Investment Q&A

Q: Comments on 2024 results please

Q: Any reason why SHOP had declined much more than the overall market this week? I don't see any news. At what point might one add to position or is now not the time?

Q: Good recent webinar by Ryan. I was just wondering if the opinion on NBIS (featured in that webinar) has changed in any way on this company since recent earnings. For an investor considering a long term position, can any positives be drawn from Arkady Volozh's comments ?

Q: Where would you reasonably expect these shares to be in two years. What do the analysts say about the company

Q: Why do you think this has dropped $10 from the $40 level? Is this an attractive level or should we wait to add? Thanks.

Q: The support is break any new that a big drop in 1 week .

Thank for your advice.

Q: What is your opinion of Clean Harbors after the recent earnings report? Would you think it a worthwhile addition to WCN in the waste management space or better to go with a different company? Thanks.

Q: What is your assessment of the most recent results for PIF? What do you think of this company's prospects going forward and the safety of the dividend? What is the free cash flow of this company per share?

Q: What are your thoughts currently on VRNS?
In your previous answer you wrote “We think there are better opportunities in the market that look more interesting.” Can you please elaborate more specifically which companies you are thinking of? Thank you.

Q: Noting that your last comment on TXG was a year ago, could you please provide your analysis of their earnings which were released late yesterday?

Thanks as always.

Q: I'm long GE and am looking to add to the Aero & Defense sector. Could you recommend 3 companies in order with preferred entry prices that could compliment my position in GE? Thank You.

Q: Pleas recommendation 4 ir 5 Cdn ETFS wuith a good yield and moderate risk. Thanks

Q: Can you give me an economic outlook for the price of silver, an in depth look at this company since your last comment two years ago and any comments on the recent insider buying by the CEO. Thank you.

Q: Hi Peter and gang,

I raised this question about a week ago but it seems to have fallen through the cracks.

Please comment on FCX which hasn't been doing much of anything over the past 3 years. Is it a hold, buy or sell now? If indeed it is a "sell", please recommend a replacement in material/mining sector.

As always, much appreciated.
H

Q: Can you give me your opinion of this company? Would you invest? Not profitable but lots of financing from reputable firms and companies.

Q: (1) Can you suggest an ETF similar to FEZ but that includes companies outside the Eurozone (i.e. includes Swiss, Swedish and UK companies). I am looking for an ETF that favors large caps, preferably holds not more than a hundred companies. IEV is the closest I could find but it holds over 360 companies. And VGK has over a thousand (>1200).

(2) Am I wrong to think that holding hundreds of companies tends to dilute an ETF’s performance?

Q: How would you invest in the Defence sector at this time? And would you? On that theme what do you think of BAE in comparison to others in the sector? And are there ETF’s which would be appropriate?

Q: Can you give me the two best ETF’s in the US that you would invest in that hold the best Ai stocks. Two ETF’s to hold for three years. Much too hard to pick the individual winners. It would be my first time buying ETF’s.

Q: Five plus year holder here of Alimentation Couch Tard stock, but can't help but notice the share price has flat lined for a few years now. Revenues haven't grown consistently and ROE & ROIC have been deteriorating YOY for a while now, and enough to make me question this holding going forward. Mgmt must be concerned of their decline, hence the 7-11 acquisition push. Thinking of selling out entirely and moving the position to DSG. Two very different companies, but what are your thoughts?

Q: ATD shares had been doing well until some months ago when they announced an intention to acquire 7/11, and the stock price began to fall. However the owners of 7/11 said they were opposed and appeared to take steps to resist. There has not been any news about ATD's efforts in a couple of months (at least that I have heard) and I would conclude that this is no longer in the cards. But the share price continues to decline.

1. Are you aware of news indicating ongoing efforts by ATD to pursue that purchase?
2. Do you have any insight why the share price continues to decline?
3. Would they be (much) affected by tariffs, if that should ever happen?
4. What is your outlook for ATD going forward?

Many thanks for your excellent service