Investment Q&A

Q: why doesn't the whole telecom sector not do great with the rates so high and no completion ?
thx James

Q: I would like to sell BEPC for a tax loss. I am looking for a proxy that is of the same quality. I do plan to eventually rebuy BEPC after the 30 day period. Any ideas?
thanks

Q: Hi Team,
I was debating taking a position in VRT. However, I am way overweight in NVDA at the moment in my portfolio. I was wondering if VRT is a stock that will be highly correlated to AI, and might track the sector same as NVDA? Perhaps they are too closely related to hold both? Or do you feel they are different enough that I should be holding both? I have been hesitant to trim NVDA for other AI plays simply due to the fact that NVDA seems to be the clear leader in the space and why sell the "Best"? Your thoughts please. Thanks

Shane.

Q: What is your opinion about selling pne or bir to increase my position
in alv.
alv is down significantly and currently has a fantastic dividend

thank you

Q: Opinion Please? Might this be a way to play the weight loss drug trend? Do you have other healthcare suggestions?

Q: Your general thoughts please, thanks.

Q: Many fashion companies are not performing to well recently. LULU is crashing today on lowered forecast. Any other problems you see.
Opportunity to buy?
Any discretionary you like better ?

Thanks to the team,

Denis.

Q: Hi Team,

Can you comment on this company? I'm not sure why it gets such little respect

Q: What is the business model for Tantalus System. Also, what is their competitive advantage in the next 10 years. Does management and insiders own a lot of shares. Thank you for taking the time to answer my questions.

Q: With the HVAC component in each of these companies, would there be too much overlap holding both?

Thanks.

Q: How the above insurance companies rank in comparison to one another for total return?

Q: What is the breakdown of their business model, meaning it is an oil play company or a natural gas company. Also is the dividend payout sustainable. When can the company start hitting their debt target to start buying back their stocks like the other oil and gas companies.

Q: Curious to hear your thoughts on recent news. Would you be a buyer at current prices or sit and wait?

Q: Have room for one more tech - if you had to pick - PLTR or VRT. And why?

Q: What is your opinion of Money Lion? How do its prospects compare to, for example, SQ, STNE, PYPL or PAGS?
Thanxx!

Q: Good morning, you have said that DRX is a cyclable company. Where in the cycle would you say that they are these days, thanks?

Q: What are your thoughts about this after the big jump..I did not get in the ipo..but considering it..do you think this would be worth considering for a 5 year hold? Thanks. Shyam

Q: "NUTRIEN LTD FILES FOR MIXED SHELF; SIZE NOT DISCLOSED", can't figure if this is good, bad or nonplus? Could you provide some understanding please.

Q: GAMB stock price action has been unimpressive yet analysts seem very positive on its future within the realm of gambling stocks. Welcome your thoughts.

Q: Hi 5i, thx again for prompt feedback on my WELL Q's.

Here are a few comments from TD and RBC analysts, both positive, followed by my new Q.

RBC: WELL Health Technologies is well-set to create value, but RBC analyst Douglas Miehm says the market doesn't appreciate it. After a strong 4Q that largely beat expectations, the stock fell about 10% following an unexpected 8% rise on Wednesday in anticipation of 4Q results. In a report, Miehm says that "the market is currently underappreciating the long-term value creation opportunity in "transforming Canadian primary/Dx care, as underscored by our strong forecasted return on invested capital and internal rate metrics for recent acquisitions." He says that there are multiple
tailwinds in Canadian patient services and in diagnostics services to carry it in the longer-term.


TD: WELL Health Technologies shares were down sharply despite reporting better-than-expected earnings in the fourth quarter, but TD Cowen analyst David Kwan says this could be chalked up simply to algorithm trading patterns after the previous day's gains. Shares were down nearly 13% on Thursday to C$3.71 after reporting higher 4Q profit, a revenue beat and upgraded its outlook for the year. On Wednesday, shares rose 8%, and Kwan said Thursday's swing could be trading patterns playing out. "This could be a case of more algo-driven trading patterns," he said.

My Q: please expand on how impactful these "algo-driven" trading patterns are on stocks, especially small caps. Thx.