Investment Q&A

Q: Hello,

Losing patience with Telus. Div nice but down 37% in the 4yrs owned. Position sits at 1%.
Cut bait and re-deploy looks very attractive. Willing to skip Canadian telecoms for now in favour of better growth and stability going forward.

Thoughts? Hate taking a loss in a non-taxable account but Telus has been very disappointing and doesn’t look like anything is changing.

Q: TVK is down almost 20% YTD. I have held this stock for about 3 years and have done very well. Are you aware of anything stock specificate ? What are your thoughts? I hate to see my profits disappear.

Q: Can you compare these as to growth outlook, valuation and overall market. Thank you

Q: Performance over the last year has indicated a price increase in excess of 20%. do you anticipate continued increase and if so why?

Q: Canadian banks have performed well over the last year and given the current economic climate do you expect these 2 banks to continue to perform well?

Q: Keep or Sale
US, BX,BA,CLBT,RSPH,LLY,NEU,SYF,TSLA,ZTS
cdn. bbu.un,Bam.csu.

Q: Dear Team:
Not sure who the author of Rockets and Duds is/are.

What methodology do you use? Percentage of price increase is obvious. Do you look at Technical Analysis? (Momentum oscillators) Can one use that methodology to identify the rockets BEFORE they take off?! Any predictive variable?
The second part of the question, sticking to the same Rocket metaphor, once you identify the Rockets, can one benefit from the "After burn"! :) Till the module falls off!! Catch the momentum and ride it for a little while! LOL.

I wonder how your rockets have fared from the time you published them.
A cool home work for me!

Just for fun question.

Q: Going forward, for a 3 year hold, do you like HPS.A or ZDC for growth. Thank you

Q: How would 5RI categorize these US Stocks - income, balance or growth

XYL
SPGI
SIEGY
TMO
UL
CB
HD
ZTS
SYK
LIN
MCD
OTIS
SNPS

thanks for the wonderful service......tom

Q: Looking forward a few years, which of AVGO and MSFT do you think will emerge as a long term winner from the AI investment cycle and therefore be the better quality company to buy and hold today? While AVGO is clearly benefiting from the build phase of AI infrastructure, I am wondering if MSFT is more likely to be the long term winner, along with the other hyperscalers, rather than the semiconductor suppliers.

Q: On March 19th you answered a question for Kim as to why AXON was down so sharply.

Since then it is down another $140 approx.

Since I bought the stock when Peter suggested it on BNN it is down 40%.

As a matter of fact it is at the same level as it was in Sept 2024.

I don't understand why. The last earnings report by them was exceptional. The stock popped and its been down ever since.

It doesn't seem to be bottoming and I don't want to be holding it if its going to do a TTD on us.

Well, help!!!!


Sheldon

Q: ZDC reported earnings. What are your thoughts and can you explain strengths and weaknesses? How does the future look? Time to complete a position or hold back?

Q: I’m a senior but still like to maintain a majority weighting to stocks. I am concerned though about market valuations and the strength of the whole economic system. With that in mind would you suggest Berkshire as a good stock for me? can you suggest 5 or 6 other names that have excellent downside protection?

Q: I'm down 25% on a small position so am looking at selling or adding. Do you see any reason to continue holding this stock or would you sell it.

Q: In regard to the question about Hammond Power this might help..... from TD this morning,

National Bank Financial analyst Baltej Sidhu thinks the simplified rules emerging from “significant” changes” by the U.S. government to Section 232 tariffs on steel, aluminum and copper will provide a notable “structural tailwind” for Hammond Power Solutions Inc. (HPS.A-T).

Shares of the Guelph, Ont.-based company jumped 15.3 per cent on Monday after the Trump administration announced updated guidance on those tariffs, clarifying how rates apply to imports.

“The updated framework introduces a tiered structure, with 50-per-cent tariffs on primary metals, 25 per cent on derivative products, and a reduced 15-per-cent rate on select metal-intensive industrial and grid equipment,” he explained. “Overall, the tariff calculations are simpler and transparent, and could be viewed as the administration working with the industry, in acknowledging supply constraints and the need to support ongoing U.S. industrial and grid buildout.

“While the 15-per-cent grid equipment category appears to capture HPS’ suite, we believe its transformer products are likely to fall under the 25-per-cent derivative category, based on product codes listed in the annex. That said, we view the revised framework as more transparent and consistent, replacing metal-content-based calculations with a clearer rules-based approach, which should improve confidence and create a more level playing field.”

While acknowledging the overall financial impact “remains under evaluation given the complexity of HPS’s input mix and broad SKU base,” Mr. Sidhu thinks the revised framework could “prove incrementally less punitive” for Hammond.

“Under the revised tariff regime, the effective burden may be more manageable relative to the prior structure,” he said. “There are puts and takes as the savings may flow through to the customer in maintaining relationships. Stepping back, the policy shift reinforces an already tightening supply backdrop for transformer equipment while supporting continued investment in grid infrastructure, leaving us optimistic that HPS can recover costs and sustain pricing.”

Maintaining his “outperform” rating for the company’s shares, the analyst raised his Street-high target to $235 from $220. The average is currently $161.

“While we have more clarity, we are comfortable with our current estimates, and believe the reaction in the shares reflect margin expansion of 100-150bps vs. our modelling of 120bps. Owing to the continued structural drivers, and increased confidence, we increase our target,” he explained.

Q: BKSY has been on a run. Perhaps somewhat due to the excitement around the Artemis mission? Would you recommend taking profits at this point and reentering when the hype dies down or ride the rocket to the moon?

Q: Hi - Wondering if you could elaborate a bit on the Anthropic release of Mythos AI and its connection to Crowdstrike? What kind of impact do you think this could have on the CRWD's share price? Thank you!

Q: Do see this as decent risk/reward for a patient investor?
Thanks

Q: Would selling CNR for a capital loss and replacing it with CP be acceptable by CRA?

Q: Stock has been very weak- any idea what is behind it - i thought latest results were decent