Q: Why has Shopify been so soft lately. Down substantially today?
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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: Is it possible to get your 2 favorite names for each sector? One balanced and the other one more growth related? Thanks for great service.
Q: On Nov 28,BNS reported EPS of $1.65 vs $1.66 expected(e) plus offer to buy BBVA for $2.2b.For comparison purposes,CM(2.81 vs 2.59e),TD(1.36 vs 1.39e),RY(1.92 vs 1.87e) & NA(1.40 vs 1.38e).BMO reports on Dec 5.Reportedly,these banks are spending heavily on technology,& at the same time cutting costs.Heard through the grapevine that CM is revamping its system in order to increase both top & bottom line. Please comment on aforementioned offer by BNS.Is BNS still your top pick of the Canadian banks?Thanks for u usual great services & views.
Q: Your recent report on SaaS players excluded ABT as a "top pick" yet it was a top pick by Peter on a recent BNN appearance. I have been in the red substantially ever since purchasing ABT on that recommendation. What do I do?
Carl
Carl
Q: Please comment on the David Milstead article in today's ROB. He claims that ENB shouldn't be paying a dividend.
Thanks
Frank
Thanks
Frank
Q: Per the G&M today, Absolute has "...withdrawn a resolution for its upcoming annual shareholder meeting...in order to secure the support of Institutional Shareholder Services to recommend that shareholders of the company vote 'for' all matters to be considered at the meeting." Do institutions hold a significant number Absolute's shares and does this note indicate the company is being "encouraged" to modify its stance in order to retain institutional support? I'm holding a small position at break-even and am wavering on continuing to do so. Your insight would be helpful.
Q: Hi there,
I currently follow the BE Portfolio with a slight growth tilt. I have about 25 positions on, each starting with a 4% weighting. I have done very well few names such as SIS, SHOP, PBH, TOY etc. At what weighting would you recommend that I trim back positions?
Thanks!
I currently follow the BE Portfolio with a slight growth tilt. I have about 25 positions on, each starting with a 4% weighting. I have done very well few names such as SIS, SHOP, PBH, TOY etc. At what weighting would you recommend that I trim back positions?
Thanks!
Q: Gentlemen, any concerns over GSY's negative cash flow? Profits are growing nicely, but much of the gains rest in receivables.
Q: Would you consider Photon Control an Industrial or Tech?
Thanks.
Thanks.
Q: Your monthly balanced equity report states that the BE portfolio targets an annualized 10% return. This will obviously fluctuate and there will be good and bad years, but if you were to benchmark against say the S&P 500 (or any other benchmark if you have a preferred choice), what sort of alpha would you expect? After all, every equity investor strives for better than market returns right, otherwise we would just buy a low cost market ETF and be done with it.
Q: Please provide your comments on NFI's acquisition of ARBOC. Does this put then in direct competition with BUS?
Q: with opec holding the production cuts will this help wcp to recover?
Q: I have sold my positions in ENB and ZCL for tax loss reasons. I am wondering if I should look at other stocks to replace these now or just hold the cash and buy these back in January. I would like your opinion and suggestions. I have a very long time frame. Thank you
Q: Peter,
Is xtc a good buy for a 1 yr hold
KM
Is xtc a good buy for a 1 yr hold
KM
Q: I'm thinking of moving on here and an wondering what you might replace it with at today's prices. I also own MG and have done very well so don't need to stay in the auto parts industry. I'm a little light on industrials and materials so either sector would be fine. Thanks again for your valuable service!
Q: With XTC's growth slowing down and NFI's pullback, I am thinking of selling XTC and buying the equivalent value ( 4% of a balanced portfolio ) of NFI. I have a gain of 60% having owned XTC for 5 years. I am interested in dividend growth and stability in the business.
What are your thoughts about the prospects of these two companies 5 years out?
Thanks!
Rob
What are your thoughts about the prospects of these two companies 5 years out?
Thanks!
Rob
Q: I like dividends. The dividend for Enbridge is high. This can be a red flag. Why do you think it is high? Is it sustainable?
Q: Do you still think xtc.to is an undervalued stock? Underwater by 40% so would this be a good stock for a tax loss? It has a horrific chart for the last two and half years.
EPS .18 for this quarter represents a p/e of 13.6 which is a premium to mg.to mre.to and lnr.to. Are you still
Confident in this company or move on to else. It has been a serious underperformer in the sector.
Last 1 year
MRE.TO + 100%
LNR.TO +33%
MG.TO +30%
XTC.TO -4.5%
EPS .18 for this quarter represents a p/e of 13.6 which is a premium to mg.to mre.to and lnr.to. Are you still
Confident in this company or move on to else. It has been a serious underperformer in the sector.
Last 1 year
MRE.TO + 100%
LNR.TO +33%
MG.TO +30%
XTC.TO -4.5%
Q: Exco earnings appear horrible. Missed again! What to do with this puppy? Good dividend and appears cheap but no growth. Can it turn itself around? Has been dead money and lost money for a long time. Buy hold sell or buy more. Thanks.
Q: Exco Technologies just reported. Earnings look flat to PY, free cash flow improved .... debt reduction and sharebuybacks took place in the last quarter. What is your thoughts on performance, going forward business and valuation. Thanks