Investment Q&A

Q: Would love your expert analysis of them. Looks like momentum is carrying them upwards and with there report date coming up what do you see from them and what are the earning expectations. I own Vicinity right now and am even on them so far, should I sell 1/2 and buy GPV.
Thanx as usual Gary

Q: In my non-registered account I have tried to build a diversified portfolio of "set-and-forget" dividend-paying stocks. I do not need the dividends currently, all are being DRIPped.
Recognizing that I'd be giving up some dividend return, what are your thoughts on replacing BEP in the portfolio with BAM?
I already own AQN in the renewables space, and ACO.X & FTS in the utilities space.
Thanks you for your insight.

Q: Do you have any idea why NVEI is dropping so much today? Has anything changed?

Q: Hi ,
I find that he market cap of this company differs at the same point in time, depending on where you looking. This should not be the case, would you agree?

Could you please clarify that for me and would you consider this stock a good buy/ hold for the next 3 to 5 years out? High risk is not a problem.

Thanks

Q: I got into upstart about 5 weeks ago and it has since increased 78%. Is this a hot potato where I should take at least some (taxable) profits? It's pushing 6% of my equity. I guess my real question is given the tear this has been on, would you be more skittish and pull the take profits button here earlier than normal. Thanks.

Q: PetroTal has been doing very well recently. What are your views on this and other micro-cap oil & gas firms you are watching?

Q: Given the recent announcement from NFI , is it time to bail out or worth a hold for long term. The stock has taken quite a huge hit this morning.. Your advice is appreciated.

Q: Good morning, since Aritzia is classified as a Consumer Cyclical where in the cycle would you say it is these days, thanks?

Q: Is this the next Canadian tech darling?

Q: EFL has seen a significant pull back of its highs around $2.50 back in Jan 2021 hitting a low of $0.80 on Aug 31 2021. It seems to be turning around with a back log of orders going to be booked in Q3. Would this be a good time to take a position in this stock?

Q: Hi,
I currently have these stocks in my TFSA CAD account. They are almost all equally weighted. Do you think there needs to be any adjustments?

I understand they are all growth stocks except ZSP. Is it a problem if I only have these growth stocks?

Thank you!

Q: Hi,

I have a small amount of funds available to invest inside my TFSA. I already hold a small position of TOI (26 shares) and really like the company. I'm looking to either: add to the TOI position, or start a new position in NVEI or ASAN. They all seem quite pricey with current valuations (with NVEI and ASAN rising sharply in the past few days). Based on current valuation, which do you prefer for a minimum 5-year hold. Risk tolerance high.

Thanks

Q: Would you have a short list of 5 companies that should be on a watchlist for when (if) a 10% downturn comes before Christmas ?
Thanks,
Peter

Q: Could you comment on VQS recent announcement of the Registered Direct Offering, its recent drop in share price and its prospects going forward?

Thanks for your service

Q: What do you think of Deckers for growth?

Q: FLOW .. did some buying hopping this is a bottom and given recent announced long-term agreements with The Honickman Companies, PepsiCo Bottling Company New York, Canada Dry Potomac Corporation, and Canada Dry Delaware Valley Bottling Company .... your impression and advice ... thx

Q: I watched the interview on BNN with Mr. Bedard this morning and a couple of things jumped out at me. This is a company that has so far produced 400 vehicles building a 900,000 sq. ft. plant that is capable of producing 20,000 vehicles a year and is the largest of it's type in the U.S. ..... Nobody does something like that without a good reason for it. That would be like British Properties making the Lions Gate bridge ten lanes because " Maybe we'll need them someday " .... And the CIBC analyst expectations of revenue of $92 million going to $454 million in one year ..... Sure can't see that on the basis of telling the salesmen to " Go out and see if you can flog these things " ..... My brain says there is a reason for the plant and the analysts expectations ..... Any idea what that might be ?

Q: Hello,

Which aggressive growth ETF (or a set of ETFs), would you recommend for a long (e.g. 14+ years hold) in a RESP account?

Thank you

Q: Many of the Pot companies have been sliding for several months now. Do you think they are getting near a bottom for this sector? I'm looking specifically at CRON, WEED, & MSOS. What is your feeling on these stocks? Do you have a favorite in this field?

thanks,

Paul

Q: Could you comment on earnings release, good year over year comparisons- revs, earnings, EBITDA but are they growing, how could one assess the market or opportunity going forward?