Investment Q&A

Q: Can I ask you to suggest a few mid-cap companies that could prove to be good long term investments in the solar energy sphere? My only provisos would be a solid balance sheet and hopefully a valuation that is reasonable based on current fundamentals. Appreciate your thoughts, thanks.

Q: What percentage of LMN does CSU actually own and control, and what does their ownership stake represent in terms of CSU's own market cap?

Q: Ok, let's try this again.

For the past 2+ years I've been waiting for the RBC US Midcap Fund to pop.

So a "gut" response to my first question: given the recent sell off in the markets, do you see small/midcaps popping or continuing to languish in the shadows of the AI trade? (Although it's early, in terms of seasonality the fund is doing nothing).

Second question: I'm thinking of taking all or half of this position (it's a full position for me), and picking up ATRL based on the nuclear energy/SMR theme. ATRL is up significantly in the past year. Is it fully priced at this point or does it have a lot more to grow in the next five years? Considering the the nuclear/SMR theme, would it be your top pick or do you have other companies (Canada or US) that you favour more?

Thanks in advance,
Pete, Calgary

Q: Good Morning

Is there any news or reason for the recent slide in value dispite what I believed were pretty good results?

Thank you

Q: I’m thinking of starting a position in one of these 3 companies. What do you think of their long term prospects?
Thanks

Q: What do you think of their latest quarter.

Q: your read on the quarter?

Q: Which would you prefer and why?
Any other idea for similar small caps at this moment ?
Good for TFSA?
Thanks.

Q: I’ve sold PRL and GSY for tax loss reasons with a plan to rebuy after 30 days. I’m down roughly 30% on both TRI and CRM. Any catalysts you can see in the next 30 days?

Q: With their recent move to have TD look into a possible sale, would it be prudent to take a position today.

Q: I got into crypto at the wrong time and am sitting on big losses in ETHA, BMNR, and IBIT in my taxable account. I want to harvest these capital losses. Can you recommend substitutes that move according to Ether and Bitcoin pricing to stay in the game before I can buy back after 30 days?

Q: This stock popped up on my radar with a couple positive analyst recommendations. What is your opinion, is this investable and does the $20 plus share forecast seem reasonable? Or is AI going to make this company obsolete

Q: Your comments on the prospects of MARA.US will
be a great help.

Thanks
Tom

Q: If you held GSY and PRL in a taxable account and were down about 35% on each. Would you sell to claim the tax loss and buy back a month later? Or if there a decent risk of either going up in the next month? Thx

Q: Are these worth holding for eventual recovery? Would you add more to bring the average cost down? Thanks

Q: Water cooler talk at my son in law’s employment at one of the Mag 7 companies was strongly in favour of the notion that CSU’s price decline is largely due to a drying up of companies for them to buy. Do you attach much, if any, credibility to this thesis?

Appreciate your insight.

Paul F.

Q: When do you think this will turn around and what might that take? Do you think we are seeing retail traders throw in the towel? I was concerned when I was down 10%. Now I’m down 40%. I see you rate it well so I’m holding. I am just losing hope and am frankly worried.

Q: Currently down 25%. How far would 5I let this run before moving on to ? You best case idea Thanks Larry

Q: Hi. I've built positions across the digital asset and payments ecosystem that I'd appreciate your perspective on. My current holdings include: direct Bitcoin ownership (DCA monthly for store of value), FETH (smart contract infrastructure exposure), GLXY (institutional crypto services plus AI compute optionality), and PYPL (established fintech playing multiple angles; PYUSD stablecoin, BNPL, crypto trading, traditional payments, and I use PYPL quite a lot myself). I do also own JPM.

I'm considering adding CRCL but struggling with the valuation at 79x forward earnings (although it is 31x 2 years forward). My thesis is that I already capture stablecoin growth multiple ways; FETH captures a lot of stablecoin volume, GLXY services institutional stablecoin users, and PYPL's PYUSD gives me direct issuer exposure with less regulatory risk since they have diversified revenue streams.

CRCL feels like paying growth multiples for what I think might become a "utility-like" business earning regulated fees. Also, if stablecoins become critical infrastructure the regulatory hammer could fall hardest on pure-play issuers like Circle versus diversified players.

I think my current portfolio seems to cover the bases; Bitcoin for macro crypto adoption, Ethereum for DeFi/Web3 infrastructure, GLXY for the picks-and-shovels institutional play, and PYPL for the mainstream fintech integration angle (+ maybe JPM).

Am I missing something by passing on CRCL? I'm interested your thoughts on whether CRCL offers unique exposure I'm not getting elsewhere? Or if there is something I am overlooking?

Q: Would you buy it at these prices ($21.34)?