Q: I know that CSU will be widely sold before year end, but I am encouraged that you are still recommending it. So where do you see it turning around before year end and being a buy? Just your best guess and no promises expected…
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Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: Is there any recent insider buying of CSU? Do you think we have seen most of the bad news?
Thanks for all your help,
Mike
Thanks for all your help,
Mike
Q: I am concerned that Softbank sold 100% of their holdings in Nvdia. Are you?
Why or why not?
Thanks
Sheldn
Why or why not?
Thanks
Sheldn
Q: Next to "PORTFOLIOS" there is a "new" marking. Please tell me what this refers to.
Thank you
Thank you
Q: I'm looking to start a position in NBIS and would be interested in what you would consider a good entry price.
Thanks
Thanks
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Constellation Software Inc. (CSU $3,315.00)
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Topicus.com Inc. (TOI $123.00)
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Lumine Group Inc. (LMN $26.28)
Q: Hi team,
I own LMN and TOI but not CSU. With the recent weakness in the group would you see it a better move to sell both LMN and TOI to consolidate into the larger CSU? Or would you continue to view LMN/TOI as having more long term upside compared to CSU due to their smaller size and still safe to hold the smaller spin offs? I won't need the funds for a decade or so at least.
Thanks,
Shane.
I own LMN and TOI but not CSU. With the recent weakness in the group would you see it a better move to sell both LMN and TOI to consolidate into the larger CSU? Or would you continue to view LMN/TOI as having more long term upside compared to CSU due to their smaller size and still safe to hold the smaller spin offs? I won't need the funds for a decade or so at least.
Thanks,
Shane.
Q: Good Afternoon. As a retiree I am trying to simplify my portfolio. Should I sell my holdings of EMA and roll the proceeds into ZWU? Cheers.
Q: Can you please comment on any concerns about this company as well as perhaps some positives, including some of the items below?
- its profitability during a potential recession.
- 2.7% earnings yield
- High Enterprise / EBITDA ratio
Thanks.
- its profitability during a potential recession.
- 2.7% earnings yield
- High Enterprise / EBITDA ratio
Thanks.
Q: May I have your opinion on their recent earnings please.
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Brookfield Infrastructure Partners L.P. (BIP.UN $47.01)
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Brookfield Corporation Class A Limited Voting Shares (BN $61.35)
Q: Good morning,
With a 10 year time horizon and not overly concerned with yield, would you go with BIP or BN?
Thank you.
With a 10 year time horizon and not overly concerned with yield, would you go with BIP or BN?
Thank you.
Q: thoughts on Q results for Village Farms vff/q...seemed to be a record in most categories (not sure versus analyst estimates).....both LP's and MSO's have been a louy Sector for a long long time....but both Vff and Gtii seem to be the only 2 profitable cannabis stocks, thanks, jb
Q: Can you comment on POU's valuation, growth, and apparently short position (TMX has nearly 6% with 15 days to cover - it is net cash! Thanks for all that you do - John
Q: Hi, can I get your take on ACT Energy Technologies. I have held a small position for a long time and am wondering if it is worth hanging on to. Do you see any near term catalyst for the stock price? Thank-you.
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Americas Gold and Silver Corporation (USA $7.42)
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Silvercorp Metals Inc. (SVM $11.99)
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Lundin Gold Inc. (LUG $113.34)
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G Mining Ventures Corp. (GMIN $40.21)
Q: Good morning, your comments please on the latest quarter from USA Silver. Do you recommend or do you have another preference in this space.
Thanks
Rob
Thanks
Rob
Q: Hello
the energy sector is performing well
I have Suncor, Tou, cnq and small holdings of wcp which has reached a new high
should I add on more to wcp ? or take some profits
it pays a nice dividend
thanks
Michael
the energy sector is performing well
I have Suncor, Tou, cnq and small holdings of wcp which has reached a new high
should I add on more to wcp ? or take some profits
it pays a nice dividend
thanks
Michael
Q: Thoughts please on the? Please no credit as this is in your balanced portfolio.Thx
Q: Hi team
looking for an entry point for a partial position
a speaker at BNN market call this week, made it one of the top picks
for a hold of at least 3 years for capital growth
thanks
Michael
looking for an entry point for a partial position
a speaker at BNN market call this week, made it one of the top picks
for a hold of at least 3 years for capital growth
thanks
Michael
Q: Could I get your opinion on ZMI? Thanks Ron
Q: Can I get an updated view on this name?
Q: hi folks...Coreweave crwv/q getting hit 10+% on Q results (seemed pretty good), but miss on guidance...does it seem a market over reaction, and a good entry in low $90's, I have a full position in both nbis & nvda, thx as always, jb