Q: Hey team
Your opinion on earnings report. Thanks Chris
Your opinion on earnings report. Thanks Chris
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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 had asked on concordia with its results coming out shortly, whether the short position has been overdone and the company still has potential.
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.