Q: Why the large drop?
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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: Do you have any thoughts on the new CEO of High Arctic Energy Services?
Q: Do you see ENB as a potential tax-loss selling candidate for the remainder of this year, despite it not being on your list in your recent blog entry on the topic?
I have a 3% portfolio weighting of ENB in a taxable account and still wish to hold it long term, however as I have a small (7%) loss I'm contemplating selling it and buying it back at the beginning of January or thereabouts to offset some of this year's capital gains. Would you advise such a move for ENB right now, or is this all a bit too fancy (and/or risky)?
I have a 3% portfolio weighting of ENB in a taxable account and still wish to hold it long term, however as I have a small (7%) loss I'm contemplating selling it and buying it back at the beginning of January or thereabouts to offset some of this year's capital gains. Would you advise such a move for ENB right now, or is this all a bit too fancy (and/or risky)?
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Sylogist Ltd. (SYZ)
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TELUS Corporation (T)
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WSP Global Inc. (WSP)
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CAE Inc. (CAE)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Spin Master Corp. Subordinate Voting Shares (TOY)
Q: have a little money since I sold TOY do not have above stocks. Following your balanced portfolio. Should I buy 1 rebuy TOY or hold? Also what are the future prospects of SHOP
Q: When is SYZ reporting & expectations?Thanks for u usual great services & views
Q: Hello,
ECN.TO keeps dropping in price every day so it is a frustrating hold from higher levels. I was wondering if you think it has the potential to become another GSY.TO in time in terms of returns?
Thank you.
ECN.TO keeps dropping in price every day so it is a frustrating hold from higher levels. I was wondering if you think it has the potential to become another GSY.TO in time in terms of returns?
Thank you.
Q: Please comment on earnings. How does it look going forward?
Thanks
Thanks
Q: I see insider selling - Does this look serious ?? Thanks Jim
Q: Please comment on earnings? Thx
Q: I have a follow up question to your reply on a question earlier today on Photon:
" PHO has just broken out to a new high on good volume. Typically, this would not be a good time to sell after such a good move. There are no guarantees, of course, and it will fluctuate a lot, but we would view it as a 3 to 5 year position."
What are realistic expectations of returns for holding for his time, how do monitor the results and what flags do you/we look for if the growth is not working?
Thanks
" PHO has just broken out to a new high on good volume. Typically, this would not be a good time to sell after such a good move. There are no guarantees, of course, and it will fluctuate a lot, but we would view it as a 3 to 5 year position."
What are realistic expectations of returns for holding for his time, how do monitor the results and what flags do you/we look for if the growth is not working?
Thanks
Q: Hi team,
This question is probably going to highlight my ignorance in this area only, but I am going to ask it any: Would it make sense for CSU to take over DSG in a mega deal? Would there be any synergies from a friendly acquisition? If yes, why CSU is not interested in DSG? or similar large Canadian software companies?
I have both and not sure if there are any advantages in keeping both.
Your feedback and insight is much appreciated.
This question is probably going to highlight my ignorance in this area only, but I am going to ask it any: Would it make sense for CSU to take over DSG in a mega deal? Would there be any synergies from a friendly acquisition? If yes, why CSU is not interested in DSG? or similar large Canadian software companies?
I have both and not sure if there are any advantages in keeping both.
Your feedback and insight is much appreciated.
Q: Following your balanced portfolio and have CLS and PKI in my investment account. Should I sell them before the end of the year and take a loss for tax purposes and rebuy in the new year?
T Steve
T Steve
Q: Can you provide any update on GPS, I understand a number of senior officers have recently been replaced.
Q: Hi...who are the competitors of Photon control ?
Thanks.
Thanks.
Q: SYZ has been a long time winner for me. What are some of the reasons no analysts follow this stock while there are a lot of " dogs " out there that are being followed ? Thanx Robbie
Q: Hi... photo control... do they have competitors ? Thanks.
Q: Morning Peter, at this time would you buy any of these for an otherwise well balanced RESP ? GUD and PHO already owned.
Thanks.
Thanks.
Q: Hey Guys,
Just wondering what are your best 2 stock picks today with a 10 year time frame?
Thank you.
John.
Just wondering what are your best 2 stock picks today with a 10 year time frame?
Thank you.
John.
Q: Of the 23 stocks in your Growth Portfolio, which 2-3 stocks are the current best buys, relative to current price/valuation and seasonality of tax-loss selling season i.e., CRH. HWO, OTEX
Q: Good afternoon 5i team,
I have been looking into tax loss buying and keep coming back to your high view of Knight Therapeutics. It seems that a good deal of your views on the stock depends upon management. And in looking into the stock a little, it does seem that Jonathan Goodman is a kind of Wayne Gretzky in the business world. A rich kit who did well:). Here in Montréal he also recognized as an important philanthropist. A couple questions I have that I would appreciate your seasoned view on:
The CFO left but he doesn't seem to be just any CFO. he was also it seems a kind of founding partner of Knight. His position has been taken by the former CF O of Paladin, so that is good. But, he does seem to have been more than a CFO. I notice that the company that he moved to has become increasingly closer to Knight. So, I was wondering whether this was perhaps a strategic move by both companies. But, perhaps I am reading too much into it. You probably have heard more about this change than I would have and so I would appreciate you view on both the loss and the possibility of a strategic move.
Secondly, it seems that Jonathan Goodman is all - important at GUD. He has had an accident and although he seems to be, as he says, 'Almost' as good as ever, there is still a question there. He seems to have the intelligence to find a small but lucrative niche in this field and has the strength and selling ability to make the most of it. He looks good. But, what if he goes? I am not sure but I believe you mentioned in your report that the actual cash that they hold would cushion against that eventuality. Am I right in that understanding?
And heck, since it is Black Friday, I will throw another question in for free: You say that patience is needed. He says that it is going to take twenty years. Many of us are beginning to see twenty years as a pretty big number and we may not be here to see the tree grow. So, is it a good investment for the older crew? But, maybe like the old apple tree, we are better to plant one for the next generation.
thanks
I have been looking into tax loss buying and keep coming back to your high view of Knight Therapeutics. It seems that a good deal of your views on the stock depends upon management. And in looking into the stock a little, it does seem that Jonathan Goodman is a kind of Wayne Gretzky in the business world. A rich kit who did well:). Here in Montréal he also recognized as an important philanthropist. A couple questions I have that I would appreciate your seasoned view on:
The CFO left but he doesn't seem to be just any CFO. he was also it seems a kind of founding partner of Knight. His position has been taken by the former CF O of Paladin, so that is good. But, he does seem to have been more than a CFO. I notice that the company that he moved to has become increasingly closer to Knight. So, I was wondering whether this was perhaps a strategic move by both companies. But, perhaps I am reading too much into it. You probably have heard more about this change than I would have and so I would appreciate you view on both the loss and the possibility of a strategic move.
Secondly, it seems that Jonathan Goodman is all - important at GUD. He has had an accident and although he seems to be, as he says, 'Almost' as good as ever, there is still a question there. He seems to have the intelligence to find a small but lucrative niche in this field and has the strength and selling ability to make the most of it. He looks good. But, what if he goes? I am not sure but I believe you mentioned in your report that the actual cash that they hold would cushion against that eventuality. Am I right in that understanding?
And heck, since it is Black Friday, I will throw another question in for free: You say that patience is needed. He says that it is going to take twenty years. Many of us are beginning to see twenty years as a pretty big number and we may not be here to see the tree grow. So, is it a good investment for the older crew? But, maybe like the old apple tree, we are better to plant one for the next generation.
thanks