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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: Hi team,
Broadcom (customer of Celestica) seems to be making a lot of large deals/partnerships lately with Hyperscalers. This being said, do you see fruits of these deals trickling down to Celestica in the form of more contracts and business for CLS? Can this be a catalyst for CLS that doesn't currently seem to be being talked about?

Thanks,
Shane.

Thanks,
Shane.
Read Answer Asked by Shane on April 20, 2026
Q: I wish to reduce my number of holdings in my portfolio. Feeling what I have has some overlapping. Which ones of my list would you recommend to keep? I do plan to hold the rest for growth and stability for more than 5 years.
BN, BAM,BIP.UN, BIP-C, BEP.UN, BEP-C
Many thanks,
Read Answer Asked by Serge on April 17, 2026
Q: One of the members mentioned feeling bad that he had missed the boat on the rising tide. I am also in that boat. I had planned to buy something but kept putting it off. That being said, are there still some bargains around? I am thinking of the usually favoured stocks such as Shop, Google, CSU etc.
Thanks for the greatest service
Read Answer Asked by joseph on April 17, 2026
Q: My recent answer for additions to my tfsa was to add the following firms: VNP, CLS,PNG, BN, & SHOP.
My question when written listed the above holdings as currently owned.
Could I have 4-5 other firms please?
Thank you David
Read Answer Asked by David on April 17, 2026
Q: May I please have your top five North America and international oil and/or gas stocks. I currently owned some CVE and VET. Small positions in Tamarack Valley and White Cap.
With appreciation,
Ed

Read Answer Asked by Ed on April 17, 2026
Q: Hello,

Could you provide your top 3 or 4 choices from your income and balanced portfolio you would buy today? If there are any gems outside of these portfolios that are worth a hard look please include them.
Thank you
Read Answer Asked by Delbert on April 16, 2026
Q: Thoughts on the quarter please, if not already asked.
A prior question on the Q expectations you had indicated...'Revenue expectations are $39.36 mln for the quarter'..... but it looks like the 'Consolidated revenue for the quarter was flat at $28.4 million.'
Is this a concern? Or is there a difference between 'consolidated' and 'revenue'?
The forward guidance without the new acquisition looks good and probably even better with the acquisition (to be announced post completed acquisition).
Do you see any obstacles with the potential acquisition, ie anything that might prevent it?
I have owned the stock since about 18-24 months...and I thank-you for the suggestion!!!

cheers,
Steve
Read Answer Asked by Stephen on April 16, 2026
Q: Really enjoyed Chris White's inaugural appearance on BNN Market Call. Chris mentioned something along the lines that high beta stocks tend to have higher compounding (better returns even with above-market PE ratios). If this is indeed true (generally speaking), can you explain why this would be the case (the logic or math underlying this thesis)? Or, if I misunderstood what was said, please correct me/explain.

Ted
Read Answer Asked by Ted on April 15, 2026
Q: Would you recommend to buy these in a cash account? Although the dividend is low, there is the Dividend Tax Credit.
I'm not sure what the growth expectations are for stock price. What's your prediction?
Read Answer Asked by Brenda on April 15, 2026
Q: Hello:

Canadian banks have had a great run. Valuations have markedly changed more than I would have predicted. At what valuation might you trim into this strength? What headwinds could be foreseen?

Many thanks.
Read Answer Asked by Marilou on April 15, 2026
Q: I know that you really like Shop but it has been extremely weak Today it is down close to 6% On a technical basis it is approaching a support level of around 151 give or take. Break that and we are on our way to 100. My gut says that the market does not like this stock. Perhaps we should pay heed to what the market is telling us and limit our losses while we can. Your analysis please.
Read Answer Asked by John on April 12, 2026
Q: From the answers I have gleaned over those 3 insurers you seem to be favoring SLF over the other two, from a volatility & performance perspective (over 1 and 5 years) it would appear that SLF is worse. Can you give your reasons why as you obviously see SLF of better quality fundamentally going forward.
Read Answer Asked by simon on April 10, 2026
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