Q: Aecon winning contracts and with the takeover off the table and stock back to $16 is it a good buy now or do you still prefer WSP Stantec or snc. And which ones have the least amount of debt and would withstand a slowdown much better.
Q: With the recent sale off. Am considering adding to SHOP(3 %) or initiating a position on CSU. Your advice would be much appreciated. Thank you. Fooklin
Q: Guy on Marketcall last night said Enercare was paying out more in dividends than it was earning, and that it's cash was going down and down as a result. What do you think?
Q: Goodmorning
I currently have a 2% position in dsg and am thinking of taking it to 5%
I do not have a position in engh but considering initiating a 2% position
Which strategy would you be more comfortable with ?
Thks Marcel
Thks for all you do
My question is about what is the best strategy and behavior during a downturn in the markets?
From my reading of previous answered questions and on other posts on the internet, the advice seems to be, do not sell while the market is dropping. How can one be disciplined enough not to do it? What if one stock in our portfolio is dropping more that the rest during a downturn in the markets? At what point while the market is dropping, should we consider buying more quality stocks?
Q: watching these two companies share price roll over - i see a comment on PBH about quarter coming and market worried, but isn't this more about heavy debt loads whose share prices have done extremely well and the ramifications of higher rates? PBH has $480M of debt! BYD $250M
Q: Hi,
Have inflationary pressures become real due to the tarrifs? Do you expect this to start having impact on prices and therefore on the stock market? I suspect Trump might back pedal once these tariffs start impacting markets. What are your thoughts? Thanks.
Q: At 75 years of age I am not comfortable holding a full portfolio of stocks in a world that is so dependent on tweets from a malevolent idiot. Thus I have moved a large portion of my holdings to cash, and have built a GIC ladder as my main attempt at capital preservation. I am now looking for stocks or ETFs that provide good income with a relatively low risk of capital loss. SRU.UN was recommended on BNN recently, in particular because Walmart represents about 1/4 of its holdings. Does this rationale make sense to you, and do you think SRU would be suitable for my new capital preservation portfolio? Any other suggestions would be much appreciated.
Thanks for your great advice, as always.
Q: Hi group I am taking a bath on tech stock both in US and Canada . Looking like market is going to value on these stock as opposed to growth. I also am losing a lot on financials like Visa + PayPal. What strategy should I use going fwd . Preserve capitol or wait out what happening or? . I know that this info is scattered info but generally what is your thoughts going fwd Thanks for your guidance
Q: First off, my apologies to all the members for the recent sell-off in the markets. I should have warned your readers that I decided to put some money to use at the end of last week so there would inevitably be a sell-off not too long afterwards.
But seriously, I was wondering if you could provide any insight/feedback/critique into whether it makes sense to view the projected growth in market development in African nations in the coming years and decades as a viable investment thesis. If so, do you have any suggestions on how to invest in Africa? A cursory exploration led to Fairfax Africa (FAH.U) - does this seem like a worthwhile investment? Are there any other suggestions I could investigate further?
Q: Regarding PIF, when you wrote in an earlier response that Nicaragua adds some risk, were you thinking specifically of current political protests and the general unrest behind it or was there something else? If one is willing to overlook that, do you like the earnings, relative value, and in short, the company as a multi-year hold? Thank-you.
Q: I currently own the following ETF's/ Funds. Canadian- ZCH ZSP FLI CJP COW VE VEE XGD ; U. S.- IWO AWF BBH FEZ XLRE XLF KRE XLK. In your view, are there any which should be sold to reduce duplication or for other reasons? And which are worthwhile adding to in this market? Thank you in advance for your usual well-considered reply.