Investment Q&A

Q: I have held Kinaxis for a few (disappointing) years now. This is a logistics/ risk management software company as I understand it.
If what there were a time to succeed in this environment, it would be this- I mean the only thing more timely might be a German weapons maker in terms of sector demand.
Is there reason to believe that KXS has a useful downstream growth story to justify holding?

Q: These two seem to be in the same "space". I'm not sure if they are competitors. I'm also trying to better understand this crypto market. Both appear to have potential and I understand that they are risky and I assume they both will move with the price of bitcoin.
I would like to have a small position. Do you recomend one over the other or a small position in each. Thanks John

Q: Can I please have your updated opinion on GLXY? What do you expect from upcoming earnings? Will it look extremely cheap based on annualized quarterly earnings? Do you expect the Nasdaq listing in the next 6 months or is it just a distant hope at thus point?

Q: Bitcoin is down 12% in a month,
GLXY is down 37% in the same timeframe , seems extreme. Relentless selling pressure, thoughts?

Q: I’m down on the above stocks in my cash account. Total loss is $6000 CAD. I like the names and want to own these long term. Would you sell and wait the 30 days? Buy proxies? Keep and decide when the madness ends? As always. Thanks.

Q: What is your opinion of these two companies today?
Tim

Q: Sitting on some cash. Are there any good buying opportunities under the balanced portfolio you would consider at this moment for a 5-6 year time horizon?

Q: What is the outlook and thoughts of this company? Is it investable?

Q: Is XIT worth holding? Or would one be better off just buying the top 3 holdings in equal weightings. For CDN tech, what would be the best buys today for the long term?

Q: I believe the current market downturn provides opportunity. I would like your insight into the following two questions; along the lines of "be greedy when others are fearful".

First, recognizing a 2-3 year hold is very, very short term thinking, what are 3 companies with dividend bearing stock that you feel would be in the top 10% of performers as the market recovers.

Second, what 3 companies do you feel provide the biggest stock price recovery and growth opportunity for a 5+ year hold.

Thanks as always,

Dave

Q: Can you break down why DSG missed this quarter. Is there something that will cause a change with the usual predictably?
Apart from DT that is.
Thank you

Q: Do you have a preference for one of these stocks an entry $ price and why? For a 3 to 5 year hold. Thanx

Q: Within each of their sectors, CPX and GSY seem to have suffered larger drops than their peers.

Can you comment on why they each have been so negatively impacted and provide your thoughts on whether you think they should be continued to be owned or do you have other preferences in these sectors, if one's goal is income and some growth.

Thank you

IAn

Q: Can you please provide some thoughts on its recent softness. Other stocks like WSP and STN have held up relatively much better, during the current market setback. Stock price is now off over 20% + from its recent high of $84 and and continues to be in a downtrend. Is present valuation expensive, compared to its peers ?

We have a 2.5% holding with an ACB of $73. Do you see potential for recovery in the stock price or should we let it go ? Please support your view with reasons to hold or sell.

Thank You

Q: I have a question about Toromont Industries Ltd. How do you rate Finning versus Toromont?

Thanks.

Q: What would be your favorite Consumer staples/defensive names at this time and are they over valued now, or continue to be a flight to safety, considering the circumstances of the day. Your thoughts on the above or any additional companies for this sector.
Thank you,
Mike

Q: Can you please describe how you approach "swaps" in a portfolio? By that I mean swapping out one company for a very similar company in the same industry. You did this somewhat recently in removing Sun Life from the BE portfolio for Intact. (In that case I recall it was due to a better growth profile.)

My general sense is you have liked CNQ better than SU for a while now, for example. And TD better than BNS. Feel free to correct if this is not how you see it.

Appreciate there is a benefit to a certain amount of stability in the portfolio, so you won't bouncing stocks out every time the wind changes. But I'd interested in your thoughts on how you think of this aspect of portfolio construction. For example, in what circumstances might precipitate a swap in these or other cases? When would you hold still even if you like an alternative stock slightly better?

Thanks very much.

Q: Hello,

I hold BNS:CA for dividends. It has been dropping in price recently and I am looking to add to my position. I seem to remember it is a long term favourite within the bank stocks. Given the current Canadian and global "uneasieness", would your opinion change or would shift to TD:CA or XXX:CA (a bank) be in order. I have read the recent Q/A re: BNS:CA in the database,

Q: Can you comment on their recent earnings announcement. Thanks.

Q: Kxs traded higher on good volume on a day most everything else was down. After seeing the recent Earnings are you more comfortable holding this company? Also what is the current forward P/E ?