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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Would you be comfortable bringing VRT up to a full position? I currently have half a position and uncommitted funds to increase that to a full position. If you would prefer more diversity, can you provide three other suggestions for a US growth stock - not in the consumer cyclical space - for a TFSA? (NVDA already held.) Thank you.
Read Answer Asked by Maureen on March 22, 2024
Q: Down another 17 cents or 4.4% early at 10am. Were basically at a 52 week low. Do you think there should be a time where the regulators look into the trading at some point. Even if there was nothing nefarious I believe they could change or evolve trading in this high tech, AI enviornment. I don't want the general population to develop a feeling deception like the media got branded "fake news".

Business wise during the conference, I don't understand creating shareholder value by possibly selling Wisp or CRH medical. How would they replace all that recurring revenue.

Thanks Steve
Read Answer Asked by Steve on March 22, 2024
Q: Hi 5i:
These 2 are in my TFSA, AQN is down 15% and ATZ 27%, each are 1.5% of TFSA.
I am thinking it is time to move on. My reason is that I think it will take too long for these to "come back"
I know that this will be a loss I cannot claim.

What do you think? Any suggested replacements?
Thanks for all your work and analysis.
Read Answer Asked by George on March 22, 2024
Q: Does it make sense to buy Sygnity? (I own Topicus, Constelation and Lumine)
Read Answer Asked by Peter on March 22, 2024
Q: I struggle with ATS and KXS whether to sell or continue to see drifting lower. I know you suggest selling if something fundamental has changed for the worse. People commonly thinking ATS is a growth name, but their backlog is shrinking, still a growth name? Fundamental changed? KXS's growth is declining as well....when it will resume their growth? If sell them, what to buy to replace? Can I have your thoughts? Thanks.
Read Answer Asked by Lin on March 22, 2024
Q: I am down 48% with WELL after holding it for it seems like ever. It is time for this stock and me to part ways. Can you please suggest 3 Canadian stocks that are profitable with good cash flow and reasonable debt as a replacement. I already feel better having made this decision. Thank you

Further to my recent request for suggestions to replace WELL, please add a walk out the door valuation to the desired selection criteria. Thank you once again.
Read Answer Asked by Richard on March 22, 2024
Q: Hi, Any comments on Lumine Group NR about setting up a $310 mln LOC ? Good ?
May be, it demonstrates LMN Management's commitment for a more expedited growth path than its parent.

Constellation Software, if I remember correctly, set up their first Bank LOC, several years down the road after going public ( may be I'm wrong ), because Mr Leonard, for a long time, had not been a fan of debt, until the company raised the hurdle rate and made a shift towards looking for larger acquisitions.

Thank You

https://www.luminegroup.com/lumine-group-announces-completion-of-us310m-debt-facility
Read Answer Asked by rajeev on March 22, 2024
Q: I’m trying to figure out what’s going on with PIF. As a utility, I understand that higher rates have likely hurt the stock to some extent, but it’s approaching COVID lows. My understanding is that its dividend is only 33% of 2023 cash flow, so no worries there. Yes, its biggest asset is in Nicaragua, but that has not changed (it’s actually less exposed to jurisdictional risk risk as it builds out projects in other jurisdictions). Is there something I am missing?
Read Answer Asked by James on March 22, 2024
Q: Can you please update your opinion on STM? Is it an "Ai company" and if so, why has it not taken off like many of the others? They seem to be focused on "edge ai" which may just be their branding or is it a different way of commercializing AI than what companies like Nvidia do? When I last asked about it in July you seemed somewhat constructive on the stock so I'm intrigued as to what it may be lacking or missing in the minds of investors to cause it to sit out the recent rally. Perhaps it isn't AI enough? Your recommendation on its worthiness as a buy or hold would be appreciated as well as clarification that it is or is not really an AI play and whether that matters to the investment case please.
Read Answer Asked by Tim on March 22, 2024
Q: In answer to Pat's question on Mar 19 related to CDZ and the % in Financials and % in Telco's.

ZLB = 19% financials and 9% in telcos.

Also....use the 5iR chart and compare CDZ and ZLB. ZLB outperforms CDZ in the 3 yr, 5 yr and 10 yr timeframes by a wide margin and the charts are Total Return!!

I have held both CDZ and ZLB for years as a core conservative part of my portfolio....very little overlap in their holdings and both steady performers (although I admit ZLB is better).

Steve
Read Answer Asked by Stephen on March 22, 2024
Q: If you were expecting a bit of a market swoon and don't want to sit on cash what would you consider to be "defensive stocks" or "stocks that benefit" in downturns? I've tried options in the past with mixed (mostly not so good) results so that's not something I would like to do.

Thanks in advance-Dave
Read Answer Asked by DAVE on March 22, 2024
Q: EDGE AI - which stocks are aligned with EDGE AI? In your view, is this an important next step in the evolution of AI?
Read Answer Asked by sam on March 22, 2024
Q: Hi. I am trying to figure out how meaningful reported FFO numbers are for a company like Brookfield Renewable. When Brookfield invests in a solar panel project there is a large upfront cost that produces cash flow for a fixed period of time. If the solar panel project has a lifespan of 30 years, the FFO numbers would presumably be similar in year 1 versus year 29. However, the value of the asset would be much lower in year 29 than year 1. When looking at cash flow for a company like Brookfield how do you account for the finite lifespan of some of their investments?
Read Answer Asked by Craig on March 22, 2024
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