Investment Q&A

Q: What would be your current 4-5 top picks in the Semiconductor space?
Could you rank them please along with a brief justification?

Thank you very much

Q: What are your current thoughts on these 2 materials plays ? How were recent financials and outlooks for each ? Thank you.

Q: Does this company look good at current prices? Or should one wait for a drop. I have already started a small position. It’s interesting to note that the company says that they recover the costs of opening a store within the first year..and they plan to open several stores within the next couple of years..looks like they can handle inflation..what are your thoughts. Thanks. Shyam

Q: What is your opinion on investing in the private markets?

Q: Do you think the $44.00 per hare offer is a fair offer for HCG?

Q: HCG is trading at $42.50 but the offer to be taken over is $44.00. Is there an investment opportunity?

Q: Your data on Evertz is not up to date - a dividend of $0.18 per share was paid on 29 September 2022 .
Evertz reports on 6 December . What are the expectations for sales and earnings ? Any hope of a special dividend ?

Q: Hi Peter and Staff

For new money with desire for 3 small positions amongst the above companies please pick your 3 picks for long term holds based on current entry price and future prospects.
Thanks for all you do
Dennis

Q: any tips on were i can get detailed up to date info on companies from different analysts thanks

Q: in a ok market are the fundamentals and story on track realizing supply issues are decent .. without looking at price action .thanks for your time

Q: Hi Folks,

Can I get your views on LIF, in particulat the medium and long-term outlook? Thanks.

Q: Hi 5i,
Do you think that GXE is an attractive take over candidate, based on its size, share price, balance sheet and, perhaps most importantly, the nature and location of its in the ground assets. (I benefited entirely fortuitously, but significantly, from WCP's buyout of TORQ some time ago, and I wonder if something similar could be in the offing for GXE....).
Thanks for your thoughts,
Peter

Q: Could I have an update on Propel Holdings, how do the numbers look in the Q3 release. Looks like good growth but is this still too small and too risky? Or is this a company doing all the right things... are there any comparisons / metrics to GSY that maybe helpful. Valuation?

Q: Please help me with my thinking regarding the Brookfield bunch of companies.
Brookfield has for years, been criticized for its complex structure and until relatively recently had been simplifying. However, we now see a lot of activity with the formation of BBU , BAMR , BEPC and the soon to be ( new) BAM. They are selling companies to their affiliated companies ( Westinghouse , BBU to BEP ).
It is getting confusing. Could there some sort of financial shenanigans going on here ?
I have owned BIP and BEP happily for years and am close to buying BAM but am waiting until after new BAM has been spun out. I have looked at investing in all the Brookfield companies at one time or another but believe that Bruce Flatt has made his fortune from BAM stock so it seems best to follow his lead.
Your thoughts are appreciated.
Derek

Q: I need some tax-loss advice. I would like to sell Just Energy with a loss and the loss can be covered with a gain after selling RY. After selling RY, I would like to buy RY back in a couple of days. Is there any risk in realizing the loss and buying RY a couple of days later? What is your advice? Thanks.

Q: I am holding a half position in CARR. Should I top up or move on to something similar? Thanks Jim

Q: I dipped my toe I the preferred share market at the offering of BROOKFIELD REN-A S-18 PFD in April. But being new to me I am hoping you can explain the ins and outs of what I purchased. I will be honest, I saw Brookfield renewable, 5.5% and the word preferred and hit the buy button. since that time it has steadily declined. the redeemable date is April 2027. Additional questions are: 1) on the redemption date will they be redeemed at my purchase price or market price? 2) the current yield based on current price is 7.31% would you buy more at current price? 3) for future reference when should an investor buy this type of share?
thanks for the great service. deduct as many credits as you feel is fair.
Todd

Q: Was around $7 then a Murray Wealth Group report leaked that they will miss earnings on the high side. The stock went fro $7 to $5. Then the earnings came out and after initially rising over $5, they have now dropped to $3.70.

Was the earnings bad enough to warrant this drop? Does this make sense or is the a "table pounding buy" with a present PE of lower than 10?
Thanks

Q: Please comments on Sklz, any future for this company, hold or sell? Thanks

Q: Hi Team, thoughts on the quarter and business update from GPV. Do you consider this a good speculative investment or is the current market environment just not suitable for this type of investment.