Q: With the new information released today by Brookfield around the Insurance company can you explain what it means. I'm a little confused by the details. It doesn't sound like a spin off where shareholders will own shares in the new insurance company. Also 1 share for every 145 Brookfield shares? Thx
Q: Good morning, considering TFII being a cyclical stock, at what stage in the cycle would you say it is in these days? In other words if i bought it now hopefully it's not too late in the game, thanks
Q: I see you are sitting on over 7% cash in the Income Portfolio. Any plans to deploy these funds in the short term....or is this strategic?
I notice the Balanced Portfolio is at 1% cash, while the Growth Portfolio is at 6% cash.
To my way of thinking, I can understand the Growth Portfolio having a higher cash balance due to the more volatile nature of the fund and wanting more cash, so as to take advantage of opportunities that may arise. But...I would have thought the most conservative fund, the Income Portfolio, would have the least amount of cash, so as to generate the most income at the steadiest level.
Q: I am up 141% on this stock and it is approaching 7% of my Canadian stock portfolio. While I do not need to sell a portion of it, does a 7% size begin to concern you?
Q: Concerning tfii question of John the 7th june, i think it is due to a downgrade from BMO : https://www.lapresse.ca/affaires/entreprises/2021-06-06/l-investisseur-avise/une-premiere-chez-goodfood.php
I did a quick google translate on tfi section ;
Up about 75% year-to-date, TFI lost support from BMO this week. Analyst Fadi Chamoun on Monday withdrew his recommendation to buy the stock in Montreal-based trucking company formerly known as TransForce. The upside potential is limited, he said, although future results could be wow. "Much of it is already discounted at the current price," he believes.
Q: An Analyst today says time to sell MG while you can. I realize that recommendation to sell and buy are what makes a market. Maybe trying to drive market down for an opportunity to buy.
Q: Hello… I didn’t see a response so I am resubmitting the question below just in case. Thank you for your help.
I read your report on Topicus. Thank you for putting this together. In the report you state Topicus trades at 10 times sales, however, in the peer analysis it states the price to sales is 3.73. Can you please help me understand the discrepancy or what my misunderstanding is?
Also, I very arbitrary question, but just looking for your opinion - at what price is the stock a generational opportunity and at what price is the stock a bargain?
Q: What are your thoughts on Well’s acquisition this morning? Also, can you please explain the financing? They mention the 9.80 stock and vendor take back.
Q: What are your thoughts on LSPD ? I'm up 93% on this stock. It doesn't seem to be making any money yet. With the economy starting to open up again it should get stronger. Should I hold or take my profit ? It is only a small percentage of my portfolio.
Q: Any reason for the welcomed huge(8.84%) rise to $3.20(H $3.31) on Jun 4 on great volume of 1.2m(373k average).Please comment.Txs for u usual great services & views