Q: What is your view of the opportunity created by the resignation of the Japanese PM on Japanese equities and if positive what Canadian dollar ETF plays would you suggest for that market. Some commentators believe this creates the need for fiscal stimulus there which should increase their equities generally and substantially. Secondly it was suggested that as a result Japan's status as a large buyer of US treasuries will diminish. Do you agree and how might that affect US equities. Appreciate receiving your take as always - Ken
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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 Peter/ Ryan I have a margin acc't with BAM, BEP.UN, CM, CNQ, and RY and need the dividends from the bigger players. I was thinking of maybe replacing one of these, I know you can't personalize it but which would you replace and what are some options you could replace it with. Thanks as always for the great service. Nick
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
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Nuvei Corporation Subordinate Voting Shares (NVEI)
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Topicus.com Inc. (TOI)
Q: You recently stated that you would find these companies more interesting with NVEI @$150, TOI @ $110 and LSPD @ $120. Is there any math that your using to arrive at these numbers?
Q: Hello Peter,
If an analyst/portfolio manager that is a guest on BNN has selected a stock for a top pick several times, and all of a sudden decides not to take any calls on the stock, what does that mean? BNN's response is really neutral so am wondering.. I would be more comfortable for a guest to take a call and if he/she does not own it for any reason, I think that would be the right thing to do. Small caps are risky so it is understandable and circumstances can change. This is a general question. Thanks for your views.
If an analyst/portfolio manager that is a guest on BNN has selected a stock for a top pick several times, and all of a sudden decides not to take any calls on the stock, what does that mean? BNN's response is really neutral so am wondering.. I would be more comfortable for a guest to take a call and if he/she does not own it for any reason, I think that would be the right thing to do. Small caps are risky so it is understandable and circumstances can change. This is a general question. Thanks for your views.
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Garmin Ltd. (Switzerland) (GRMN)
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Ulta Beauty Inc. (ULTA)
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Century Communities Inc. (CCS)
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MEDIFAST INC (MED)
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Celsius Holdings Inc. (CELH)
Q: What are your 5 US non-tech stocks, in order of preference?
Q: Hi, your opinion of the recent acquisition of Gage growth by TER?
Given Gage had a very strong presence in Michigan, will this improve in any way TER's 'Profitability Ratios' (as seen on your Companies page)? Will this move the needle on this stock over time? The 6 month chart does not look so good but the longer time frame charts are still impressive.
Also, should one be concerned about stocks that trade on the CNX exchange? Some of your better recommended weed stocks trade on this exchange, ie TRUL, GTII.
The only spec weed stock I have is VFF (Village Farms (small position)).
Thanks!
Given Gage had a very strong presence in Michigan, will this improve in any way TER's 'Profitability Ratios' (as seen on your Companies page)? Will this move the needle on this stock over time? The 6 month chart does not look so good but the longer time frame charts are still impressive.
Also, should one be concerned about stocks that trade on the CNX exchange? Some of your better recommended weed stocks trade on this exchange, ie TRUL, GTII.
The only spec weed stock I have is VFF (Village Farms (small position)).
Thanks!
Q: U correctly recommended PRMW on 5/21/20 @ $15.77 & on 6/21/21 @ $20.35. It closed on 9/3 @ $22.24. What is u current opinion now? In view of the above good increase,is it ok for me to start a position now? Txs for u usual great services & views
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Ichor Holdings (ICHR)
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Tronox Holdings plc (UK) (TROX)
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Ultra Clean Holdings Inc. (UCTT)
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Upstart Holdings Inc. (UPST)
Q: I have three 1 percentage type holdings in trox, ichr, and uctt. I am trying to get down to 25 holdings as well. I was wondering if you think consolidating the three positions into a 3 percent holding in UPST would be a decent play with your current bullish outlook? Thanks as always for this tremendous service.
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SuRo Capital Corp. (SSSS)
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Palantir Technologies Inc. (PLTR)
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AbCellera Biologics Inc. (ABCL)
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TaskUs Inc. (TASK)
Q: I have new US $ 20k to purchase US listed stocks. Please rank buying order of the above stocks for long term growth and reasons if possible. Thank you kindly. Bill
Q: What kind of an impact do you think Intl. crypto currency growth will have on Canadian Banks - short, medium & long term?
Q: Given the prevalence of most major retailers aligning themselves with pay-now, pay-later providers do you see this as having a negative impact on Goeasy's competitive position in their marketplace?
Q: Where you see evidence of a sell iceberg order for a micro or small cap, should a shareholder be concerned that maybe the seller knows something that I don't. Right now, I see that with Geodrill. On the surface the shares look quite undervalued, yet the iceberg sell is in place.
Q: Thanks for this great service! Love the community. I recently started a position in Aritzia given the current popularity, recent growth, & anticipated bounce back in retail in a post covid word.
Given the similarities, do we anticipate it could follow a similar trajectory to that of LULU?
Given the similarities, do we anticipate it could follow a similar trajectory to that of LULU?
Q: Hello,
We need to increase our energy exposure. We already own the above two stocks. At this time would you add to one or the other or both?
Or would you sell either one to add something different?
Thank you
We need to increase our energy exposure. We already own the above two stocks. At this time would you add to one or the other or both?
Or would you sell either one to add something different?
Thank you
Q: From a Canadian account, could you provide some suggestions on how to best play the current semi conductor shortage ?
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Brookfield Renewable Partners L.P. Limited Partnership Units (BEP)
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Brookfield Renewable Corporation Class A Subordinate (BEPC)
Q: If one were to buy one of the two named stocks, which one would you choose and why?
Q: FYI WELL & TIXT are added to TSX Index effective Sep 20 at the open.
Q: In a previous answer to the question "10 companies to hold for 20 years" your team selected BYD as one of 10 long term holds.
I'm curious, why you would choose BYD over MG?
Self-driving vehicles will soon be prolific and likely all electric powered, I can only imagine a dramatic decline in accidents, servicing and repairs and way fewer moving parts (internal combustion engines) to replace.
Seems like BYD is on the wrong side of innovation.
I'm curious, why you would choose BYD over MG?
Self-driving vehicles will soon be prolific and likely all electric powered, I can only imagine a dramatic decline in accidents, servicing and repairs and way fewer moving parts (internal combustion engines) to replace.
Seems like BYD is on the wrong side of innovation.
Q: A follow to the Cielo questions. The reason the shares tanked today was because of a conference call by the president the previous day indicating a delay in get the technology to work. And then today bob Mcwitter who previously excessively pump this stock twice on Bnn refused to take calls on Cielo. I find this very unethical and should not below allowed on BNN. What are you thoughts this seems extremely unethical.
Q: What do you think the latest news regarding the furniture tariff will have on Leon's?
Thanks...Steve
Thanks...Steve