Investment Q&A

Q: If you were looking to diversify outside of North America where would you be looking geographically? Which industries?

Thank you for all your help,

Mike

Q: What is your opinion regarding the future of CRSP? Buy, sell, hold?

Q: What do you think of their last earnings report? I am still holding even though i am down 8% on my holdings. Would you please give me your thoughts on buy sell or hold?
What are your thoughts on the $65 million term loan to finance their erosion control investment?
Thanx as usual
Gary

Q: Can you give me your updated view of this company, and why it seems targeted by short sellers.

Thank you very much in advance

Q: Hi,
In your answer to Neil yesterday, you said that there are numerous high growth software companies that remain down 20%.+ Could you name several you like, both US and Canadian? Thank you Mike.

Q: I have small position in these two stocks. Is it time to add to my position or sell and invest somewhere else. Could you suggest replacement within the same sector. Thanks

Q: Please provide your recent comments on these stocks. Are they buy, sell or hold in today’s market
Thank you

Q: Why the drop in PBH today ?

Q: A family member was a Long Term employee of GE and acquired substancial shares of GE stock during the Jack Welch era and subsequently left the company for health reasons.

Needless to say the stock performed terribly and his shares languished for years but he held.

Now GE has been spun out into 3 divisions and separate stock issued for each which have performed tremendously in most cases what course of action would you recommend on the 3 new entities based on today's market prices for each.

Q: hi group light on both Canadian and Us banks. what ETFs in Canada and the US make most sense in the present environment or should i go with induvial names like JPM in US and RY in Canada IFC and EQB are also attractive . Also is UNH a screaming buy or should i wait for the dust to settle

Q: Would you please give your current view of Aimia
Thank you.

Q: Thoughts on FI ? Thank You

Q: Can you provide your current view of this company. How strong is the management team. Could this possibly be a multi bagger over the long run. (Understanding that market it operates in as well as price of the barrel)

Q: Thoughts on GAMB after earnings? Can you comment on why earnings seemed good but it dropped? The Donville group seem to love it and they are right almost as often as you guys so I'd love to have your take on whether you would buy at these levels and what you might see as it's 3 year return? Is there overlap with GENI or SRAD and is it a takeover candidate?

Thanks

Q: Good morning,

Update on POWL please.
Worth averaging in in its current state? Any particular catalyst other than tariff that you are watching for.

Thank you.

Q: Dear 5i
I have considerable cash yet in my portfolio and have been doing some buying of late , easing back into the market .
I feel that the worst is likely over but with Trump and his tariffs how can you know for sure . My one concern still is not ,so much what additional tariffs could be added but what will be the near future effects of the current tariffs that are in place . Even with no additional tariffs the ones currently in place once in effect are likely to cause increased inflation , higher prices , higher unemployment and the potential for perhaps a mild recession . That said , is it wise to be buying a whole lot now and be mostly invested or would it be prudent to be maintaining steady buying , regardless of the potential for the negative consequences of the tariffs once they take effect ?
Thanks
Bill C

Q: Please indicate 5 small to midcap stocks for Canada and also for USA in order of preference with -
a.solid growth potential
b.low volatility
Thanks.

Q: ATRL hit a new high yesterday because they somewhat exceeded expectations and growth is forecast. Have your thoughts on ATRL changed? Certainly the company still has some legacy problem projects / debts but they seem to be resolving them. There appears to be growth, relating to CANDU nuclear reactor refurbishment inside Canada and new reactors in located in Romania. Romania is a member of the European Union but there is governance instability with the leading candidate being described as anti EU, anti NATO, Moscow (& Trump) friendly etc.

I have owned WSP for over 10 years now so I am well ahead but my weighting is still reasonable so I'm not looking to sell. I also have my doubts about ATRL but it is undeniable that the stock has positive momentum now so it is of interest to me to broaden out my construction engineering basket. ATRL is doing better but it is going to require continued strength in CANDU nuclear work to stay successful. I don't think the government of Canada will pull the plug on ATRL, the engineering talent is already inside ATRL but Romania maybe is a wild card.

Any thoughts you have would be appreciated.

Q: HOVR: US This company was on during Peter's part on "The Street". Thoughts on the company?

Q: If a bond crisis were coming in Canada ,with increased interest rates( including Moody's lowering CDA rating ),increased debt and deficits for instance , would ETFs similar to HSAV or CASH also be at risk ( as longer term bonds) and in such case,woùd you have better ETF suggestions for short term investments ?