Q: Trisura pre-announced Q2 results and markets don't appear to like results....your thoughts on EPS announcement...in-line? with analysts, and why would they pre-announce???,,,,do you still like company...or should I settle down and wait for actual Q results on 10 August, thanks, jb
Q: I would like to add one from your growth Model (new position).
Please indicate your preference at this time and if possible your reasoning.
Thanks as always
Albert
Q: Looking for a few stocks that have been beaten up that are good opportunities for rebound over the next 6 months...perhaps 3 canadian and 3 US...thanks.
Q: Hope you and the team (and readers) had a nice long weekend.
What looks “cheap” to you right now? I recognize that sometimes things are cheap for a reason. But in your view, what has been punished too much and likely to appreciate from here? 3m was one that I was considering as it is still down quite a bit and will recover in a better market (I assume—as everything seems to have its day). Thanks,
Q: Good day I have some extra funds to invest on an unregistered account, and looking at the above firms. Other positions in this account are all the Brookfields, DOO, GSY, KXS, TFII, CSU LMN, TOI, BYD, and DSG. Would you add these 2 or some others?
David
Q: Over the last 30 years my best investments by far have been with smallish to medium sized profitable businesses with good long term growth prospects that I have bought and held for 10+ years. Generally market caps of roughly $500 million Cdn. to around $5 billion Cdn. A few have generated 20, 30 times my initial cost. I am wondering about the prospects of each of these following companies producing those kind of multi-bagger returns over the next 10 or 20 years. Would you please rank these companies in order from 1 to 13 according to the likelihood that they will become another CSU, BYD, WSP, TFII, etc. that can be a big, big winner for a long term investor: ATS, ATZ, DOO, EQB, GSY, HPS.A, KXS, LMN, NVEI, TIXT, TOI, TSU, WELL. Admittedly, TOI is a little big at $8 billion market cap.
Secondly, are there any other Cdn stocks in this size range that you would say have that kind of big upside potential, and where would you place them in comparison to the above listed companies.
Is it just me or is Trisura starting to have better price momentum? If the economy turns down in the second half, how much of an impact would it have on TSU’s incredible growth rate that they’ve had or are they largely immune?
Q: Can you please comment on TSU's latest earnings report? Would you be comfortable buying at the current stock price?
Thank you as always for your expertise.
Q: I am thinking of taking a 1.5% position in each of these two stocks. You have mentioned them in the past month as beaten up stocks with a potential for rebound in the next two years.
How riksy are the above the names?
Are they entincing buys at current prices ?
Where would these rank amongst battered SMID cap stocks? I am open to other names,
If you have other suggestions.