I took a 1% position, total, in these 3 names about a year ago, as a speculative buy. They have all declined, rather significantly since my initial buy, making all 3 names less than 1% of my total portfolio. I have however noticed some recent relative strength. Would you move on or do you see this area as an interesting speculative buy? To note, I also own a 1.5% position in Illumina. Thanks as always
Q: Hi, I see that Knight is at a two year low. I like the company for it’s conservative ways, comfort if recession hits, and large cash position. (Has it ever given a one time special dividend while waiting?). I will be buying more in the near future.
Is now a good time to buy or would you wait and if it hits the low RSI ,as momentum is weak? I have a 4% position
Thanks,
Q: I have been waiting for the bleeding to stop on NVDA. Down over 40% and still falling, time to move on? I have about 1.5% in COV and thinking about bringing back up to 3% with selling NVDA
Q: There are two symbols PHMZF and PHM-X which appear to be for the same company which came about when PHM (Patient Home Monitoring) was wrapped up and spun out into two companies Protech Home Medical Corp and Viemed. PHMZF is on the OTC at .72 US and PHM-X at .11 CDN. What is the difference?
Q: Hi gang
What are your thoughts on Amarin today? Any news in the last month or two? It's quite interesting to me on a personal level but as a stock I am on hold for now but may dabble depending on your answer. I can handle some risk.
Thanks as always for all you do.
Would you place a company like Zoetis in a RRSP or TFSA and are you aware of any canadian companies in Canada that would be similar and if you could plse rate them?
Q: I notice that Raymond James has recently given an outperform rating to GUD. I am wondering on what possible basis they could do this? This is not just an idle question. Because if they know something that I don't know, I may buy more.
thanks
Q: I hold UNH in my US RRSP and RESP portfolios. With the recent decline and being in battleground with the democrates Medicare bill is it worth holding in these portfolios or is there a better US health care option out there? Considering there will be a lot of election noise later in the year.
Q: What is your opinion of this company? I feel like with social trends moving in the direction of "pets are more a part of the family" that people are willing to do what they can for their fur babies. Also with the trend of more meat and other live stock increasing in the diets around the world do you see this company as a good long term hold with the stock price increasing?
Thanks
Q: I saw your comments on GUD and they make sense. But if I told you I owned a stock that has been down 25 percent for 2 years and that it continually disappoints shareholders, (GUD took in only about 11 million in REVENUE last year, despite a market cap of 1.1 billion and 750 million cash sitting on the balance sheet. This is mind boggling, really) I think your answer would be that it's dead money and that I should move on. So while this might end up being a good long term investment for 'my grandchildren', it really doesn't seem to fit with your overall philosophy, does it?
Q: I have been looking at CVS in the last few days as a long term hold, the dividend is quite attractive. The share price has dropped to what looks like a 5 year low, the Forward PE is at 8.6. How would you evaluate the long term prospects of CVS? Could the large merger it has gone through make future dividend increases doubtful?
Q: Hi team,
I have been holding PLI for quite a while and I was down 50% as of a few days ago. They've been surging in the last couple of days and now I'm only down 38%. Is this the time to get rid of it or do you think there's a reason to hold on. Is there any news as to why they are moving up?
Thanks