Q: I noticed you believe that the industrial and info tech sectors should be a focus in one's growth portfolio at the current time. Please give me your top 3-4 companies in each sector that you think would provide a nicely balanced sector representation in both the industrial and info tech sectors. As always, thanks in advance for your much appreciated guidance.
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Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: I would appreciate your opinion as to whether this stock represents a good risk/reward ratio at this time
Thanks!
PNT (CPI CARD GROUP INC)
Thanks!
PNT (CPI CARD GROUP INC)
Q: What is your opinion on ARE today and would you sell and what do you prefer in this space
Q: Do you think it is a good time to short CGC? Seems like everyone is in love with it's potential but lacks the numbers.
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Concordia Healthcare (CXR)
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Stars Group Inc. (The) (TSGI $37.49)
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Premium Brands Holdings Corporation (PBH $100.25)
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K-Bro Linen Inc. (KBL $34.62)
Q: I currently own Amaya and would like to sell and buy either CXR, KBL or PBH. How would you rank these 3 stocks for 2 year total return potential and why.
Q: Hi Guys,
My Consumer Cyclical allocation is 29% of my portfolio, the companies are CCL.B 4%, DIS 3.5%, HD 3.5%, SBUX 3.5%, BYD.UN 2%, GIL 2%, AW.UN 2%, MG 2%, CGX 2%, DHX.B 1%, AYA 1%, BOS 1%, NFI 1%.
I am holding AYA until the sale of the company and the only stock which I am below water on is BOS. Looking forward to your advice.
thanks
Jim
My Consumer Cyclical allocation is 29% of my portfolio, the companies are CCL.B 4%, DIS 3.5%, HD 3.5%, SBUX 3.5%, BYD.UN 2%, GIL 2%, AW.UN 2%, MG 2%, CGX 2%, DHX.B 1%, AYA 1%, BOS 1%, NFI 1%.
I am holding AYA until the sale of the company and the only stock which I am below water on is BOS. Looking forward to your advice.
thanks
Jim
Q: I would like your opinion of the following two companies. CRTO CriteoSA and MIND Mainstreet Capital. Your opinion of their investability, stability, growth, and all other criteria you deem important. Thank you.
Q: What would be on your top 10 list for high conviction takeover targets in the next 6-12 months timeframe. You can exclude CXR,
Q: I see the last comments on DDC are a little dated. Could I have your updated thoughts. On the negative side it is trading in the $11 range and has a major mine shut down because of a fire about a month ago. Also they expect to be down for three months or so to repair / replace equipment. On the positive side there is a nice yield and insider buying has picked up.
Thank you.
Thank you.
Q: Yikes ! Most all of my profits on this recent purchase gone in one day - Friday Aug 5th. Were the results that bad? Would love your view, Peter
Q: Just a comment... I've finally figured out how to view your entire segment on BNN... You may want to share with others (esp people like me who are really annoyed at the short segment/repeative ads format). I've gone to BNN.ca, clicked on videos, did a search on "Peter Hodson" and was given a number of videos - the length (time) of each video is listed in the bottom right hand portion of the screen --- look for length of about 46 minutes.
PS. Love what you do, and have increased my "wealth" for it!
PS. Love what you do, and have increased my "wealth" for it!
Q: I noticed Martin Ferguson is no longer at Mawer. Any idea why he is gone? The new guy has drastically reduced the Constellation Software position.
Q: Hi Peter & team: Re your answer to Peter yesterday, "Over a long period, sector allocation is in fact more important than stock selection." Please let me know what sector allocation should be, or reasonable.
Thank you and keep up with your great work!
Thank you and keep up with your great work!
Q: Can you explain the recent run ups on the stocks Organigram and Aphria? Are they just paralleling the excitement generated by Canopy moving from the Venture Exchange to the TSX? I feel like I might be missing the boat if I don't buy now.
Q: There has been a sharp sell-off in this stock since Jul 28 when they announced latest results. Were the figures that bad?
Thanks
Thanks
Q: I am currently hold Cervus in my TFSA at a large loss. Would a switch to New Flyer make sense at this point?
Q: my question earlier today- thanks
Q: Please comment on their Q2 financials as well as their forward guidance/outlook. Where do you see the stock going over the next year? Thanks.
Q: I would like to increase my investments in the Canadian consumer staple sector. I am looking for yield, but the sector doesn't seem exciting in that record. My only holding in the sector is North West Co. (NWC).
Q: thank you for your solid responses it makes a difference