Q: Did ARX provide a reason as to why production guidance was lowered? Also, looking for your thoughts on the company as a long term investment. It is one of my core Nat Gas holdings along with TOU. What do you like about the company and what do you dislike about the company if there is anything to dislike. Also, would you suggest another company in its place that has better long term prospects.
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Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: Just wanted to get your current views on SLF in light of last week's earnings. I note RBC's recent comments...
“SLF’s underlying EPS was higher than our estimate and consensus, but the U.S. segment had higher than expected experience losses related to Dental and stop-loss,” he said. “We do not expect material unfavourable stop-loss experience to persist into 2026, but we expect the Dental business to remain challenged throughout our forecast period; we lower our U.S. estimates.”"
I have noticed challenges with the US segment in recent quarters, so wondering if you would ADD or HOLD at current levels.
Thank you for the great service.
“SLF’s underlying EPS was higher than our estimate and consensus, but the U.S. segment had higher than expected experience losses related to Dental and stop-loss,” he said. “We do not expect material unfavourable stop-loss experience to persist into 2026, but we expect the Dental business to remain challenged throughout our forecast period; we lower our U.S. estimates.”"
I have noticed challenges with the US segment in recent quarters, so wondering if you would ADD or HOLD at current levels.
Thank you for the great service.
Q: I own all the various Brookfield entities on the US side of my TD Waterhouse accounts. I did this to ensure I receive the USD dividends without paying exchange fees to convert them to CDN. Recent Q&As have confused me:
- are there instances where the currency conversion still happens even though the stocks are held on the USD side?
- if so, how do I avoid that
- can you confirm what the current yield is for each Brookfield entity and if its paid in USD or CDN
Thanks
- are there instances where the currency conversion still happens even though the stocks are held on the USD side?
- if so, how do I avoid that
- can you confirm what the current yield is for each Brookfield entity and if its paid in USD or CDN
Thanks
Q: Your thoughts on the latest quarter,I know your not a fan of averaging down but do you think for a 1-2 year hold this company potential to get back to its recent highs.Basically is their also much growth in their future,thanks
Q: hi folks, can please get your updated thoughts on Rockpoint gas storage rgsi/t, since IPO and Q2/26 results (end 30/9/25)....are you positive on Natural Gas going forward into 2026, and rate the stock as Buy/Hold/Sell,,,,thx as always, jb
Q: Gentlemen;
If you could only buy one stock which one would you buy today, META or CSU, with a 3 year investment horizon for total return?
If you could only buy one stock which one would you buy today, META or CSU, with a 3 year investment horizon for total return?
Q: I would appreciate your analysis of this company. The most recent quarterly report looked impressive, but I'm very weak in understanding mining companies.
Q: new dividend change
2025-11-07 Telus (T) said Friday that third-quarter adjusted earnings fell as operating revenue stayed flat.
The company also raised its dividend by 4%, to $0.42.
2025-11-07 Telus (T) said Friday that third-quarter adjusted earnings fell as operating revenue stayed flat.
The company also raised its dividend by 4%, to $0.42.
Q: So Veritas apparently issued a report that says Telus can’t cover its dividend. They were on BNN saying same:
https://youtu.be/2zA0wBCMmbk?si=LNQEIs0J8r-IvL5L
Thoughts?
https://youtu.be/2zA0wBCMmbk?si=LNQEIs0J8r-IvL5L
Thoughts?
Q: TLT has recently announced promising results for Rutherin, the molecule it is testing. E.g. "Enhanced Tumor Destruction: Radiation-activated Rutherrin® achieved a 100-fold increase in cancer cell kill versus radiation therapy alone." But it is tiny, with a multi-year path to final results and depends on raising further capital. How can an investor assess companies like this, and what is your opinion of TLT re getting an investment toe in the door?
Q: I know that CSU will be widely sold before year end, but I am encouraged that you are still recommending it. So where do you see it turning around before year end and being a buy? Just your best guess and no promises expected…
Q: Is there any recent insider buying of CSU? Do you think we have seen most of the bad news?
Thanks for all your help,
Mike
Thanks for all your help,
Mike
Q: I am concerned that Softbank sold 100% of their holdings in Nvdia. Are you?
Why or why not?
Thanks
Sheldn
Why or why not?
Thanks
Sheldn
Q: Next to "PORTFOLIOS" there is a "new" marking. Please tell me what this refers to.
Thank you
Thank you
Q: I'm looking to start a position in NBIS and would be interested in what you would consider a good entry price.
Thanks
Thanks
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Constellation Software Inc. (CSU $3,309.98)
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Topicus.com Inc. (TOI $125.78)
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Lumine Group Inc. (LMN $28.95)
Q: Hi team,
I own LMN and TOI but not CSU. With the recent weakness in the group would you see it a better move to sell both LMN and TOI to consolidate into the larger CSU? Or would you continue to view LMN/TOI as having more long term upside compared to CSU due to their smaller size and still safe to hold the smaller spin offs? I won't need the funds for a decade or so at least.
Thanks,
Shane.
I own LMN and TOI but not CSU. With the recent weakness in the group would you see it a better move to sell both LMN and TOI to consolidate into the larger CSU? Or would you continue to view LMN/TOI as having more long term upside compared to CSU due to their smaller size and still safe to hold the smaller spin offs? I won't need the funds for a decade or so at least.
Thanks,
Shane.
Q: Good Afternoon. As a retiree I am trying to simplify my portfolio. Should I sell my holdings of EMA and roll the proceeds into ZWU? Cheers.
Q: Can you please comment on any concerns about this company as well as perhaps some positives, including some of the items below?
- its profitability during a potential recession.
- 2.7% earnings yield
- High Enterprise / EBITDA ratio
Thanks.
- its profitability during a potential recession.
- 2.7% earnings yield
- High Enterprise / EBITDA ratio
Thanks.
Q: May I have your opinion on their recent earnings please.
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Brookfield Infrastructure Partners L.P. (BIP.UN $50.08)
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Brookfield Corporation Class A Limited Voting Shares (BN $65.20)
Q: Good morning,
With a 10 year time horizon and not overly concerned with yield, would you go with BIP or BN?
Thank you.
With a 10 year time horizon and not overly concerned with yield, would you go with BIP or BN?
Thank you.