Q: Happy to see you finally invest some of the cash sitting in the income portfolio. Regarding your addition of GS, can you add more detail of what you liked in GS earning release that prompted you to invest, and any forward looking statements in their release.
Q: thanks for putting covalon in the growth, i knew you would the way you answered previous questions on it.
it is a huge holding for me.
what is the rational for cutting pivot, echelon has it as a top pick for this quarter with a 6.00 target. will their earnings be poor, it seems like you know something , is the divvy safe. dave
Q: Hi
ZCL is dropping like a stone now down around $11.00
Do you see this stock dropping further, or would this be a good time to take a position? How do you feel about the dividend?
GUY R
Q: I note your recent decision to reduce exposure to TOY in the BE portfolio. If I do likewise, where should I reallocate the capital, based on today's conditions? I have only half positions in CAE and BYD.UN, should I add to either of those, or something else? I am overweight BNS and T, please do not consider either of these in your answer. Thank you.
Q: CRH appears to be heading much lower, with earnings miss and tax loss selling. At what point do you think it may look interesting to pick up later in the year? Or perhaps best to leave it be?
Q: Love the new website format and content. Please rank ccl,b and sj based on long term growth and current valuation. I only have room for one in my tfsa. Thanks
Q: Well, i feel that you are being a little short on your patience with this company, i own many of the company's in the growth portfolio, and feel that you could easily replace 6 to 8 of them with better growth companies, before you dump ZCL, are we just becoming qrt. to qrt. investors now?
Q: ITC share price has been in decline since Mar 2017. They report next week. Is there anything in their fundamentals or other reason to think they are worth holding on to?
Q: Hi 5i team,
first, really like the new website, especially the company section.
I've been thinking of adding GC to my holdings. They are to report in early November, would you recommend I wait for the results or is it OK to add before given the recent pullback?
Also, in your research report you mention that you would like it if they would start paying a dividend. Has management ever discussed this in the past during conference calls or otherwise?