Q: 3 stocks you are very familiar with - COV this week went from 5.5 to 8 and back to 5.5. Is this computerized selling? The other two PEO and PHO are down considerably from their highs of all not that long ago. Do you see better days ahead for all of these stocks? They are in your portfolio so I imagine they should come around. Your opinion. Thanks for the service. Dennis
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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.
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Covalon Technologies Ltd. (COV)
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Knight Therapeutics Inc. (GUD)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Redwood Asset Management Inc. (MJJ)
Q: Hello Peter and Ryan,
i. Apologies, but i need a clarification. Are Shopify's existing shares Class A? I was thinking of existing shares which have done well, but was wondering if I should wait before I add and what would be a good price to add?
ii. How long should one wait before pulling the plug on GUD? I only invested due to management, but the time frame seems a bit much for any upside here?
iii. Do you still like Covolan and is it good time to add?
iv. Please suggest which is better option: HMMJ , MJJ (the actively managed ETF) or CGOC (not in your list but if you know much about it please, Cannibis growth opportunity )
Thanks again and appreciate your input.
i. Apologies, but i need a clarification. Are Shopify's existing shares Class A? I was thinking of existing shares which have done well, but was wondering if I should wait before I add and what would be a good price to add?
ii. How long should one wait before pulling the plug on GUD? I only invested due to management, but the time frame seems a bit much for any upside here?
iii. Do you still like Covolan and is it good time to add?
iv. Please suggest which is better option: HMMJ , MJJ (the actively managed ETF) or CGOC (not in your list but if you know much about it please, Cannibis growth opportunity )
Thanks again and appreciate your input.
Q: I am considering selling my 4-5% position in gud and buying a 2-@1/2% position in each of cov and rht. I am not concerned with the fact that these 2 are small caps and gud is "much larger". I also have full positions in sis. exe and most recently pfe on the recent sell off. do you consider this to be a worthwhile move? I believe gud has had more than enough time, and opportunity imho ( there have been a few large distressed drug companies with assets for sale while gud has been twiddling their thumbs counting their cash) plus I do not want to be in the unenviable position of holding gud if or when you decide to replace it in your portfolios. I do have a lot of patience but the way I see gud they seem to waiting for a ridiculously cheap opportunity that may never happen.
on a side note, when searching for a 2 letter security on your search window many times I've had to scroll waaaaaaaaaaay down the list to find the company, there are 3 letter symbols no where close to the 2 letters put into search that come up before the desired company is listed, is this some kind of glitch that can be fixed?
thanks in advance
ps also thanks for creating the opportunity (obviously not on purpose) to buy syz at a discount on friday, lol.
on a side note, when searching for a 2 letter security on your search window many times I've had to scroll waaaaaaaaaaay down the list to find the company, there are 3 letter symbols no where close to the 2 letters put into search that come up before the desired company is listed, is this some kind of glitch that can be fixed?
thanks in advance
ps also thanks for creating the opportunity (obviously not on purpose) to buy syz at a discount on friday, lol.
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Covalon Technologies Ltd. (COV)
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Enbridge Inc. (ENB)
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WSP Global Inc. (WSP)
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Algonquin Power & Utilities Corp. (AQN)
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Canadian Apartment Properties Real Estate Investment Trust (CAR.UN)
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Savaria Corporation (SIS)
Q: I have a full position in my TFSA, in all of these except COV. They are all up except for ENB. I have $12,000 to invest, would you add to the existing stocks or can you suggest others. Thanks for your input, great site. thanks Dorothy
Q: Mr Market is very unhappy about COV. Down about 40% from a week ago. Why is he so unhappy with the results/conf call/ whatever?
Sheldon
Sheldon
Q: Comments please on the second day of sizeable losses for COV. Hoping to avoid a similar experience I had with a prolonged downward trajectory with CRH. What are your suggestions?
Thank you
Thank you
Q: in your opinion is this sell off in covalon overdone or is it justified.dave
Q: could you please give me an update on the conference call with covalon, both the positive and negative.
thanks dave
thanks dave
Q: Any idea why Covalon fell 20% today? Thx
Q: Hi,
Covalon is down 19% today after the earnings release. Do you still consider this company a buy and if so would this be a good opportunity to get in.
Covalon is down 19% today after the earnings release. Do you still consider this company a buy and if so would this be a good opportunity to get in.
Q: Hi, could you please comment on the earning release, this morning. Thanks
Q: Cov and Rht which i own a small amount of both have had large gains latley. What do you think of adding at this point.
Q: Hello Peter et al.
We seem to be getting the market pullback that is much needed for the market to go higher. The Canadian market is a big laggard though. However in all of this turmoil these three stocks have appeared to be on fire. Can I get your opinion on these three stocks. They all hold about a 1-1.5% of my portfolio. Would you buy,sell or hold at these levels?
Thanks,
Brendan
We seem to be getting the market pullback that is much needed for the market to go higher. The Canadian market is a big laggard though. However in all of this turmoil these three stocks have appeared to be on fire. Can I get your opinion on these three stocks. They all hold about a 1-1.5% of my portfolio. Would you buy,sell or hold at these levels?
Thanks,
Brendan
Q: Do you have any insights regarding the recent parabolic move in the shares of Covalon? Thanks for all you do!
Q: Would you be a buyer of this stock since it has run up so much so quickly ?
Thanks
Thanks
Q: Hi Peter and Ryan. I took your advice and bought one thousand shares of COV in early December. Thank you for this. In the same unregistered account I have 2000 shares of GUD bought under $6.00 a couple years ago. Would you sell 500 or 1000 GUD and add to COV?
Q: Hi there, I purchased some shares of COV based on your recommendation and it has done extremely well since. Would you be inclined to take profits at this point? I have about a 50% gain. Or would you let it run further? Do you foresee it continue to run up based on your metrics?
Thanks so much!
Thanks so much!
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Covalon Technologies Ltd. (COV)
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Amgen Inc. (AMGN)
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Biogen Inc. (BIIB)
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Gilead Sciences Inc. (GILD)
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Knight Therapeutics Inc. (GUD)
Q: What would be your favourite healthcare stocks in Canada and Us?
Thank you
Thank you
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Covalon Technologies Ltd. (COV)
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Enbridge Inc. (ENB)
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TC Energy Corporation (TRP)
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Alimentation Couche-Tard Inc. (ATD)
Q: Hello Peter and Ryan,
I am thinking of increasing my weight to 6 percent each for Enbridge and TransCanada to take advantage of the weakness in stock declines during this week. Overall, i am down on both names but expect to keep them for 3 to 5 years as the dividends are great. My covalon technologies position has gone up alot and am thinking of selling half. Lastly, Alimentation couche tard does not seem to be getting too much attention on the positive side as the stock is simply building a base in the low 60s. I would appreciate your opinion on the four stocks please. Thanks very much.
I am thinking of increasing my weight to 6 percent each for Enbridge and TransCanada to take advantage of the weakness in stock declines during this week. Overall, i am down on both names but expect to keep them for 3 to 5 years as the dividends are great. My covalon technologies position has gone up alot and am thinking of selling half. Lastly, Alimentation couche tard does not seem to be getting too much attention on the positive side as the stock is simply building a base in the low 60s. I would appreciate your opinion on the four stocks please. Thanks very much.
Q: I am following the BE portfolio. In tech, I already own Constellation, Kinaxis and Photon. If I want to add to technology, which of CLS or SYZ should I choose at the moment? Any particular stock with good momentum? Last time you answered AVO but I was too late in purchasing. Thanks!