Dorel was recently recommended as a pick of the year in another service I subscribe to (sorry). Do you have any new thoughts on this company since the last report? I'd particularly appreciate a comment on currency exposure.
Q: I need a transportation stock. I currently only own TRN.US Trinity in that space. I seem to be torn between Trimac and Transforce. They both have high debt but Transforce
Seems a lot more expensive. I prefer to go with the one that has the most potential at their current prices. I realize that Transforce is safer with its size. I respect your opinion, thank you.
I am looking for a small cap company for investment. Can you give me your thoughts on either IMRIS INC, PARKIT (PKT) OR CORETEX BUSINESS SOLUTION. Is either one a good long term investment ?
If not, can you give me a one or two samll cap idea for long term investment.
Q: I currently have around $30,000.00 to invest. I am selling my losing stocks and taking the proceeds to buy into the equity model portfolio. I do already own some or similar stocks that you have listed. The ones that I do not own or have no sector weight in are CSU,DSG,FM,FSV,MDA AND SYZ. With this amount of cash which stocks mentioned here would be the best to buy. I do hope to buy all as more money come available. I do currently own some Stanec and Enghouse but both are at low weight
Thanks and I must say as other do that this is a great service and site and have enjoyed being a Canadian Money Saver subscriber for many years.
Q: Small play on stay at home health care. Does it have similar growth potential of a Patient Home (PHM)? Would you consider it currently overvalued?
Thanks
I have been holding TCN for about 15 months now and currently have a pretty decent paper gain. Just wondering what your exit strategy would be regarding this stock.
Q: Boston Pizza has a royalty income fund that pays a generous dividend. Pizza Pizza and A&W have similar funds, also with generous dividends. What's your opinion on these funds, are they fairly safe and what do you think of the sector?
Q: Hi Peter and Team,
My question is should I sell my 1000 TZZ (@20% loss) and use the proceed to buy 600 more on TCN which I only have 500 @24% gain .My commissions is $7.00 in and $7.00 out.
Thank you so much for you and your team's help, helping the little guy like myself.
Best Regards
Q: Good Morning Peter, Ryan, and Team,
My wife has Glentel shares in her RRSP account which, incidently, closely mirrors your Income Portfolio. Fortunately I had not yet purchased BCE shares for her account so the takeover of Glentel by BCE worked out great. Should she elect to receive all BCE shares in the hopes that, at the very least, she will get half shares and half cash ??? I really value your opinion on this subject. Thank you very much. DL
Q: In looking at the most recent results from SYZ it would appear that the stock is trading at 10x sales and an EV/EBITDA of over 25x. Do you not find this expensive for a company that only grew its EBITDA by 15% last year?
Q: SYZ is getting pounded today. would you say further negativity from the most recent earnings report? You mention it was decent and are optimistic about future growth... however, it's down nearly 15% right now. possibly, insiders selling? would you revise forecasts further down given their proximity to Alberta oil.
Q: Based on your experience, will you please give your opinion/evaluation of the latest news release. It seems there are some big criteria to meet next week and I notice Mr. Graf uses the word 'could' regarding completion. Does it seem more likely to you that the arrangement will not complete or can there be another extension? Any light you can shed on this is much appreciated. Thank you.
With the bank of Canada rate cut today and the subsequent drop in the canadian dollar i would like to get your thoughts on Gildan in terms of its exposure to the US market and your outlook for the company over the next 18-24 months.
Thanks!
Q: I know that you like Stantec as a good, solid performer. I own both Stantec and WSP Global, 4% each. My other holding in industrials is CNR, at 8%. (it's grown nicely and am loathe to part with it yet.) My question is: how do you think Industrials will perform in this environment. Seems like Stantec has been taking a rest for a while. I was thinking of switching Stantec for CGI group, which would increase my holdings in Technology to about 19%. I'm looking for a good company with a bit more "ooomph" in it right now, regardless of sector, but CGI's growth appeals to me. Your comments are always valued.
My wife's TFSA consists of AP.UN, DH, and KBL. There's also a small amount of CDZ where accumulated cash is deposited. Both AP.UN and DH are enrolled in DRIP's. For this year's contribution, we are considering either CXI or DHX.B. Given that DHX Media pays a small dividend and has a DRIP that gives a 3% discount, but CXI 'might' have higher growth (with no dividend) which stock would you think would be the best for this year?
Q: I have recently opened a TFSA for my girlfriend that I will be managing. I have it fully funded roughly $35,000 all in cash. I would like to build a high growth portfolio. We are in our mid 20's so risk and timeline are not an issue. Just wondering if you could give me a list of 5 names that you would start out with. Thanks
Q: Hi, could you please provide an analysis of Sylogist's results, released today. Should the drop in annual profit despite much higher revenues be a concern? Where do you see stock going in next 12 months? Thanks
Q: I know that you are favourable towards myt. But, would you consider it too risky to hold in a tfsa account, given that you would lose space and also could not claim a deduction if it lost value?
Thanks for the great service and congratulations on your award,Claire