Q: It looks like ADF Group's share price has turned around and is heading up again. Is this the point to start building a position or would you wait longer to confirm the trend? Thanks.
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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: Something in the conferance call that turned the price around this morning?
- BCE Inc. (BCE)
- Parex Resources Inc. (PXT)
- goeasy Ltd. (GSY)
- ADF Group Inc. Subordinate Voting Shares (DRX)
- Boyd Group Services Inc. (BYD)
Q: I own a long term holding in these stocks but am interested in adding a short term trading position in a few of them to take advantage of any January post tax loss selling bounce. Please rank these from best to worst near term (1-2 month) trading potential.
Q: Can you comment on the ADF backlog drop from $330.3M vs $510.9M at the start of the year? It appears to be partly related to a strategic decision having recently declined a $150M Amazon project due to low margins (8%). I think this illustrates some management discipline - profitability over pure revenue growth with management prioritizing margin quality over volume. Curious about your thoughts?
Q: I may have missed it, but don't think there were reasons given for the sales/backlog drop in the DRX press release Was there any coverage of this in their conference call ?
Q: I purchased DRX around $9, and have a 3/4 position. Do you think it is a hold or sell? I'm okay holding for another year or so if needed, but I know there are lots of other opportunities in the market right now. Thanks.
Q: Your thoughts on the quarter please for Drx
Q: Hi 5i,
You provide a great service at a reasonable price for DIY investors based on Peter's subscription estimates; I would say it's still under appreciated!
When is DRX scheduled to release Q3 results? I have not seen a PR to confirm the date. What are the analyst expectations? Do you know the short position if any?
You provide a great service at a reasonable price for DIY investors based on Peter's subscription estimates; I would say it's still under appreciated!
When is DRX scheduled to release Q3 results? I have not seen a PR to confirm the date. What are the analyst expectations? Do you know the short position if any?
Q: if there will be a 25% tariff implemented by Trump,what would be the potential damage be for DRX?
Q: Your thoughts on this company please?
Q: Hi. Do you think the drop in DRX today is related to Trump's threat of a 25% tariff? Thanks.
Q: I see you keep recommending DRX but it's been a falling knife in its stock price.Why do you keep recommending this stock?
Its extremely frustrating
Its extremely frustrating
- Enbridge Inc. (ENB)
- Celestica Inc. (CLS)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
- ADF Group Inc. Subordinate Voting Shares (DRX)
- Propel Holdings Inc. (PRL)
- Brookfield Corporation Class A Limited Voting Shares (BN)
Q: Regarding potential Trump tarrifs, do they apply to services also or only goods?
Do you see any of the companies (DRX, CLS, BN, PRL, Hps.a, ENB, Shop,.... ) affected by this?
I have gains on most of them. Would you sell right away and buy later,.depending on market outcomes?
Would you have a different strategy for stocks that I plan to sell in 1 year vs 5+ years?
Do you see any of the companies (DRX, CLS, BN, PRL, Hps.a, ENB, Shop,.... ) affected by this?
I have gains on most of them. Would you sell right away and buy later,.depending on market outcomes?
Would you have a different strategy for stocks that I plan to sell in 1 year vs 5+ years?
Q: just wondering what the market is telling us about DRX?
Are you still in favor of this company and if so why?
You think a Trump presidency will affect DRX?
Are you still in favor of this company and if so why?
You think a Trump presidency will affect DRX?
- Intuitive Surgical Inc. (ISRG)
- AeroVironment Inc. (AVAV)
- Crocs Inc. (CROX)
- Aspen Aerogels Inc. (ASPN)
- SPS Commerce Inc. (SPSC)
- Galaxy Digital Holdings Ltd. ordinary shares (GLXY)
- ADF Group Inc. Subordinate Voting Shares (DRX)
- Vertiv Holdings LLC Class A (VRT)
- Cellebrite DI Ltd. (CLBT)
- TransMedics Group Inc. (TMDX)
- Nextracker Inc. (NXT)
- GigaCloud Technology Inc (GCT)
Q: Since the results of the US election were clear, I wanted to move a few dollars around preparing for the next 4 years. Can you rank in order the 12 stocks listed from best too worst. Only looking for capital appreciation over the next 3-4 years. Thanks.
- Apple Inc. (AAPL)
- BCE Inc. (BCE)
- Toromont Industries Ltd. (TIH)
- Surge Energy Inc. (SGY)
- Alimentation Couche-Tard Inc. (ATD)
- TerraVest Industries Inc. (TVK)
- Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
- ADF Group Inc. Subordinate Voting Shares (DRX)
- Boyd Group Services Inc. (BYD)
Q: Hello team,
I'm considering selling Apple at a large profit and deploying elsewhere.
I want to offset some gains with some losses.
Losers in order are:
DRX
SGY
BCE (small amount held in my non-reg)
Selling all is fine with me so I can balance out my Apple gains. What do you think about selling these names and what are a couple of your favourite US and CAD stock for new money?
I'm considering selling Apple at a large profit and deploying elsewhere.
I want to offset some gains with some losses.
Losers in order are:
DRX
SGY
BCE (small amount held in my non-reg)
Selling all is fine with me so I can balance out my Apple gains. What do you think about selling these names and what are a couple of your favourite US and CAD stock for new money?
Q: Can you please share your thoughts on the trajectory of these two stocks under the Trump administration?
Aspen is tanking today but ADF Group is hanging in. Are there added risks or downward pressures you see going forward?
Thanks,
Brad
Aspen is tanking today but ADF Group is hanging in. Are there added risks or downward pressures you see going forward?
Thanks,
Brad
- Alphabet Inc. (GOOG)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Crocs Inc. (CROX)
- Aspen Aerogels Inc. (ASPN)
- ADF Group Inc. Subordinate Voting Shares (DRX)
- Vertiv Holdings LLC Class A (VRT)
- Celsius Holdings Inc. (CELH)
- Cellebrite DI Ltd. (CLBT)
- TransMedics Group Inc. (TMDX)
- Nextracker Inc. (NXT)
- GigaCloud Technology Inc (GCT)
- Westgold Resources Limited Ordinary shares (WGX)
Q: Hello Team,
I am re-balancing my portfolio and I have a bit of cash to invest. Of the 12 stocks listed, can you please rank in order you would add to an existing stock. Looking for a 3-5 year hold and not worries about risk and or industry. Thanks again.
I am re-balancing my portfolio and I have a bit of cash to invest. Of the 12 stocks listed, can you please rank in order you would add to an existing stock. Looking for a 3-5 year hold and not worries about risk and or industry. Thanks again.
Q: Which stock has more growth VHI or DRX? Would you recommend one over the other or both?
Thanks for your service
Thanks for your service
- ATS Corporation (ATS)
- Birchcliff Energy Ltd. (BIR)
- Premium Brands Holdings Corporation (PBH)
- Payfare Inc. Class A Common Shares (PAY)
- ADF Group Inc. Subordinate Voting Shares (DRX)
- Headwater Exploration Inc. (HWX)
- Celsius Holdings Inc. (CELH)
- Nextracker Inc. (NXT)
Q: Greetings. I'm considering some fall cleaning and would value your opinion on each of these (currently underwater) listed stocks. Hold or toss over the side and go trolling for more profitable opportunities? Thanks for your response.