Q: Hi Peter, Could you please review CCT as it compares to ESRX. Are they direct competitors? Do they both have good upside? With regard to Obamacare is it better to buy American?
Thanks/Mark
Q: On March 26 @ 9:00 a.m. I had asked a question. It did not get answered. Perhaps it didn't go through. With my online account, my paid financial subscription and Globe Investor, I do not find out near the information I receive from you. I have a small US dollar account so could you supply me your take of which of these companies would be the best for growth or if you have a better one to suggest. ORAN, LEE, HCLP, ATVI and NCR. Thank you very much. Dennis
Q: Am I missing some thing on WEQ. I see that the earnings est. have gone down in the last 30 days. I am down 10% this always makes me look at the investment. I still see up side but ? I am at 60% of what I intended. What do you think about the stock over all and do you think it is a buy, sell or hold.
Thank you for your help
Garry
Q: In your answer to Michael's question on DSG you wrote -It is hard to pre-guess a momentum shift. Many biotechs and techs have been hit hard the past few weeks. Descartes earnings have been solid, and it is not nearly as expensive as some other names caught up in the rotation.
Are you referring to a rotation into cash and fixed income, or a rotation among equity sectors? If the latter, what sectors are attracting the investments?
Q: In response to a question about stopping-out of AVO you stated..."At this time, there may be something fundamental that has changed about the stock." Do you believe something has changed with the company and if so what in particular has changed? Possibly you believe nothing has changed with the company but rather market sentiment has changed. Anyways I am confused - can you clarify your thoughts on the company. (In regards to market sentiment I believe it was Keynes who said that the market could stay irrational longer than one could stay solvent - which is why I don't borrow to buy stocks).
Jim
Q: I have held intrinsic ics.to for many years. It had large volume yesterday and a pop in the stock price. Just wondered if you ever followed this stock and any reason for the action? Thanks Clare
I cannot resist asking you this question, even though it may be controversial to request a comment on another expert's opinion.
Brian Acker, a regular participant on the BNN Market Call shows, has commented on a speech made by Bank of Canada governor Stephen S. Poloz. The speech was made to the Halifax Chamber of Commerce, and reasons a dim future for the Canadian economy.
My strategy to date, has not included US investments.
With the fall of the CDN $ have I missed the boat for US investments, considering the speech by Governor Poloz?
Your opinion on the described future is greatly appreciated.
Q: Hedge Fund
Dear Gentlemen,
I am interested to 30% of my assets to Hedge Fund. I know only Donville Kent on in Canada. Can You please recommend 2 others.
Is it possible to add Hedge Fund on View by Category on the right side
Thank You and Best Regards
Q: What do you think of the rather sharp pullback is DSG shares over the past week? Should we be rotating out of these tech high fliers or will the money come back into them? thanks!
Q: I notice that the US theatre operators are seeing slower growth in ticket sales and are starting to discount same, albeit in only one state. "American movie-theater owners have been super hardcore about one thing, it’s ticket prices. No matter what the Europeans and Canadians do, no matter how many startups try to hack into ticket pricing, exhibitors for years have refused to budge.
Until now.
The National Association of Theatre Owners (NATO) announced Tuesday that it’s launching an off-night ticket-discount experiment sometime this year. But rather than dive in, they’re carefully dipping a toe: Only one state, which hasn't yet been revealed, will host the program, and it will run only for a limited time."
I know CGX has 70% market share but do you think it is fully valued here?
I own a half position in Wanted Technologies (WAN-X). Curious for your opinion on today's news about switching from a sales intermediary to more direct sales. They state this will be a drag on earnings in the short term, and clearly the market is reacting, down over 12% today. Personally, I am more concerned about management’s comments relating to competitors mimicking their service, and their competitive position moving forward:
“Historically, the majority of WANTED's revenues has been derived from its direct sales channel. Since 2010, however, the Company has licensed portions of its proprietary big data asset to resale partners, some of which have incorporated WANTED's data into their own products. As the market for human capital analytics has heated up, features in some of the products incorporating WANTED's data have begun to conflict with WANTED's own products.”
What are your thoughts of the company moving forward? I purchased a half position with the intent of adding the other half at some point, would this make a good entry point to do so? Should I wait? Or should I sell my current half position? (Portfolio is balanced on sectors and market caps with 5i names, generally a risk on investor) Thank you for your input.
Q: Hi Peter:
DND is trading below its 50 day moving average,
still just above the 200 day average,
the last e-mails in Feb at this site indicates that the
earnings are decent, I am breaking even at this point
would it be hold or buy or sell ?
thanks!
Q: Capstone (CSE) has secured a long-term contract for its Cardinal facility. Does this settle the uncertainty around the dividend such that, now, the common shares are more attractive than the (still discounted) preferreds?