Q: I really like AER and the (near) monopoly that they hold in their space. With interest rates set to rise though, do you see this negatively affecting their balance sheet and thus stock performance over the next 5 years? Thank you
You can view 3 more answers this month. Sign up for a free trial for unlimited access.
Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
- Expedia Group Inc. (EXPE)
- Booking Holdings Inc. (BKNG)
- lululemon athletica inc. (LULU)
- Big 5 Sporting Goods Corporation (BGFV)
- Columbia Sportswear Company (COLM)
- Camping World Holdings Inc. Class A (CWH)
- Vista Outdoor Inc. (VSTO)
- Dick's Sporting Goods Inc (DKS)
Q: Looking for an investment in the recreation space. Would you favour a company that was a manufacturer like VSTO, an outfitter like COLM or LULU, a travel agent like BKNG or EXPE, a retailer like DKS or BGFV or an operator like CWH? Or is there another suggestion you might have. Thanks.
Q: Please comment on their latest numbers.
Bill
Bill
Q: What are your thoughts on Real Asset funds? TD is pushing Greystone. If such funds are okay, would you recommend one? Thanks again.
Q: Following up to your answer to Michael this morning, EQRR appears to have a total asset value of only about US$11 million. Is that a concern?
Thank you.
Thank you.
- Teck Resources Limited Class B Subordinate Voting Shares (TECK.B)
- Home Capital Group Inc. (HCG)
- West Fraser Timber Co. Ltd. (WFG)
Q: Hi - can you please provide your reasons as to whether you would be a buyers of these three stocks at current prices...or a hold...or sell. For a growth investor (otherwise please ignore other factors such as investor objectives/diversification etc.)
Q: Real reports Jan 28th would you consider buying a few shares?
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
- Nuvei Corporation Subordinate Voting Shares (NVEI)
Q: Hi,
I’m wondering if you prefer either one in terms of growth. With both having taken losses would now be a good time to buy? I’m considering holdings in each.
Thank you
I’m wondering if you prefer either one in terms of growth. With both having taken losses would now be a good time to buy? I’m considering holdings in each.
Thank you
- Costco Wholesale Corporation (COST)
- Walmart Inc. (WMT)
- Loblaw Companies Limited (L)
- Premium Brands Holdings Corporation (PBH)
Q: What are currently your two favourite consumer staple companies (either US or Can)?
Thx as always for terrific service
Thx as always for terrific service
Q: Goldman Sachs just downgraded TRP to sell. What's your view? Has it gotten too expensive? How would you rate it compared to ENB? I currently own both. Should I perhaps shift my TRP money to ENB?
Q: Shares of AMZN and some other high priced shares are available at very much lower denomination on the TSX. Do these have a significant hidden cost that would give the clear preference to buying AMZN on the US exchange? Thank you for your answer. Cheers
Q: Can you please explain your enthusiasm for ROKU? Every time I think of following your advice and buying I can’t help wondering how long it will be before Google and Amazon and the TV manufacturers squeeze ROKU out. I see it similarly to my reluctance to buy into Bombardier when hey were trying to manufacture jets…it seemed like only a matter of time before “the big boys” (Boeing and Airbus) squeezed them out of the business. And they did.
Q: Hznp multiples seem reasonable. Is the big share price due to concerns over a big facilities expansion in a new geography (capex)? What's you take please?
Q: Given the disappointing earnings and the subsequent drop in share price would C currently provide a opportunistic entry point for total return?
With appreciation.
Ed
With appreciation.
Ed
Q: I have full positions in banks: Scotia, TD, and a US bank, European bank and South American bank. They all pay generous dividends, and are doing well.
I worry about fintechs ultimately eroding their strengths. Can you recommend an ETF focussed on fintechs?
John
I worry about fintechs ultimately eroding their strengths. Can you recommend an ETF focussed on fintechs?
John
- ATS Corporation (ATS)
- Magna International Inc. (MG)
- Aritzia Inc. Subordinate Voting Shares (ATZ)
- Canada Goose Holdings Inc. Subordinate Voting Shares (GOOS)
- NV5 Global Inc. (NVEE)
- MEDIFAST INC (MED)
- Ultra Clean Holdings Inc. (UCTT)
- Reliance Inc. (RS)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
- Trane Technologies plc (TT)
Q: I would appreciate your opinion on your best picks US and Canada as a COVID recovery play for midium term in today's market. Thank you for your great service!
Q: Stan Wong recommended EQRR as a good holding during rising interest rates. What is your opinion of this etf?
Thanks very much,
Mike
Thanks very much,
Mike
Q: Are ADRs on the on the US stock market taxed differently than US stocks, that is, is there NO 15% withholding tax applied to the dividends. Thanks … Cal
- Suncor Energy Inc. (SU)
- CAE Inc. (CAE)
- Enghouse Systems Limited (ENGH)
- Kinaxis Inc. (KXS)
- Magna International Inc. (MG)
- goeasy Ltd. (GSY)
- Leon's Furniture Limited (LNF)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
- Nuvei Corporation Subordinate Voting Shares (NVEI)
- Quipt Home Medical Corp. (QIPT)
Q: Hello Peter and Team
I have above stocks in my TFSA account. I am down CAE 10%, NVEI 47%, ENGH 17%, KXS 24%, LSPD 12%, QIPT 18%.
Normally I will consider all of them as good growth stocks but with the rotation now hapening in the market, I am wondering if I should keep them for the next 12 months or I should switch to more value stocks.
I value you opinion
Raouf
I have above stocks in my TFSA account. I am down CAE 10%, NVEI 47%, ENGH 17%, KXS 24%, LSPD 12%, QIPT 18%.
Normally I will consider all of them as good growth stocks but with the rotation now hapening in the market, I am wondering if I should keep them for the next 12 months or I should switch to more value stocks.
I value you opinion
Raouf
- VIQ Solutions Inc. (VQS)
- Xebec Adsorption Inc. (XBC)
- CTS Corporation (CTS)
- Atlantic Power Corporation (Canada) (AT)
- Stewart Information Services Corporation (STC)
Q: The other day you listed CTS, AT, XBC, STC, AURG, VQS as growth stocks to look at. From the above list which two intrest you the most?