Investment Q&A

Q: Your thoughts on this company please?

Q: Hi. Do you think the drop in DRX today is related to Trump's threat of a 25% tariff? Thanks.

Q: Is CPRX a buy for 3 years period? Could you explain what in the fundamentals supports your thesis? Thanks for your analysis !

Q: I see you keep recommending DRX but it's been a falling knife in its stock price.Why do you keep recommending this stock?
Its extremely frustrating

Q: Could you please provide a list of top US ETF’s that can be bought (low cost with great management)
a) using a US dollar acct
b) using a CDN dollar acct
3-5 for each.

Thanks

Q: In today's G&M there is a profile of a fund managers recent purchases. One I have not heard of before is CACI (It is not one seen on your question list very often). My interest piqued, I took a brief look at the company.

Its' BoD is a list of interesting but I would say not "shining star" corporate leaders in defence tech. Qualified but middle of the road?

EPS seems to be growing; slowly. It appears to me to be in the Defence Info Tech business; supporting decisions and decision making more than making the weapons. This seems to be the evolution based on learnings in current war theatres but I am only scratching the surface.

Since its October earnings release, which seemed OK, its share price has tanked in November from $572 to $479. I can only link this to a court victory in favour of 3 Abu Ghraib prisoners in the amount of $42 million US.

All this leads to the simpler questions; Is this a company in a business segment with a "growth" future, Do the past 10 year metrics support that it has a solid management team, What would be a reasonable entry price point, and what are the key risks facing the firm (ex court decision).

Specific to the court decision, in your opinion is a $100 knock to share price an adequate assessment of the company's liability risk or overreaction to the decision. I would suspect it is not over as usually such things are appealed.

As always, thanks very much,

Dave

Q: Hi!

What percentage chance do you give of the buy out failing?


Cheers,
David

PS It took tremendous skill...but I did manage to avoid profting too much on CIX.

Q: I'm not sure what the differences between these companies are? In this theme of electrification, what areas and which specific US and CDN companies would you suggest for a long term hold?

Q: I have held this fund for several years and it is now back to its purchase price. Not sure if I should sell or hold on for better times. Any comments above why it isn’t doing better?
Thanks.

Q: Would you put new money into either? Looking for 3-5 year capital gains.

Q: Hi There,

I’ve owned this company for quite awhile. I know you like it, it seems to have largely recovered from its past issues. But no traction even though the last few quarters showed quite good results….What’s up with it?

Thank you!

Q: Realize this company is volatile. Purchased it at $11.00. Is it worth holding onto ? It was originally being bought by insiders.

Q: I received this message below dated NOV. 20 and my 115 shares have vanished! (Replaced by cash.)

NUVEI CORPORATION SUBORDINATE VOTING SHARES PLAN OF ARRANGEMENT @ USD $34.00 PER SHARE 3,910.00 U$ CNV 1.3983900

How does this happen? Is it common? (I knew something was coming but thought it was going to be 2025.)

Thanks in advance!

Q: Any chance that another bid may come into play or that the offer price would need to be increased on this deal? Just trying to decide on selling now Vs waiting for the payout.

Q: Hello 5i team

Last week on BNN, Peter showed a little concern for PRL if Trump sets the maximum interest rate at 10%. What would be the consequences for the company if this actually happened?

Thanks

Q: Any thought on this co. with a new insulin pump for diabetics

Q: I noticed recently Fairfax had declared ownership of a 15-20 % stake in Ensign.

Not sure what their intentions are if anything other than purchase of a passive and undervalued investment. What are your thots on this ownership stake by Fairfax and do you see any likelihood of them purchasing a bigger piece or all of this company?

There has not been a lot of M&A in the Cdn Oil Sector amongst the Mid Cap Producers and Drillers lately. Do you see 2025 bringing any increase in M&A in this group amongst Mid Cap Producers and Service CO’s?

Q: What are your thoughts on the current earnings report and how do they fare relative to expectations ? Seemingly, the market doesn't want them to buy 7i, based on the price action since bid announce and subsequent events of other bidders. Why do you think?

Q: Good morning,

What's your view on RKLB as a 3 year+ investment? It's already had a great run up in 2024.

Q: Can you please look into the new IPO GRGD? What are your initial thoughts on the company? How do the valuation, margins and growth numbers look compared to ATZ and other fashion retailers? Thanks.