Q: Could you please provide an assessment of this company. Also risk rating and potential growth rating, Worth adding to a portfolio ? If so, what % of portfolio would you go to.
Q: I’m trying to decide which company to add money to for my TFSA. GoEasy has had quite the pullback from being over $200 not too long ago, and is cheaper than Propel. Can you make a case for which one you would choose? Thank you
Q: CM reported a low provision for estimated loan loss, while BMO reported a higher provision. My question is do all Canadian banks follow the same criteria to determine if a specific loan is bad? If not the same criteria, the amount of provision is quite subjective.
Q: Greetings:
I have held the above in my RRIF for quite some time, and under water. The interest is adequate, but eaten up badly by the loss of capital. I thought that as interest came down it would benefit the MIC'S, but not so!! What is the outlook for this one? Under what conditions would it improve? Is it just poor management?
Ive held APO for several years now and have enjoyed a nice run. However the position is becoming overweight and I may begin trimming. Today I read that APO will be added to the SP500 Dec23 and as far as I understand, when companies are added to indexes they experience an increase in valuation as being listed on Indexes require ownership by ETFs that reflect that INDEX. In this case would you wait and capture some upside with this listing or trim now?
Q: Good evening, how do you view these two stocks in light of upcoming tightening of immigration to Canada? Would this be a positive or a negative? And in Propel's case, would it be outweighed by attempts at international growth? Buy, hold, sell? Thank you!
Q: Please comment on recent earnings. You have been positive on this company in the past. What would be a reasonable entry point assuming you still like it and what would be your growth expectations going forward. Thanks.