Investment Q&A

Q: Hi Peter, I was wondering what your thoughts are regarding CSU, TOI and LMN as it relates to Artificial Intelligence. What role do you think software will play in this revolution and do you think that part of the move in CSU, TOI and LMN has been a result of the AI positioning by investors in these software companies. Canada has a smaller tech space than the US. Are these companies in the early innings of this AI theme and do you see higher prices for all three. I

Q: im a new buyer long term thinking are institutions getting out of this i dont mind if they are not perfect do you feel they have upside

Q: I am wondering why when Topicus was spun out in January 2021 the book value was ~ $ 61 determined by my brokerage firm, yet when Lumine was spun out the value was determined to be .01?
Also when does Lumine report their next quarter? Thanks
Jeff

Q: Buy BN or BAM? why?

Q: Hi Peter,

Can you provide a general list of some broad investment themes that one should consider in managing a RRIF. Any additional references would also be appreciated.

Thanks

Q: Peter what would be your best picks for two gold stocks thank you
Pat

Q: Given Conocco Phillips exercised their right of first refusal on Surmount, Suncor has options to manage their cash. Their is also comments that they need to replace production so in addition to reducing debt, buying shares, acquistions could be an option. Who do you think would be a target for them?
Thanks

Q: The dividend on Enbridge is over 7 percent. Have they ever cut their dividend? It’s pretty rich. Would you consider the price a good entry point? It’s down almost $10 from its high,

Q: I am not sure if you are following the NKL proxy fight with Pelham but both sides seem to have some valid points. However, I find it hard to believe that the Board was going to give themselves 5% of the company in stock based compensation this year for what appears to be a holding company with little need for strategic planning. When Pelham pointed this out the Board removed the stock based compensation for this year. I'm inclined to vote for Pelham's directors. Do you have any comments or insight for me and others?

Q: Yesterday CGI Group announced that they have partnered with Helsinki University Hospital to produce an AI solution for analyzing brain CT scans and detecting brain hemorrhages. They noted that the solution may be offered to hospitals around the world and that it may also be used to advance the development of other AI-based healthcare solutions in the future.

This seems like an interesting new field for CGI and I am wondering if you think it is of significance in their future growth.

Q: If you could only purchase one of these, which one would you pick?

Q: In a recent answer you said "We feel that the slightly overcrowded flight to safety in large-cap tech names can open up opportunities for smaller and mid-sized names".

Is there a canadian ETF that reflects an investment in small and mid cap tech in Canada that is worth investing in right now ? And if not is there an American one ? Thanks

Q: Is AI a net headwind or tailwind for the software companies within CSU? Are their legacy companies particularly vulnerable to being displaced by AI?

Thanks.

Q: Td shows figures for Return on Investment and Return on Capital. I'm looking for Return on Invested Capital (ROIC). Where can I find this?

Q: Hi team,

I recently trimmed my position in NVDA and I would like to add the proceeds to my dividend income.

I currently owe BAC, BX, DFS, DUK, HAS, GLW, KMI, NVT, PAC, SWKS, VZ, WMB AND ABBV for dividend and some growth. I would like to add one or more US company to this list.

Any suggestions to add to this list? And, what company would you replace in this list if you have any concerns?

Oh, I'm not a big fan of tobacco companies.

Thank you for the great service and I really appreciate your insights.

Stephan

Q: As I'm sure you're aware, this is a name that has been drifting steadily lower since it ranked on its disappointing latest earnings release. Do you think it remains a premier us drug manufacturer worth holding or would you recommend redeploying the capital into another name?

Q: if you had to pick only one between ABNB or MELI for 3 to 5 year hold which one would you choose.

Q: I always seem to buy right at a high. Any idea why this is down so much last two sessions? I bought at $98 and it’s promptly fell $10.

Jason

Q: May you kindly provide a brief update on ULTA?

Is has come off significantly. Would you continue to hold for the long term? If your opinion has changed, and a switch is warranted, please Provide me with your highest conviction picks.

Thank you.

Q: Hi 5i,
I don't know much about these names but am thinking about investing in one or both, so a few questions to get me started and please deduct as you see fit.
You were asked this morning if SHOP's entry into the POS arena would affect LSPD, and I have the same question, but with respect to NVEI - will SHOP be competing with NVEI in that area?
I think tech may be getting ready for a turn around. Do you think that conclusion is justified by the facts on the ground so far as they are known and, if so, are either or both of SHOP and NVEI likely to benefit given their current prices or, put another way, are they at good entry points?
Does it make sense to own both, or better to take the $$ that would be split between them and go all in on one? If so, which one?
Thanks.
Peter