Q: Would you be comfortable with a 3% position at this time (new position) or should I wait until it settles a bit ? Also, can you please comment on the payout ratio, sustainability of the dividend and the quality of the management team. Will the current share price make it be harder for them to make new profitable acquisitions ? Thank you.
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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 have a 1% position in RHT that was purchased at a recent high { momentum ? }. I am down 15% and I am considering adding more or cutting my losses and moving on. The stock is in my TFSA where I expect reasonable growth over 3 years . Is doubling down at $2.00 a wise move ? Thank you.
Q: Does Magna do a lot of business in China? If not can you explain why the stock is being pounded today? I know it was downgraded, but would that really take the stock down almost 5% given how undervalued it already is?
Q: What is your reading of the quarterly and annual results? Has the investment thesis changed in any way?
Q: Please comment on NFI's Q4.
Q: Just fyi. For what it's worth, this morning Scotia Capital maintained their Sector Outperform rating, raised their target from $78 to $80, and said investors should buy on this dip. Apparently the market disagrees as the stock is currently down another dollar today.
Q: Any specific reason for today's drop in SHOP, apart from profit taking?
Q: Hi, could you please comment on the earnings release. They also had some comments on same stores sales growth and outlook - your thoughts please. Thanks
Q: Good morning!
Please comment on quarterly results
Thank you!
Please comment on quarterly results
Thank you!
Q: TV entered into an agreement with Puma on March 16 at a cost of $500,000. This is not that much money but is this a beneficial agreement for TV & its shareholders? It appears that the strike price for the shares & warrants is quite low but there may be more positive facts & conditions that have not yet been released.Is TV getting a good deal for this agreement or is so small it is inconsequential? Thanks as always,
Dave
Dave
Q: Can you determine how many of the last 8 quarters have been "misses" for ATD.B ?
Thanks. Joe
Thanks. Joe
Q: Is it time to dump Alimentation Couche Tard?
Q: In trying to determine whether ATD is now a buying opportunity. In terms other than " EBITDA was a big miss " and more along the lines of " We didn't sell any milk because the fridge wasn't turned on " . Why was there such a big miss ?
Q: Comments regarding earnings plse
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Teck Resources Limited Class B Subordinate Voting Shares (TECK.B $54.42)
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Magna International Inc. (MG $65.28)
Q: Hello Peter / Ryan and Team,
I have the model balanced portfolio other than KL for AEM, a tiny position in MG, and am still missing Teck.B. My thoughts for new money is to either get MG up to a proper position size (approx 4%) or to buy Teck.b for a 3% position.
What are the pros and cons of each. Thanks for all your hard work.
Wes
I have the model balanced portfolio other than KL for AEM, a tiny position in MG, and am still missing Teck.B. My thoughts for new money is to either get MG up to a proper position size (approx 4%) or to buy Teck.b for a 3% position.
What are the pros and cons of each. Thanks for all your hard work.
Wes
Q: I keep hearing about TOY being tied exclusively with Toys R Us but I have seen Spin Master toys being sold in numerous outlets including: Canadian Tire, Mastermind and Walmart. Shoppers even has some of their product like Paw Patrol.
It seems the recent decline has been a bit over done?
It seems the recent decline has been a bit over done?
Q: With the precipitous decline over the last 9 months, I can understand that your answers to recent questions on CGX are a little less than enthusiastic but I note you still include it in the Income Portfolio and still rate it at A-. Do you think the dividend is at all threatened or do see any other major negatives on the horizon?
Q: I have been researching Crius in great depth and I cannot find the cause of the price freefall. I am beginning to think there Crius might be impacted by the new Federal Energy Regulatory Commission guidelines on pipeline and electricity transmission line profits. Still, it seems a stretch the Commission would destroy an industry.
Can you help a drowning investor?
With great appreciation.
ED
Can you help a drowning investor?
With great appreciation.
ED
Q: Good morning 5i
Missing from my notes is the reason for opening a position in crius energy. I thought it was on a positive comment or portfolio inclusion at 5i. But I can find neither direct reference.
Would you please remind me of the attractiveness of kwh ......recognizing this is not a fortis or Brookfield size/risk type company.
What is it that is not working and dragging the stock price down?
Thanks
Dave
Missing from my notes is the reason for opening a position in crius energy. I thought it was on a positive comment or portfolio inclusion at 5i. But I can find neither direct reference.
Would you please remind me of the attractiveness of kwh ......recognizing this is not a fortis or Brookfield size/risk type company.
What is it that is not working and dragging the stock price down?
Thanks
Dave
Q: Hi Peter, bought more GUD today and have a quick curiosity question on what they do with all the cash reserves while they wait. It looks like ~$788M vs 142.8M shares = ~$5.52/share. I'm assuming that with that magnitude of funds they'd get a pretty decent rate/month; but is that what they do ? Also, what size ($) of company would/could they target with the amount of cash they have ? And, is the thought that any purchase would be NA based or does that matter ? Thanks.