Q: What is the reason that there are no ratings for some of the companies in your portfolios? In this case, what make them the candidates to be in there?
Thanks in advance!
Jane
Thanks in advance!
Jane
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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.
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NFI Group Inc. (NFI $18.19)
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TFI International Inc. (TFII $123.24)
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GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI $32.25)
Q: Would you see a switch from NFI to GDI as worthwhile right now for a growth-oriented portfolio? Also considering TFII.
Q: markets seemed to like the numbers. does 5i have any additional comments Thx
Q: why pki selling off, a bought more when it was down 5 for a brief second, earnings seemed fine. dave
Q: GC reporting Monday...thoughts?
Q: If not asked already, your thoughts on PKI's earnings and outlook for future.
Q: As a follow up to a question on CLS, which stocks in the three portfolios are on your "intensive care list" for monitoring, or do you keep a close eye on all the holdings?
Q: Is this a good time to take a position in this company
Al - Mississauga
Al - Mississauga
Q: How much stock do insiders hold in the company.
Garry
Garry
Q: I would appreciate your thoughts on the weak price performance of PBH stock. PKI by contrast is much stronger although the metrics of PBH are at least comparable. For example both have high debt over 120% of equity. Both have forward earnings growth over 30% and both trade on a forward PE below the 5 year low PE. The big difference is the price action. PKI trades close to median price that analysts estimate for next year whereas PBH is well below those estimates. I am assuming you prefer the good price momentum of PKI and, all being equal, you would go with PKI despite the apparent better value in PBH? Your thoughts would be appreciated.
Mike
Mike
Q: For your model portfolio percentage returns, did you include the dividends as part of the returns?
Q: Would it be the right time to drop CLS and what would you replace it with ?
Q: Can you give me the lowdown on Toy I am under water and need your thoughts also when do they report. Thanks
Q: Can you let me know what you think about OTEX quarterly earnings and as a long-term holding. Looks like low on revenue but a beat on EBITDA and EPS. Plus a $310M cash acquisition. Aftermarket down over 7% (of course)... is this an over-reaction in your opinion?
Q: I follow your balanced equity portfolio. Should I sell SJ and buy TFI. Also do you see wcp bouncing back if oil goes up and there are more pipelines?
Q: Having read todays word from you on DOL, would you be buying at this time. Also would one be adding to BNS. Presently have a partial position but wondering about the next few years and loan defaults. Regards
Q: Estimated EPS & Revenue please Reports on Nov 9..Missed majority of estimated EPS since Q1.Opened 5 weed stores in Nov.reportedly demand outstripped supply.Your comment please.Txs for u usual great services & views
Q: Sis had turned south since its announcement of 17% increase in Div.plus guidance for 2018 & 2019, & H $20.91 on Sep 20. Releasing Q results on Nov14 .Note that it missed estimated EPS 4 of last 6 Qs.Will it meets estimated EPS & Rev @ next report? Txs for u usual great services & views
Q: Loving your content! One question --- for an investor with a 20-year outlook who is using a tfsa, do you recommend dividend stocks and your income portfolio? Or are your income recommendations specifically for investors with short-term income goals and tax requirements.
Q: Spruce Point has written some quite negative things about Dollarama such as saturation of the market, more competition than expected or mentioned, buying back stock at inflated prices to line the pockets of upper management & buying the distribution centre in the east of Canada rather than building one in the west to enrich the family that began the business in 1992.I'm down a ton on this stock so I'd appreciate your comments on the above accusations. They value the stock at $25 with hopes at best of it going to $43.00. Thanks as always for your valued insights.