Q: Hi,
We have a small position in the score. It’s has hada nice pop with the latest news. Do you think it’s gotten a head of it’s self. Is it a good time to add?
Thanks
Q: SHOP keeps soaring. Great to see a Canadian tech stock do so well.
Do you think it will be a take-over target for one of the mighty US tech stocks? Amazon seems to me to be a possibility.
Q: I currently hold the above 3 stocks at around 2.5% positions and am wondering if there are better options in the industrial sector or should I hold tight. CAE is up over 30% but AFN is down 25% and TFII is down 8%. I’m a retired income investor.
Thanks
Lyle.
Q: Two questions:
1) Of the two, which one would you be more optimistic about for the medium term (3-5 yrs).
2) Which would you prefer to sell for a tax loss. (and not repurchase)
And a third question...
Regarding TSGI, the last report (06/18)had upgraded the rating to an A-. It has been a while...is it safe to assume that an updated report would see a downgrade?
Q: So, the goons over at Motley Fool Canada having been hyping up a recent Canadian tech IPO, with the usual comparisons to Amazon, Netflix and Shopify.
Travis over at Stock Gumshoe speculates that they're talking about LightSpeed POS (in this blog https://www.stockgumshoe.com/reviews/stock-advisor-canada/whats-the-shopify-2-0-teased-by-motley-fool-canada/), a company I was already familiar with thanks to your growth portfolio.
I'm was wondering if I could get your take on this enormous hype - obviously this is Motley's bread and butter, but since you just issued a report on Lightspeed back in June I'm curious.
Q: I have half positions in each of these four companies and cash to deploy to bring some to full positions. In which order (best candidate first) would you proceed?
Q: I want to replace this stock AFN down 45 percent with a better stock with a yield and a good backlog. This is in my RRSP. Can you suggest a few replacements I can check out. Thanks.
Q: I saw Peter a couple of times recommending First service on TV. I purchased the stock in December/18 and sold it a couple of months ago. Would this be a good entry point to initiate a position? Would you favour First Service or CiGI at this point. Thank you for your help,