Investment Q&A

Q: Good idea to add to a 2% BYD position today? Thank you

Q: The chart for PERI is a disaster. Do you now consider it a sell? Or a wait for tax loss season? Would you still buy it back after 30 days? It seems like you sold the stock last October?

Maybe this was a situation where extraordinary circumstances might have warranted a note in October to all of us that... 'based on our 35 years of investing, war isn’t a tailwind for most stocks and you should consider selling.’ This might have been helpful given how many companies from Israel you were recommending and there are so many opportunities elsewhere, even for defense stocks… Instead you’re cautious with PERI sometimes and then still positive at other times. It’s very confusing for someone sitting on a big loss.

Usually, when someone asks a question about a foreign stock... from Europe, China, Brazil etc. you mention you don’t have sufficient knowledge of stocks outside of North America to recommend. But not so much with Israel, which in retrospect seems to have been one of the most risky places to invest? On closer look, it seems the country has been constantly at war for a long time? What made you feel you had a leg up despite this? Is it possible that these stocks were fundamentally cheap for a reason… because of the risks?

On top of all the headwinds every company faces now we’re constantly hearing in the news about students demanding divestment from Israeli companies? I understand and can be patient with SHOP or DUOL but is war and this divestment thing worth waiting out or buying back into after selling for a tax loss?

There have been good recommendations otherwise, and my portfolio will be fine but it’s a big hit to performance that maybe could have been avoided or at least lessened…

thx, Mark

Q: Can you please comment on FIVE and your recent thoughts on its most recent quarter. Do you think the recent decline in price is an attractive entry point? Or do you have other ideas/recommendations that you have higher conviction in. Thanks so much!

Q: Your thoughts and opinion on iFabric given Q1 results and outlook.

Q: Hi, We own RY/CM/GS- 12% , IFC - 2.75% and PRL -1% among Financials. In addition, we bought EQB - 1% position at $85, based on strong analyst commentary, a month ago. We need some cash to raise and were wondering if it is necessary to own EQB or with about 15% weight through above holdings, we can let the EQB go.

Thank You

Q: Hello, what do you think of P&G as a GARP investment, 5-10 years hold, with your reasons for or against it. Thanks!

Q: hi folks, thoughts on Q1 results for Galaxy Holdings glxy/t.....would you be comfortable buying in $12sh range....opinion going forward???.....thx as always, jb

Q: Hi folks
I am looking to park some US cash in a high dividend or interest US ETF that pays monthly. May I have a few ideas
Much thanks

Q: Whats popping this today?

Thx

Q: After holding for a few years, I am up on both these positions. P/E ratios for both still look very reasonable - I'm trying to decide if I should realize some of the gains, or let these winners ride. What are your views on these stocks?

Q: WHICH do you prefer and why? Could you justify holding both? Thanks

Q: Does tfii pay its dividend in Canadian or us funds?

Sheldon?

Q: I have held DSG for about 2 years in my RRSP and currently down about 24%. This position represents about 1.75% weight in the RRSP account and 0.48% of all investment accounts. I know 2 yrs may not a long time to give an investment a change but in this day of over performing tech stocks it seems that OTEX is not able to execute. Do you agree with this view? If I decide to exit, do you have 2 or 3 options to switch into?
Thanks for all the help.

Q: I don't have too many names I want to sell, but lots of names I'd like to buy....

One move I would consider would be to sell CTS to invest in either TMX or ATS. My question is besides the different sectors, long-term which company has the most potential to outperform the others? I'm guessing in order of growth potential it would go CTS, ATS, TMX, with the risk profiles the exact opposite?

Do you see enough potential in CTS to hold it over the other two names? Thanks in advance. - Jeff

Q: Hello, your thoughts on their latest results and is the stock a buy? Thanks.

Q: your opinion about CVX please.It looks like it has a lot of potential going forward

Q: I've read a lot about the bullish sentiment on copper pricing. Which Canadian company might you suggest as a copper play?

Q: I own Orla. What do you think of it currently? Would it still be included in your top 3 junior gold miners (see question from Nov 2023)? If you held it--would you switch for another junior miner at this time?

Q: Although at a loss as to what LIDAR sensors might be, the growth of OUST is very interesting. What is your opinion of the firm?

Q: What are you current thoughts on this company and its possible purchase of lifelabs?