Investment Q&A

• Descartes Systems Group Inc. (The) (DSG)
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Q: Good Morning,

My daughter's RESP has the following stocks. I have added some CSU because I simply can't pass up the buy opportunity on this weakness. I am overweight in IT now, what would you recommend for an 8 yr horizon please.

Current holdings:
BNS, CSU, DSG, DHX, ENB, ECI, HR.UN, KBL, MUX, RHT, STN, SLF, TSGI. She also has 3 ETF - US Dividend, Emerging Markets, Nasdaq Indexed all equal weight.

Thanks for all you do!!

Eric

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Read Answer Asked by Erichsen on July 30, 2018

• iRhythm Technologies Inc. (IRTC)
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Q: Peter/Ryan,
IRTC has been weakening. Thoughts ?
Thank you, Paul

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Read Answer Asked by Paul on July 30, 2018

• Lazard Inc. (LAZ)
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Q: I recently purchased a 1/2 position in Lazard. Could you give me your opinion on this company? Thanks.

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Read Answer Asked by Harvey on July 30, 2018

• Constellation Software Inc. (CSU)
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Q: I was trying to find a question about this but without success. This is such an expensive stock and I know you like and it has done well. I wonder why they would not do a split to make the stock more affordable? I notice also that you do not have it any of your sample portfolios - is this why?
Thank you

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Read Answer Asked by Margaret on July 30, 2018

• Lithium Americas Corp. (LAC)
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Q: Lithium Americas Corp
The share price has basically dropped by approximately 50% YTD. With such a decline in the share price over the past several months, I would like to know what your opinions are on the reasons for such a decline? Do you consider it still a good investment or are there other companies that would be a better investment. What potential do you see coming out of their 50% interest in Minera Exar and the developing of the Cauchari-Ocaroz lithium project in Jujuy Argentina.

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Read Answer Asked by Laureen on July 30, 2018

• Rapid7 Inc. (RPD)
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Q: Any reason or news for the big drop in RPD. Thanks.

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Read Answer Asked by Bruce on July 27, 2018

• Agnico Eagle Mines Limited (AEM)
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Q: Thoughts on Q?

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Read Answer Asked by Tom on July 27, 2018

• Constellation Software Inc. (CSU)
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Q: CSU is down around 5% today. Would you be comfortable initiating a position at these levels?

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Read Answer Asked by Edward on July 27, 2018

• Aurora Cannabis Inc. (ACB)
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• Leaf Mobile Inc. (LEAF)
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Q: LEAF stopped trading today, because of the ACB buyout. I own 1000 shares of ACB in my Margin a/c and 500 shares of LEAF in my TFSA a/c. What happens now? Should I have sold LEAF?

Thanks!

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Read Answer Asked by Austin on July 27, 2018

• TFI International Inc. (TFII)
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Q: i thought the earnings were excellent, your take. dave

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Read Answer Asked by david on July 27, 2018

• Constellation Software Inc. (CSU)
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Q: Can you state Constellation Software's cash and debt levels and compare it with the previous year's comparable quarter cash and debt levels?

Thanks.

John

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Read Answer Asked by john on July 27, 2018

• Glencore plc (GLCNF)
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• Sherritt International Corporation (S)
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• eCobalt Solutions (ECS.TO)
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• Katanga Mining Limited (KAT)
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Q: Iam interested in investing in a quality canadian cobalt company, any recommendation, thanks?

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Read Answer Asked by Pat on July 27, 2018

• AT&T Inc. (T)
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Q: Pretty beaten up. What do you think the trend is for the next year, Thanks

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Read Answer Asked by gary on July 27, 2018

• Broadcom Inc. (AVGO)
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• QUALCOMM Incorporated (QCOM)
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Q: read 2 awesome articles on this website https://thestockboys.com/blog/ about qualcomm and another about Broadcom. made me interested in both at these levels, but only have room in my portfolio for one in that type of space. I know your more Canadian focused, but which one of these 2 would you prefer?

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Read Answer Asked by neil on July 27, 2018

• Enghouse Systems Limited (ENGH)
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• Open Text Corporation (OTEX)
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Q: At current prices, which is the better IT company to buy for medium term hold in a non-registered account?

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Read Answer Asked by EDWARD on July 27, 2018

• Teck Resources Limited Class B Subordinate Voting Shares (TECK.B)
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• Trevali Mining Corporation (TV)
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Q: Peter and team:

I initiated a speculative position in TV when you brought it to members attention a while ago. I am now down 50 %. What are your current thoughts on the zinc market over the next year or so. Would you continue to hold or cut losses now.
Interesting to note TECK.B has been doing OK as of late. I suppose that is because in addition to zinc they are a much more diversified mining company.

Thanks as always for you terrific site.

Phil

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Read Answer Asked by Phil on July 27, 2018

• Mohawk Industries Inc. (MHK)
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Q: Hello,
I was gaining some interest towards Mohawk Industries and noticed quite the drop today, can I have your opinion on this company along with what the balance sheet looks like? What would be a good weighting to hold if you think its worth while. Thanks a lot

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Read Answer Asked by Cory on July 27, 2018

• Vanguard FTSE Emerging Markets All Cap Index ETF (VEE)
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Q: I am interested in investing in companies in Vietnam. Can I please get your opinion on investing here and maybe a good ETF recommendation for this area. Thanks!

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Read Answer Asked by Lois on July 27, 2018

• Winpak Ltd. (WPK)
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Q: Could I have your comments on Winpak's earnings.
Thank-you

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Read Answer Asked by William on July 27, 2018

• Alimentation Couche-Tard Inc. (ATD)
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Q: ATD.B has been range trading for about two years now. As fundamentalists, do you see a breakout above $68 soon? Should we hang in and hope?

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Read Answer Asked by Fred on July 27, 2018