Q: Do you view Whitecap's dividend as safe or do you think they will direct those funds toward more growth...thanks.
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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: Hi, I see other members are selling stocks for a tax loss. In my case I only have investments in my rsp, so will not be able to use this strategy. How much of the downward momentum on stocks like DOL and TCL can be attributed to selling for a tax loss? The recent negative market reaction to both of these stocks was quick and as you have stated possibly an "over reaction". How much of the drop can be attributed to sellers seeing the chance to take a tax loss. This is a part of the market I don't understand all that well. Thanks.
Q: Hi team,
Do you still see any upside and why the lack of interest in the stock? ECN has been dead money for over a year. Insiders have been buying agressively and almost 20% buyback. I am in at 3.63 and considering selling if the price remain flat after Q3.
Tx
Do you still see any upside and why the lack of interest in the stock? ECN has been dead money for over a year. Insiders have been buying agressively and almost 20% buyback. I am in at 3.63 and considering selling if the price remain flat after Q3.
Tx
Q: I am a 3 days old subscriber and I have few questions:
1. What is the event that would trigger a new report on a company that you already covered? Is it a rating change? ... or a periodical update?
2. How often (in average) do you initiate a new coverage for a new company?
3. Model portfolios do contain a lot of companies that you do not cover. Would you consider covering them? ... specially the ones that are NR, I'm not sure what to make of them.
If you consider that there are questions of interest for the public domain feel free to post the answers for general consumption.
Thank you
1. What is the event that would trigger a new report on a company that you already covered? Is it a rating change? ... or a periodical update?
2. How often (in average) do you initiate a new coverage for a new company?
3. Model portfolios do contain a lot of companies that you do not cover. Would you consider covering them? ... specially the ones that are NR, I'm not sure what to make of them.
If you consider that there are questions of interest for the public domain feel free to post the answers for general consumption.
Thank you
Q: I have a question about 323 .
Hi,
I sold a small position on GC for tax loss. I could do the same for TSGI (andl plan to buy back)? But I do not want to do that in case something good could happen in short term. I have a -25% on TSGI currently. Please let me know your thoughts. Thanks.
Shyam
Hi,
I sold a small position on GC for tax loss. I could do the same for TSGI (andl plan to buy back)? But I do not want to do that in case something good could happen in short term. I have a -25% on TSGI currently. Please let me know your thoughts. Thanks.
Shyam
Q: Are you of 2 minds on ATA? I get the sense you like the company which seems to be doing well including setting new highs recently. One the other hand your comments seem to suggest that you don’t think it is really a growth company. Maybe you feel the valuation is too high for a slow growth company?
I like the momentum, the sector and the management. In spite of what my iPhone says they don’t pay a dividend so I sort of feel they are a growth company after all. They appear to straddle manufacturing and IT. I suspect there must be some tie-in with the University of Waterloo which may help them stay on top of the technology race.
Any comments?
Thanks,
Ji
I like the momentum, the sector and the management. In spite of what my iPhone says they don’t pay a dividend so I sort of feel they are a growth company after all. They appear to straddle manufacturing and IT. I suspect there must be some tie-in with the University of Waterloo which may help them stay on top of the technology race.
Any comments?
Thanks,
Ji
Q: I'm curious as to what you think of Dollarama now that it’s fallen so much. The company's growth forecast was lowered, but I’m thinking with high household debt and rising interest rates, many people might shop there out of necessity. Do you recommend it as a buy at these levels, and what are the risks associated with the stock? Do you think it’s better to wait until December to buy?
Q: I assumed, along with some of your earlier comments, that the NAFTA resolution would provide some relief for stocks like NFI. It's concerning when a stock should be behaving better, but doesn't. . Any idea why the continued downward pressure? I know you will advocate continuing to hold, however, do you have a very strong conviction with NFI? Thanks
Q: Could you please comment on the acquisition referred to in CSU'S press release this morning? The CEO must have deemed the acquisition material to the company.
Many thanks, Peter
Many thanks, Peter
Q: I have been reviewing your Income Portfolio. We have decided to bring all of the assets remaining with an Investment Company over to our non-registered account. Tired of paying the high fees and realizing that the rate of return is less than what we have been achieving ourselves over the past 5 years, in part due to the advice received through all the questions and answers on various topics we are able to read each day!
Considering the markets today, would you invest in the Income Portfolio in total ? Over what period of time? What changes you would make? Your thoughts are greatly appreciated.
Considering the markets today, would you invest in the Income Portfolio in total ? Over what period of time? What changes you would make? Your thoughts are greatly appreciated.
Q: I noticed that insiders sold $51,322,547 worth of stock in the last 60 days. That would amount to well over a million shares in my opinion. Should I sell too?
Doug
Doug
Q: WONDERING WHY THE DIV YEILD IS SO HIGH FOR THIS COMPANY.
IS IT SAFE? DO YOU EXPECT ANY SIGNIFICANT GROWTH HERE.
I SEE IT IS IN YOUR INCOME PORTFOLIO SO YOU MUST SEE SOMETHING IN IT. DO YOU PLAN ON REMOVING IT OR TRIMMING THE HOLDING IN THE NEAR FUTURE?
THANKS
IS IT SAFE? DO YOU EXPECT ANY SIGNIFICANT GROWTH HERE.
I SEE IT IS IN YOUR INCOME PORTFOLIO SO YOU MUST SEE SOMETHING IN IT. DO YOU PLAN ON REMOVING IT OR TRIMMING THE HOLDING IN THE NEAR FUTURE?
THANKS
Q: PLC has been in a freefall since hitting a high in latter August. Are these latest acquisitions causing a debt concern. Any comments?
Carl
Carl
Q: Dropped from a high of 59.00. Today they announced a strategic partnership with internet giant Alibaba in China.
Has been dropping and I would think @this time of year it should gaining re Christmas season. Is there some warning signs here, and would indicate there may be problems coming down the PIPE
Has been dropping and I would think @this time of year it should gaining re Christmas season. Is there some warning signs here, and would indicate there may be problems coming down the PIPE
Q: Can I get your current thoughts on VNR, buy or sell?
Q: Hi Whats the story on the fine market sure did not like the news is there more to come ?
it time to exit
Kind Regards
Stan
it time to exit
Kind Regards
Stan
- CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B)
- Transcontinental Inc. Class A Subordinate Voting Shares (TCL.A)
Q: Transcontinental or CCL.B? At current valuations which stock is more attractive? Would you consider them in the same industry, more or less?
Thanks.
Thanks.
Q: VB finally showing signs of life again. I noticed insiders have been buying heavily lately with one of them buying 3/4 million in one transaction. Can you please tell me what the total insider ownership is? Also your take on the stock. Thanks
Q: Hi Peter/Ryan,
I was holding off buying MG and NFI because of NAFTA disagreements. Now that it is a done deal is it a good time to buy these stocks or future recession may have a bigger impact on the auto sector. They are trading close to 52 week low. Magna has dropped by almost $10 since July.
Appreciate your advice.
Thanks
Ninad
I was holding off buying MG and NFI because of NAFTA disagreements. Now that it is a done deal is it a good time to buy these stocks or future recession may have a bigger impact on the auto sector. They are trading close to 52 week low. Magna has dropped by almost $10 since July.
Appreciate your advice.
Thanks
Ninad
Q: I have 7% of my portfolio in ENB. Should I be concerned about dividends and further erosion in capital? For 2 to 5 years, should I hold it or sell it partially or in full? In case of selling, what should I replace with - a good dividend player with a moderate capital appreciation at medium risk? Thank you.