Q: In the last 3 or 4 days DSG has been up approx 15%. Any reason that you see?
Sheldon
Sheldon
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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: Of the 2 mentioned above , would you own both or prefer one over the other? (please explain why)
Thank you.
Thank you.
Q: Hello,
I'm a long-term, buy-and-hold type but, like most everyone else, I'm losing patience with GUD, which I started accumulating in 2016.
If there's anything good to say about it, it is that its share price has held up fairly well during recent upheavals and overall market declines.
With that in mind, I'm considering pulling the trigger to raise funds, as I see other buying opportunities coming in to view and the opportunity cost to continue holding seems ever more painful.
Speaking of painful, I'll take a 30% hit, but doing so will free up decent funds for other purchases (likely TOI).
Is there a compelling argument to be made to continue holding GUD?
Appreciate your insights as always.
Marc.
I'm a long-term, buy-and-hold type but, like most everyone else, I'm losing patience with GUD, which I started accumulating in 2016.
If there's anything good to say about it, it is that its share price has held up fairly well during recent upheavals and overall market declines.
With that in mind, I'm considering pulling the trigger to raise funds, as I see other buying opportunities coming in to view and the opportunity cost to continue holding seems ever more painful.
Speaking of painful, I'll take a 30% hit, but doing so will free up decent funds for other purchases (likely TOI).
Is there a compelling argument to be made to continue holding GUD?
Appreciate your insights as always.
Marc.
Q: 2.95 at the time of writing. Was staying strong at 3.40 for awhile. Last two days dropped to this new low outta nowhere. Is this most likely a leak before q4 this Thursday.
Q: Hello team,
Considering the European home of TOI do you foresee any additional risk to its business model in the light of the devastating events in Ukraine(and Russia)?
Considering the European home of TOI do you foresee any additional risk to its business model in the light of the devastating events in Ukraine(and Russia)?
Q: I've held these thru the drop, and feel it's the least of the evils to continue holding, as they both have good revenues and margins.
is it too late to sell??
is it too late to sell??
Q: What are your thoughts on CAE at the current levels?
Q: what are the metrics you use to value TOI? what were these metric when TOI reached 143.00 6 months ago? what are these metrics currently at 82.00? you say that TOI at 82.00 is still expensive what future metrics do feel necessary to make TOI a good buy? thanks Richard
Q: Do you consider MG stock as a buy,hold or sell actually ? any comment on the Russian situation of the factories ?
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Canadian National Railway Company (CNR)
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WSP Global Inc. (WSP)
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TFI International Inc. (TFII)
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ATS Corporation (ATS)
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Thomson Reuters Corporation (TRI)
Q: How would you rate (1-10) these 5 industrials for new money today? Please include a brief explanation for the ratings.
Q: Why is gsy being punished so badly today?
Q: Please comment on the allscripts conference call.
Q: Would you have a proxy for BYD (to claim a tax loss) which has dropped just as much and would rebound once the market improves, within the industrial sector?
Thanks for your service
Thanks for your service
Q: How exposed are BRP and Magna to Russia? Any other companies significantly impacted? Which companies look like attractive entry price at this time.. would you wait or add if already held? Thanks.
Shyam
Shyam
Q: Hi Peter, Ryan, and Team,
I realize that Couche-Tard has only 38 Russian stores. Do you think that management will be under pressure (like Magna for example) to divest their Russian operation? If it happens, what kind of effect could there be, both to their bottom line, as well as loss of "good will"? For example, Couche-Tard operates in several former eastern bloc countries such as Poland.
Thanks in advance for your insight.
I realize that Couche-Tard has only 38 Russian stores. Do you think that management will be under pressure (like Magna for example) to divest their Russian operation? If it happens, what kind of effect could there be, both to their bottom line, as well as loss of "good will"? For example, Couche-Tard operates in several former eastern bloc countries such as Poland.
Thanks in advance for your insight.
Q: .Doo continues to drop from $129.98 H in 9/21 to current $83.07.Any reasons & is it affected by supply constraints. Read u recent positive comments. On Mar 3 ,NA has a $124TP with Outperform. Txs for u usual great services & views
Q: Parkland and GFL seem to both in steady slides -could you comment-
Q: Enghouse has been mercilessly and relentlessly whacked all the way back down to near its March 2020 covid-panic-selling lows, a feat unmatched by most of the hardest-hit tech stocks. At what point (price) do you think it could be considered attractive on valuation? I can withstand the volatility, but given its global exposure (especially Europe) do you think it is prudent to crystallize a 20% tax-loss on it at this point in time?
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Enghouse Systems Limited (ENGH)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
Q: This company is at March 2020 lows. Do you have conviction in this name or would you suggest putting sale proceeds into DSG, PBH or CAE for instance? I have plenty of IT exposure already. Thank you.
Q: Your thoughts on earnings released and overall on ENGH, please.