Investment Q&A

Q: Everyone, my tech portfolio is as follows: AAPL, AMZN, CSU, MSFT and NVDA. Is VRT a company to buy and hold forever or a stock buy for a few years and reassess. I.E. is its moat (people, technology, business plan, etc) wide enough to keep ahead of its followers Clayton

Q: I have a few questions re the upcoming Tesla Shareholder vote in June.
1. Do you have any thoughts re how the markets may react if Elon Mush does not get what he wants re his compensation package (in the short and long terms). My thoughts are that the price may drop quite a bit (in the short term) if he does not get what he wants; however, long term I feel that Tesla still has great potential. The reason I am confused with my (short term) logic is that if Elon does not get what he wants, it is the result of shareholders voting against it (so why would the price drop if that is what shareholders want – unless it could cause a sell off for those that wanted the package)?
2. If we feel that the price of shares will drop and wanted to insure our investment, I know that we can buy ”puts”; however, in one of your postings you mentioned that this was an expensive way to do so and that you were going to write something up. I am wondering if you could provide me the link (assuming you’ve had the time to do the writeup). If no writeup, can you provide a few words.

Thanks.

Q: NVEI still trades below the $34Us offer. Special meeting will be Jun18. Do investors fear the transaction won’t happen in 2024? Or tax inclusion related? Or normal? Merci.

Q: AI requires greater electrical power to operate. Which utility companies are positioned to benefit from this boom in Canada and in US? Could you please provide a list? Thank you!

Q: GIC's that need to be cashed before their due date are penalized whereas individual bonds can be sold before their due date at market price. For Tax Purposes - Which fixed income investment is better for an holder person with limited time horizon?
Thank you for all you do!

Q: Good Morning,

SHOP is currently trading at the same level it was in April 2020. In 4 years it has done nothing.

It's down 70% from its all time high.

The 'street' rates it as a moderate buy with 10 buys and 7 holds. After earnings announced on May 8 it is down 18%,

How can 5i be so bullish on this stock? It has become a Hopeify.

William O'Neil would have an interesting debate with you on this one.

Sheldon

Q: Any news lately on SIS Savaria. Stock has been up consistently. What do you see the near future of Savaria ie any more acquisitions or growth

Q: Good morning,

Can we please get your take on Intuit's earnings, and why the large share price drop considering their beat and raise? Is there a risk that the IRS is creating their own tax return software that will kibosh TurboTax? Still a hold, sell or a buying opportunity?

Thanks.

Brad

Q: Is this bond good value for my bond portfolio .Thanks Phil
altagas can serv 3.84 jan15 25

Q: We are very disappointed in Decisive Dividend. I bought it in the $8 range and it performed beautifully to well over $11 so I had a really nice capital gain but was too stupid to take the gain while I could. I am used to buy and hold forever stocks so not am used to ones that need to be traded. Now drifting lower and lower. What happened? I believe it has lots of cash available and I expected it to keep growing. Your suggestion please... just sell and take the small loss or keep it in hopes of the price going up again.
Thank you............ Paul K

Q: A couple of unrelated laggards...

Is ESTC a show me stock or would you be comfortable with a starter position as of today?

I own NXT but looking to add another position. Do you like SHLS? It is cheap if this solar move has legs. FSLR has moved far and fast. Would you buy into this or pick an alternative at this point?

thx, Mark

Q: Can you comment on current valuation and outlook for Hrx.?

Q: Does BYD represent a good entry point here? Can you help me consider this investment thesis.

El Nino Year as a Tailwind: El Nino’s warmer weather created short-term challenges for Boyd in 2024, its effect might be temporary. If weather patterns stabilize, the demand for collision repairs could return to normal levels, providing a more favorable environment for achieving growth targets.

Interest Rates as a Tailwind: High interest rates making new car purchases less attractive is indeed a potential tailwind. If consumers opt to repair rather than replace their vehicles due to economic conditions, Boyd stands to benefit. This trend supports the long-term demand for Boyd’s services.

Boyd has a stated goal to double the size of the business based on 2019 sales by 2025. Considering Boyd’s historical performance, strategic initiatives, and the potential tailwinds from economic conditions, is it still reasonable to be optimistic about Boyd’s ability to double its business by 2025.

Q: Can you provide your analysis of Champion Iron Ore. Thank-you.

Q: Looking at BBY as a play on a pandemic-era refresh cycle on computers as well as the belief that recently announced AI-powered computers from Dell, Microsoft, and others accelerate this cycle. Expect AI integrations on other electronic devices as well, + juicy divvy to cushion through the turbulence as we wait. Thoughts?

Q: Your thoughts on LULU? They’ve performed very well for so long, but fashion trends don’t last forever. Do you see this year’s decline as an opportunity to start a new position?

Q: In my TFSA,I have the DRIP turned on.My plan is to have ,half a dozen or so companies or ETF'S which lend themselves well to the DRIP account for the next 4 years, wanting conservative growth.
I currently have FIE,PZA AND EIF.
Are you comfortable with these holdings,and suggest some other names? Thankyou

Q: Which is the cheaper by valuation, Topicus or Lumine right now? Thanks.

Q: Hi,

Which sector you think is worth taking a position in at this point in time as a non correlated asset, IF and WHEN a correction takes place. Not about market timing for I know you don't believe in it! But more as part of portfolio tune up.

Gold/Metals/Utilities/Pvt equities/any other sector that interests you?

Q: I hold XLB in my RRSP. What do you think of swapping the XLB for BEP.UN?

Can you address the answer in various interest rate directions please?

( Between BIP.UN in the RRSP and the BN and BAM outside, I already have 10% exposure to the group. Doing the trade would have me bumping 15%. )

Thank You