Q: Do you have any info on todays sudden pull back of 8.50 Are there any fundamental reasons to cause concern?
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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.
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Stella-Jones Inc. (SJ $76.84)
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Tamarack Valley Energy Ltd. (TVE $5.39)
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SPS Commerce Inc. (SPSC $108.48)
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Docebo Inc. (DCBO $43.54)
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Vertiv Holdings LLC Class A (VRT $143.72)
Q: I'm considering the following stocks - can you please rate them from favourite to least favourite.....: SPSC:US, vrt, sj, dcbo, tve
thank you!
thank you!
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Peyto Exploration & Development Corp. (PEY $19.05)
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Brookfield Infrastructure Corporation Class A Exchangeable Subordinate Voting Shares (BIPC $55.55)
Q: BIPC has had a good run lately, do you see much more near term upside with the dividend tax credit changes? I’m thinking to switch into PEY for the greater yield and more upside once we get a change in federal gov. Also I like the ability to write some covered calls.
What are your thoughts on this trade, and do you have any insights on timing?
What are your thoughts on this trade, and do you have any insights on timing?
Q: Since long time I refrained myself to buy this company due too the dangerous conflictual situation between USA and China about Taïwan. How do you asses the risks of an investor who buys now share of this enterprise in a 2-3 years horizon ?
Thank you in advance.
Thank you in advance.
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Constellation Software Inc. (CSU $4,681.20)
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Topicus.com Inc. (TOI $172.90)
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Lumine Group Inc. (LMN $51.20)
Q: Hi
Have LMN and TOI announced their Earning dates ? I have seen CSU for Nov 8.
Also, what are the street estimates ?
Thank You
Have LMN and TOI announced their Earning dates ? I have seen CSU for Nov 8.
Also, what are the street estimates ?
Thank You
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TerraVest Industries Inc. (TVK $165.41)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $132.26)
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Galaxy Digital Inc. Class A common stock (GLXY $38.43)
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CrowdStrike Holdings Inc. (CRWD $435.80)
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Vertiv Holdings LLC Class A (VRT $143.72)
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Cellebrite DI Ltd. (CLBT $13.91)
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Propel Holdings Inc. (PRL $34.36)
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Brookfield Corporation Class A Limited (BN $65.56)
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TransMedics Group Inc. (TMDX $131.13)
Q: Hi,
How would you rank these companies based on risk adjusted returns and where they are currently trading? I currently have positions in all and looking to add.
Thank you!
How would you rank these companies based on risk adjusted returns and where they are currently trading? I currently have positions in all and looking to add.
Thank you!
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Bank of Nova Scotia (The) (BNS $77.71)
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Magna International Inc. (MG $60.73)
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Open Text Corporation (OTEX $40.63)
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Savaria Corporation (SIS $21.22)
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B2Gold Corp. (BTO $5.19)
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Spin Master Corp. Subordinate Voting Shares (TOY $22.38)
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WELL Health Technologies Corp. (WELL $4.82)
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AbCellera Biologics Inc. (ABCL $4.27)
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Topicus.com Inc. (TOI $172.90)
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Lumine Group Inc. (LMN $51.20)
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South Bow Corporation (SOBO $37.82)
Q: I have small positions in these stocks and I'm also overweight in Canadian stocks, so considering raising some cash to invest in U.S. and/or international stocks.
Please rate these in terms of whether to hold (and, if so, how much patience might be
needed) or sell.
Please rate these in terms of whether to hold (and, if so, how much patience might be
needed) or sell.
Q: Considering taking a 12% hit on TELLUS for tax loss and considering I also own BELL so am considering NTR as a replacement for hopfully more growth all bet less income. Or would you consider buying back after 30 be fine? Any thought on a better alternative .Retirement portfolio including HDIF,CIG447,PMIF,WCP,and ENB.BCE. Thanks Larry
Q: Hello, In January I asked your thoughts and entry point for BKNG. You felt at the time that $3300 was a good entry point, where would that be if you had to re-evaluate today ?
