Q: Do you have any recommendations for companies, U.S. or Canadian, that demonstrate good technologies involved in energy storage and smarter distribution systems. Any market cap is fine but fundamentals should be decent. Thanks.
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Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: Let me be the first to ask you about this company.
Main product appears to be a monopoly with no competition. They are releasing an updated version soon, with a good chunk of their installed base nearing EOL and due for replacement.
Founder led. No debt, net cash. High returns on capital, growing nicely. Secular tale winds in healthcare space. Valuation doesn't seem stretched.
Outside of being smaller in size, any red flags for you? On first glance, is it something you'd personally consider investing in?
Thanks.
Main product appears to be a monopoly with no competition. They are releasing an updated version soon, with a good chunk of their installed base nearing EOL and due for replacement.
Founder led. No debt, net cash. High returns on capital, growing nicely. Secular tale winds in healthcare space. Valuation doesn't seem stretched.
Outside of being smaller in size, any red flags for you? On first glance, is it something you'd personally consider investing in?
Thanks.
Q: Which company are you more bullish on long term? Are you aware if CLBT has any customers in Canada?
Thanks
Thanks
Q: I have this in my US TFSA - sold upon hearing of lawsuits pending etc.
Do you think it is too early to get back in?
Thank you
Margaret
Do you think it is too early to get back in?
Thank you
Margaret
Q: This looks like an interesting company. What do you think of the valuation?
Thanks
Thanks
Q: Which is a better investment for making 10% yield over the first year, including both dividend and capital appreciation: TPU.T or ZUE
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Aspen Aerogels Inc. (ASPN $7.28)
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ADF Group Inc. Subordinate Voting Shares (DRX $8.16)
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Cellebrite DI Ltd. (CLBT $17.97)
Q: Which order would you add to these small cap stocks? Do you think they have long term potential?
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Peyto Exploration & Development Corp. (PEY $18.47)
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Tourmaline Oil Corp. (TOU $61.71)
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Birchcliff Energy Ltd. (BIR $5.90)
Q: I own all three of these companies and I am doing quite well with all three. I am up 20% on BIR, 10% on PEY and way up on TOU as I bought it in the $5.00 range back in the depths of the oil and gas collapse. TOU represents 6% of my portfolio while PEY and BIR are about 1% each. I LOVE my dividends…….do I continue to hold all three or consolidate into TOU? After TOU’s takeover of CR, is one or both of BIR and PEY next?
Q: Blue Owl's share price was on a good up trend from last November until the end of May 2024, when it turned south. It has been declining since then. Can you identify what caused it to decline at that time? And what do you see happening with the share price going forward? Many thanks for your excellent service.
Q: why is the BN P/E ratio (80) so high?
Q: I tend to believe that utilities are a good place to invest actually ? considering : 1) dividends 2) still "reasonable" stock prices 3) always needed with all economic situations.Could you comment this point of vue and suggest 2 canadian+2 US utility stocks for long term safety.. Many thanks
Q: What is your take on ATD's announced "preliminary" offer for 7-11? The market seemed to not react to this. Some time ago they contemplated a large deal to purchase Total. That was not well received and it eventually did not go forward. If the 7-11 goes ahead, what impact will there be on the share price for ATD? Would they have to take on a lot of debt or issue a large amount of shares? Many thanks
Q: Good Morning
I appreciate your overview of E3 press release this morning of a Joint Development Agreement with Pure Lithium to Produce Lithium Metal Batteries in Alberta from E3 Brine.
Thank you
Gordon
I appreciate your overview of E3 press release this morning of a Joint Development Agreement with Pure Lithium to Produce Lithium Metal Batteries in Alberta from E3 Brine.
Thank you
Gordon
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Suncor Energy Inc. (SU $57.74)
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Canadian Natural Resources Limited (CNQ $44.40)
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Loblaw Companies Limited (L $53.95)
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Franco-Nevada Corporation (FNV $295.80)
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Metro Inc. (MRU $92.30)
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Wheaton Precious Metals Corp. (WPM $148.89)
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Tourmaline Oil Corp. (TOU $61.71)
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Agnico Eagle Mines Limited (AEM $222.78)
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Premium Brands Holdings Corporation (PBH $90.32)
Q: Would be interested to hear your top picks in the following areas:
metals (gold in particular, with a low cost of production); energy, food.
Thanks
metals (gold in particular, with a low cost of production); energy, food.
Thanks
Q: WELL is drifting down after reporting good results a couple of weeks ago. What to you see happening over the next 6 months? What catalyst is needed to kick start an upward movement? Would you top up a position now?
Q: Please provide several recommendations for an elderly investor looking for preservation of capital with a solid return - prefer 5%+. I am currently significantly overweight Canadian banks and insurance companies.
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Cisco Systems Inc. (CSCO $67.75)
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QUALCOMM Incorporated (QCOM $169.72)
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Colgate-Palmolive Company (CL $79.36)
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Humana Inc. (HUM $257.87)
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Zoetis Inc. Class A (ZTS $144.65)
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AtkinsRĂ©alis Group Inc. (ATRL $105.98)
Q: I have less than 1% positions in the above companies and am trying to reduce holdings. Can you please rank them buy, sell or hold. Thanks Stew
Q: Just wondering about the recent results for Northland Power. Seems to be a neutral response to it. Thank you.
Q: your updated thoughts on bayer pls.
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ConAgra Brands Inc. (CAG $18.32)
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Philip Morris International Inc (PM $161.98)
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Union Pacific Corporation (UNP $225.85)
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British American Tobacco p.l.c. (BTI $53.87)
Q: your updated view on conagra pls. mainly buy&hold dividend investor. owned it for years, considering buying a little more.