Investment Q&A

Q: If you believe there is a rotation happening in the market from mega caps and the direction of interest rates is lower (speculation US rate cute in september), what are your favorite CDN and US names (2-3 names each) that may outperform in that environment?

Thanks as always,

Dave

Q: Calfrac Well Services crossed my screen. Can you give me an in depth analysis in this stock, insider buying, financial ratios, management , and industry. Will it ever catch up to Precision Drilling’s success? what do you like or dislike about it ? Buy , sell or hold?

Q: what caused the huge drop in price yesterday?

Q: What does the market expect from CLS next week?

Thx

Q: What is the path forward for CLS . Still a buy or wait for earnings to come out? Would like your opinion on the big drop in natural gas prices? Thank you.

Q: Hello, Currently I hold NVDA, Meta, Google, and Palantir stocks in the tech sector. Could you recommend additional stocks that would complement my portfolio during this AI boom? Thank you.

Q: What do you think about buying Celestica now?

Q: I have a large (15-20%) holding in CSU, as it has grown really well. They say to keep running with your winners; as I continue investing, would it be better to continue slowly adding to my CSU position, or to work on diversifying my portfolio? If diversify, I am obviously looking for other stocks that will compound at a high level over the long term. At today's valuations, in which order would 5i recommend buying these other stocks? Similarly, to diversify, does it make sense to sell some CSU to reinvest in any of these other stocks? Thank you so much!

Q: Hi Peter
cls has pulled back abit

I would like to put in a 1/2 or 1/3 position
what would you consider as a good entry point to buy?
thanks
Michael

Q: Hi, Celestica stock declined sharply, 5.5% in Thursday's trading. Following an afternoon reversal of many high flying semi names, the peripherals also followed suit and lost ground. Do you think, CLS's drop was also simply sector related or it had something to do with company's announcement of upsizing their Bank Credit facility to $1.5 Billion ?

Thank You

Q: Magma has been falling over the last year and your comments have not been positive recently. Wondering if you would suggest switching to LNR. Is there other names in manufacturing you like?

Q: How much longer would you let CLS run with a 7% position now in your growth portfolio?

Thx

Q: Hi,

Thinking of consolidating two smaller positions into one. Can you give me your preference between Celestica and Converge for a three-year hold, with a brief rationale. Thanks!

Brad

Q: what do you think about selling 50% position in KXS to purchase shares of CLS? Thanks Stephen

Q: When the clock strikes midnight,Cinderella turns back to herself,but the Prince got her slipper, found her and happiness therafter.Both Great darlings,Hps.a & Cls have recently retreated from their highs,Shameful that I do not have a postion,so please advise good entry points. If I can only have one,which do U prefer? Txs for U usual great advices & services

Q: On June the 3rd there was an answer to a question about using RSI and MACD saying these were 2 things that would give you a lot of information if the stock was worth buying. On my iTrade account CLS stock, the RSI on May 30th tells me that I may see higher prices and the price is recovering.

The MACD tells me the volume, closing price, the pattern duration (one week) difference between short and long term bars and the EMA is bullish. Could you interpret that in easier language in case I am misinterpreting it. Incidentally, today the CLS is $72.00. What I read on Scotia, it indicated the prices would be higher over the next while.

Was this an iTrade analyst who prepared this or did it come from a third party?
Thank you once again.

Q: Why the big drop recently?

Q: Current thoughts on CLS please? Do you consider it to be in a comparable league as NVDIA and other AI plays ?

Thx

Q: The stock market keeps on climbing ahead. At what point should we be careful due to valuation?
That being said, what are the top 5 Canadian and US stocks under current valuations?
Thanks

Q: Which of these 4 would you recommend for a 3 to 5 year hold and could you recommend order to buy and a comment on all? And perhaps an entry price level. Thanx.