Investment Q&A

Q: I understand CSU is focused in the US market; TOI in Europe; where does this leave the focus for LMN and would they be in competition with CSU and TOI? Thank you

Q: Comments please on the large drop today.

Is this sell, hold or buy?

Thanks in advance
Rick

Q: Hi team,

I would like your current opinion on this company please, it seems very cheap for a growing profitible company.

How do the currency ex rates USD/BRL and CAD/BRL affect them?

Thank you

Q: Your response to a question today regarding the company and new CEO included the comment that there may be better small caps - could you name a few? Thanks. Rick

Q: your thoughts on this company do you think they can resolve their issue with Panama govt and are their any upcoming catalysts for this company and is this a B S or H for a 2-3 year hold ....thanks

Q: thoughts on earnings...new news .thanks

Q: How did you like the results. Still viewed as one of your favourites?

Q: Hi, I think, my question may have been lost due to time out. Capital Power has been bit of a disappointment, since we took a full 5% position with ACB of $50, in mid 2022. After reaching a high of $52-53, stock has been languishing around $41-$43 and does not seem to get any traction. I am aware that valuations in Utilities sector have been impacted, due to likelihood of higher interest rates for longer. But, CPX share price has lagged almost 10% more than its peers like FTS. Recent results also failed to inspire any confidence. Analysts are predicting lower power prices in Alberta, through 2024. Dividend yield of 4.75% seems to be the only solace.

Do you see any catalyst which could help recover stock price, over near term ? Or, it would make sense to take a capital loss (in taxable account) and reallocate funds to another sector ( e.g., Industrials - ATS/TFII ), which appears to have some tailwind. We also have a 6% position in FTS, in utilities sector and are underweight Industrials.

Thank You

Q: If you could give me your take on latest quarter I would appreciate it. Also, if you would comment on dividend stability that would be appreciated.

Thanks!

Q: Good afternoon.

Please provide me with a list of your top - rock solid - US Banks.

Are there any with a yield of 4% or greater that will have dividend and price growth.

Thanks.

Q: Hi there,

Can I have your opinion on the following 2 stocks please? Do you think either of them would be a buy at today's prices?

Thanks!

Q: hey guys hope all is well i would like your opinion on this one and if you feel it is too expensive .It has i think a very unique niche and seems to have insider interest thanks as always

Q: Your thoughts on selling Medtronic and trimming Linamar and replacing with one of these companies. I lean towards Pattersons Co. that is more in providing services.

Thank you!

Q: When do they report. What should we expect? How does investor day complement performance of share price?

Q: Kindly comment on the CNQ results just released this morning. Thanks.

Q: I am looking at adding a 15 to 20 percent bond component to my portfolio. From the mix of laddered, aggregate, short/long term and high yield ETF’s listed. Which would you recommend and why? Please let me know if you have other possible suggestions? Thank you

Q: Your comments please on the latest earnings from 2 of your favourites. Kinaxis and Descartes.
Thank you

Q: If not asked already, can we get your comments on earnings and what you think lies ahead? Does any one thing stand out?

Q: I have small holdings in the above three stocks, all at substantial losses. Are any of them worth holding in your view?

Q: Good morning. Could i have your views on this co.