Investment Q&A

Q: Is the change in leadership at CSU cause for concern?

Q: I have TSLA, NIO in EV play. They did well. I reduced NIO holding to reduce overall exposure to Chinese market. I saw CRNC got hammered today. Is it a good buy opportunity? What is a good long term buy right now if CRNC is not?

Thank you.

Q: It looks like there was a big buy that occurred on Monday, is that something worth noticing or am I grasping at straws. Just thinking of adding some new money to this company. Thanks as always.

Q: So it seems that all stock sites show the incorrect market cap for Topicus because none of them include the 129.8M diluted shares yet. Yahoo finance shows the market cap being just under 5B, but I believe its closer to 11B euros. Which would mean that TOI trades at approx 15x to 16x Sales. Looking at CSU historically it never traded above 8X sales. Are my rough calculations accurate and if so TOI is trading at a heavy premium above where CSU ever traded yet they still have a lot to prove, where CSU has proven itself. Thoughts?

Q: Please comment on the recent news about its writedowns and new strategic plan. Does this company have potential for a successful turnaround and is it attractive as a speculative buy?

Q: Hi, any news on TD that may have contributed to the recent upswing in price? Thanks.

Q: Just found out PPL let the CEO go to pursue other interests. They also fired their auditor and have restated their 2020 Q4 financial statements according to SEDAR. What the heck is going on here?

Q: Pembina has dropped below its 200 day moving average. Would you consider this a buy, hold or sell and is there anything driving the price decline?

Q: Please comment on the quarterly results. Is the drop overdone? Would you add to an existing position? Thank you.

Q: Earnings released after close. Revenue growth appears very strong but loss increased. Can you comment on results and if the revenue growth trumps poor earnings. What do you see happening going forward. I'm warming up to QUIS. Is it a speculative buy?

Q: 3Q out for WeCommerce holdings. Looks like strong revenue increase, but large loss on EBITA. Can you please decipher results versus expectations and valuation?

Q: I’d like your thoughts on Clear Secure.
They’re hitting new 52 week lows as of late and have been cut in half since hitting $65.49, not that long ago.

Thnx 5i

Q: USIO, at first glance, is one among many payment processing firms. Is it worth a long-term hold position? My portfolio is currently low in tech stock for valuation reasons.

Q: Hi 5i , I am interested in adding an REIT with focus on large warehouses and I wonder if there are any you would recommend? Also REIT ETF's interest me . Thank you for any input you have

Q: RPI and LWRK are both long-term holds for me, and have done well - particularly RPI (+500%) in spite of the recent slide. However, these were bought in part for their dividends, which have decreased on a percentage basis with the stock price gains. Both have also been rather weak lately, and I can easily get significantly higher dividends with other stocks. I am looking at selling one this year, and the other next year.

Could you comment on which has the least likelihood of a rebound, and should go first.

A further issue is that both are in a taxable account, and the sale of either will result in the complete clawback of OAS due to the capital gains. I have no offsetting loses at the moment. Any suggestions on how to handle this?

Thank-you

Q: For a consistent and reliable distribution, and some growth, HCAL or HDIV or some of both?

Q: Assuming (I know, bad thing to do) ENGH is sold, what Canadian company would you replace it with? Small but growing divy, excellent management, etc.
Thanks for your always expert advice!! Ron

Q: Hello,
Enghouse is exploring options to sell. What is a reasonable price a buyer would be willing to pay given the company's state: balance sheet, market presence, etc .. Buying a company based on a potential takeover is tricky but do you think it is a good price today regardless of a takeover? Much appreciated. Thanks for the advice on the various stocks over the years.

Q: I used the recent weakness to add TCL to my portfolio a few weeks back when I felt the slide had ended. Starting to feel like I jumped in too early with the further drops in the past week... Are you still strong supporters of TCL in the income portfolio? It does have a good yield so not an issue if you still like the company long term.

Q: Hello,is there any reason for the continuous downtrend of AQN since at least one month,wich is not the case for similar utilities? should it be then replaced by another utility stock ?