Q: Looking at fundamentals and management which company do you think has the most recovery and safety. I own them both and can only add to one. Thank you as always.
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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.
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Grayscale Bitcoin Trust (GBTC $91.73)
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BTL Group (BTL)
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HIVE Digital Technologies Ltd. (HIVE $3.48)
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Beyond Inc Com (OSTK)
Q: With bitcoin plunging I was thinking about a short in this space. Would you mind giving me your thoughts on such a trade and some possible names? Thank you I’m advance.
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Great Canadian Gaming Corporation (GC $44.98)
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Premium Brands Holdings Corporation (PBH $95.72)
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Savaria Corporation (SIS $21.15)
Q: please provide 3 top equities for starting a position today. Ranked from 1 - 3 not considering any other factors.
Thanks.
Thanks.
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Park Lawn Corporation (PLC $26.48)
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Stars Group Inc. (The) (TSGI $37.49)
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Pollard Banknote Limited (PBL $20.70)
Q: You have said that you prefer tsgi over pbl. Looking at the financials the roe, roi, debt, eps growth, price to cf is better at pbl than tsgi. What is the reason for your preference?
Regarding plc can you tell me what the reason is for the huge earnings spike in 2021?
Regarding plc can you tell me what the reason is for the huge earnings spike in 2021?
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Andrew Peller Limited/Andrew Peller Limitee Class A Non-voting Shares (ADW.A $5.27)
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Savaria Corporation (SIS $21.15)
Q: Hello Peter,
Is it time to back up the truck on Savaria? I think the market has over done the downside. Any reason why Andrew Peller is down from its peak? The company seems to be doing well. Please comment on both. Thank you.
Is it time to back up the truck on Savaria? I think the market has over done the downside. Any reason why Andrew Peller is down from its peak? The company seems to be doing well. Please comment on both. Thank you.
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Canopy Growth Corporation (WEED $1.77)
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Aphria Inc. (APHA $16.55)
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Aurora Cannabis Inc. (ACB $6.92)
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HEXO Corp. (HEXO $0.88)
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CannTrust Holdings Inc. (TRST $0.91)
Q: Good day gentlemen,
I am attempting to differentiate between the largest Canadian producers on a valuation basis...specifically EV/EBITDA. As 2018 and 2019 will be ramp up years for most of these companies, Can you provide this estimated figure for years 2019 and 2020 for these companies and any others you may have in this sector.
I am attempting to differentiate between the largest Canadian producers on a valuation basis...specifically EV/EBITDA. As 2018 and 2019 will be ramp up years for most of these companies, Can you provide this estimated figure for years 2019 and 2020 for these companies and any others you may have in this sector.
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Royal Bank of Canada (RY $190.65)
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Bank of Nova Scotia (The) (BNS $79.70)
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BCE Inc. (BCE $35.24)
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TC Energy Corporation (TRP $70.80)
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Fortis Inc. (FTS $70.05)
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WSP Global Inc. (WSP $285.87)
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Algonquin Power & Utilities Corp. (AQN $8.04)
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Cineplex Inc. (CGX $10.72)
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Chartwell Retirement Residences (CSH.UN $18.25)
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NFI Group Inc. (NFI $18.82)
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Whitecap Resources Inc. (WCP $10.20)
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Alaris Equity Partners Income Trust (AD.UN $19.05)
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Transcontinental Inc. Class A Subordinate Voting Shares (TCL.A $20.20)
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Premium Brands Holdings Corporation (PBH $95.72)
Q: Following up on a recent question regarding allocating the appropriate amount of monies to each stock, the amount depending on the size, safety, etc of that security. Would you agree with the current split (full, partial, small):
Full = AD (should be partial), AQN, BCE, BNS, FTS, RY, TRP.
Partial = CGX (could be full?), CSH, NFI, PGH (could be full?), TCL, WSP (could be full?).
Small = WCP.
Thanks...Steve
Full = AD (should be partial), AQN, BCE, BNS, FTS, RY, TRP.
Partial = CGX (could be full?), CSH, NFI, PGH (could be full?), TCL, WSP (could be full?).
Small = WCP.
Thanks...Steve
Q: I asked a question after watching closing 10 nins of Peter on market call.
on listening to the full program later many of my questions were adRessed. so please ignore the question.
Appreciate cooments on the outlook for
DOO ,ZZZ,TCL.A AND MG
on listening to the full program later many of my questions were adRessed. so please ignore the question.
Appreciate cooments on the outlook for
DOO ,ZZZ,TCL.A AND MG
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Largo Inc. (LGO $2.09)
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TFI International Inc. (TFII $133.86)
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Great Canadian Gaming Corporation (GC $44.98)
Q: In addition to diversified RSP, RIF, TFSA accounts, I have a small Trading account that I use for 'nice to have' rather than 'need to have'.
I have sold Photon and Reliq recently for tax loss and have 22% in cash which I would like to redeploy. In this account I am willing to take higher than average risk.
Current holdings are COV 9% (with small loss), TSGI 43% and SYZ 26% (both with good profit). Your suggestions for one or two stocks that you think have higher than average growth potential in the coming year would be appreciated.
Re your recent update reports - good timing with so much going on and I liked the format
Thanks as always.
I have sold Photon and Reliq recently for tax loss and have 22% in cash which I would like to redeploy. In this account I am willing to take higher than average risk.
Current holdings are COV 9% (with small loss), TSGI 43% and SYZ 26% (both with good profit). Your suggestions for one or two stocks that you think have higher than average growth potential in the coming year would be appreciated.
Re your recent update reports - good timing with so much going on and I liked the format
Thanks as always.
