Q: Your thoughts on XPEL.U:CA?
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.
Q: Artis Real Estate Investment Trust AX.UN
Please clarify the situation on Artis REIT. The first sentence of Marcel’s question on Sep 9 read “Artis is going thru the process of selling all its properties to wrap up its business.” Info from Artis website states “In November 2018, Artis announced its intention to sell between $800.0 million to $1.0 billion of non-core assets over the following three years.” Is Artis just selling non-core assets and continuing the business? If so, does your answer change?
Thank you.
Please clarify the situation on Artis REIT. The first sentence of Marcel’s question on Sep 9 read “Artis is going thru the process of selling all its properties to wrap up its business.” Info from Artis website states “In November 2018, Artis announced its intention to sell between $800.0 million to $1.0 billion of non-core assets over the following three years.” Is Artis just selling non-core assets and continuing the business? If so, does your answer change?
Thank you.
Q: Looking at the chart of MX and an ETF or INDEX of oil and gas, they are pretty much idnetical. This can't be a coincidence. What does MX correlate so closely to oil stocks?
Q: What is your opinion on this convertible debenture? on a risk reward vs the common stock ?
Q: This is further to my question dated July 30, 2019 regarding Blackstone.
The Hong Kong Exchange has just made a conditional offer to buy the London Stock Exchange but, included in it's conditions, is that the London Stock Exchange end it's plan to buy Refinitiv.
Are you aware of any breakoff fee that Refinitiv might receive if the Hong Kong/London deal went through?
The Hong Kong Exchange has just made a conditional offer to buy the London Stock Exchange but, included in it's conditions, is that the London Stock Exchange end it's plan to buy Refinitiv.
Are you aware of any breakoff fee that Refinitiv might receive if the Hong Kong/London deal went through?
Q: I got a corporate action notice for conversion of the Series G shares to H shares. Does it matter to or not to convert? The deadline for response is sep 12, 2019 11:59 am ET
Thanks.
LIping
Thanks.
LIping
Q: Hi folks, Kraken Robotics is way off the highs, but also rebounded off the recent lows. Can I please get update on your view of company going forward, and in your opinion, is stock a Buy/Hold/Sell. Thanks as always, jb Piedmont Que.
Q: Hi my Portfolio Analytics shows I should be targeting "Risk-Managed Growth", with a technology % of about 16%. I'm currently at 24% and # of holdings have gotten out of hand resulting in low % in most holdings. I need more US and International exposure versus Canadian overall.
Current holdings are CSU (3%), LPSD (1.9%), LHX (1.8%), WELL (1.7%), STC (1.4%), NVDA (1.4%), RPD (1.3%), PNG (1.2%), KEYS (1.1%), AYX (1%), PINS (1%), RUBI (0.9%), ADBE (0.8%).
1. I'm surprised to see LHX and PINS as tech - I thought they'd be industrial and consumer disc (I'm low on both). Do you agree?
2. What would you suggest I do to consolidate? I'm not concerned about trading commissions so don't worry about minimizing changes, just would like your best overall suggestion for a group of holdings to meet the "risk-managed growth" profile with a bent towards US stocks (since I see tech as a better place to go to US versus some other sectors.
Current holdings are CSU (3%), LPSD (1.9%), LHX (1.8%), WELL (1.7%), STC (1.4%), NVDA (1.4%), RPD (1.3%), PNG (1.2%), KEYS (1.1%), AYX (1%), PINS (1%), RUBI (0.9%), ADBE (0.8%).
1. I'm surprised to see LHX and PINS as tech - I thought they'd be industrial and consumer disc (I'm low on both). Do you agree?
2. What would you suggest I do to consolidate? I'm not concerned about trading commissions so don't worry about minimizing changes, just would like your best overall suggestion for a group of holdings to meet the "risk-managed growth" profile with a bent towards US stocks (since I see tech as a better place to go to US versus some other sectors.
Q: With the next change in cannabis coming october 17 are the a couple stocks you would recommend and a couple to stay away from? The hype on the industry appears overdone currently.
Q: I noticed that my Boyd position has grown to 5.5% and it took a 3% hit Thursday . Is Boyd the type of stock that should be a 2-3% holding rather than 5% of a balanced portfolio - I was going to let it run up to 7% before trimming . Your thoughts please . Thanks
Q: Hi team ,
I am down 24% on square . Is it time to sell, hold , or buy more? In my opinion it’s being punished for no real reason, and still believe in its growth rate and potential disruptor status .
