Investment Q&A

Q: Wishing Mark Leonard well in his recovery and the company as it transitions to somewhat new senior management. With the software challenges and change in management have any of the senior management including Mark sold Constellation shares in the last two months?

Q: I thought I had a core holding with CSU but it is at the one year bottom. Still worth holding? comments please
Also, comments on LMN and TOI are appreciated.
Deduct many question points please.

Q: After reviewing past questions on ENGH and CSU (specifically June 19). When you preferred the CSU group of companies over ENGH.
Would give the same recommendation after today’s news regarding Mark Leonard?
Would selling my holdings in ENGH to buy CSU be a good move from your perspective. I appreciate your input.
Thank you, Mike

Q: Hi, I couldn't get this company to be recognized in your db. The text search did recognize their former name.
01 Quantum (recent name change from 01 Communique) had a news release today ...."01 Quantum and qLABS Announce Quantum-Resistant Ecosystem on Hyperliquid Powered by QCW".
Is this announcement significant going forward and how big is Hyperliquid vs some of the other major players, ie % market share...as noted in the release "Hyperliquid currently has a market capitalization of approximately US$15.5-16.5 billion (according to CoinMarketCap)"
I have held this stock for many years (underwater of course) thinking that some day they might get onto something big. Even with the 1,125% gain over the last 52 week period, I am sadly still underwater.
Could this be the news required to get this company recognized for future (accelerated) growth?
I take some comfort in knowing that at least I will make good use of the capitol loss rule when I sell. ;)

cheers,
Steve

Q: It is possible for you to ascertain what percentage of CSU stock is owned by insiders?

Q: Hi Folks,
CSU or NVDA-which one is the best buy today for a growth oriented TFSA.
Thanks

Q: Do you not agree it would be prudent for both companies to initiate issuers bids to restore some faith in the future prospects for each company .Do you think they will?

Q: It’s been a while since a question has been asked, I wonder how you feel about this company today. It seems to be doing well

Q: Best pick of these for growth opportunity?

Q: With the 3 stocks going down the last few months, could it be that they went down not because of AI concerns but instead there was a leak that the CEO was ill and would be stepping down?
Thanks

Q: We sincerely wish for a speedy recovery for Mark Leonard. Mark brought immense wealth to millions of retail investors, through his wisdom and unparallel business acumen, over past 20 years.

What could be the likely impact of Mark Leonard's resignation on Lumine and Topicus companies and their shares ? Do you believe that the two spinco's are also at the risk of losing their premium valuations, like we are witnessing with CSU shares ?

Or, since they are a little insulated with this development being independent units, with their own CEO's ?

What would you do with the two holdings?

Thank You

Thank You

Q: I just want to add the comment that I think the blog post summarizing the CSU call was very informative and very well written. Thank you.

Q: Any reason why CLS dropped $22CAN and is also down now $12US pre market?

Thanks

Q: Hi, at what point would you start nibbling away at DSG? It seems to me to be victim of the AI-software concerns (similar to CSU entities). Your prior recent comments were quite favourable after their Q release so I am somewhat surprised/shocked the market has taken this down further. It is nearing a 52 week low.
Given the downward momentum, it may have another 5% to go but it looks to be a compelling buy around $135.
I have owned for years (trimmed along the way) and done well in the past by buying the dips. Is this yet another rare buying opportunity?

Cheers,
Steve

Q: Is this buyable at these level? Market cap at about 11B and they are growing capacity. Can this continue to do well?

Q: Very sad news regrading Mark Leonard's health. I hope he makes a speedy and full recovery. I heard him speak during the conference call on Monday. He sounds like very nice and intelligent gentleman. I wish him the best!

Q: Thanks for the blog link on CSU. My focus is on LMN.

Can Leonrad's comments be directly translated to LMN's outlook as well? Do you see any differences in potential risk for LMN ? Do you have any experience in this type of investment uncertainty where a floor is eventually established on stock price when it simply becomes too hard to resist (I acknowledge this one is a bit of a predictive question ! ).

Q: Can you please recommend an ETF that holds the major AI data Power centre stocks? and how have they generally performed and what are the major risks involved in investing?

Q: What is the average P/e over the last 10 years and what is it today?
I am trying to decide whether to take advantage of its price drop to add to its position in my Tfsa.

Q: Peter; What do you make of the “ridiculous”? price targets of $82.00 yesterday and $78.00 this am. Seems way out there? Thanks.
Rod