Investment Q&A

Q: Does the recent earnings release provide some clarity on EPAM short and longer term? Would you consider it a buy? Thank-you

Q: I was just stopped out of CG on today's ex-dividend date. The stock took a precipitous drop, apparently, due to the announced departure of Kewsong Lee. I realize that this kind of thing happens all the time; however, is there a materially negative issue that should preclude my re-purchase of CG?
Thanks,
David

Q: With the share price depressed, I would imagine management would not want to issue equity for acquisitions as it would be too dilutive. In light of this, does Converge have enough cash flow to hit the 5 billion run rate in revenue for 2025? Or are acquisitions going to be largely debt financed? If debt financed, do they earn enough on these to overcome high interest rates and cost of capital? Thanks.

Q: I have cash available to add a couple of stocks to this portfolio.
AQN,AT,ATA,BAM.A,BCE,BNS,EIF,ENB,KEY,NVEI,PBH,PRN,PXT,SLF,TFII,TOI,TSU,VDY,VFV,VGG,VVL,WELL,WSP,XAW.
Regardless of sector what are your top 2 or 3 recommendations to add to this portfolio.

Roy

Q: Do you have any sales, eps, etc expectations for Knight Therapeutics when they report Thursday morning? Thanks.

Q: I am wondering about the NAV for DIR.un as the company reported an updated value of $16.64 last week with its Q2. How often does a REIT update its own numbers for this as a rule? I note it trades at a 25% discount to this number now whereas a year ago it traded at a premium to NAV.

What comparable NAV numbers would SMU.un and GRT.un have and of the 3 is DIR.un still your favourite. Lastly please rank by risk.

Q: MPW pays a dividend of some 7%. I do hold a small position and am wondering if I should maintain or exit. I like the yield but in the past I have not had capital appreciation success with "high yield" stocks and usually ended with a net loss. I don't see any reason to exit except the high yield is telling me the market knows something I do not. Am I "over-reacting" ? Thanks John

Q: both companies keep hitting 52 week highs on large volume-so for me the old adage tends to apply-stocks that hit 52 week highs tend to go higher still, stocks that hit 52 week lows tend to go lower still.
i know both are speculative-what is your opinion, would you be a buyer.dave

Q: Your opinion on salt and it’s seemingly come from out of nowhere rise in value. Does it have staying power? As always, Thanks for your great service.

Q: Hi, Could you please comment on LEV earnings. Thank you

Q: Please list of Top 3 YS & Cad dividend stocks.
Tx.

Q: I know you like both bip.un and bep.un very much, as do I. But i am starting my granddaughter on her first stock and I'd like your opinion on which is best, for both the short term and the long term?. Please explain why...

Q: Is starbucks stock a good investment

Q: Hi,
I just received notice from RBC that WSP has issued a Treasury Offering of Common Shares, priced at 171.75 Cdn, for a total of $400,013,000. It appears to be for the following:

On June 1, 2022, the Corporation announced that it had entered into a definitive share purchase agreement for the acquisition of the Environment & Infrastructure consulting business of John Wood Group plc (“Wood”) (the “Wood Acquisition”). The Wood Acquisition is expected to be completed in the second half of 2022 and is subject to the satisfaction of customary conditions, including anti-trust and regulatory conditions.

I'm not familiar with this company and wonder what effect it will have on WSP's operations going forward. Any thoughts you can offer would be most appreciated! It appears there would be a hold on shares purchased for a 4 months' plus one day period. I already have shares at a 3.5% weighting and am wondering is this is an opportunity to add, or would it be best to stand aside? would you consider weightings of 5, or even 8% in WSP when taking into account this offer and the recent infrastructure bill in the US?

Thanks for all your hard work!

Dawn

Q: Can I please get your view on the takeover bid for Atlas (ATCO). As a shareholder I'm tempted to sell but would appreciate your thoughts.

Thanks

Q: The company issued nice 2nd q numbers. It has made 26 cents US for the first 6 months this year. Unless this is a case of peak earnings, this company seems awfully cheap.

Q: Further to todays Q on Doo,please advise when it next reports & estimates for Rev,& Eps.Txs

Q: My daughter opened her first TFSA a few years ago. She is planning on using it to save for retirement, so has a very long time horizon. She has 25% in ZSP (S&P 500 ETF) and 15% in XIT (Canadian technology ETF). Together we chose some fun stocks to complete her portfolio. We are happy with most of our picks – Disney (DIS), Crowdstrike (CRWD), Intuitive Surgical (ISRG), Snowflake (SNOW) and CN Rail (CN). But we are wondering about four – Twilio (TWLO), Etsy (ESTY), Paypal (PYPL) and Upstart (UPST). All have dropped since she bought, but what do you think of the longer term potential of these? Would you swap any out? If so, for what?

Thanks,
Kim

Q: How would you classify the above stocks as to gas or oil. Thanks
Mike

Q: Good afternoon,

I'd like to add a position (or 2) in each of the following sectors: REIT (TCN or GRT.UN or CAR.UN or a better idea), energy (CNQ or SU or a better idea) and industrial (already own WSP, TFII, XYL, TT and could add to one of these or consider a better idea). I could also use a utility suggestion (either add to FTS or AQN or add BEP.UN). And, I'm always looking for an opportunity to add BAM.A to my portfolio. In what order would you add or take new positions given the current environment being favourable to a given sector and/or a good entry point for a particular stock.

Your service is always greatly appreciated, thank you,

Lisa