Q: In your answer to Denis on April 26 you mentioned some "safe holdings" when a recession threatens. What areas would you suggest and some good stocks to hold? Many thanks.
Q: Hi Folks,
I am in the process of tweaking my portfolios in case we have a recession or we go into a bear market. I am thinking of selling CTC.A MCD and WSP and buying COST, DOL, L and adding to ATD. Your opinion is greatly appreciated.
Thanks
Q: How would you position your portfolio for an environment of deglobalization? With what has happened over the last few years, do you think the world is moving towards deglobalization?
Q: I am considering uranium exposure as a long-term part of my portfolio. What do you consider to be the advantages between a position in the commodity itself (for e.g. through U.UN) versus an equity like CCO? In the equity space, would you suggest a basket of uranium miners, or simply go with CCO?
Q: These 2 darlings are now ugly ducklings. Not long ago,Shop was the biggest company in Canada overtaking perrinnel leader,RY. Recent drastic drop from $2228 H to $658,1year Low.Any reasons for the 14% haircut today besides news that it is in talks to buy startup,Deliverr. Think market does not like this type of acquistion nowadays as it will likely increase its losses & prolong its plan to profitability in this market backdrop.Is this a entry point or more pain to come. Txs for u usual great services & views Is this an entry point for GSY which got hammered today too & trading near 1yr low.
Q: I have held this company for about 5 years. Early on they paid special dividends on top of its regular dividend, which at the current price yields 4.8%. The price has had a strong run YTD and I am close to breakeven. I am looking to switch this money into either GSY, FSV, WSP, ATZ, CIGI, or TFII as I would like to take advantage of the weakness in these growth stocks. Is it time to sell the position or do you think it has room to run with the move into safe staple stocks? It seems if it can break $20 it may run quite comfortably to $22. Can you rank my list according to safety and growth prospects. Thank you.
I have some cash sitting around and would like to build a portfolio.
There are few names that I selected, the goal is to have a stability, potential growth, dividends and maybe some covered options selling opportunities. I will hold these in my TFSA.
What do you think of the names? What would you add? What would you recommend.
Q: Hello Peter, Could you tell me which sectors are doing well in Canada and the USA and how long will they be in favor ie:- 3 months, 6 months 1 year etc.
Thanks.
Ivan
Q: Does Energy sttcks have room to grow.Which stocks Would you reccomend,Why NXE-T is going down today when all other energy stocks are up. For a risky trade which energy stocks you fill has better room to grow?
Q: Hi, I just finished reading your report on TFII which outlined it’s history of acquiring smaller trucking companies within the fragmented trucking industry. Got me too thinking about the probability of TFI making a bid for Titanium Transportation. Do you see a takeover as a possibility why or why not and the probability on a scale of 1-10 whereby 10 is most likely.
Q: 2 questions? 1).Any reason why Equitable Group has been plunging lately ?
2) Paypal has come down a lot. They have been changing there target for long term growth and the CFO has recently resigned .It is still not cheap with a p/e 28.6. the forward p/e is 21.9 is not bad. Buy, sell or hold. Thanks
Q: In these uncertain times and likely to continue for another year or so, me, pondering - what are the key metrics or factors that I should be following/focusing on to assess the ongoing health of the stocks held in my portfolio???
Your take/suggestion would be much appreciated ........Tom