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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 may be incorrectly expecting downward pressure on oil prices given the likelihood of reduced demand from recessionary conditions. As a result I plan on exiting my position in Suncor and moving the funds elsewhere in hopes of capital appreciation. I follow the Balanced Portfolio with a few holdings of some other names you like. Wondering if you could provide a couple of Canadian companies you feel are undervalued right now regardless of sector. Don’t need the cash again for 10 years.
Read Answer Asked by Chris on November 22, 2022
Q: I am interested in you Portfolio Change advice to sell the full position in Sylogist.

Would you consider that it has fallen in accordance to its current value?

Do you believe that the current price is not a “over-swing” of the pendulum?

Would your advice apply to both registered and non-registered holdings?

Do you see further downside to SYZ, or a shift in investment rationale and performance?
Read Answer Asked by Danny on November 22, 2022
Q: Hi, Hope you are able to provide your opinion on this company, after the CC and reviewing today's price action with about 20% drop on large volume. We have owned this stock for income for several years even with poor performance, lately, but liquidated half of our holding at the open today, with a small loss. ( at least capital loss can be harvested). Is there any rationale to continue to own the company, for Growth and if so, what is the level of your conviction with management's plan ? Thank You
Read Answer Asked by rajeev on November 21, 2022
Q: Hi team ,
Gsy is falling today. Earnings seemed good last week and I am seeing price target upgrades. I would of expected some strength here instead of sell off. Any reason for the negativity today? Should we be buying into weakness here ? Seems this company continues to be under appreciated and perhaps still relatively under owned. Would you agree this set up makes for great long term buying opp ? Buffett style focusing on fundamentals instead of market negativity? Thanks
Read Answer Asked by Shane on November 15, 2022
Q: If I was to request to have SHOP moved from a US account to a Cdn account - how does it work? If say i had 100 shares in a US account - would they simply add 100 shares to the Canadian account and equivalent cash for exchange or would they add the equivalent shares - say 135 to account for the foreign exchange difference?
Read Answer Asked by Stephen on November 14, 2022