Investment Q&A

Q: Hi, at what point would you start nibbling away at DSG? It seems to me to be victim of the AI-software concerns (similar to CSU entities). Your prior recent comments were quite favourable after their Q release so I am somewhat surprised/shocked the market has taken this down further. It is nearing a 52 week low.
Given the downward momentum, it may have another 5% to go but it looks to be a compelling buy around $135.
I have owned for years (trimmed along the way) and done well in the past by buying the dips. Is this yet another rare buying opportunity?

Cheers,
Steve

Q: Is this buyable at these level? Market cap at about 11B and they are growing capacity. Can this continue to do well?

Q: Very sad news regrading Mark Leonard's health. I hope he makes a speedy and full recovery. I heard him speak during the conference call on Monday. He sounds like very nice and intelligent gentleman. I wish him the best!

Q: I am in process of transfering to WS and inorder to complete they need to write off WTS-CONSTELLATION 31MAR40. I hold 20

Do you think it might be worth anything in the near future. If yes what will be the Maximum amount it might be worth.



Thanks for the excellent service

Q: What would you do with the CSU shares, after Mark Leonard's resignation ? Thanks

Q: Thoughts on the recent news?

Q: Why would BN split?

Q: . It will be paying a $1.00 per share special dividend in October. This is in addition to the regular quarterly dividend of $0.10 per share which will continue to be paid. After paying the special dividend, I estimate that Orca will still have about $6.00 CAD per share in cash. Can you confirm if the understanding of cash they hold is correct and also update any thoughts on the stock.

Thank you

Q: Please comment on the recent earnings for $CTAS. Thanks Valter

Q: Good morning,

HHL is a core holding for me, and has been for some time, mainly for income (~10% yield).

I understand the pros/cons of covered call strategies. But given that this ETF is equally balanced with the largest 20 health care companies in the US, I am generally comfortable with it as a holding.

My question is this - what is your macro view of large-cap US health care stocks right now? On the one hand I get excited about the sector when factoring longer-term AI and how this will impact the space. And then I easily get caught up in the headlines that we are all seeing right now from the current administration, and the generally negative impact this is having on the individual stocks in HHL.

Curious for your views on the sector.

Thanks as always.

Q: Good morning.

In an attempt to diversify my stock holdings across different sectors of the economy I was having difficulty in determining to which sector TRI belongs. I’ve seen it referred to as a technology company, a finance company and an industrial company. If you had a gun to your head (please pardon the figure of speech) and had to choose a sector to which TRI belongs which one would you choose?

Many thanks.

Q: I am happily overweight both GOOG and NBIS (just over 8% each). For obvious reasons, I am loathe to reduce my holdings of either of these multi-baggers. If this were your portfolio, how large a holding of each would you be comfortable with? On a related note, please compare the risk/reward profile of both GOOG and NBIS to PNG and comment on the advisability of using potential proceeds from a partial sale of either to purchase a half position in this small Canadian stock. Thank you.

Q: Aura has announced that they are delisting from the tsx this week. i have owned the stock since 9.91 and sold half at $20 so i feel good about the stock but am unsure how to handle the delisting. What choices do i have and what happens if i do nothing? i don't really want to own the US version, so would probably look for the next best Canadian gold stock to move the money to. Any thoughts? Thank You for all you do! Long time listener and reader, never needed to ask a question in the past!
Regards...Gord :-)

Q: What is your prognosis for this company. I believe Eric Sprott has a position.

Q: Thanks for the blog link on CSU. My focus is on LMN.

Can Leonrad's comments be directly translated to LMN's outlook as well? Do you see any differences in potential risk for LMN ? Do you have any experience in this type of investment uncertainty where a floor is eventually established on stock price when it simply becomes too hard to resist (I acknowledge this one is a bit of a predictive question ! ).

Q: Please comment on the news of the us gov involvement

Q: How would you rate these 4, particularly in terms of growth potential?10 yr hold.
Thanks.

Q: Good morning team, I see PFE stock is up after their acquisition. Thoughts on the acquisition and is this long term underperformer maybe poised for a rebound. Also, nice yield, how safe is the dividend?
Thanks
Rob

Q: Dear Peter et al:

Many thanks for answering my question on Gold . Much appreciated.

This is along the same lines about Silver. I reviewed Q&A on Gold/Silver sub topic and I see that Christopher on September 03 2025 had asked this same question and . This is a follow up question to clarify simple things.

At this stage of the cycle, Gold Vs Silver ratio, would you prefer physical Silver(PSLV/SVR) or stocks?

Are the stocks that you picked for Christopher on that day, is it in the order of your preference/importance?

Thank you.

Q: Knowing that portfolio weights are personal to each individual, what would be your highest comfortable weight for each of NBIS and NVDA if it were YOUR portfolio.
Thanks