Q: Hi,the great team, thanks for your advice always. My question is if one wants to start a new position in a diversified portfolio, which one preferred : wft vs cfp, toy vs doo and why? thanks .
Q: I am looking for quality canadian companies trading on the us stock exchange. I have some us cash which I would like to avoid the exchange fee. I like canadian companies for the dividend tax credit. Or companies not paying dividend but offering good growth prospects. I already hold csu and tucows under us listings. is Enbridge a good candidate at this time? any other suggestions.
Thank you
Q: This article gives the best explanation I have come across about MERs. It includes some great comparative examples to show how the MER on investments can make a difference to your return.
Currently Canopy growth has about 40M in sales on 58,000 registered patients out of a possible 208,000 - that's about 28% of the medical market.
A recent CBC poll came up with about 8 million recreational users in Canada that would potentially buy pot once legalized. Given Canopy Growth's market dominance (and many other factors) it's not hard to see their sales topping $1 Billion/yr. within the next 5 years.
My questions: Would Canopy still be considered over-valued at their current market cap if their sales were $1 Billion? What's the minimum you would expect a company's market cap in the recreational marijuana sector to be if it had sales of $1 Billion?
As a follow up to my previous question, a 1-2 year hold was probably unreasonable so would you have any picks for a 3-5 year hold? I already own SIS and GUD for the long term.
Do you know of any companies where the stock price has tanked recently and due to solid fundamentals/management/cycles/etc you would hope to see a dramatic recovery? Basically, I'm looking for good companies with a great risk to reward ratio, for a 1-2 year hold....any Canadian stocks and maybe even a few US ones.
Q: Thank you for your suggestion of books to read on my earlier question. I really enjoyed "what works on wallstreet" and find the quantitative analysis methods really interesting and been applying them on my own excel spread sheets. Just wondering if you have any suggestions of books of similar nature?
Q: I normally wouldn't touch a stock in the marijuana area, but what drew me to Canntrust, TRST, are the people invested in it - some significant insiders it would seem - and the fact that it's not on the recreational side of the business. Do you have thoughts on this one?
Q: i am comsidering buying one of the above3 small cap with potential.
so i dont inc holdings i plan to sell one of my curent holdimgs VIZ
CBL HOT EFN . Appreciatee advice
Q: Hi there
I have followed UNS stock price for many years and like the company but it was always a bit expensive. I see it is hitting 52 week lows. Wonder why this is and whether it is a buying opportunity. Do you like it long term?
Q: I have US$ in a US account and I am looking for how to best allocate the money. I am a little light in industrials, but was thinking about adding NFI and CAE in CAD accounts, or is there a better US company to add to my portfolio.
Other options are:
Healthcare I have about 5% in GUD and CSH, but I could add a US company or ETF
Yesterday I read an article in the Financial Post that was talking about how the Liberal govt was planning on putting aside 25% of the existing total allowable catch of Arctic surf clams to issue a new license that will be open to expressions of interest from “Indigenous entities” from the four Atlantic provinces and Quebec. I hold shares in CLR and I'm concerned that this could be a potentially massive setback to the companies operation. Especially since they have recently been investing heavily in new ships.
Is this old news and already accounted for in the share price? Or do you think this is the time to sell my shares in the company?
Q: I have been learning about blockchain and crypto currency. Not highly educated on that field. I do understand it is very difficult to take a position in a company in that field. Was wondering if There was a company you were favourable on?
Q: I have a question about ZZZ.
The stock has been in a downward spiral since I bought in in early August.
What is you take on the reason for the daily drop in price.
Would you average down at this level ?
Thanks as always, Steve.
Q: Any insight or info on the ICC sell-off the last several trading sessions? Over a week removed from earnings release so would have expected to see that last week.
I know you're not huge fans of the sector and even less so on an Uruguay play but any intel would be appreciated. I do find it a more interesting option than the oversaturated Canadian players.