Q: I understand from reading the latest report, your confidence in the company has come down considerably. How would you rate your confidence in management to turn things around on the revenue side and do you still consider the stock a good long term hold at these level? I had a full position but the stock has been down a lot in the last 2 years. I see many A ratings in your grade system but an overall B rating concerns me a bit. I am wondering if now is the time to move on to better opportunities? Thank you for your guidance.
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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: Can you address the lack of performance by Topicus?I know it’s venture listed…no analyst coverage….etc etc.Why doesn’t the company recognize this and change that?It supposedly has this great CSU leadership
Q: DND stock is badly broken. It has sold off even further during this tech bounce. Does this reflect a broken company or a mispriced stock?
Thanks.
Thanks.
Q: What are you expecting to see from Nuvei before you would consider adding to your position in the Growth Portfolio. Thanks.
Q: would now be good time to get into fertilizer? Can you recommend one? Thanks again. Dan.
Q: Would you buy Eglx at this level? Many thanks
Q: What's up with these guys? Decent growth and they are almost sinking to the 52 week low
- Constellation Software Inc. (CSU)
- Dollarama Inc. (DOL)
- Descartes Systems Group Inc. (The) (DSG)
- North West Company Inc. (The) (NWC)
- Alimentation Couche-Tard Inc. (ATD)
- A&W Revenue Royalties Income Fund (AW.UN)
Q: My son has saved up for a bit and has a decent amount of capital for his age. He has a TFSA but his investments are varied and not the best for a long term portfolio. We recently sat down and planned out a long term portfolio that would less risky for long term holdings. Would you guys change/swap, remove or add any from this portfolio of Canadian Stocks? TD, MG, BAM.A, ENB, SLF, FSV, T, FTS, CNR and TRI. Is the market also in a comfortable position to currently make a large investment of capital? Thanks.
- Toronto-Dominion Bank (The) (TD)
- goeasy Ltd. (GSY)
- Aritzia Inc. Subordinate Voting Shares (ATZ)
- ECN Capital Corp. (ECN)
- Trisura Group Ltd. (TSU)
- WELL Health Technologies Corp. (WELL)
- Converge Technology Solutions Corp. (CTS)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
- Topicus.com Inc. (TOI)
Q: What 4-5 Cdn Companies would go good with this group if looking to balance things out a bit (more growth focus vs income). A couple of stocks I had in mine include: BAM.A, DOO, MG, DOL. Do any of these stocks seem like they w/b a good fit/mix or our there others that you think would be better choices?
Q: TFII has jumped significantly in the last 6 weeks or so. Do you think this current momentum will continue or time to trim? Thank you for your excellent service.
Q: Everyone, appreciate your comments on the latest Toast quarter and also how it relates to LSPD. Clayton
Q: Could you comment on earnings, does growth look sustainable? A buy or what does one need to see in this company before we own it?
Q: Did Leon's recently report and if so, what were the results and did you think them favourable? Not all that long ago, the company was buying its stock back at $25; did they value their stock at the time? If they were reasonably accurate, why would you not expect the stock to return to that level? Thank you for your excellent service.
Q: What would you consider a good entry point for starting a position in SHOP? Thank for your ongoing support.
Q: Your thoughts on CCL Industries 2nd quarter results?
Q: Hi Guys
According to an update i received from Simply Wall St.
12 analysts covering this stock no longer expect the company to break even in the near future.
* They were expected to make a profit of 5.23 million in 2023.
* New consensus forecast suggests the company will make a Loss of 8.75 million in 2023
This doesn't sound very encouraging. What are your views?
Thanks Gord
According to an update i received from Simply Wall St.
12 analysts covering this stock no longer expect the company to break even in the near future.
* They were expected to make a profit of 5.23 million in 2023.
* New consensus forecast suggests the company will make a Loss of 8.75 million in 2023
This doesn't sound very encouraging. What are your views?
Thanks Gord
Q: Hello, your thoughts on the qtr, business performance going forward, price vs valuation - many thanks
Patrick
Patrick
- Dollarama Inc. (DOL)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- WELL Health Technologies Corp. (WELL)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
- Topicus.com Inc. (TOI)
Q: Hello, I have holdings that replicate the Balanced Equity portfolio with weightings being within about 1% for each stock based on the model portfolio. I have also aimed to hold a small number of stocks from the growth portfolio and currently have 1-2% for each of LSDP and WELL. I am considering adding 1-2% holding to SHOP, LSDP, WELL or adding 2% for TOI or DOL. I have a 20 year time frame.
I am leaning towards SHOP, TOI, LSDP for adding shares but am aware of my heavier weighting in the technology sector and am considering if Dolorama may be a good option at this time. With the war in the Ukraine and inflation, also based on my time frame, can you recommend which stocks you would suggest adding to of the ones listed at this time?
I am leaning towards SHOP, TOI, LSDP for adding shares but am aware of my heavier weighting in the technology sector and am considering if Dolorama may be a good option at this time. With the war in the Ukraine and inflation, also based on my time frame, can you recommend which stocks you would suggest adding to of the ones listed at this time?
Q: Hello
May I please have your take on the results of these 2 companies.
I thank you for your time.
Sincerely
Mike
May I please have your take on the results of these 2 companies.
I thank you for your time.
Sincerely
Mike
Q: Hi Team!
Can I have your thoughts on Gsy earnings? The headlines seem great to me, as usual! Not sure what analysts are expecting though …
Thanks,
Shane
Can I have your thoughts on Gsy earnings? The headlines seem great to me, as usual! Not sure what analysts are expecting though …
Thanks,
Shane