Q: I am wanting to add to my position in Magna but wondering if the company could be impacted by the Stronach family feud?
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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: I purchased Boyd a couple months ago at the top of the chart. It has been all weakness since and is down ~$10. Is there any reason to get out of it now based on the weakness? Did I just time it wrong? Or, alternatively, should I be adding more at these levels?
Thanks,
DG
Thanks,
DG
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CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B $86.51)
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Premium Brands Holdings Corporation (PBH $101.77)
Q: Hi Peter, Ryan,
For a long-term hold, is today a good entry point for PBH and CCL.B? If so, would you purchase a full or 1/2 position? If only one was to be purchased which has the best value and upside? One last question, are they best held in a TFSA or RRSP?
Please take the appropriate credits for our inquiry.
Cheers,
Jerry and Debbie
For a long-term hold, is today a good entry point for PBH and CCL.B? If so, would you purchase a full or 1/2 position? If only one was to be purchased which has the best value and upside? One last question, are they best held in a TFSA or RRSP?
Please take the appropriate credits for our inquiry.
Cheers,
Jerry and Debbie
Q: Good morning,
I have a question regarding tsgi. You guys have followed tsgi/amaya for quite some time with good success. Last quarter they guided lower and the market responded accordingly. Do you foresee them guiding lower again? Has there been any occurrences in their history where they guided lower but surprised to the upside? My gut tells me they were conservative in their last outlook. Comments? What is the street consensus?
Cheers
I have a question regarding tsgi. You guys have followed tsgi/amaya for quite some time with good success. Last quarter they guided lower and the market responded accordingly. Do you foresee them guiding lower again? Has there been any occurrences in their history where they guided lower but surprised to the upside? My gut tells me they were conservative in their last outlook. Comments? What is the street consensus?
Cheers
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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NFI Group Inc. (NFI $15.79)
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TFI International Inc. (TFII $144.98)
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GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI $36.25)
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