Investment Q&A

Q: Good morning , Please comment on the last 1/4 Earnings report and your view on ABX stock. Its trading at an yrly, 3yr , and 5 yr low but its in a much better position now wrt Debt levels and the gold price staying above $2000 for the last 3 months near all time highs.
Thanks, George

Q: What is your opinion right now on commodities gold copper oil metals
uranium. Appreciate if you comment individual sectors if different dynamics.
also stocks for these industries if sectors are a buy

Q: Can you please give us your thoughts on CAMTEK and information about company. Do you consider as BUY OR AVOID. I am a long term investor.

Thanks for your great service

Q: Good morning, Please comment on the last 1/4 Earnings report. It appears that AEM is the best of all the miners but its still trading at 2016 prices , with the lowest AISC and minimal debt and excellent takeovers the last few yrs.
Thanks,
George

Q: My View! Bought my 1st. stock 50 years ago, and have owned stocks since, so i have had a lot of ups and downs over the years, but what i have learned is that people take too many gambles in the market and than have wipe outs or tax loss selling, when all they have to do is buy great companies that make lots of money. It is amazing how much your growth is if you do not have to write off these loses on IFFY companies. I love 5i for reading but sometimes i wonder where do they find these IFFY stocks, are they looking for another 1000% banger or a another tax loss seller. If you take Berk.B and only bought it 5, 10, or 20 years ago you would be very happy with just 1 stock, they do not buy IFFY and hope. The market will reward you over time, but Greed is hard to control.

Q: According to the T3 published on the CDS listing for 2023, the Return of Capital for 2023 for HBND was 70.7% and for HPYT it was 48%. I'm holding them in non taxable accounts so the source of the dividends doesn't matter, but isn't that level of ROC completely unsustainable and will just mean an erosion in the NAV?
thanks

Q: I'm looking at BIP and BEP primarily for dividend reliability and some growth. According to Morningstar, they both have very low return on assets (somewhat understandable given that they are very asset heavy) but also return on equity.

Normally, that would be enough for me to avoid the stock but they are both generally well thought of by analysts. What am I missing?

Thanks
Peter

Q: I have a half position in Meg, moving very well

I wonder if I should sell, add or hold
what would be a target price in 3 or 6 months time?
thanks
Michael

Q: Hello team,

Why would a company such as Docebo be priced so expensively in terms of P/E and price to sales and what about the major competitors in the LMS domain, do they also trade so expensively?

Q: I've owned EAGR for about a year and a half and I'm currently down more than 50%.
The stock price has been treading water under $1 for quite some time now.
How's the company doing and are there any catalysts that could lead to a rally?
Time to move on?
Thanks, Rick

Q: Is there any hope for this company over the next couple of years?
Philip

Q: So bad to warrant more than 15% down?

Thanks

Q: Hi, What 's your opinion on Howmet Enterprises ? Is it a good stock to start a position in the Industrials - Aerospace sector and if so, does $55 ound reasonable ? How is the current valuation, debt and orderbook ? BTW - The ticker could be updated as HWM, in 5i database.

Thanks

Q: Q: Hi, Could you please comment on C3AI earnings. Thank you

Q: Do you know what % of Open AI they own? What would you suggest as a good entry point for MSFT? Would you consider it a good proxy for Open AI potentially going public?

Q: Your comments on Magnite's latest earning release?

Q: What do you think of their latest quarterly report from Innergex? The market never likes to see a cut in a dividend , and reacted accordingly
.Are there better alternatives in the renewable energy space , and would you please rank them . i already own BEP.UN

Q: Please comment on BLD-US's forth quarter and year end 2023 financial results. Thank you.

Q: BEPC has only gone down long term, including recently during a rising market. Yet analyst targets and fair value assessments range from $39-$46. The yield is approaching 6% and I would expect it to provide a floor for the stock soon. How safe is the dividend? Would you be averaging down at these levels if you had taken a small position at higher (mid-$40’s) levels?

Q: Is this company worth hanging onto? What other mid cap gold producers would be a better choice?