Q: Hi, great job my portfolio is up, thanks.
I bought GUD for sector, management, cash position, growth (safety) etc.
They finally made an acquisition which looks ok.(no homerun?) still down ,bought at $8.50
Looks like an important quarter in March,if it is good all should be ok, if not ,it will not have the big cash backstop that it did in the past. Won’t this be a problem?
Getting a little impatient, if it is only a so-so or down quarter, is it not time to seriously consider an alternative? Or would you give it “another”3-5 years?
Thanks,
Q: Please advise the best 10 stocks from the 3 portfolios to buy today starting with the best. Your last recommendation to buy was on Dec 19 & on Jan 28 it was to sell Toy & trimmed Bep.un & Shop. Txs for u usual great services & views
What is the reason for not wanting to hold BEP.UN in a cash account as opposed to an RRSP or TFSA? Is it just because BEP issues a T3 late in the tax season? Or is there another reason?
Thanks 5i!!
Q: I was surprised to see Park Lawn go down over 5 percent today on the announcement of the ceo's departure. When i looked into it a little closer, i saw that Mr. Clark had taken a small company worth 30 million to one evaluated at over 900 million in just seven years. I see Mr. Paul Smith is filling in as chairman while they search for a new ceo. Is it odd that in that time they did not hire someone and groome them for the post? I can see the importance of leadership! Should we be worried with this transition?
Q: BEP's share price is up almost 4% today and it has been very strong over the past month or so. I know other alternative energy stocks have also been strong (e.g. NPI), but not as strong as BEP. What is causing the huge move in BEP again today? Any news or ideas? Are the l likely to have a share offering at these prices?
Q: Hello,
If I bought Brookfield on the US listing in my TFSA would I still get the full dividend or would it be subject to the 15% withhold? Is the US listing also going to do the 3 for 2 split?
Thanks
Q: Can you help me understand why SHOP went vertical (looking at the minute to minute pattern on the RBC website) Wednesday literally in a heart beat? Is the observation correct in terms of the 7-8% pop happened instantly? If correct how does this happen? Is this programmed trading? Would any regular folks have been able to buy it along the way up or did it just pop without any pauses along the way up?
Q: I just become member today and trying to familiarize with your contents on website.
What portfolio should I consider for TFSA and for my RRSP. I really like your BE portfolio but there are total 25 holdings. Leaving aside portfolio consideration, what would be your opinion/suggestion for me to buy in BE today for my TFSA. If you could suggest at least 7 to 10 holdings as I have all my TFSA contribution in cash (all of my 67 K so far) in Investment account.
Q: Is BCE overpriced at the moment? Would you recommend taking a partial position at this time or hold adding for now? I am an income investor with a 6+ year time horizon.
Thanks,
Grant
Q: Your recent report on KXS notes that the expected F2020 revenue growth is 11.1% and a CIBC report forecasts revenue growth of 17% in F2021. Both these estimates are below the expected F2019 revenue growth of 26% and lower than the 22.4% forecasted annual growth rate (to 2022) of the SaaS application market in supply chain management. In such a competitive market, forecasts of declines in revenue growth and forecasted growth which is lower than the market’s growth are not ideal signs and something to monitor. Have you picked up any explanations for the decline in forecasted revenue growth in F2020 and the overall choppiness of revenue growth?
Q: SU is weak in a terrible energy sector,currently $39.45 down from $45.08H on Jan 14. W.Buffett 's holdings for the Q ended Dec 31,2019 shows addition of 39.6% of SU to 15m shares Coronavirus is having a negative impact on oil price..Is this a good entry point? Thanks for u usual great services & views.
Q: Dutch Auction $39-$46.My p/p$55.96(2.5%position),current price $44.51.Thinking of buying some around $41-43.Your opinion please .Txs for u usual great services & views