Call this a 2 part question as well and charge me credits accordingly . Do you believe in this current “market rotation” gimmick ? To me the current growth companies are still the current growth companies . It seems these days that the big traders on the market get together for a coffee before market open and conspire together to decide “what’s the theme of the week today ?”. I don’t understand it all but this last Monday for example was grossly obvious how crooked the “market “ can really be . Ayx for example : you can’t tell me that over the weekend that company is suddenly worth 15% less come Monday morning . In my opinion it’s a sad platform we all play on here , but at the end end of the day it seems the best strategy is to buy a best in class company and hold it long term , unless the fundamentals change , cause the market is so obviously manipulated every day .
Your thoughts please would be appreciated . ThAnks !
I am down 24% on square . Is it time to sell, hold , or buy more? In my opinion it’s being punished for no real reason, and still believe in its growth rate and potential disruptor status .
Call this a 2 part question as well and charge me credits accordingly . Do you believe in this current “market rotation” gimmick ? To me the current growth companies are still the current growth companies . It seems these days that the big traders on the market get together for a coffee before market open and conspire together to decide “what’s the theme of the week today ?”. I don’t understand it all but this last Monday for example was grossly obvious how crooked the “market “ can really be . Ayx for example : you can’t tell me that over the weekend that company is suddenly worth 15% less come Monday morning . In my opinion it’s a sad platform we all play on here , but at the end end of the day it seems the best strategy is to buy a best in class company and hold it long term , unless the fundamentals change , cause the market is so obviously manipulated every day .
Your thoughts please would be appreciated . ThAnks !
Q: good morning to you
maybe it is not your area of expertise but would appreciate you insight about Bayer
would you consider it to be a good hold for growth and dvd thanks in advance
maybe it is not your area of expertise but would appreciate you insight about Bayer
would you consider it to be a good hold for growth and dvd thanks in advance
Q: I am thinking about purchasing one of these companies. What would preference be and which one would hold up better if the market takes a downturn. Thanks
Q: what criteria do you use when looking at momentum investing?And speaking from a momentum perspective, can you please provide 5 of your favorite momentum plays for a med risk ,div income investor?
great service, many txs
great service, many txs
Q: Hi,
Peyto is one of the securities that likely will get dropped from the TSX index this month due to is low capitalization (below the rate required to stay in the index). My question is .... why with this impending removal from the listing is this stock moving up significantly the last week or so? Do you see other factors influencing the price, and would you consider buying at this time?
Thanks .
Peyto is one of the securities that likely will get dropped from the TSX index this month due to is low capitalization (below the rate required to stay in the index). My question is .... why with this impending removal from the listing is this stock moving up significantly the last week or so? Do you see other factors influencing the price, and would you consider buying at this time?
Thanks .
Q: I have a 4% position in Enghouse which has been in my portfolio for about 3 years. What is view on this stock for its potential future growth. Thanks.
Q: Hi there,
I recently sold my position in Shopify at a big gain (thanks to you!). The majority of my portfolio is made up of the top 20 growth names in your Balanced Equity Portfolio. What names currently look good to add to from my Shopify gains?
Also, as a young investor I try to not invest in slow growth names and would prefer a concentrated portfolio. What names from the Balanced Equity Portfolio would you remove to bring it down to 20 holding, for a growthier tilt?
Thank you!
I recently sold my position in Shopify at a big gain (thanks to you!). The majority of my portfolio is made up of the top 20 growth names in your Balanced Equity Portfolio. What names currently look good to add to from my Shopify gains?
Also, as a young investor I try to not invest in slow growth names and would prefer a concentrated portfolio. What names from the Balanced Equity Portfolio would you remove to bring it down to 20 holding, for a growthier tilt?
Thank you!
Q: Any reason why Guardant Health has been sliding down for the past few weeks? Is this a good time to start a position?
Q: Hello there,
Seems like investors are not rewarding growth in production in the oil patch. I own PXT which has done well over the last year but has been stuck in the mud around the same price since February but has bounced around a lot. Because the market is currently not rewarding for production growth , PXT is focusing on share buybacks and a very strong balance sheet which is great. Any thoughts on them initiating their first dividend and becoming more of a growth plus yield story? Return even more cash to shareholders?
thanks
Seems like investors are not rewarding growth in production in the oil patch. I own PXT which has done well over the last year but has been stuck in the mud around the same price since February but has bounced around a lot. Because the market is currently not rewarding for production growth , PXT is focusing on share buybacks and a very strong balance sheet which is great. Any thoughts on them initiating their first dividend and becoming more of a growth plus yield story? Return even more cash to shareholders?
thanks
Q: What are your thoughts on buying this stock