Q: I don’t like to add to my losers but the price drop of SIS makes it tempting. The stock is still an expensive one but do you think the dividend will start to give it some support? I’m concidering bringing this back up to a 2.5% position as I feel there’s lots of growth potential and I have a long time horizon.
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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: Do you see a possibility of a takeover ?
Q: Sis recently reported AGM vote results and there were significant witheld votes for the 3 Bourassa members of the board, and highest for Robert. At the same time, performance continues to be good (as you note in recent report update). However, your full report notes key person risk for the Bourassa's. What can you tell us that would explain the withheld votes? Is this a trouble signal?
Q: I own PBH and bought at the high end so still under water. It is a 3.5 % weight in my portfolio. Do you think it would be ok to average down and bring PBH to a 4% holding or just hold at the 3.5 % ?
Thanks
Thanks
Q: With the recent run up of LSPD, would you buy it at today's price or wait for a pullback. If you suggest wait for a pull back, at what price would you buy in at.
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $222.34)
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Block Inc. Class A (SQ)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $18.95)
Q: What are the company's that compete directly with Lightspeed?
Q: Comment.In my eyes,the huge increase in price on June 7 is partially due to 5i.Recently it was report that Amazon is ditching the smaller companies which have & should benefit Shop & LSPD
Q: Is the price action on Shop rational??. Seems to me if you own it may be time time to run for the hills
Q: Has insider selling increased since the runup in price for Shopify? If so, is this a concern?
Q: Hi, Stock is rallying 12%+ today. Nice.. Any insights ? Or is the 5i research effect, as stock was added to your Growth potfolio, just this week ? Thanks
Q: Hi,
I am extremely underweight the utilities sector, so would like to buy one utility.
I like the geographic diversity of BEP.UN and that you have it rated as “A”.
Would this be your top utility pick?
I’m not concerned about dividend yield or even total return, so much as which utility will come through the next economic downturn with the least damage.
Thanks,
I am extremely underweight the utilities sector, so would like to buy one utility.
I like the geographic diversity of BEP.UN and that you have it rated as “A”.
Would this be your top utility pick?
I’m not concerned about dividend yield or even total return, so much as which utility will come through the next economic downturn with the least damage.
Thanks,
Q: Been watching with concern the money laundering issue bite into GC's perceived prospects and wondered if TSGI was affected in any way by the issue, or does TSGI business methodology preclude this difficulty? Thanks
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CAE Inc. (CAE $38.24)
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Parkland Corporation (PKI $39.84)
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TFI International Inc. (TFII $121.77)
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Boyd Group Income Fund (BYD.UN)
Q: I own all the BE portfolio except the above four stocks. In what order would you buy the remaining four stocks?
Q: AFN has just been part of your income portfolio and already has lost almost 10% of its value.
What went wrong with your analytics?
What went wrong with your analytics?
Q: Can you provide comments on Transcontinental results?
Q: Hi 0 What us your opinion of MX got the next 2 to 3 years?
Thanks
Thanks
Q: Sorry, but another follow up on Great Canadian. If the earnings outlook for the next 2 years is essentially flat, what's the incentive to continue holding the stock in the short-term (say 1-2 years)? Is it the hope that continued share buybacks from good cash flow generation will increase earnings per share beyond what's currently in the analyst estimates? Is it the hope that they can improve operations, expand or acquire new businesses and improve earnings per share beyond what is currently estimated? Are there other things that still have you excited about the stock? Is it worthy of a 5% position in a 20-stock portfolio?
Q: HWO's Q1 results were hardly encouraging, but in view of its dividend, its lack of debt and its long operating history (inc. near-death in 2009), is there a price at which it becomes interesting - or is it just as likely to keep eroding to tax-loss season?
Q: Good morning:
Getting hammered on this one, down 26 percent, should I continue to hold for the long haul.
Thx
Mark
Getting hammered on this one, down 26 percent, should I continue to hold for the long haul.
Thx
Mark
Q: I f one had cash for one on the three new selections., which would it be??.