Q: Why is this performing so poorly lately? I’m down 20% and am tempted to sell it because crypto and the market are ripping higher today and Galaxy is down!
Q: So further to Elmer‘s question from yesterday, can GSY pull itself out of the penalty box with great news in one quarter or is this pretty much a sit tight and wait for several quarters for reversal type story?
Q: Just wanted to get your current views on SLF in light of last week's earnings. I note RBC's recent comments...
“SLF’s underlying EPS was higher than our estimate and consensus, but the U.S. segment had higher than expected experience losses related to Dental and stop-loss,” he said. “We do not expect material unfavourable stop-loss experience to persist into 2026, but we expect the Dental business to remain challenged throughout our forecast period; we lower our U.S. estimates.”"
I have noticed challenges with the US segment in recent quarters, so wondering if you would ADD or HOLD at current levels.
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
Q: WSP Global stock has grossly underperformed its Canadian peers STN and ATRL over 5 Yrs, 1 yr and YTD. ( 1 Yr: 7% v/s 34% ). And the pattern does not appear to change, even after recent earnings. We know that WSP has been held in 5i portfolios for many years and consistently recommended.
Could you please help us understand the reasons for the disparity and rationale to continue to own the stock vis a vis switching to any of the other two ?
BTW: From a technical perspective, stock seems to have lost its momentum and now trading below its 200 Day MA.
Q: I have held GSY for many years, and watched as it grew and grew. This sudden crash to about $20 strikes fear into me. Can this be just the work of a short seller report, or is there something fundamentally broken at GSY? Or do you really think this is one helluva good time to buy a pot full of GSY?
Keep up the good work. Wish me luck, or at least sensisble investing.
Q: Why is stock down 5% today, after decent earnings ?
The most severe downgrades seem to come from Jefferies ( $4500 from $5850 and RJ ( $4300 from $5250), although most other analysts have made only moderate changes.
As you mentioned in your comments, stock has seen the largest drawdown in its history, now almost 40%, from its high, on the back of AI related concerns and CEO stepping down.
Do you foresee any meaning recovery/catalysts, over next 12 months, or it would be prudent to lighten up based on its horrible technicals ?
Q: That inflection point in free cash flow, looks to be a quarter away still. I don’t mind holding for another year, but just want to be sure those earnings don’t concern you as much as the market, given down over $4 today.
Q: As a follow up to Martin's question, so what WOULD your top 10 Canadian growth stocks be.....get I could guess but interested in your current favourites!
Q: hi, can I get your current top 5 Canadian growth stocks for a TFSA today. And could I get your top 5 "beaten down of late" Canadian stocks that you feel have the best potential for a recovery in the next 1-6 months. cheers and thanks and take as many points as you need...
Chris
Q: What are your top 5 growth companies in order and can you provide a brief statement for each why they make the grade? Also, when a market pullback hits, are any of them particularly susceptible to a larger pullback and why?
Q: who are the other shareholders in GDH LP. over and above GALXY which owns 33.7 percent. ? what is the forward P/E for GLXY.? what is the forward PEG ratio for GLXY? thanks Richard