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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: Can you comment on the ADF backlog drop from $330.3M vs $510.9M at the start of the year? It appears to be partly related to a strategic decision having recently declined a $150M Amazon project due to low margins (8%). I think this illustrates some management discipline - profitability over pure revenue growth with management prioritizing margin quality over volume. Curious about your thoughts?
Read Answer Asked by Michael on December 13, 2024
Q: I own RDFN, PYPL, and OKTA. All are down for me. In what order would you sell to take the capital loss? Do you see much growth potential over the next year in any of them? Thanks.
Read Answer Asked by Kim on December 13, 2024
Q: I am thinking of selling AQN and SPB and investing the proceeds to NPI .
I feel that NPI presents a better road to recovery. Your comments please.
Read Answer Asked by Joe on December 13, 2024
Q: With the ever increasing demand for power to fuel AI and tech, what companies would you suggest investing in going forward?
Read Answer Asked by Dennis on December 13, 2024
Q: I am interested in increasing my position in Well, Terravest and Vertiv. Have the fundamentals changed in any way that would serve as a red flag affecting these stocks performance going forward. What would you consider buying at their current price or wait for a pullback.
Thanks
Dan
Read Answer Asked by Dan on December 13, 2024
Q: WHAT WOULD BE YOUR TOP 3 STOCKS CANADA AND TOP 3 IN THE US....THAT HAVE GOOD GROWTH POTENTIAL OVER THE NEXT 3-5 YEARS....BUT ARE NOT CURRENTLY RUNNING WITH HIGH P/E RATIOS....MAYBE OVERLOOKED OR UNDERVALUED.
I AM LOOKING AT A JAN-MARCH 2025 TIMEFRAME FOR BUYING.
THANK YOU FOR YOU VALUED INFORMATION.
Read Answer Asked by Dick on December 13, 2024
Q: Hello,
I own the following O&G producers and this is about 12.5% of the portfolio.
CNQ 2%, Tour 2%, Meg 2%, TVE 2.5%, WCP 1.5%, HWX 1%, Ath 1.5%
I want to raise cash and would probably sell about half.

My view point is from a conservative, retired senior, but looking through next 2-5 years with these. I think the best ones to keep are CNQ, Tourmaline, Tamarack Valley and Meg - maybe sell off TVE if good gains over next year or two.
Would like your opinion on what to sell/hold.
Do you agree or perhaps would you reduce all evenly? (I prefer to manage at a few less stocks.)

Would you exchange any stock or have other other recommendations?

Thank you very much
Read Answer Asked by Tulio on December 12, 2024
Q: I am interested in picking a US materials Co as a play on infrastructure spending and to balance my portfolio. I am considering Martin Marietta, US Lime & Minerals, Eagle materials and Quanta services. My only materials holding at present is Agnico Eagle mines (1.6%). I am a moderate risk investor. Of these 4, which you would comfortably buy today with greatest growth potential. Secondly which two seem to you to be least risky. Finally is there another company you would prefer to any of these and if so what would be your reasoning for that pick. Thanks as always.
Read Answer Asked by jacques on December 12, 2024
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