Q: I am currently underwater 60% on a small position of NAL (1% of my portfolio). In your view, is NAL likely to survive this market cycle and are they worth holding onto? I very much enjoy the dividend, is this likely to remain? Finally, should I consider doubling down on my position for a long term hold?
Q: From what I read on this company,
P/E Ratio 3828.00
Earnings/Share $ 0.01
Dividend/Share $ 1.78
I do not understand why you recommend it a favourite holding.
Could you explain? I read your company report (2015).Do you still agree with an A quote?
Thank you.
Q: In the month of April,there was an exercise of warrants for. 010 cents.
I didn't t add them all up but it is well over a million shares. My question is what does this mean for AYA? That's a lot of shares issued for next to nothing.
Q: according to td webbroker the INK insider report shows the CEO Martin Reid selling over 42% of his holdings on May 26th. Should investors be concerned??
Q: George asked about best Canadian growth stocks. You suggested KXS, SH, SIS. Where does CSU fit? I see it seems to be coming back strongly after its miss.
I am looking for some guidance on XTC. Its been trending water the past 12 months. Last quarters don't ring any alarms which is nice but I'd like to get some return on this in the next 12 months. What are you thoughts?
Q: I bought DHX.B at $5.50. I've held it because of the "timeless" nature of some of their content and the possibility it would be taken out by a bigger player. Given the recent decline, is this thesis still valid or is it time to take my 20% and move on?
Thanks for your comments and helpful service.
I am presently without any exposure to oil and gas companies. To what extent do you think PKI might be a good place to re-enter the sector? Your most recent review was a tepid "B" so I am completely open to other suggestions you might have.
I am a retired conservative investor who has no need to "shoot out the lights" and realize that diversity is a good thing.
Q: Good morning.
I really appreciate the great job you do. I have two questions.
1. Could you please give your comments on the latest Descartes results?
2. Short Sellers - where can I find out info about the number of short sellers on a company?
Thanks for your help.
Marilyn
Q: Have difficulty understanding the sector alllocated for some stocks. For instance I thought NFI would definitely be Industrial but in my BMO portfolio it is classified as cons disc along with DOL - which I get. I want to increase my Industrial sector so could you go thru your three portfolios and list the stocks that would be classified in this sector? Thanks.
Q: Dear Gentlemen,
I want to add 2.5% from 10.5% to 13% in the Industrial sector.
At the moment I have the following companies in different accounts
BDI 0.5% (-75%)
MDA 2.4% (-3%)
ATA 1.1% (-20%)
STN 2.7% (-1.3%)
WSP 3.8% (+13.6%)
adding on one or two on these companies or add a new one SIS ?
Your recommendations ?
Thanks
Best Regards
Q: Can you tell me when Enghouse will be announcing their earnings and what is expected in the way of results? Are you still positive on this security? Thank You.
Q: Wow. At this moment, MTY is up 16 % at 41.72 and at one point reached 46.25 on the announcement of the Kahala transaction. I saw the announcement and thought I might take a position until I saw the huge reaction. Could you give your opinion on this transaction and the best approach to take on accumulating a position if advisable. Thanks.
Q: This question is about portfolio construction and geographical equity allocation. I am attempting to diversify my equity holdings across Canadian, U.S., International, and Emerging Markets.
How do I treat a company that has global operations, such as BEP.un?
BEP.un receives 25% of its revenue from Canada, 50% from the U.S., 5% from developed International markets, and 25% from Emerging Markets.
Should BEP.un "count" as a 100% Canadian holding because it trades on the TSX, or should I proportion my holding in BEP.un across the 4 geographical regions according to their respective revenue percentages? (Or is there an even better way to approach this?)
Q: Descartes was removed from the growth portfolio to make room for kinaxis. I own DSG but not KXS. Descartes I think reports tomorrow. Lots of strength in the stock yesterday. Do you still like it and what are analysis projections for earnings. Thanks.