Investment Q&A

Q: What would it take to get this stock moving again? It's last quarter wasn't terrible albeit not great and they are still cash positive even with weaker results in 2025.

Do you see any chance of a takeout or meaningful insider buying or stock buy back programs?

Q: Hi, I’m starting to slowly invest outside of North America because Canada is a little too layed back, and government is not very aggressive, they would rather just tax us.( my opinion), and the U.S. is what it is right now, and markets do not like uncertainty.
I started with VIDY for now, but I see that about 20% is in Japan, I don’t think this is bad but it is quite a bit.
My question for future buying, is country specific that important? And could you list 5-6 countries outside NA that are your favourite to invest in.
Thanks

Q: Do you see any compelling investments in these asset managers that have experienced large drawdowns? Currently, I am only holding BN at a 5.3% core holding, big fan of their investment strategy, allocation, themes and Bruce Flatt. Out of the other names listed, they all have strong returns over the long term. Would you be a buyer of any of these currently or should I just stick with BN over the long term? How would you rank them now? What is the max allocation to BN one should have for the long term? I know you are very comfortable with this name. Thanks!

Q: I know alcohol consumption is dropping with the younger crowd, but what are your thoughts on Molson's? Is it a falling knife and/or a value trap ? Think the dividend might be at risk ? Would you be a buyer (maybe 2-3 % of my portfolio).

Q: hi folks, thoughts on Q4 & FY for tantalus grid/t....way off the highs, and from the finance at $5.30....would you rate as Buy, hold, sell.....thanks jb

Q: Can I get your opinion on PBH earnings today as well as your expectations for growth going forwards. The stock is down significantly Is it a buy, sell or hold?

Q: Would it be possible to add a checkbox to the search function so it could return results "only" about the one company searched for? Some popular names appear so often as part of lists (e.g., "can you rank x y and z") that it's hard to isolate company-specific questions and answers.

Q: Some time ago, you published a very good statement about when HSAV is undervalued and overvalued based on NAV. Where can I find it or can you give me another answer here. Thanks

Q: It has been awhile since anyone has asked about this one and would appreciate your current thoughts. They appear to be securing some business and I am looking forward to seeing their next financials.

Q: Any thoughts on this ETF for income? Nice yield and low fees.

Q: I do not think you really answered the question about earnings for vitalhub. My look at them seemed they were pretty good but still down 10% today. Any thoughts?

Q: Results looked good. Down 30% on this name. Is this a weed that needs to be pulled? Less than 1% of my portfolio. Thanks!

Q: What do you feel are the best opportunities right now in the market as a growth investor? Can you provide reasons and your top 5 opportunities in order please? A risk and growth potential rating for each. 1 being low risk and low growth potential.
Thank you

Q: I have just sold my Transcontinental shares at a nice profit to avoid receiving the didvidend. I am thinking of buying them back after they go ex-dividend tomorrow. What do you think of that strategy. Thanks.

Q: What are your thoughts on AXON's weakness - I've held for over a year, it's had a good rise, and now it's back down just below where I bought it - should I just hold on, or has there been a change that I should be aware of that might be causing the weakness? I thought it might have more strength with all that's going on.

Q: Hi Peter, can you comment on the latest news release today on Well Health's Wellstar company and what are the forecast earnings for this Thursday's financial reporting.

thank you

Q: Can you give me an idea of the relative value of the two Brookfield Infrastructures? Seems like BIPC is somewhat expensive and buying focus should be on the units (bearing in mind the tax issues)? Thanks

Q: which american large bank do you find the best for a long term hold ? I currently hold jpm. Should I add to that or take a position in another bank.

Great service you provide. Thank you

Q: Any concerns with short Int % for NBIS at 17% and GLXY at 12%? At what % level do you start to get concerned and what are some things to look out for when you see these elevated short Int? I know its personal for everyone, but for a growth investor with medium/high risk, what % allocation would you suggest for these names given their risk and volatility? Would it be somewhere between 2.5-4%? I have NBIS at 4.2% and GLXY at 3.5%. I believe both have good long term potential. Thanks!

Q: I have started a small position in Gogold GGD. My research showed that the CEO behind Gogold has built and sold 4 precious metal mines in Mexico over the past few decades. So GGD is not his first rodeo and he, together with some of his team, have the knowledge to build smaller mines in Mexico. GGD currently has an operation in Parral, Chihuahua, Mexico which is successfully processing tailings of historic mines. The modest profits from the Parral mine not only can cover all of the G & A costs of GGD but they should be able to add to the GGD capital (This operation is projected to produce 2 million SEO this year with production costs around $20, so using a low silver price of $60 GGD can net out $80 million this year from a very modest tailings processing operation). The growth project is the "los Ricos South" mine in the state of Jalisco (about 90 minutes from Guadalajara). GGD did a share offering late last fall and now GGD is sitting on about $150 million of capital (Appreciated if you can confirm that?) The los ricos mine only needs $225 ish to get built and the experienced management team is confident they can use reasonably priced debt to finance the remaining mine building capital that will be required. GGD has contracted low cost, hydro power for that mine and they have the transmision line access engineered. So GGD apparently has good rock, good financing, some infrastructure and good management BUT they still don't have the permit to build Los Ricos. Analysts say that if/when the permit is issued the stock should rocket upwards. No permit and the stock will languish BUT at least GGD's small tailings processing plant can generate enough cash to cover G & A plus add to the capital accumulation. I like the risk versus potential reward for GGD and therefore I started a position. Am I missing something in this story? I am currently in Mexico and I am well aware of Vizla's tragedy up in Sinaloa. I see that as an extreme, but isolated event. But again, is there something else I should think about if I want to hold, or add to my GGD postion?