Q: Hi Peter & team,
In June 2018, you upgraded TSGI to A-. Are you planning in updating this Report? and if so, would you be maintaining the grade of A- ?
Also, would you recommend averaging down on an original buy of $37.00 as long as one keeps the 2% recommended earlier today?
Thank you!
Q: i bought lspd at 21.00 based on one of your answers to a question on lspd before it even went public.
you called it very interesting, i have been adding to it all the way up.
i think some of the rise is the payment space is on fire, i also own lots of paysign and the lack of tech in canada.
its a huge position even for me, my question is has it gone to far too fast, and which do you prefer paysign or lightspeed.dave
Q: Hi there, I bought a position in light speed at 21ish and was wondering if it’s gone parabolic in the short term. Momentum looks like it’s building well but has it run too far too fast?
What do you think about this new TD ETF? I own a TD mutual fund that has done very well in the technology sector. Can I expect similar growth from this ETF at a lower MER?
Q: I had some money in Mawer New Canada Fund (small caps)
is there another mutual fund of high quality that you would consider as small cap
or an ETF for small cap (Canada)?
Q: I currently own both these mutual fund and trying to own less stocks and mutual funds and would like to know if both of these need to be owned? I currently have a 6% weight in PMIF and only a 2.3 % weight in FAD5700 and thinking of selling FAD5700 and adding to PMIF, or should I sell both and invest all in a different ETF that recommended in my PA?
Q: The current issue of Corporate Knights ('The Magazine for Clean Capitalism') spotlights A&W with an interview with its CEO.
Link: https://www.corporateknights.com/channels/food-beverage/plant-burgers-bring-home-bacon-15598137/
The same issue has a comparison of A&W with QSR on certain ethical considerations.
Link: https://www.corporateknights.com/channels/responsible-investing/tim-nashs-sustainable-stock-showdown-battle-burgers-15571521/
For fresh money going into the Canadian Utilities/Regulated Sector(?) what would be your top 3 current suggestions for a diversified/balanced unregistered portfolio?
Thanks to the folks behind the screen that continually provide appreciated perspective. Have also found your portfolio analytics option a useful tool for trying to focus.
Q: Hello folks:
I am very surprised by the paucity of questions on Gold sector, especially when some of the regular BNN experts like Ross Healy and many others in Seeking Alpha seem to think that the support of 1300 plus will hold and Gold's time to shine is finally here.
Your words of wisdom and your top 3 picks for this sector.
Many thanks.
With regard to PNN, you mentioned that a retail investor could build its own. Can you please elaborate on how to do it (example if possible). Would a 5 year maturity long enough ? Thank you
Q: investors keep selling Vermilion and driving the dividend up but there seems nothing fundamentally wrong with the company. do you think they will cut and would you buy?
Q: I’m underwater multi fathoms on this stock. I invested for the talent and expertise of Mike Rose and his team but the sector has been somewhat of a disaster despite his best efforts. It represents 1.25% of my portfolio now, down from about 2.75%. That’s bad enough but worse, I hold it in my RIF, so no write off. What would you do? Hold on to this small position or dispose of it and move on?