Investment Q&A

Q: Peter and His Dream Team
WELL just reported significant services increase for 2024 yet the stock is down 20%. Your assessment please. Are we getting close to the bottom? Thank you as usual.

Q: Is there news on LMN, The market including CSU decline a lot while LMN advancing . Thanks a million.

Q: Good Day,

I'm a current holder of NVDA. These other names are down 30 - 50%, and IF one were to want to add another of these, what order would you rank them, highest to lowest? Can you please comment a bit on each one including a good price target to buy at, expected growth rates, and, as much as your crystal ball can predict Agent Orange, How much more downside would you anticipate in this space this year? Will solid performing companies eventually just perform their way out of these dips in spite of him? Or will multiple compression from uncertainty continue to plague the markets until he's out of office/gets reined in?

Secondly, on the broader market, with next weeks tarriffs looming, would you trim a few positions, even if they were on position sizes that matched your size/risk profile, to have some extra powder dry for the anticipated overreaction? It feels like so much uncertainty is "priced in", but most things still drive lower when the event that was priced in happens.

Q: WELL issued a release about problems with CircleMedical, a subsidiary. They are delayed in filing their financials which has caused WELL to be late. Can you explain the release and what it means/impact to WELL. How serious is this? What do you see the end result being? Would this change your favourable view of WELL?

Q: Does Propel have any benefit of Cdn$ costs versus US$ sales and are tariffs a material issue?

Q: I have heard advisors say that private credit (MICs like maybe Capital Direct) can be considered as part of a portfolio’s fixed income allocation. Would the same thing apply to publicly traded MICs such as Atrium, Mcan etc) as the distributions they pay out are considered interest income.

Q: Does your view of HIMS from 2/25/25 still hold? The recent (negative) volatility you anticipated is proving a bit unnerving?

Q: What is your opinion on Cooper Standard Holdings? A colleague of mine says his advisor advised him to buy. Is it a buy?
Thanks

Q: If Telus is successful in selling a minority position in its tower network, will the proceeds be enough to "right the ship" in terms of its ability to continue paying its stated dividend, its debt/equity ratio and any other metric used to evaluate whether the company is investable at this time?

Would you buy Telus today with the idea that if such a deal does go through that is merely a potentially added benefit and if so at what price would you initiate a position?

Thanks for the great service.

Ian

Q: If telus sells it's towers, will they have to pay "rent" or lease them back?. What would be the net results to their earnings, since the sale would be a one time event to pay down the debt, I hope.

Thanks

Q: Hello
Teck resources seems to have been headed down for quite a while

Did it get too expensive and sold off?
Is there something else weighing on this company more than tariff and recession fears?

They can sell to anyone in the world do not sure why tariffs are a big issue

Thanks

Q: If I want to stay away from fossil fuels, which energy stock has the potential to do well?

Q: Hi,
Any thoughts on the markets reaction to Kyndryl's deal with Google,
Cheers, Chris

Q: Good afternoon 5i
I have been hanging onto nfi, thinking there might be brighter futures. Recently, however, I have been reading about the prominence and advanced features of Chinese electric vehicles, including busses. It seems that the only thing keeping them out is tariffs. I am really concerned that if they had free reign that the hopes for nfi would dwindle. Tariff policies can be changed. What likelihood of more permissive tariff policies for Chinese electric vehicles happening.
Thanks for your great work

Q: Everyone, I am not sure when the information overload started but there is so much information out there that it makes you pick and choose the sites that you feel are the best for you. If you could list a few paid and free sites it would be appreciated. At this point this is my only paid site ( I use to have three) and all the free sites (CNBC and BNN). I really hate all the talking heads on most shows because they are usually promoting something. Clayton

Q: I’m looking to invest in two or three Small Caps for a short term gain. Nationality does not matter. Suggestions appreciated.

Q: How safe do you think Magna’s dividend is?

Current earnings/cash flow seem to cover the dividend quite well, and buybacks could always be stopped/reduced if needed to maintain the dividend.

Even if it takes a few years for the auto industry to recover, Magna’s over 5% dividend yield at least pays us to be patient (assuming Magna can adapt to whatever the future of the auto industry looks like)?

Q: I have a 6% waiting in Gold specifically Phys.to should I be adding more to the portfolio and the position

Q: What geographical percentage would you recommend for a portfolio for USA, Cdn and International stocks at this point in time?

Thank-you!

Q: If Peter had to give three picks on BNN Market Call that were Canadian, what would they be?