Q: I had asked on concordia with its results coming out shortly, whether the short position has been overdone and the company still has potential.
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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: It is impressive that you have held some of the original stocks in the balanced portfolio. I was wondering if you would consider adding a column showing the purchase date. All the best and see you on September 16th at the World Money Show.
Q: Peter, I have weighting of 20% in Tech (which I want to keep) and it is split evenly between CSU, DSG, ESL and ZQQ. Right now there appears to be more interest in KXS and OTC vs. ESL or DSG. I have a 135% gain in ESL in my taxable account. What do professional do when faced with this? Sell a great company (ESL); pay taxes and buy a faster growing company that investors like at the current time, or keep the great company?
Q: Would you be a buyer of SPB at $11.25?
Q: I am building a growth portfolio to mimic 5I -- and separate from my other holdings. I own BOS, CXR, DBO, KXS, PUR, SH and RRX at roughly 3% each.
Are all the holdings within the portfolio "buyable" at this time? i.e, do you have a preference in terms of 2 companies to add at this time, which might have more immediate "oomph". (For lack of a better word. I'm still caffeine-challenged at this time of day.)
Thanks for your excellent service.
Are all the holdings within the portfolio "buyable" at this time? i.e, do you have a preference in terms of 2 companies to add at this time, which might have more immediate "oomph". (For lack of a better word. I'm still caffeine-challenged at this time of day.)
Thanks for your excellent service.
Q: I guess this is a happy problem to have, due to gains in New Flyer I am going to have to look for a replacement for it.
It has grown to being a large portion of my portfolio and will have to be trimmed.
Do you have any recommendation for a replacement?
It has grown to being a large portion of my portfolio and will have to be trimmed.
Do you have any recommendation for a replacement?
Q: Could you comment on the latest Q on IT and their latest initiatives? It seems like a beat on estimates. Do you see any benefit to owning this along side AYA or do you prefer one over the other?
Thank you
Thank you
Q: Hi, Could you please on New Flyer earnings ? Looks like a very strong quarter ! Do you see a strong full year, too ? Pay out ratio has dropped significantly. How would it benefit the co. and shareholders ? As Company reports in US$, does exchange rate fluctuations impact the results in any way? Thanks for your valued insight.
Q: Hello, I have attempted to submit several times however this hasn't worked due to a glitch? My question is regarding fast rising stocks like Shopify. I purchased PHM
without a Stop & lost a lot of $'s. Do you think a Stop is appropriate ? I paid $36. & it's $51. approx.now.
without a Stop & lost a lot of $'s. Do you think a Stop is appropriate ? I paid $36. & it's $51. approx.now.
Q: What do you make of the SPB Q2 reported results? I am so lost trying to decipher what it all means and have to stop before I bend my head totally out of shape. Please help explain that in plain simple English. Thanks.
Q: Hi Peter;
please share your opinion on D-Box joining forces with China Film Studios.
Is this a game changer?
Thanks
Ron
please share your opinion on D-Box joining forces with China Film Studios.
Is this a game changer?
Thanks
Ron
Q: In a previous question I wanted to get back into gold and you recommended Agnico Eagle. Since your initial entry in the balance portfolio the stock nearly doubled. Should one wait for a significant pullback before getting in or are the fundamental robust enough for this stock to continue soaring?
Thank you,
Andrew
Thank you,
Andrew
Q: What is the Q2 consensus for rev., adj. ebitda and eps, in $US?
thx
thx
Q: Hi, could you please post the street estimates for SJ, NFI and CGX. Thanks
Q: ESL and HCG seem to be laggards this year. Are they worth holding or would you suggest changes in BE portfolio going forward?
Q: I notice sometimes you suggest selling after a security rises quickly and sharply, but for the most part suggest selling related to fundamental changes or portfolio weighting.
For shopify my weighting is fine, but has risen $36 to $51 quickly. With limited info that it's around 3.5% of a diversified portfolio, is this one to take a little off the table or let ride given fundamentals & weighting?
For shopify my weighting is fine, but has risen $36 to $51 quickly. With limited info that it's around 3.5% of a diversified portfolio, is this one to take a little off the table or let ride given fundamentals & weighting?
Q: Can you please comment on Fiera's earnings?
Thank you
Thank you
Q: With reference to revenue mix by country, how would you assess the significance of CAD vs USD to the bottom line for NFI.
thanks
thanks
Q: I patiently hold AVO (at an approx 20% loss) and see that it is still maintained within the growth portfolio. You've mentioned previously that it is a frustrating name. What would it take to lose your interest? Is there any sign(s) that it will begin to behave better or should I be prepared for a long, patient wait with this name? I like the space that it is in and can't see why it doesn't perform better.
As always, I appreciate you insight.
As always, I appreciate you insight.
Q: Gentlemen
I am a new subscriber. I like your portfolios but I would like to ask do you update these portfolios during the month as you see changes that need to be made based on new information or do you just update at the end of every month.
Thanks
Wayne
I am a new subscriber. I like your portfolios but I would like to ask do you update these portfolios during the month as you see changes that need to be made based on new information or do you just update at the end of every month.
Thanks
Wayne