Investment Q&A

• Lumine Group Inc. (LMN)
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Q: Hi Team,

Please help me understand why the special dividend and spin out of preferreds would cause an overhang to the stock?

Also, how long would said “overhang” (implying sideways if not downward momentum) last?

Upvote 14

Read Answer Asked by James on March 08, 2024

• Nuvei Corporation (NVEI)
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Q: Why the 10 % change today for Nuvei?

Upvote 2

Read Answer Asked by Valerie on March 08, 2024

• goeasy Ltd. (GSY)
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Q: Any updated view on Goeasy..Acting weak of late?..

Upvote 3

Read Answer Asked by Kim on March 07, 2024

• Descartes Systems Group Inc. (The) (DSG)
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Q: Are you still a buyer at these price levels? Good Q report! 20/20: I should have bought more :-)

Upvote 1

Read Answer Asked by Robert on March 07, 2024

• CGI Inc. Class A Subordinate Voting Shares (GIB.A)
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• Constellation Software Inc. (CSU)
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• Dollarama Inc. (DOL)
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• Thomson Reuters Corporation (TRI)
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• BMO Equal Weight Banks Index ETF (ZEB)
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• EQB Inc. (EQB)
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• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
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• Hamilton Enhanced Canadian Bank ETF (HCAL)
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Q: I currently have HCAL in a growth orientated TFSA and I don't think this is a good fit.
Currently, I hold Goog, SHOP, LMN & CLS. Do have a few ideas for a stock that could replace the HCAL ETF?

Upvote 3

Read Answer Asked by David on March 07, 2024

• Franco-Nevada Corporation (FNV)
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• Barrick Gold Corporation (ABX)
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• Agnico Eagle Mines Limited (AEM)
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Q: Gold stocks seem to be coming back to life on concerns over US debt. Do you see an opportunity here with any large players and if so which ones.

Upvote 2

Read Answer Asked by Peter on March 07, 2024

• Constellation Software Inc. (CSU)
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Q: Can I please have your comments on Constelllation's earnings. Still a top recommendation?

Upvote 26

Read Answer Asked by Brian on March 07, 2024

• WSP Global Inc. (WSP)
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• Stantec Inc (STN)
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• AtkinsRéalis Group Inc. (ATRL)
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Q: I own STN. No complaints but would appreciate your opinion/comparison of these three companies.

Thank you..

Mike

Upvote 8

Read Answer Asked by Michael on March 07, 2024

• Celestica Inc. (CLS)
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Q: CLS had almost doubled in a month.

Do you think this is justified or unmitigated exuberance?

Sheldon

Upvote 7

Read Answer Asked by Sheldon on March 07, 2024

• Lumine Group Inc. (LMN)
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Q: What's the deal with lumine, the added shares and large minus in EPS. The bottom line for me as a shareholder is there going to be a precipitous fall in the shares or are we going to see a consolidation ahead. Too many companies add to their share count and then fall. I want to keep the faith but I've been burned before. So what's the verdict; sell, hold or buy.

Upvote 22

Read Answer Asked by steven on March 06, 2024

• Parkland Corporation (PKI)
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Q: Seems like a lot going on within. Can you explain what the implications may be? thx

Upvote 2

Read Answer Asked by JAMES on March 06, 2024

• Wheaton Precious Metals Corp. (WPM)
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• Agnico Eagle Mines Limited (AEM)
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• K92 Mining Inc. (KNT)
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• Karora Resources Inc. (KRR)
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Q: Gold is at new highs but based on a review of recent answers, gold miners are not seeing share price appreciation because of the costs of production and other factors.
Are there any gold stocks that you think are worth buying?

Upvote 2

Read Answer Asked by Murray on March 06, 2024

• Converge Technology Solutions Corp. (CTS)
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Q: Gentlemen

Thoughts on the latest quarterly report?

Upvote 5

Read Answer Asked by Ronald on March 06, 2024

• Topicus.com Inc. (TOI)
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Q: What's your take on the special div?

It's funny, many of the people (non experts) I follow on Twitter/X aren't impressed, as everyone would rather see that money stored up to continue with acquisitions. I guess CSU/TOI/LMN has raised their own bars so high a special div seems small compared with the overall returns people have some to expect from them....

Upvote 22

Read Answer Asked by Jeff on March 06, 2024

• Nuvei Corporation Subordinate Voting Shares (NVEI)
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Q: Your comments on the Q4. Does not look that bad but after hours are terrible. Margins seem to improve, the expectations were too high? Time to add on weakness? What about the customer retention?

Thanks

Upvote 10

Read Answer Asked by Daniel on March 06, 2024

Q: What would be your 2 or 3 top picks in your Growth Portfolio right now?
Thanks

Upvote 18

Read Answer Asked by Gary on March 05, 2024

• Canadian Apartment Properties Real Estate Investment Trust (CAR.UN)
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• Granite Real Estate Investment Trust (GRT.UN)
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• Dream Industrial Real Estate Investment Trust (DIR.UN)
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Q: I have a few REITs in my portfolio for income. The income has been consistent so far.
Why has the sector dropped so much in value? What conditions need to exist for them to recover their value.
Is the income at risk of decreasing?

Upvote 4

Read Answer Asked by Ron on March 05, 2024

• WELL Health Technologies Corp. (WELL)
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Q: Can you please give me an updated opinion of WELL, thanks.

Upvote 11

Read Answer Asked by Cheryl on March 05, 2024

• Constellation Software Inc. (CSU)
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• WSP Global Inc. (WSP)
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• Celestica Inc. (CLS)
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• Descartes Systems Group Inc. (The) (DSG)
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• Toromont Industries Ltd. (TIH)
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• TFI International Inc. (TFII)
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• ATS Corporation (ATS)
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• Thomson Reuters Corporation (TRI)
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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• Lumine Group Inc. (LMN)
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Q: Please provide me with your 5 of your best Industrial companies and Tech companies

Upvote 29

Read Answer Asked by Donna on March 05, 2024

• Kinaxis Inc. (KXS)
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Q: I recall a few years ago that Blue Yonder launched a law suit against KXS over some patent issues. Any update on this? Is it an overhanging issue for the company? Do you feel it is weighing on the stock and that investors should be taking this into account?

Thanks.

Upvote 9

Read Answer Asked by Joel on March 05, 2024