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.
You can view 3 more answers this month. Sign up for a free trial for unlimited access.
Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
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
Q: I have a small position in MNW,p/p $11.45,so have a loss of 7% after big jump today following Q results.Your take on the results today please.Is it worth keeping MNW.If not,please,suggest a replacement.Appreciate your usual great services & views.Peter you were great yesterday-- your top 3 picks are up please other suggestions like SYZ
Q: Inspira just reported and initiated a 5.5% dividend. This was a shock.
What do you think?
Thanks.
What do you think?
Thanks.
Q: I have a 5% position in WSP and 2% in BOS and Im looking to add some industrial exposure. Would you add STN (has pulled back after today's quarterly results) or something else? Thanks, Neil
Q: Hi Team,
Following Canam last quarterly results or what look like a possible exit (or at least major repositioning) from the "Heavy Structural" Market and after the significant drop in the share price today in addition to the drop since the 32 millions hit announcement, it seems to me a good buying point to initiate a small position at the moment, what is your opinion towards taking a position in the company.
Following Canam last quarterly results or what look like a possible exit (or at least major repositioning) from the "Heavy Structural" Market and after the significant drop in the share price today in addition to the drop since the 32 millions hit announcement, it seems to me a good buying point to initiate a small position at the moment, what is your opinion towards taking a position in the company.
Q: This group currently is 16 % of an otherwise diversified portfolio (mostly ETFs representing global diversification), worth BAM (4%), BEP (4%), BIP (8%). BIP holding since its original spinoff. I am loath to trim any of these performers (isn't that a bit like pulling the flowers and watering the weeds?) - Long term comparative charts indicate that they are fairly correlated, however, so is my weighting in this group too big ?
Your team has the patience of saints !
Bob Nykolaishen
Your team has the patience of saints !
Bob Nykolaishen
Q: Is this a good entry point for Shaw Communications?