Q: earnings reports out yesterday for both of these companies. They comprise about 15% of my portfolio (I know, don't ask !!). earnings were there for both so better than a loss...should I continue to hold. Tourmaline mgmt. is adored (seemingly) but limited info on ESN....
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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: May I have your updated view of TS.B as an aggressive speculative play? What is your view of their third quarter results? I know it is early, but haw do you think their integration of VerticalScope is going and will it have a positive impact to stop the bleeding?
DON
DON
Q: I currently have no exposure to the health care sector in my portfolio. I'm looking for companies that pay a bit of a dividend which is sustainable and have the ability to provide some steady capital appreciation. I realize that American stocks are not your expertise, but keeping my criteria in mind and watching what's going on with Canadian health care, I would appreciate your opinion on three American companies. Gilead, JNJ, and Walgreens.
Looking to the future, which of these companies has the best prospects? (keeping capital gain and dividend growth in mind)
Which 2 Canadian companies who you add to diversify my health care holdings?
Thanks for your guidance.
Looking to the future, which of these companies has the best prospects? (keeping capital gain and dividend growth in mind)
Which 2 Canadian companies who you add to diversify my health care holdings?
Thanks for your guidance.
Q: I would appreciate your expert opinion on Hudson's Bay.Is it reasonable to expect that the company can monetize their real estate holdings?
Q: My portfolio includes above 7 names.
Please provide up-dates, resp. information for some where I could not find any Q and A info. Thanks.
Klaus
Please provide up-dates, resp. information for some where I could not find any Q and A info. Thanks.
Klaus
Q: May I have your views on this company as to it's growth.Tks
Q: Do you think these small cap health care can bounce back in a 3-6 month period or do you think there is a possibility they could drift sideways and down for a longer period of time,is part of their problems the headwinds of valiant and Concordia thank you.They make up about 15% of my portfolio.
Q: Hello Team,
Could you give me your opinion on this company and how would you rate it compared to csh.
Thank You,
Barry
Could you give me your opinion on this company and how would you rate it compared to csh.
Thank You,
Barry
Q: Imagine an investor setting up an RRSP with $15k, a 30 year time horizon, a desire to keep it simple (CAD ETFs), an ability to sleep at night when markets are down and a desire for a somewhat aggressive strategy. What CAD ETFs would you suggest as a portfolio? Thanks as always.
Q: I bought some stock in Luxottica a few years ago and I want to get your advice on whether I should sell or continue to hold.
Q: Hello Team, I have bought a position for My TFSA, was wondering if you still like this venture stock as it has cooled off a bit the past few days? Thank you for your help, Herb
Q: Hi Peter and team,
What is the business model. What is potential growth of the company. How much insiders own the stock. Do you think long term (3-5 years), the company will be around. Thanks.
Norwood
What is the business model. What is potential growth of the company. How much insiders own the stock. Do you think long term (3-5 years), the company will be around. Thanks.
Norwood
Q: I have been watching the following three L-Brands, Ross Stores, Nike for about a year now,and I can not decide which one to invest in. Therefore, I would like any help you can give me to decide which is the one going forward.
Q: Good morning,
I have been reading many more articles recently regarding the macro trend toward organic and non anti-biotic raised food. Major food chains such as A&W (thanks very much for the investing idea!) and now McDonalds (large restaurant chain in the world) offering meals with non anti-biotically raised animals.
Can you please provide your perspective on this as well as the best way for an individual investor to participate in this macro trend. Please provide best equity or other opportunities in this space either in Canada or in US.
Thanks as always for the independent perspective you provide!
I have been reading many more articles recently regarding the macro trend toward organic and non anti-biotic raised food. Major food chains such as A&W (thanks very much for the investing idea!) and now McDonalds (large restaurant chain in the world) offering meals with non anti-biotically raised animals.
Can you please provide your perspective on this as well as the best way for an individual investor to participate in this macro trend. Please provide best equity or other opportunities in this space either in Canada or in US.
Thanks as always for the independent perspective you provide!
Q: Your research report on Gildan states
"Gildan has significant exposure to cotton prices, which can have a big
impact on the bottom line. The company says fluctuations and volatility
in the price of cotton and polyester fibres is a big risk."
Is there any reason the company would not hedge these risks through cotton futures or even oil futures (for the polyester price risk)? It seems to me that this is exactly why these futures exist, to serve the producers and smooth their earnings cycles. Thanks, J.
"Gildan has significant exposure to cotton prices, which can have a big
impact on the bottom line. The company says fluctuations and volatility
in the price of cotton and polyester fibres is a big risk."
Is there any reason the company would not hedge these risks through cotton futures or even oil futures (for the polyester price risk)? It seems to me that this is exactly why these futures exist, to serve the producers and smooth their earnings cycles. Thanks, J.
Q: Hi- your comments on todays guidance please. What is the PE for 2016 at today price. What is the total debt situation and a concern? thanks
Q: I have a new baby (less than two months old) and have just set up an RESP. We plan to contribute $2500 each year to get the government grants and grow a portfolio. Because $2500 is fairly low, what would you recommend as a starting equity position for this? Would something like GUD or DHX.B be a good start, or wouldis there an ETF be recommended first?
Thanks!
Thanks!
Q: Hi, could you please post the consensus estimates for EPS, EBITDA and Revenue for Q3 for Kinaxis and CCL Industries. Thanks
Q: I bought Cineplex for growth and have made a very nice gain on it. I wonder with it at over $50.00 if there is much more growth left in the short term and it might be time to sell for a better growth stock.
Thank you.
Maggie
Thank you.
Maggie
Q: Could you explain, in general terms, how companies like CXR (and I suppose VRX) actually thrive? CXR buys an existing company, but how do they become so successful? Do they somehow unlock synergies to cut costs or increase sales, or is it just price increases? Or is it that they somehow are able to purchase these companies at a great price, and if so, why would the existing owner sell at such a low price? CRX has levered itself to buy their most recent company, but why is this such a great deal? Thanks again for your insight!