Q: Good Day all ! Can you give please 2 Canadian names to replace DRX with in a TFSA. Sector is not important here, just good quality growth potential. Thank you !
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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: Hi Team, I noticed DRX was removed from Growth PF .
If you own it as GARP patient investor (-22%) in 4 accounts for a total $ =2%. Will you sell, hold or add ?
Thanks
Best Regards
If you own it as GARP patient investor (-22%) in 4 accounts for a total $ =2%. Will you sell, hold or add ?
Thanks
Best Regards
- Intuitive Surgical Inc. (ISRG)
- Celestica Inc. (CLS)
- Athabasca Oil Corporation (ATH)
- Crocs Inc. (CROX)
- Aspen Aerogels Inc. (ASPN)
- ADF Group Inc. Subordinate Voting Shares (DRX)
- IES Holdings Inc. (IESC)
- Parsons Corporation (PSN)
- Docebo Inc. (DCBO)
- Shift4 Payments Inc. Class A (FOUR)
- Cellebrite DI Ltd. (CLBT)
- Westgold Resources Limited Ordinary shares (WGX)
- Nebius Group N.V. (NBIS)
Q: Can you please rank the above companies for capital appreciation over the next 2-3 years. No worries on Risk or Industry. Thanks again!
Q: In the past when I've been down 35% on a stock it was easy to know why, ADF Group has me a little puzzled and am considering throwing in the towel. Thoughts please.
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.
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?