Investment Q&A

Q: Hello,

To which would you add/start a position in to today? Long term hold. I already own STN and WCN (would be averaging up).

Also, if you could explain the drop in Stantec that would be great.

Thanks!

Q: Some good quality companies on CDN/US exchanges trading at or near 52 week lows. Any of them standout to you as nice buys for long term growth investors?
Thanks

Q: In your answer to Kevin’s February 13 question about AI outfits scraping and using proprietary information, you referred to the legal consequences to doing that; there is currently an application to a Court in California to approve a $1.5 Billion settlement by Anthropic for copyright infringement by authors and publishers. Presumably that kind of amount will be something of a guardrail.

Q: I would appreciate your comments on the recent weakness in WSP’s share price. Could you please outline the main factors behind the sudden drop and whether this appears to be short-term market volatility or something more fundamental?

In particular, is the recent acquisition a significant factor in the decline, and if so, how do you assess the risks and potential long-term benefits from that transaction?

Additionally, at current price levels, would you consider WSP a buy, a hold, or a position to trim for a long-term investor? Any perspective on valuation, outlook, and key risks would be greatly appreciated.

Thank you very much for your insight.
Rick

Q: The Canadian Investor Podcast gave CNR a right pasting for the capital allocation, specifically blaming them for borrowing money to purchase buybacks.

Can you speak to the management of each company? Which is the better long-term hold?

Q: WSP stock has been dropping like a rock lately. Do you know why? Do you have any reason to expect Q4 earnings to be lower (or higher) than expectations of about 2.62? How confident are you of earnings progress in years going forward.? I'm thinking of buying this dip (or selling puts underneath it)

Q: Hi,
I have been holding AC for about 6 years, It's been going up and down, now with a little bit 14% gain in total. It is going to report earnings on the 13th. What is your view of its earnings this time? Should I hold on to this stock or move to some more promising ones?

Thanks a lot!

Q: How would you rank the listed names today for new positions in the TFSA of a growth oriented investor?

Q: I saw news item suggesting Information Services was up for sale. Any truth to this?

Q: For those interested in other HALO perspectives - the above podcast (Josh Brown-CNBC/Ritholtz) released a HALO episode earlier in the week.

Q: i wish to buy a company that is oversold due to ai fears
i own and will cont to hold csu
between dsg and tri which has the better potential for a good rebound
many thanks for all you do !

Q: Hi,
Been waiting to buy TRI as it is really oversold, but still dropping. How will we know when we get to total capitulation (and the bottom).

Is someone going to ring a bell? lol

Q: " AI-focused logistics firm Algorhythm Holdings said its SemiCab unit boosted customers' freight volumes by 300%-400% "without ‌a corresponding increase in operational headcount."

The above AI powered logistics tool news caused a havoc among most Trucking and Logistics stocks resulting a drop of 10-20 %, in Thursday's trade, giving back all gains of last few weeks. Dow Jones Transportation Index was down 4%, today.

Do you see this as a long term threat to the sector ?

I am curious to have your take on whether this news/AI scare could impact rail stocks also, in any way.

We were planning to initiate a position in CNR, but not sure, if the move warrants a caution in near term.

Thank You

Q: Do you know if the big drop is due to the multinational Defence, Security, and Resilience Bank (DSRB) announcement? Maybe the competition from engineering firms outside Canada ? ..

Q: Hi! Any reason for the 12% today? Thanks!

Q: Why has TFII taken it on the chin today?

Sheldon

Q: Hello,

What's your view on it right now as a new position (I've never held this stock in my portfolio before) ?

Thanks

Q: Hello Peter
it is suppose to be a good sector for recovery
I already have CP, CNR, WSP and STN in the industrials, wonder if you can add a few
more names that are of Value stocks that I could add
thanks
Michael

Q: Hello, is shop a buy, sell or hold. Please give a possible positive and negative for your answer. Also at what price would you consider shop a good buy and a great buy.
Thanks a million

Q: Good evening Peter and Team,

Lately, there's been quite a few questions about the current state of the markets. I'm reminded of the story of Bernard Baruch, who sold his stock holdings prior to the 1929 crash because he recognized signs of extreme market speculation and overextension. While popular legend often attributes his exit to a single encounter with a shoeshine boy giving stock tips, Baruch's decision was actually based on several analytical and psychological factors. Readers may ask AI to provide further information.

One day in July 2000, I was shopping at a Tip Top Tailors store and happened to overhear a store clerk giving financial advice to another customer. He urged the customer to buy Nortel stock immediately! As we know, Nortel's stock peaked at $124.50 on July 26. 2000, and last traded at $0.185 on June 26, 2009 when it was delisted from the TSX after its bankruptcy.

I appreciate your calm and rational approach, but must admit that I'm becoming more concerned, especially when great stocks like TRI are being so severely punished.

Your insights are always greatly appreciated.