Q: Knight seems to be anxious to acquire the rights to ThetapeuticMD's new products as they have agreed to many success payments plus a $20M investment. Is this an exciting deal?
Q: I hold 2000 shares of ECI with a significant unrealized capital gain in a taxable account. I read in an RBC report that the offering of exchangeable shares "intent would be to provide a taxfree rollover" . Could you provide some explanation of how this would work. Thanks.
Q: If you don't choose to tender, will the stocks automatically be sold? if you aren't choosing to tender, should you wait or sell now? Sorry. I've no idea how this thing works: i was just stunned to see how much my ECI had gone up!
Q: I have a question about Shopify. I am down about 10% on the company. Would you be add more at current price level? How fast this company will growth in your view. Thank you!
Current portfolio is well balanced. Two sectors that are eligible for tops ups are materials and consumer discretionary. If you had to pick between wef and cliq for a long term hold, which would you choose to buy first?
Q: With the recent sale off. Am considering adding to SHOP(3 %) or initiating a position on CSU. Your advice would be much appreciated. Thank you. Fooklin
Q: "Valentine's Day"for many market darlings including the FAANG & its can.equivalent,the DOCKS(per Ryan).Amongst the wreckage,PHO stood out as a winner,up 5.46%.Premarket today PBH announced purchase of 62.6% of Yorkshire Valley Farms.But it dropped 3.45% today.Your take. Is this a good time to start a position?.Txs for u usual great services & views Peter Hodson on maket call,Aug 3
Q: At what stage do you think the pull back becomes overdone? Curious to know how far you think it will keep going down, to the extent anyone can say, and when it looks like a good buy? Thanks.
Q: Any reason why Shopify has sold off recently? It is my largest holding in a well diversified portfolio. I am not risk adverse but what in your opinion would be a maximum percentage holding for this stock.
Q: DOL seems to be going out of favor with investors as the stock is drifting downward. With the current thesis by many that we are heading towards recession, does it make sense that consumers will "shop" more at a Dollarama when that happens? Would you continue to hold on, add on further weakness or move on to something else? It is currently a 2% (Half) position.
Thanks
Q: Due to higher minimum wages, lower Canadian Dollar, fear of trade wars, ,Dollarama has been under pressure. As a result they need to increase prices to restore their profit margins
Do you think markets will react favorably if Dollarama increases their Ceiling price from $4.00 to $5.00 ?