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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.

Q: Hi, Both LMN and TOI faltered post earnings, Thursday, pulling the parent CSU down to the lowest level of past several months of trading. What is your read through to CSU earnings, from these two reports, if that's an indication of some nature ? Thank You
Read Answer Asked by rajeev on May 03, 2024
Q: Hello Peter,
You had provided Tppicus expected numbers: 34 cents for EPS and $292M Euros. The company beat the revenue numbers but was short on EPS; however , Cash flow per share grew. Analysts in general seem to focus on Revenue and EPS; When looking at analysts estimates, i dont see CF per share mentioned. Why is that? If i had to choose between sunlife, manulife and Fairfax, which one would be your top pick? There was an article in the Globe that Fairfax has a huge runaway when comparing to Berkshire.. Any comments please. Thanks very much.
Read Answer Asked by umedali on May 02, 2024
Q: Good afternoon all;

I currently own LMN and KXS in equal sized positions in TFSA's. I consider these my higher growth oriented emerging technology investments. I've held LMN since $30 and traded in and out of KXS between $100 and $200 since 2019.

My question is whether future investment gains would be better served trading out of KXS (which has performed historically but become frustrating and seems a laggard recently) and into Topicus (which seems a bit opaque).

Thanks as always,

Dave

Read Answer Asked by Dave on April 22, 2024
Q: The BE portfolio seems to have around 14% in these three related stocks. Can you please comment on why you are comfortable not seeing these as an overly concentrated bet for a balanced portfolio?

Thanks
Read Answer Asked by Chris on April 19, 2024
Q: In watching BNN the other night, in talking about Constellation Software, Brian Madden mentioned that his fund has recently bought into what they view as a US based equivalent company. Unfortunately, much to my disappointment, he didn't mention who the company was. This did get me to wondering what (if any), US based companies you would recommend that are Constellation Software like and would he have perhaps have been referring to LMN?
Thank you again for the fabulous service!
Mike
Read Answer Asked by Mike on April 15, 2024
Q: I have looked for but can't find information on the ACB of TOI and LMN if you received the shares as a spin-off from CSU. Would you be able to provide this information?

Appreciate your insight.

Paul F.
Read Answer Asked by Paul on April 10, 2024
Q: Retired (25 years) investor, preservation of capital and income paramount. Can you please provide the following, ETF or equity suggestions for:
Basic Materials (hold 2% LIF), Communications Services (hold 4% BCE), Consumer Cyclical and Consumer Defensive (hold 0%), Healthcare (hold 1% HHL), Industrials (hold 0%), Technology (hold TXF 4%).

Thank you for considering my lengthy question for which I apologize.
Read Answer Asked by Gail on April 10, 2024
Q: Just curious. When CSU was in its infancy, say around $35, the price of LMN now, did it have the same volatility as LMN and TOI have now?
Thanks
jeff
Read Answer Asked by JEFF on April 08, 2024
Q: Can you please provide Market Cap for each of these 3. The Cap when they started on the market and what the current Market Cap is as of today. Just trying to get one version that it is accurate. P.S. Thank you for calling this group out.
Read Answer Asked by Chris on March 28, 2024
Q: Thanks for all of the great information you provide!
I have been fortunate enough to follow your information and belief in these three companies. I'm sure I am far from alone in having them make up a relatively large percentage of my portfolio due to their recent performance.
Should these 3 be considered separately or do I need to combine them as a percentage of my assets. I'm certain bad new for one will bring down the others at least temporarily but can they act on their own?
Thanks as always
Richard
Read Answer Asked by Richard on March 12, 2024
Q: Hello Peter,
I know you have answered this about Topicus special dividend. I find it odd that in the early stages of the company's existence , it is paying out a special dividend. Could this be a sign that the company sees little appetite for acquiring companies and will focus on organic growth? What is a good etf that excludes the magnificent 7 , SPY minus magnificent 7.. Appreciate it and thanks for the service.
Read Answer Asked by umedali on March 11, 2024
Q: These stocks have had some very nice gains over the last few months. CLS, DE, DRX, EQB, LMN, PAY, TOI, TVK. If you held a partial position in these and wanted to add to the position to create a full position, which ones would you just buy at the current market price despite big run up? Are there some that you would try to buy at a somewhat lower price? If so, what price would you use?
Read Answer Asked by Dan on March 08, 2024
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