Investment Q&A

Q: Following the recent positive earnings surprise and price increase, please provide an update on forward looking prospects and valuation metrics. Would you take a reasonable profit and exit the position now? Thank you.

Q: do you folks have any info on ocgn ? thanks

Q: Hi 5i,

In some jurisdictions in British Columbia all new homes being built cannot use gas for heating and cannot use gas appliances for cooking.

Also in BC there is a new program allowing low and middle income earners to replace their gas and oil furnaces with heat pumps for virtually no cost to the homeowner.

There seems to be a small but growing segment that is going in this direction. Are there any companies (Canadian or U.S. or even International)that specialize in heat pumps (manufacturing, installation, and/or maintenance) that you would recommend as an investment at this time?

Would Trane or Honeywell fit this description?

If there are any, could you please rank them in order of preference on a scale of 1 to 10?

Thanks.

Q: This was recommended by a money Manager and regular guest of BNN this morning. What do you think of this company?

Thanks for all your advice.

Mike

Q: hi, the annual rate of return on the equity price ( not including dividends ) is about 2.15 percent since may 2010. is this what you would expect for this going forward? and do you have the annual rate of return including dividends/fees etc? I can't find that. do you think this is a good time to add shares ( its trading below April 2013 ). im a bit confused as to why it is trading at this level, ie how do metrics compare with April 2013? cheers, chris

Q: hi, what are thoughts on where gold prices are heading ( and inflation etc. ). as a former gold bug, I am finding it harder to keep holding AEM after it's humdrum "rally". are input costs these days just too much for these companies to gain any traction? has crypto gambling taken over as the doom and gloom trade/play? do you see AEM moving higher/lower in following 3 scenarios: 1 inflation stalls 2 inflation increases 3 inflation decreases ? cheers, Chris

Q: Can you comment on DRX from a valuation and prospect point of view.Is their order backlog significant?

Q: What are your favored US Large Caps with some growth, medium risk.? Dividend yield is not important. Thanks

Q: Peter and His Wonder Team
Yesterday this small cap traded 17 million shares and only went up a point. This is an astronomical amount...with little movement. Your thoughts please! Thanks!

Q: Thoughts on latest results. Listened to the call - while not in a position to follow everything -I felt the tone was a bit dismissive to the questioners. And what are your thoughts on the debenture buy back - not seeing where they have the cash to complete that but easily might have misread the statements or perhaps a line of credit? Mainly just wondering if that points towards or away from a share issue as Engine is concerned about.

Q: Hi 5i,

Would appreciate your thoughts on DND latest earnings.

Thank you.

Greg C

Q: Please comment on its most recent Q. It is still held in the growth portfolio yet it has been in a down trend since early 2022 from almost $60 to a current price of around $36. Do you still have patience with this one? Is it a buy, sell or , hold? Is there another name you would consider as a replacement with better growth?

Q: I would appreciate your updated opinion on Turows. Thanks!

Q: your thoughts about this company please.
Would this not be an excellent fit for Linamar?

Q: Thoughts on earnings and add to,hold or sell? Thanx.

Q: I looked up CYBR after watching the podcast, and it appears there are three ETF's, CYBR.B, CYBR.U, and CYBR (hedged). Which one was the ETF discussed, and what are the differences? Thanks.

Q: What do you think of DXT's most recent results and prospects going forward.

Q: Which lumber stock on the tsx would you recommend.

Q: Hi Team,
What do you think of yesterday's results versus estimates.

I have a small SPB position in my RRSP (about 1%) and I am think about increasing my position. I own it mainly for income with, what I consider, a relatively safe dividend of 7.6%

I am thinking about gradually increasing my position to about 2-3% but I find the debt level a bit concerning, would you agree with the move?

I have some cash to deploy and I took many positions in the utilities sector in the last months and these positions are beginning to do well.

I would like to add some income diversification. What companies in other sectors (REIT, Financials, consumer staples, etc. ) could you suggest to add in a RRSP portfolio that pays a reasonable dividend, have a limited possible drop in price even in an economic downturn and a fair chance of capital appreciation over the next 2-3 years.

Thank you!

Michel

Q: What do you think of Fru and its future ?Is it a buy, hold or sell?
I have a small account in a non registered account income and i am thinking to add more (for income ) .Or you suggest to sell and buy something else ? Thanks !