Investment Q&A

Q: Gentlemen;

Are you surprised in the current weakness in the price action since earnings were released?

Do you think this is a decent entry point?

Q: When do they report first quarter results?

Q: I have had GSY in my TFSA for a number of years and am pleased with the performance. For this year’s TFSA contribution I am torn between adding to GSY or starting a new position in PRL. I’m concerned about PRL’s steep runup recently and the potential for a sharp decline once I buy (of course!). I actually don’t mind a short term decline as I am intending this as a longterm hold but I do have concerns about catching the PRL wave as it crests. Given the metrics between these two and the current buy price, what are your thoughts on these two - GSY for it’s stellar track record or PRL for outperformance in growth. Thanks for your thoughts!

Q: Hi 5i,
It looks like Prysmian (from Italy) has made an offer to acquire Encore Wire @ $290.00/share. Encore has 35 days to shop around for other proposals. It also looks like there may be a lawsuit against the Board for failing to conduct a fair process.

What would be your recommendation at this point in the process? Sell or hold?

I was really hoping that this would be a long term hold.

If one were to sell what would be another similar company that you would recommend for a long term hold? Something in the "electrification" and renewables would be preferred.

I already own HPS, PWR, NXT which I suppose I could add to but I may have to trim HPS due to its run up.

How do you feel about MYR Group or Sterling Infrastructure?

Thanks!

Q: Does CNQ or IMO benefit from the increased capacity of the Trans Mt Pipeline ? If yes or no pls elaborate why for each. Are there any other beneficairies coming to light now that the start is near ? Thank you.

Q: I hold Upstart Holdings. It is down 80% from when I bought it. I have continued to hold it as I am hoping it may bounce when rates go down. And with its AI model, am hoping it could do quite well when lending picks up. But I see you really like Propel Holdings and, while a Canadian company, it sounds like most of its business is in the US. Could you compare and contrast the two companies? Would you favor a swap from Upstart to Propel? I also hold Goeasy in the space. Thank you.

Q: I would like to put some money to use. I have put the above list together. Can you rank which ones you would purchase from 1st to last?

Thanks

Q: I have one stock whose ACB has reached zero as a result of repeated ROC charges. Is it possible for a stock to have a negative ACB as a result of further ROC charges? How is the ROC paid when the ACB is zero?

Q: With all the new tech and sensors built into new cars, a lot of these cars do not make into the shop doors after an accident as they are now just written off as to expensive to fix. The part suppliers cost has gotten out of hand and the insurance companies are just had of enough of this cost increase to fix. EVs are even more difficult to repair in the shop and need special training and equipment. Car insurance has been the highest inflation % increase. It makes me wonder what is going to happen to say BYD and other repair shops. One thing for certain, it is going to cost the auto driver a lot more for insurance in the future.
Thanks Again

Q: Can you comment on what percentage of Propels sales are US domiciled and what that is likely to look like in the future?

Q: Good morning
these three ETFs have stellar one year performance to January 6th according to your March issue of Money Saver magazine. Do you see them topped out for the present or would you still see a buying opportunity here
GUY

Q: I assume if liked this at 45-46 you would love it at 40-41. What are the biggest risks? The largest shareholder dumping 34 million shares?

Q: Can you please comment on OTEX's debt and payout ratio ? - a concern to me. Is this what is weakening the share price?

Is its business comparable to that of CSU or LMN ? I am aware of all the strengths of the latter two - including great management, but does OTEX really deserve what appears to be a substantially lower relative valuation?

Q: Can you give me your appreciation of this entreprise on the horizon of 2-3 years in term of growth potential ? What about competition and what kind of impact can be expected from ai phenomenon ?

Thank you very much in advance

Q: If BOC lowers rates in June how will this affect Cdn Banks ? Is there an additional affect if the US does not lower in June while BOC does ? I assume also the Cdn$ will fall vs the US$; correct ? What other impacts might play out ? Thank you,

Q: In watching BNN the other night, in talking about Constellation Software, Brian Madden mentioned that his fund has recently bought into what they view as a US based equivalent company. Unfortunately, much to my disappointment, he didn't mention who the company was. This did get me to wondering what (if any), US based companies you would recommend that are Constellation Software like and would he have perhaps have been referring to LMN?
Thank you again for the fabulous service!
Mike

Q: Hello, I am interested in the cybersecurity space and I am interested to have your opinion of PANW for a 5-10-year hold. I look at PANW because I only want to buy CDRs. Thanks.

Q: What companies in the USA for materials - Is lumber the next thing to run as we are short of housing in USA and CDN

Q: Adobe got hit pretty hard after its quarterly report last month and the share price seems to be continuing on its downward trend since then. Has there been any new news to change your generally positive opinion of this company?

Q: Can you tell me your appreciation of this company and his growth possibility in a range of 2-3 years. Is it a good prospect in a growth portfolio an what could be the ai impact on his future?
Thank you for the superb work you're doing.
Gab.