Q: Been in the stock for a relatively long time, was up nicely then went overweight near the all time high, now down 20%, a big bet went bad. RBC shows earnings drastically dropping next two quarters, would you hold or bail?
I've dumped some underperforming stocks this month to harvest tax losses and so now am sitting on some cash to deploy.
Notwithstanding that I may repurchase a few that I still like after 30 days, I would love to get your "as-of-this-moment" Top 3 Canadian equities that you would throw some money at if it fell into your lap.
Criteria would be:
1. Must be Canadian
2. Sector is irrelevant - assume its a small part of a wider, well-balanced portfolio.
3. Dividends not relevant
4. Held in a cash account
5. 3-5 year hold
Q: I have $40,000 to invest in my rrif and am considering $10,000 in each of these companies. Do you have any concerns with any of them?
I'm not concerned about dividend income for these and am concentrating on growth!
Ed in Montreal
Q: When do you recommend starting to purchasing stocks that have been oversold due to tax-loss selling? Could you give a few candidates to consider this year?
Q: I’m struggling to decide which 3 of these holdings have the greatest potential if the only criteria was growth in a TFSA for a 5 year + hold.
I would appreciate any thoughts on which 3 you might keep and why (or which 3 you might divest and why).
Q: I have found conflicting information from various sources in my research of GC. My questions are:
1) What is the TTM P/E of the stock, and what is the estimated forward P/E?
2) What is the total share count currently, and what has it been in each of the last 4 years?
3) Would you start a full position in this stock today?
Q: I have just sold TSGI (at a 50 percent loss) and was thinking of adding to my GC position.
Haven't seen many stand alone questions about GC lately. Wondering what your current thoughts are,when they are due to report,and expected results
Thanks
Phil
Q: I have the above losing stocks in my rrsp. Do you see any that I should let go and replace with something else? Sgy and pd are particularly painful to look at! The ok stocks I have in it are bns, engh and pbh. A good few years before I start cashing in. Thank you.
Q: Morning guys:
This name has been a roller coaster ride since I got into this . My average cost is 37 and change. I also own great Canadian gaming and I’m down a lot as well . Are u guys confident that throughout the volatility of both names I will be rewarded in five years time just sitting tight and dollar cost averaging into both names .
Thank u
Mark
Q: Hello Peter, I called in BNN market call but could not ask the question. Good show.
Question is about adding new money on a regular basis. What do you suggest adding to - positions that are lagging ( and thus are at the lower weight now - some listed above) or picking ones with most attractive outlook (from fundamental perspective).
Can you please suggest top 2-3 names in each portfolio at this time.
Thanks