Q: Do you prefer Stryker to Medtronic. Would you advise selling Medtronic to buy Stryker at this point in time. Thank you.
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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: Now that US Banking "Crisis" appears to be out of the press, if not completely over, how do you view one of the most beat up Regional Banking names, PACW? Is it a buy at less than one half tangible book value?
Q: What is your general feeling of Magna for next 5 years? What hinders growth? Would you move on, and possibly what is a better choice?
From a consumer perspective dealers seem unable to meet auto delivery demands (long wait times) and I would guess this should mean high demand for the Magnas of the world.
Thank you!
From a consumer perspective dealers seem unable to meet auto delivery demands (long wait times) and I would guess this should mean high demand for the Magnas of the world.
Thank you!
Q: what do you make of this deal between Hai and ET?how far is this deal done?
It called for ET buying Hai for $4.5 so there is still about 10% upside here.
Would this be an easy trade right now to buy Hai for $4 .If there is no takeover ,what would be the fair price be for Hai you think?
Are there insiders owning Hai and what are the positions.
Same as for ABST takeover.wouldn't it be good to buy ABST right now?or is it all too risky?Thanks
It called for ET buying Hai for $4.5 so there is still about 10% upside here.
Would this be an easy trade right now to buy Hai for $4 .If there is no takeover ,what would be the fair price be for Hai you think?
Are there insiders owning Hai and what are the positions.
Same as for ABST takeover.wouldn't it be good to buy ABST right now?or is it all too risky?Thanks
Q: Hi,
We’ve held the FINX on/off for many years. In the past it has served us well, I had unfortunate timing on out last purchase and we are down 35% (in registered account no tax benefit for loss). What’s your current opinion on the Fintech space going forward….. do you seeing it doing well over the next 3- 5 years?Any major concerns with averaging down on this one?
Thanks for all that you do!
Kerri
We’ve held the FINX on/off for many years. In the past it has served us well, I had unfortunate timing on out last purchase and we are down 35% (in registered account no tax benefit for loss). What’s your current opinion on the Fintech space going forward….. do you seeing it doing well over the next 3- 5 years?Any major concerns with averaging down on this one?
Thanks for all that you do!
Kerri
Q: I would like to add to above existing positions.
I believe that CSU dropped enough to make it interesting after recent new highs. LIN looks like a steady large company with a good future. GEI has a nice dividend and good analyst reports.
Please give me your opinions on each.
Thank you
I believe that CSU dropped enough to make it interesting after recent new highs. LIN looks like a steady large company with a good future. GEI has a nice dividend and good analyst reports.
Please give me your opinions on each.
Thank you
Q: Are you aware of any correlation between notable wildfire seasons and stock prices for lumber co's?
Q: In the news yesterday: " Irving Oil considers sale of company as part of strategic review".
Is there anything here that would interest Couche-Tard?
Thanks
Chris M.
Is there anything here that would interest Couche-Tard?
Thanks
Chris M.
Q: I have previously asked about VBNK and you were cautious. Can you update the November 2022 remarks based on its latest Q release, which to my non-financial training looked very strong. Thanks for all you do
Q: Please comment on 1st q results.
Q: what is your opinion on Laz?
Good to start investing here or would you recommend an other financial?
Dividend secure on Laz?
Good to start investing here or would you recommend an other financial?
Dividend secure on Laz?
Q: Gentlemen;
Can I have your opinion on NBLY results released today?
Can I have your opinion on NBLY results released today?
- Constellation Software Inc. (CSU)
- Descartes Systems Group Inc. (The) (DSG)
- Thomson Reuters Corporation (TRI)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Topicus.com Inc. (TOI)
Q: What would be your top Canadian tech picks to survive or thrive in a recession.
- Constellation Software Inc. (CSU)
- Alimentation Couche-Tard Inc. (ATD)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- goeasy Ltd. (GSY)
- Lumine Group Inc. (LMN)
Q: Would you kindly identify your favourite 5 positive momentum stocks for Canada & 5 for the US ignoring income, safety etc…strictly momentum. Thank you as always.
GM
GM
- Alphabet Inc. (GOOG)
- Intuitive Surgical Inc. (ISRG)
- Microsoft Corporation (MSFT)
- Booking Holdings Inc. (BKNG)
- Deere & Company (DE)
- Enbridge Inc. (ENB)
- Constellation Software Inc. (CSU)
- Pembina Pipeline Corporation (PPL)
- Keyera Corp. (KEY)
- WSP Global Inc. (WSP)
- BRP Inc. Subordinate Voting Shares (DOO)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Aritzia Inc. Subordinate Voting Shares (ATZ)
Q: Hello, with the current inflation scene, economy and interest rates, expectations of a pause by Federal Reserve and possibility of a soft landing, what sectors will be your favorites to invest/overweight today with a 5-10 years horizon ? And, in these sectors, what will be your best 3 picks, based on current valuation and future growth, in order, with suggested price levels to buy/add ?
Thank You
Thank You
Q: Not sure if this is within the scope of your service, but can you explain why a country like Japan with a huge amount of debt-to-GDP has not had a collapse of it's currency from YCC or huge inflation? How is it that increased debt has let to deflation? I've heard some reasons over the years but none that make sense.
The reason to ask is our Canadian, European and US governments also have a huge debt burden, increasing interest payments on this debt and a continuing increase in debt over the foreseeable future. How could any rational investor have confidence in this debt/credit based system? Will we turn Japanese? (to quote the Vapor's song!) What factors would push us into deflation vs inflation?
The reason to ask is our Canadian, European and US governments also have a huge debt burden, increasing interest payments on this debt and a continuing increase in debt over the foreseeable future. How could any rational investor have confidence in this debt/credit based system? Will we turn Japanese? (to quote the Vapor's song!) What factors would push us into deflation vs inflation?
Q: Hi
I'm down 50% on these two. I am thinking of selling and buying LMN with the proceeds. In 3 years would I be happy with that decision?
Carl
I'm down 50% on these two. I am thinking of selling and buying LMN with the proceeds. In 3 years would I be happy with that decision?
Carl
Q: Any idea why this one is selling off so hard and fast? Does it have to do with AI competition from google? It seems it fell right out of favour about the time i bought it.
Jason
Jason
Q: Hello. What do you think of a switch from NWC to AW.UN (both in an RSP)?
NWC is currently 1.4% of our portfolio at a gain of 24% (40% with dividends).
AW.UN is currently 1.7% of our portfolio at a slight loss of -3%, but with a gain when including dividends.
Thanks.
NWC is currently 1.4% of our portfolio at a gain of 24% (40% with dividends).
AW.UN is currently 1.7% of our portfolio at a slight loss of -3%, but with a gain when including dividends.
Thanks.
Q: Do you think there is any future for CMC and DOC .