Q: Hello, Team, I know 5i like the above and with another 6% drop today are there any signs fundamentally something has changed, the drop from the high is 45% which seems excessive. Will the glory days of over 200$ return in time, or the growth is simply not there anymore.
Thank you Anthony
Q: Stantec and WSP seem to be consolidating at recent levels - are these "growthy" enough for a TFSA and if not, do you have alternatives in the Industrial space either in Canada or the US? Thanks!
Q: Hi,
Could you offer your thoughts on recent earnings and whether or you would be keen to own either of these stocks today. If there are other, more growth oriented options, I'd like to hear your suggestions. Either US or Canadian for a TFSA or RIF account.
Thanks - your advice is always much appreciated.
D
Q: What are some good Canadian companies to invest in with attractive dividend yields but where the stock has historically had a lower stock price volatility
Q: Is it too late buy HPS.A after the great run it’s had,could you tell me what tailwinds it still has for a 1-2 year hold and a2-4% position,as always thanks for the great service.
Q: Can you please compare and contrast the merits of and risks associated with Neo and VNP stocks as investments today? Also, how would these 2 stocks rank as investments when stacked against my current small cap holdings of MDA, ZDC, PNG, GRID and ELVA? Thank you.
Q: In the last few weeks,the big 6 ex BNS generally hit new H after new H.Their CEOs are bankers ex BNS. BNS has been a laggard for 7 years,so the opportunity costs is huge while waiting for it to revert to the mean. So is it worth holding on longer? Chris White on Market Call like the big 6 with his top picks being RY & CM. Txs for u usual great services & opinions
Q: Kraken Robotics stock has been on a downward trajectory, since early March, this year, losing about 30% value, from the high of $10.72. Even recent results failed to reinvigorate the stock and it continues to drift lower.
We know that this Co is one of your favourites and is considered to be a long term term story with stock making your list of potential compounders.
What is ailing the stock price in near term and what would be the catalysts to bring its traction back ?
VNP has pulled back from its high of $36. Results are expected on May 6th after the close. Given the solid fundamentals, the critical minerals theme, and the tailwinds from AI and defence, for an investor with a 3 to 5 year horizon, would you initiate a full position today ahead of results, or would you wait for post-earnings confirmation?
Q: Given that even with yesterday's loss in BEPC a substantial premium still remains for the BEPC vs BEP.un, do you advise selling BEPC while the premium still exists?
Are either BIP.un or BEP.un buys at current prices and if not what would you recommend as entry prices?
Do you think the selloff in CPX was overdone and if so, what price would you consider to buy?
Q: Reviewing the earnings today and the most obvious impact to reported NI was the dramatic increase in 'energy purchases and fuel'.
Given that I assume that means nat gas and what not that their power stations need to create electricity, pls comment on their ability to adjust their pricing on the assumption that fuel costs will stay higher longer and if not, would one continue to hold cpx?