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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: I've been reviewing CSU's shareholder letters and kicking myself that I didn't find such a legendary CEO 15 years ago. The letters make it very clear how much of a unicorn ceo the guy was/is. Which got me thinking, are there any early stage Mark Leonard's out there now that are the kind of ceo's you want to bet on, but younger and their companies are less developed. So my question is, if you had to bet which current CEO's of companies in North America under $10B are likely to be extremely successful based on their business acumen, and shareholder friendliness. Which CEO's would those be (the next Mark Leonard's)? Thx
Read Answer Asked by Adam on July 21, 2023
Q: I'm interested in starting positions in companies involved in the push to a more energy efficient future. I've had a look at CCO AND ALB and I'd appreciate your opinion as to which one is the better choice currently. Also, is it too early to be taking positions in these sectors or are these companies capable of strong capital gains in the next year or two? Finally, do you think there are better companies to invest in in these sectors?
Read Answer Asked by Les on July 21, 2023
Q: With the Coastal Gas Link pipeline getting close to completion. Which energy companies would be prime beneficiaries?

On a related energy question, when is the Trans Mountain pipeline expected to be completed and are there any energy companies who stand to benefit the most? Will this pipeline help close the gap in price with WTI?
Read Answer Asked by mitchell on July 21, 2023
Q: Peter,

There seems to be some love returning to the beleagured Canadian small/micro cap stocks. Given how much they have declined, it looks like there is decent upside if the recovery continues.

On this note, do you see STC as a name that has not yet joined the party (with PAY, NVEI, LSPD, DTOL, DCBO, etc., already on the move) and has some decent potential here?

What would be your top three picks in this space at this time?

Thanks for your outstanding service,

David
Read Answer Asked by David on July 21, 2023
Q: Peter; The perennial “ bear”, aka Rosenberg, basically just trashed the BOC last rate bump, saying the 2% level , they want is there. Could you comment on whether you agree or don’t and why ? Thanks.
Rod (;Publish if you wish) .
Read Answer Asked by Rodney on July 21, 2023
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