What is causing Topicus and Gladstone Land Corp to surge today (Friday April 8th) and Lithium Americas to decline when the recent news from USA was very positive on the metal. Thanks very much
Q: Peter; The following might be part of the reason the stock is struggling- re question from Curtis
Walmart raises truckers’ starting salary to as much as $110,000 a year. The pay bump, from $87,500, comes as companies deal with a shortage of long-haul truckers. Relatedly, the video game developer Activision agreed to convert 1,100 of its temporary employees to full-time status, a sign that workers might be gaining more bargaining power.
Q: I have been considering acquiring three of the above companies. I what order would you acquire for a balanced portfolio looking for combination of growth and income.
Q: I am considering buying shares in CNR. Can you give me some reasons why it might be a bad idea? A few positive would also help, but I want to make certain I understand any risks before I invest.
Thank you, I tend to recommend your services to others as I have found it very helpful over the years.
Q: Hi group need to get a bit more defense (I am retired) I am thinking recession is coming. Health care and consumer staples make sense do you agree? Presently I have $25,000 to invest in my TSFA..am thinking WMT, DOl, might fit .In consumer staples I already own Cost, L, PFE, Can you please give me your 3 top picks (in preference order) for for Health care + Consumer staples Mega Tech thanks
Q: Given that we are seeing increased inflation and many are predicting a recession in the next 12 to 18 months, what would be your investing strategy, what fundamentals should we look for, i.e. Earnings, or?? What sectors would you suggest for safety and what sectors should we avoid?
Q: Hi 5i,
Adam Gray who sits on the board of NFI just purchased $33M of shares recently. Can I get your opinion on the stock. Can they afford the dividend? Do you think they might cut the dividend?
Q: Hi,
Is there a good argument to buy a reit or a similar security as opposed to buying a rental property? I know that labour involved in maintaining, commissions involved in buying and selling can be high when it comes to buying a rental property. But in the last few years the capital gains from rentals have been high especially in the GTA area..Are the returns comparable?Thanks.
Q: Hello Peter and team,
Do you see BCE and Telus as over value territory as it seems investors are moving to safety driving up share prices.. I was thinking of selling some and buy back later time (i know it may seem market timing, but they have run up alot). If I did sell, what are the alternatives? Thanks for the explanation on BAM; the market call commentary was harsh. Lastly, would you consider Enerplus a good buy and is PE a good way to look at oil companies or is it mostly on cash flow? Thanks very much
Q: hi guys hope all is well
in the current market climate which would be a better buy and short hold term of 2 yrs .I realize they are very different but i am close to retirement thanks as always
Q: Part two of the spring clean up, sell ANRG and buy CJT instead. Little concerned over execution at ANRG, really like the fundamentals at CJT. Also have a position in GRN for sector exposure.
Q: In which order would you rate these stocks as the best buy right now in each sector or is there something else in each of these sectors Energy, financial, utilities that you would consider a better buy.
Q: Today you replied to request for your 10 US/Can highest conviction names and left off Google and BAM (my two largest positions). Is there a reason and if so why?
Q: Hi Everyone!!! I hold NFI at an 88% profit( bought it a long long time ago). Would I have a better chance for future growth if I swapped it for Dollarama? Thank you, Tamara