you still find it a compelling investment for the medium term, or would you deploy the capital elsewhere (no tax implications)? Suggestions (any sector)? Thanks for your thoughts.

Q: In considering these two stocks, which would your prefer to invest a small amount in?
Thanks.

Q: Wondering if there are concerns that other lawsuits or penalties are in the cards for TD. Are there any other pending actions against the company that need resolution, or is this in the final stages with all significant potential liabilities now in the open?

Q: I was looking to buy based on your previous suggestion. Given the outsized gain today on Q3 results is it best to wait for a pullback or simply buy into the good momentum?

Q: Hi, Could you please comment on EPAM earnings. Thank you

Q: Appreciate thoughts on latest eps and outlook. Thanks

Q: Good morning your thoughts on JEF

Q: In your response today to Trent, you say that for CEI, growth is expected to explode in the near term. Can you provide more details. Would you consider it a Buy? Thanks

Q: I have SOBO, TRP, and ENB. I need to trim my positions. If I wanted to keep my ENB and was aiming for the best diversification, which would make sense to trim: SOBO or TRP. Thanks.

Q: Any suggestions for Helium? I looked at your previous answers and saw LIN. Any new thoughts? Thank you!

Q: Can you please give your opinion on which of these two companies will be most negatively affected going forward by:

- disruption

- competition

Which has the best outlook for its:

- balance sheet

- business growth

- dividend growth

Ultimately if you had to sell one or choose only one for a long term investment, which would it be?

Q: God morning,
What is your opinion on Supermex (SXP) Q3 earnings? Shall we be worried about the large ($23M) asset impairment charge ? Buy/Hold/Sell?
Thank you for your excellent work!

Q: Please comment on CGI results. Did they beat expections?

Q: Hello team,

I'm considering selling Apple at a large profit and deploying elsewhere.
I want to offset some gains with some losses.
Losers in order are:
DRX
SGY
BCE (small amount held in my non-reg)
Selling all is fine with me so I can balance out my Apple gains. What do you think about selling these names and what are a couple of your favourite US and CAD stock for new money?

Q: Good morning,
As the dust settles south of the border, how do you see these two (and related) stocks, as they're connected to EV and renewable energy. Worth purchasing today, or better to look elsewhere?
Thank you.

Q: Warren Buffet has a lot of Cash . What industry will he purchase. What about purchasing Brookfield BA and Fairfax FFH

Is FFH inexpensive ? Is it a BUY Thanks RAK

Q: What are presently your Top picks in Healthcare; in either CAD or USD. Thanks.

Q: Hi. My wife and I are in the process of rebalancing our portfolio. We're in our 70s and our portfolio has treated us well. Unfortunately our winners have grown to create a portfolio that is now 70% tech and 30% cash.

We'd like to bring our Nvidia and Apple holdings from just over 20% for each to around 10 or 12%.

Where would you reinvest the proceeds of the sale outside of the tech sector?
What 5 top US companies and 5 Canadian companies would be your favourites and why?

Thanks
Frank

Q: Hi 5i, thoughts on quarterly release pls and thx. Numbers look OK, and their capx seems to be decreasing. Is due to them nearing completion of 5g build out? If so this company should turn into a cash flow machine to pay down debt and other shareholder friendly moves.