Investment Q&A

Q: Hi Team,

Can I get your latest on this company? Is there a real risk of bankruptcy? Seems like they are consistently growing even in this environment?

Q: does it pay to hold eqx after bad eps ?

Q: We own 10 preferred shares with BCE,BRF,BPO,NPI,PWF,ENB,CU. Overall we are down considerably on capital loss. But making a good return at these current prices. Question to you is, should we keep preferred shares for the current return or take a loss and sell them. Most are in registered accounts so no tax loss is available.

Q: I have cash in my US$ RRSP and would like to park it in a ETF like HSAV but I don't want to be clipped by TD if I move the cash to my CDN$ RRSP account. I noticed HYGH.US in your ETF model portfolio but it is not like HSAV. Any suggestions would be greatly welcome or if HYGH is the best then please advise. Thanks again.

Q: What do I do with this name.I thought given it was one of two AAA rated companies around it was solid.This year has been a disaster from a share price point of view.Still up meaningfully….cause I have owned for years but been huge drawdown. Should I just sell?

Q: I hold three relatively small positions in each of the above, and am wondering if you could foresee one or two of them as better outperform the market over a longterm horizon (5 plus years) and thus worth consolidating towards? Thank you

Q: Hi 5i
5i's thoughts on the quarter and current price vs valuation - I have been scratching my head with this one for a while ....the market keeps trading it down, even with the decent certainty of inflation protected future cash flows. Appreciate your reply.

Q: Why BIP.UN today traded at almost 8 times the normal volume (6.4 million units today vs. 800K units normally) and down about 2.6% too? Any story or issues behind that? Thanks.

Q: Can you please provide an assessment of Datadog's Q3 Financial results? How do Datadog's prospects look going forward?

Q: Could you please comment on earnings and whether buy, sell or hold? If you don't like what companies would you prefer? Thank you!

Q: your opinion on earnings of gear and athabaska. dave

Q: Can you suggest some Canada/USA industrial metals/minerals companies and/or royalty companiesworth a closer look?

Thanks
Peter

Q: Hi , Could you please comment on Topicus results. I know that the stock is not covered by analysts but what’s your take with direction of growth and any specific near term issues with its larger Europe exposure. Thank you

Q: Take the growth portfolio as an example, but this could be applied to any of the 3.
Let's say I only want to focus on 5 companies in this portfolio that would make up 100% of my investments could I assume that the top % allocation would be similar to saying these are the ones that we endorse the most? Or is this simply a construct based on the total number of stocks and other factors that you are considering (risk, diversification...). Said differently, how can we use/interpret % allocation of the model portfolios if we are not buying every company in the portfolio? What assumptions can we make, if any? And yes, I understand you can't give direct advice on % allocations as everyone has different levels of risk, goals, etc but simply trying to understand what is the best way to use that information. Thanks!

Q: Please comment on earning report . Thanks.

Q: Which of these two companies do you prefer to start a long term position in and why?

Q: Could you please comment on LNTH earnings today. The stock seems to be taking quite a hit. Thanks for the great service. Marcia

Q: Ottawa to introduce 2% corporate share buyback tax in 2024.

What does this mean exactly & how will it affect investors?

Thank you.

Q: The federal government is now going to charge companies that do share buybacks a 2% tax starting in 2024. Your thoughts on this and what it will do to share buyback plans by companies such as the energy companies which have been aggressively buying back their stock because it is so undervalued. Major buybacks in 2023 until the tax kicks in? This is obviously going to be a controversial tax - do you think it is something a Conservative government would reverse?

Q: I believe athabasca has around 200 milion in cash and around 175 milion in debt. Is there a reason why the company would not use some or all the cash to retire the debt?