I have a divided the amount I set aside for Gold (long time hold as a hedge against many variables) between GLD,XGD and ZJG. But the Junior Golds cost me money! Down about 12%. On GLD and XGD I am up. Will the Juniors see the light of the day soon? Or should one wrap up th e position and move it to XGD/GLD? Or your favourite PHYS?
Q: May i have your thoughts on this one? It released earnings last night which looked great but the stock is down 20% or so today and I'm now holding at a loss. I read the conference call transcript and I can't figure out why the market sent this one lower after what looked like a nice quarter with significant year over year earnings growth. I don't know what I may be missing. The same thing happened to me on Peri and Meli, which I thought had good earnings but fell the day after, only to recover a bit in the following days.
Q: KXS appears to be doing everything right but the market already sees this and the P/E seems stratospheric. Is it too late to get on board, or maybe even time to sell?
Q: Should I be concerned about the declines in office usage as reported in US and Canada. What does this portend for Colliers going forward through this rocky landscape
Q: Hello, Both these companies reported solid results, after market yesterday, but their stock is dropping today. What would be a decent price to start a new position ? Thank You
Q: I have room to add one materials stock to my portfolio. Which of the following or others would you prefer? Nutrien around $80; Stella Jones around $60 lately or CCL.B around $68?
Q: Can you comment on how much exposure the Canadian banks have to commercial real estate in the US and Canada? It sounds like office towers are of particular concern. Could you also comment on residential mortgage risks. And how much impact it could have on the stock prices.
Thanks.
Q: What is your assessment of the takeover of Absolute by Crosspoint partners? Can I assume that it is highly unlikely that there will be a competing bid? Would you therefore sell it now or wait for the shares to be taken up at the offer price?
Q: I owned NVEI and sold out a short time ago. If I were to re-enter the stock, what do you feel would be a reasonable price range to begin accumulating at.
Thank You for your great service.