Q: I have held CN Rail for years and it has averaged around 9% including the dividend. Wildfires and labour issues have hit the company hard over the last few years and the stock price has not done much. On the other hand, CPKC’s stock price has done a bit better. Both just released their latest earnings. CN expects its adjusted diluted EPS to grow in the low single-digit range for 2024 and average in the high single-digit range over the next couple of years. Whereas CPKC expects its adjusted diluted EPS to grow double digits for 2024 and over the next couple of years. What other metrics should I be looking at? Are railways still a good investment and if so, would you suggest a swap to CPKC? Thanks for your help.
Q: Divid Milstead in the Globe writes that BAM is considering moving it's HQ to New York. Could you comment on likely implications for Canadian holders? If this is a go; what kind of advance notice might be customary?
Thank You.
https://www.theglobeandmail.com/business/commentary/article-as-brookfield-seeks-us-stock-index-membership-it-could-continue-to/
Thank You.
https://www.theglobeandmail.com/business/commentary/article-as-brookfield-seeks-us-stock-index-membership-it-could-continue-to/
Q: Just reviewing the addition of DTOL to the Growth portfolio. If I were to restrict myself to just one of DTOL or DCBO, which would you prefer?
Q: Could you please comment on their results?
Thanks,
Milan
Thanks,
Milan
Q: Can you please provide your insight with respect to RCI.B ‘ s equity offering of $7 billion to reduce debt ? The stock today is down $2.
How this will impact the shareholders ?
Thanks.
How this will impact the shareholders ?
Thanks.
Q: Why the 8.25% drop in the new company yesterday?
John
John
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Super Micro Computer Inc. (SMCI $46.43)
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Crocs Inc. (CROX $77.90)
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Axon Enterprise Inc. (AXON $768.57)
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Vertex Inc (VERX $25.12)
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TransMedics Group Inc. (TMDX $131.13)
Q: I have 20% of my TFSA in US $ and currently hold AXON and SMCI, split 40% and 60%. I am fine continuing with AXON in which I have a 40% gain) but have been dithering about SMCI. I did take some off the table at its highs (used to buy AXON) and there is still a 68% gain in the holding. I could (1) reduce the position and add to AXON - or add a 3rd holding ? ; (2) sell all of AXON or (3) just stay the course. Your arm's length comments would be appreciated as well as your thoughts on possible replacement - sector not an issue.
Many thanks, as always
Many thanks, as always
Q: May I please have your comments on earnings?
Q: Can I please have your view of Winshear Gold Corp?
Q: Hi I received my new shares of AW from my old AW.UN. For my 355 of AW.UN I now have 345 of AW plus I received $390.48 in cash. I will not get full details until I get my statement at the end of the month. In the mean time the broker has stated " MER - A&W REVENUE ROYALTIES INCOME FUND TRUST UNITS DEFAULT: C$.99472 CASH +.97311 SHS + C$0.1052 DIST PER 1 OLD " Can you help me figure out this logic in layman's terms? Thank you for your better interpretation.
Q: Recently I have found the TBIL and ZMMK ETFs to be a safe place to keep my cash and earn a half decent return.
However, the upcoming US elections, the upheaval in the Middle East, Ukraine, and the ongoing threat to global oil prices, is increasing the possibility of a sudden spike in interest rates, and a complete reversal of the current narrative of lower rates.
How would TBIL and ZMMK be affectted by such a turn of events (i.e. a spike in interest rates) and more generally, what investment asset classes would you recommend that would best mitigate such risks.
Thank You
John
However, the upcoming US elections, the upheaval in the Middle East, Ukraine, and the ongoing threat to global oil prices, is increasing the possibility of a sudden spike in interest rates, and a complete reversal of the current narrative of lower rates.
How would TBIL and ZMMK be affectted by such a turn of events (i.e. a spike in interest rates) and more generally, what investment asset classes would you recommend that would best mitigate such risks.
Thank You
John