Investment Q&A

Q: Canadian Chrome Company, CACR. What is your opinion of management and this company? Do you know when it will be in the production stage.

Is this another BRE-X?

Thank you.

Q: Suncor looks attractive at this point, both for a rebound and the dividend. Would you agree?

Q: Good morning,

As a follow-up to David’s question in May about CRH becoming listed on a US exchange:
If I buy the current CRH adrs, do they become automatically converted to the US listed shares when the new listing becomes available? Just curious how that would work…

And can I get your current thoughts on the quality and valuation of this CRH? Is it a buy at this price? I’m looking to add to my only other materials stock, which is LIN.

Thank you,

Q: Hello Peter,
In order of preference, which ones would you prefer to buy first: shop, nvei or pypl and what would be the reasoning? Any comments on CSU's acquisition of Optimal blue business.. thanks very much

Q: Hi, Analysts seem to like Constellation's proposed transaction of Blue Knight's Optimal Blue. It was also mentioned by National Bank analyst that the purchase price of USD 700 Million, seems to be rather on the lower side ( as not revised by the seller) and benefits CSU. Also, it looks like Constellation is now getting into bigger deal sizes.

What's your take on this for the company's future growth and on our investment in CSU stock ?

Thanks

Q: VSOL construct tall stand alone SOLAR towers that have Solar Panels on all four sides. These take up 1/9 the space of Solar Farms. There is one in BC and one in Florida. Good for industrial Parks or small towns. Patent Pending. Volume is picking up and shares are advancing. Shares trade at 84 cents Should I purchase shares ? Your thoughts please RAK

Q: What is the impact of the abandoned Chirimoya well (todays news), on expected production, eps and revenues?

Also, is the stock a buy now?

Q: What's the reason on why PXT opened this morning and took a big hit - down almost 8% at one time. Would it have anything to do with abandoning the an exploratory well? This is all the info I can get

"PAREX RESOURCES INC - IT HAS ABANDONED CHIRIMOYA EXPLORATION WELL AT VIM-43"

Would you have more on this?

Q: IF I was to pick one of DSG or DCBO for 2 year hold , which one would you be inclined to suggest ?
Thank you

Q: Hi, the last response (Mar '23) on JWEL was ..."It's 18X earnings, we think 15X would be a better price point.", what would 15x equate to in stock price?
Has anything else changed since the release of Q1 results that gives you more hope or that we have seen perhaps a bottom in the stock price? It hit a 52 week low yesterday. There has been insider buying last 3-6 months vs sells. Has this essentially become a value stock now vs growth?
I do not own but it is on my watch list.

Cheers,
Steve

Q: In a recent answer concerning NTR you mentioned it is trading at 9.6x Forward P/E. Where do you find a company’s forward P/E? Do you calculate it using the numbers pertaining to the company found under the Market Data tab? If so what numbers do you use? Thanks … Cal

Q: PJAN— Innovator U.S. Equity Power Buffer ETF (not in your data base). This ETF sounds fascinating. The fund sheet demonstrates the manager’s fondness for complex word choices and I am not sure that I understood the fund info. Would you be good enough please to explain the ETF’s strategy and tactics?

Is this a security *you* would buy and in what market conditions? Your reasoning with a bit of substance would be very valuable. Thank you.

Q: Hello 5i, the news are not great for TIXT at the moment. What is your opinion on Telus (T:CA), should we buy, hold or sell? Thank you

Q: You'll probably get a lot of this today...but what are your thoughts on the effect that the news from TIXT will have on Telus for the foreseeable future?

Q: Hi,
I'm wondering what your thoughts are regarding Telus' reducing 2023 guidance. I've had it for a while and while price is under my buy in as of today's drop, dividends cover that. Do you think the reaction today is overdone, or is it time to move to something more profitable? I'm an active investor, so tend to follow the momentum. I am concerned T has been steadily losing momentum since last May 2022 and am thinking with this change in fundamental outlook, that trajectory will continue for a while. Dividends are nice to have, but are not worth having if the stock's price continues to deteriorate. It would be interested to know what you would suggest as a replacement at this time? BCE, NVDA, GOOG, MSFT, WSP, Cdn banks are all currently owned, no Health Care exposure and what seems like too much energy exposure lately. Add to something? Find something new? Cdn or US doesn't matter. Sorry - lots of questions here, so deduct accordingly.

Dawn

Q: Hi,

Can you tell me more about this ETF? Their annual dividend is 10.295% as per tmx money and looking at their holdings are solid dividend paying blue chip companies.Since June 2021 their dividends are increasing. Is this worth investing for income and is dividend safe?

Appreciate your thoughts.

Thanks, Sunday

Q: Hi - can you give a brief synopsis of your stance on the company and what you like and dislike? Also what their general risks are from a competition, macro and execution viewpoint? Are the risks a high probability or the same as most other businesses. Basically, I'm trying to determine if the company is now sustainable and has carved out a good "spot" and should be a long term winner.

Q: Interesting news today of sale of an asset. It seems positive. Possible makings of a turnaround? Dividend safer?

Q: i have a large position in athabaska, the oil stocks seem to have finally found their legs.
i want to add one more oil, small cap, cdn, with the most upside. risk is not a factor.
which would you suggest.dave

Q: In 2015 your growth portfolio was down 4.8% and your income portfolio was down 5.5% as a result I would have expected your balanced portfolio to have declined yet it was up 9.5%
Could you explain that outperformance?