Investment Q&A

Q: Hi 5i, may I have your thoughts on the quarter and fwd guidance. I've held this stock almost 8 years, and if the thesis is still strong then I will continue to hold. Thx.

Q: Please analyze the earnings and Outlook for CLS. And give us your take.

After the jump in price tonight do you still consider it cheap?

With thanks

Sheldon

Q: May I have your thoughts on the “updated collaboration agreement” between Power Co. SE (Volkswagen) and QS? It seems the agreement has expanded up to 260 million USD from 130 million. According to QS some payments will be received in 2025. It appears to me that sales are anticipated. Profits and positive cash flow are likely still off in the distance. Is the company being de-risked? The stock is down today, possibly more was expected or we are seeing “Buy on rumour sell on news” reaction. Any thoughts you have would be appreciated.
Jim

Q: Hi Peter…According to the Globe the US Treasury will borrow 1Trillion in the 3rd Quarter. Sounds like Trump has given up lifting the governments couch’s seat cushions to fund the deficit. I doubt the Federal Reserve will be able to do much to solve this problem. Seems to be good for gold miners even though they all took it on the chin today. Do you agree?

Jim

Q: Good Morning
Would you sell a half or full position of BYD to buy a half or full position in CLS?
THks
Marcel

Q: Hi there,

All things considered after recent reporting, would you be a buyer of HPS in a diversified portfolio?

Thank you.

Q: I feel like I ask this question every few months, and suspect that it is a hard one to know with confidence- but here goes. The Trade Desk- it bounces up and down, recently with a drop over 50%. Does this look like a reliable bet going forward? Do you trust its momentum to continue near term? Is there an alternative you would recommend?

Thank you.

Q: Any public CDN or US companies that earn material revenues from used car sales that you would recommend?

Q: Potash is a commodity, this is one of the stock i came across, is this a good buy? Thoughts?

Q: Hi there, your thoughts on WGX results please?

What are insiders and institutions doing so far this year B/S/H?

Continue to Hold WGX, or are there better opportunities for a small cap gold company?

Thanks!

Q: What is your preference between Go easy and Equitable bank?

Thank you

Q: say for example you have a million dollar portfolio, 800K in your RRSP and 200K in your TFSA. You want to hold 10 stocks total so 100K each, does that mean you would only hold 2 in your TFSA?

Q: What is your take on Galaxy's participation in a group investing in Bitmine Immersion Technologies (BMNR) - not in your system - earlier in July?
I hold Galaxy but not Bitmine which invests in Ethereum but I would like to know about BMNR also.

Q: What do you think about this company?

Q: Do you feel the valuation is stretched? Have been tracking results quarterly for the past 2 years and have noticed the number of stores, including Dollarcity, has been increasing while, at the same time, the number of common shares outstanding has been decreasing. I feel those 2 metrics are very favourable for the shareholder.

An option I have been considering is taking profits in DOL and investing the proceeds in CHP.UN and just compound the 5.1% yield. I recognize there is some risk with Choice REIT but it seems to one of the most conservative REITs available. The reason I am considering this option is my parents, over the course of their lives, lived frugally and saved a substantial amount of money by simply purchasing GICs and reinvesting proceeds on maturity; they never took any equity risk.

Thank you

B

Q: I hold partial positions in listed stocks. I would like to reduce and have a more concentrated sector holdings. Please advise those that can be dropped in favour of increasing the remainder and adding XLI for larger industrials. Could you rank with weights. What sector weight would you advise for total US and Cdn industrials? Thanks
My last question about ranking my industrial sector holdings, I omitted to add HEI and TDG. Hope you could add to your reply. THx

Q: This company has had a rough go since the last Q's results. To me it looks like a very stable business that is now trading at trough multiples. It looks like the buyback has been re-initiated at these levels. Feels like this might be an opportunity - do you agree?

Q: Thoughts on these aerospace companies? TDG and HEI have been great compounders over long term and LOAR is a fairly newcomer. Can you compare the fundamentals against each other and if you wanted to buy now, how would you rank them? LOAR has higher growth potential but valuation is higher too. Thanks!

Q: Peter,

I know this has been asked before but worth repeating I think. I cannot locate the earlier answers. How would you play the big increase in defense spending Canada if faced with.

Thank you

Paul

Q: Given the current trade situation which has affected TFI, it has most certainly affected other transport companies as well. Is TFI currently financially strong enough to take advantage and make some acquisitions