Q: Could you give an update on this company and how it fits into Strathcona's plans?
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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.
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Kraken Robotics Inc. (PNG $7.98)
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kneat.com inc. (KSI $4.50)
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MDA Space Ltd. (MDA $38.43)
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Coinbase Global Inc (COIN $194.74)
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Galaxy Digital Inc. (GLXY $28.26)
Q: I would like to initiate a position in these stocks.Do you consider them each as buys,and if so,in what order would you purchase and at what price?
Thank you
Thank you
Q: I had this company on my watchlist a while back and then basically forgot about it. I see it is trading at close to its lowest price in the last year. I also noticed insider trading in the last month so was wondering of you see any upside to this.
Thanks
Jim
Thanks
Jim
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CECO Environmental Corp. (CECO $67.43)
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Genius Sports Limited (GENI $8.70)
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Cellebrite DI Ltd. (CLBT $14.71)
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BlackSky Technology Inc. Class A (BKSY $22.07)
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Sportradar Group AG (SRAD $18.11)
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Karman Holdings Inc. (KRMN $103.80)
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Limbach Holdings Inc. (LMB $85.98)
Q: Please rank from best to worst at current purchase prices (for growth). Please also indicate if they would be a buy, sell or hold based on Thursday's prices.
Q: This company seems to be financially stable and I am wondering what your thoughts are regarding a speculative purchase. I note that Sime Armoyan has a big chunk of this also.
Thanks!
Thanks!
Q: Clearly the market wasn't happy with last week's Q2 results but some analysts (eg. RBC) think there may have been an overreaction.
As always, would appreciate your viewpoint.
As always, would appreciate your viewpoint.
Q: Any news on MDA big drop? Thinking of moving out into Are which is gaining momentum,
Q: Is Remitly Global a well run company considering what they have done in the last few years?
Q: Can you pls comment on ABXX.
Q: hello 5i:
knowing you've been a fan of this company, from reading questions, can you comment on the fact that analyst earnings expectations have dropped from .23 (to year end 2025), 6 months ago, to currently .12. Has this changed your view of VHI?
thanks
Paul L
knowing you've been a fan of this company, from reading questions, can you comment on the fact that analyst earnings expectations have dropped from .23 (to year end 2025), 6 months ago, to currently .12. Has this changed your view of VHI?
thanks
Paul L
Q: Hello, can you please comment on the company and recent results?
Thank you
Robert
Thank you
Robert
Q: The board chair is stepping down and a "Special Committee" has been formed. In your opinion does this mean anything or is it only posturing?
Q: EOSE I would appreciate your thoughts on this battery storage company. They manufacture an industrial battery storage system that does not require rare earth minerals. They are gaining sales traction and just announced a massive ramp up of production capacity.
Thanks.
Thanks.
Q: When you look at the fundamentals of RAY.A, would you add to a partial position now? What growth would you see for RAY.A over the next 2-3 years?
Q: I received notice from my brokerage that contained a US news release for Upbound Group that announced a new cfo- one coming from GSY. Can you confirm that this is another mgmt change at GSY, not previously reported. If so any worries on the executive turnover, I know GSY has a deep bench but so many senior level changes are troubling to me.
Q: DO YOU STILL CONSIDER THIS STOCK A LOTTERY TICKET? LITHIUM I BELIEVE HAS GAINED INTEREST. RECENT MOMENTUM LOOKS GOOD. WHAT IS YOUR OPINION?
Q: Hi there,
Can I please have your opinion on ONDS here? Is it a buy or sell in your opinion?
Thank you!
Can I please have your opinion on ONDS here? Is it a buy or sell in your opinion?
Thank you!
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $179.56)
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Neo Performance Materials Inc. (NEO $19.16)
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Vitalhub Corp. (VHI $8.43)
Q: I hold all three in an RESP that has to be wrapped up in 2026 so will be making larger than usual withdrawals. In what order would you sell and would you buyback in other accounts.
Q: Initially I would appreciate your comments regarding:
1. Sensitivity to Bitcoin Price
2. Energy and Expansion Strategy
3. Diversification and Revenue Streams
4. Interest Rate Environment Impact
5. Expansion and Capital Allocation
Your comments regarding initiating a position in this company\
Thanks
Rick
1. Sensitivity to Bitcoin Price
2. Energy and Expansion Strategy
3. Diversification and Revenue Streams
4. Interest Rate Environment Impact
5. Expansion and Capital Allocation
Your comments regarding initiating a position in this company\
Thanks
Rick
Q: Good Afternoon;
Since late July Acadian has been in a steady downtrend that seems inconsistent with both the price trend for lumber and the latest Trump tariffs. I am trying to understand what is driving this downtrend, as some of their production (Maine) would not be subject to a tariff and lumber prices seem not to have "added" the tariff but absorbed it.
I own it as an income stock in a LIF. Aside from the drivers of the stock in the short term I am interested in dividend risk; is it or should it be a concern? Lastly, given the decline in price is there a trigger price you would be comfortable with to buy? I am considering adding at current yields.
Thanks as always,
Dave
Since late July Acadian has been in a steady downtrend that seems inconsistent with both the price trend for lumber and the latest Trump tariffs. I am trying to understand what is driving this downtrend, as some of their production (Maine) would not be subject to a tariff and lumber prices seem not to have "added" the tariff but absorbed it.
I own it as an income stock in a LIF. Aside from the drivers of the stock in the short term I am interested in dividend risk; is it or should it be a concern? Lastly, given the decline in price is there a trigger price you would be comfortable with to buy? I am considering adding at current yields.
Thanks as always,
Dave