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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: I've been mulling over your answer to Ray's question yesterday about DIR.UN. You are always quite positive about it, but having owned it for a number of years, I have to ask myself why I should bother to continue holding on to it. Its share price is where it was 5 years ago. I've looked back 10 years at its distribution and there's been not one single hike. What advantage do you see in continuing to own DIR.UN?
Read Answer Asked by chris on February 22, 2024
Q: Have held KXS for several years.. I’m wanting to replace it with better growth…already hold CSU, TOI, LMN, SHOP, DSG, GSY, WSP…
Read Answer Asked by Ron on February 21, 2024
Q: What are your top buys (3) right now if you were investing in a mix of growth, quality, and somewhat reasonable valuation? With your answer/explanation can you include fwd p/e or whatever relevant metrics vs peers?

Also, what's a quality stock or two you'd like to buy but would want to see come down a bit/something you'd be looking to pick up in a broad market selloff?
Read Answer Asked by Max on February 20, 2024
Q: I have a position in TOI and with the recent run, have some decent profit. You have mentioned a few times that TOI is expensive. Does it make sense to sell half my position and purchase LMN or do you think there is some positive momentum here and let TOI run a little more?
Read Answer Asked by Thomas on February 16, 2024
Q: Hi Team,
This is more of a general comment , discussion on Gsy valuation. Is it just me or the earnings growth this company is putting out in relation to its p/e seems incredibly cheap. Looking at their history , quarter after quarter continues to be record and shows the most stable growth out of any of my holdings on a long term basis. The ceo really seems to know what he’s doing here. I think this should be a $1000 stock within 8-10yrs of growth remains as is and they are given a fair multiple in the market. Am I crazy to think this ? This isn’t even accounting for their new growth initiatives such as the credit cards they are going to probably be rolling out, or expansion into the US. Just looking for your thoughts on this and what might prompt the market to start recognizing the stock fairly in regards to valuation ? Thanks

Shane
Read Answer Asked by Shane on February 16, 2024
Q: Hello Peter,
What is happening to Ivanhoe electric? It is on a downward trend. I am thinking of selling my toi, and lmn, to invest in CSU as everyday i see csu ticking higher. Does this strategy makes sense? Also, with nice dividend history of fortis, why is it still so low whereas hydro one seems to be ticking higher. thanks very much
Read Answer Asked by umedali on February 15, 2024
Q: Good afternoon,

Looking for a list of companies with safe , growing dividends and potential for some capital gain - Cdn or American.

Thank you,
Brad
Read Answer Asked by Brad on February 14, 2024
Q: I've owned GLXY for a while. The last time Bitcoin was at the $50K level, GLXY was significantly higher (roughly $26-27). Any reasons why there is such a difference in the performance given where bitcoin is today? Given the halving is occuring in April, which is typically positive for the price of bitcoin, I would have expected a higher SP. Perhaps there's a catchup trade in the future?
Read Answer Asked by David on February 14, 2024
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