Q: Greetings: I still hold ENL from back in the Paladin days. It and Knight (GUD) make up about 3% each of my portfolio. Endo's quarterly statement seemed fairly positive to me, but the stock dropped significantly. Is it in the same boat as Concordia and Valeant. In other words, should I continue to hold it, or is there some problem. If you say it is similar to Concordia, I will probably just keep it. Thanks, as always, for valued opinion.
Q: PLI has had some positive news lately and stock seems to be responding well. Do you think the news supports the current value and would you recommend it as a buy at current levels.
Thanks
John
Q: Peter; Can you update your Oct comment on QSR since their earnings report? It seems to be heading down each day on high volume - would you add to a position at these levels? Thanks.Rod
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Asked by Terrance on November 06, 2015
Q: earnings reports out yesterday for both of these companies. They comprise about 15% of my portfolio (I know, don't ask !!). earnings were there for both so better than a loss...should I continue to hold. Tourmaline mgmt. is adored (seemingly) but limited info on ESN....
Q: May I have your updated view of TS.B as an aggressive speculative play? What is your view of their third quarter results? I know it is early, but haw do you think their integration of VerticalScope is going and will it have a positive impact to stop the bleeding?
Q: I currently have no exposure to the health care sector in my portfolio. I'm looking for companies that pay a bit of a dividend which is sustainable and have the ability to provide some steady capital appreciation. I realize that American stocks are not your expertise, but keeping my criteria in mind and watching what's going on with Canadian health care, I would appreciate your opinion on three American companies. Gilead, JNJ, and Walgreens.
Looking to the future, which of these companies has the best prospects? (keeping capital gain and dividend growth in mind)
Which 2 Canadian companies who you add to diversify my health care holdings?
Thanks for your guidance.
Q: Do you think these small cap health care can bounce back in a 3-6 month period or do you think there is a possibility they could drift sideways and down for a longer period of time,is part of their problems the headwinds of valiant and Concordia thank you.They make up about 15% of my portfolio.
Q: Imagine an investor setting up an RRSP with $15k, a 30 year time horizon, a desire to keep it simple (CAD ETFs), an ability to sleep at night when markets are down and a desire for a somewhat aggressive strategy. What CAD ETFs would you suggest as a portfolio? Thanks as always.
Q: Hello Team, I have bought a position for My TFSA, was wondering if you still like this venture stock as it has cooled off a bit the past few days? Thank you for your help, Herb
What is the business model. What is potential growth of the company. How much insiders own the stock. Do you think long term (3-5 years), the company will be around. Thanks.
Q: I have been watching the following three L-Brands, Ross Stores, Nike for about a year now,and I can not decide which one to invest in. Therefore, I would like any help you can give me to decide which is the one going forward.
I have been reading many more articles recently regarding the macro trend toward organic and non anti-biotic raised food. Major food chains such as A&W (thanks very much for the investing idea!) and now McDonalds (large restaurant chain in the world) offering meals with non anti-biotically raised animals.
Can you please provide your perspective on this as well as the best way for an individual investor to participate in this macro trend. Please provide best equity or other opportunities in this space either in Canada or in US.
Thanks as always for the independent perspective you provide!
"Gildan has significant exposure to cotton prices, which can have a big
impact on the bottom line. The company says fluctuations and volatility
in the price of cotton and polyester fibres is a big risk."
Is there any reason the company would not hedge these risks through cotton futures or even oil futures (for the polyester price risk)? It seems to me that this is exactly why these futures exist, to serve the producers and smooth their earnings cycles. Thanks, J.