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Covalon Technologies Ltd. (COV $2.34)
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CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B $83.91)
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Boyd Group Income Fund (BYD.UN)
Q: Greetings, I have not asked a question for a while now (2 years?); here it goes. This seems like a good time to deploy some of my cash held in my TFSA. Can you suggest a stock similar to KXS in potential? Maybe GUD, PHO? Thanks as ever.
Henry
Henry
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Photon Control Inc. (PHO $3.60)
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CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B $83.91)
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Stars Group Inc. (The) (TSGI $37.49)
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NFI Group Inc. (NFI $18.82)
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Premium Brands Holdings Corporation (PBH $95.72)
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Savaria Corporation (SIS $21.15)
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goeasy Ltd. (GSY $209.13)
Q: Hello Peter,
First off, great job on BNN yesterday! Your comments helped reinforce on focusing on the long term and not quarterly results. Just to recap your theme, I have listed the companies with let's say "quarterly miss" , however, with a market over reaction to the downside. Can you add or delete other companies that fit in this category?
Thank-you for being in our investment corner.
Angelo
First off, great job on BNN yesterday! Your comments helped reinforce on focusing on the long term and not quarterly results. Just to recap your theme, I have listed the companies with let's say "quarterly miss" , however, with a market over reaction to the downside. Can you add or delete other companies that fit in this category?
Thank-you for being in our investment corner.
Angelo
Q: Would it be a good decision for Lassonde to split since the share is now over 200.00 ? If yes why? and if no why ?
Q: If a person with about $20,000 dollars to invest for about five to seven years and wants to be one-hundred percent invested in stocks, what would you recommend, thanks? This person is somewhat risk averse
Q: I see that well over 10,000 homes in California have been destroyed. At what point does the rebuilding of at least 10,000 homes have an material impact on Norbord or any of the lumber companies?
Q: Good morning 5i team
My daughter asked for my recommendation on where to invest the $22K she and her husband have in our two grandchildrens' (10 & 7) RESP. They are currently in a 60/40 set of bank mutual funds, and they contribute $100K a month. They are prepared to accept moderate risk. I don't particularly like bank M-funds, and am thinking to suggest 40% in a 5-year GIC, and 60% in blue-chip dividend payers like BCE, BNS &/or ENB. I would appreciate your advice on my general approach and stock picks.
Granddad Edward
My daughter asked for my recommendation on where to invest the $22K she and her husband have in our two grandchildrens' (10 & 7) RESP. They are currently in a 60/40 set of bank mutual funds, and they contribute $100K a month. They are prepared to accept moderate risk. I don't particularly like bank M-funds, and am thinking to suggest 40% in a 5-year GIC, and 60% in blue-chip dividend payers like BCE, BNS &/or ENB. I would appreciate your advice on my general approach and stock picks.
Granddad Edward
Q: I invested late Oct at the top of the graph curve and am now down 35% because they issued new equity, diluting my share values. I am not panicking bec I think this relatively new firm has a future and knows how to set it self up nationally and internationally which new capital.
Do you agree with my optimism ?? Pls justify it.
Art
Do you agree with my optimism ?? Pls justify it.
Art
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People Corporation (PEO $15.21)
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Covalon Technologies Ltd. (COV $2.34)
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NFI Group Inc. (NFI $18.82)
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ATS Corporation (ATS $38.06)
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Kinaxis Inc. (KXS $194.59)
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Premium Brands Holdings Corporation (PBH $95.72)
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Canopy Growth Corporation (WEED $1.77)
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Savaria Corporation (SIS $21.15)
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goeasy Ltd. (GSY $209.13)
Q: Hi Guys, my above holdings got wacked lately and was wondering if there is anything going on, from the above list should I sell anything besides WEED, are the institutions selling these companies because they think there is more to the downside? These are long term holdings are all up except for COV and KXS which I just bought before the tumble, not one of my best moves.
Thanks
Chicken Little
Thanks
Chicken Little
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Bank of Nova Scotia (The) (BNS $79.70)
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NFI Group Inc. (NFI $18.82)
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Premium Brands Holdings Corporation (PBH $95.72)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $196.52)
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Savaria Corporation (SIS $21.15)
Q: Hi,
SHOP has held it's own very well wondering if it would be a good idea to reduce SHOP to small position from full position. And buy SIS, BNS, NFI or PBH..for safety and growth when the markets decide to rebound...Your thoughts and sage advice welcome.
Also I am surprised at SIS sharp drop for a small miss...Should I be taking advantage of this?
Thanks. Shyam
SHOP has held it's own very well wondering if it would be a good idea to reduce SHOP to small position from full position. And buy SIS, BNS, NFI or PBH..for safety and growth when the markets decide to rebound...Your thoughts and sage advice welcome.
Also I am surprised at SIS sharp drop for a small miss...Should I be taking advantage of this?
Thanks. Shyam
Q: I’d like to invest in companies with excellent balance sheets, a clear catalyst for growth, and which are trading at a discount to their historic valuation. I’m hoping you can provide a list of stocks, both domestic & foreign, that meet these criteria. Are there any sectors or countries with an abundance of such companies right now? If so, please suggest some appropriate ETFs. Thanks very much.
Q: HI Peter
The numbers for the quarter were good from revenue but not profit, but the longer term numbers were good. Also, i would think for an emerging company, the revenues should be the focus, but I am assuming the market will bring it down like the rest of the cannibis stocks. What do you think of the numbers and do you think Canntrust looks good in comparison to others? Thanks
The numbers for the quarter were good from revenue but not profit, but the longer term numbers were good. Also, i would think for an emerging company, the revenues should be the focus, but I am assuming the market will bring it down like the rest of the cannibis stocks. What do you think of the numbers and do you think Canntrust looks good in comparison to others? Thanks