Q: What consumer cyclical companies do you recommend (US or Canadian) for a long term buy/hold. More generally, what is the difference between consumer cyclical and consumer defensive categories; is it important to differentiate in a portfolio?
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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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Air Canada Voting and Variable Voting Shares (AC)
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Transat A.T. Inc. Voting and Variable Voting Shares (TRZ)
Q: Hi,
I’m wondering why TRZ is trading above the (pitiful) $5 new offer by AC. With the vote to be held on Dec15th, I assume that most shareholders will take AC shares as exchange, at a lower price of $17.47, which means a value for TRZ close to $7 now . But wouldn’t that dilute AC stock, with the risk of a sell-off afterwards- or the amount is too small to make a difference? Without the OK from Canadian and European regulators, isn’t any choice risky right now? And selling TRZ at the market a better choice today? Thanks.
I’m wondering why TRZ is trading above the (pitiful) $5 new offer by AC. With the vote to be held on Dec15th, I assume that most shareholders will take AC shares as exchange, at a lower price of $17.47, which means a value for TRZ close to $7 now . But wouldn’t that dilute AC stock, with the risk of a sell-off afterwards- or the amount is too small to make a difference? Without the OK from Canadian and European regulators, isn’t any choice risky right now? And selling TRZ at the market a better choice today? Thanks.
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Real Matters Inc. (REAL)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
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Zoom Communications Inc. (ZM)
Q: Is REAL a candidate for tax loss selling ? Between REAL & LSPD , which one is a better buy today? Can you please comment on ZM earning , is it a buy or good to add ? I always appreciate your expert opinion. Thanks very much.
Q: What's going on with Loblaws lately? I've been nibbling occasionally, but wondering why it's staying at a lower range then normal?
thanks,
Paul
thanks,
Paul
Q: Hi 5i
I need a consumer stock. Which would you invest in for the long-term: MRU or PBH?
Do you have a better suggestion?
Thanks
John
I need a consumer stock. Which would you invest in for the long-term: MRU or PBH?
Do you have a better suggestion?
Thanks
John
Q: Hello,
Would really appreciate your view on those companies and the sector in general going forward.
Also, are there any other alternatives to PLC sector wise in Canada?
Thank you kindly
Would really appreciate your view on those companies and the sector in general going forward.
Also, are there any other alternatives to PLC sector wise in Canada?
Thank you kindly
Q: With no regard to market cap, classification etc., who would your top 5-10 management teams be in Canada right now?
Any small/med. cap companies that stand out to you just on management alone?
Any small/med. cap companies that stand out to you just on management alone?
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Sylogist Ltd. (SYZ)
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Photon Control Inc. (PHO)
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Constellation Software Inc. (CSU)
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Descartes Systems Group Inc. (The) (DSG)
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Enghouse Systems Limited (ENGH)
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Kinaxis Inc. (KXS)
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WELL Health Technologies Corp. (WELL)
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Shopify Inc. (SHOP)
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The RealReal Inc. (REAL)
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Lightspeed Commerce Inc. Subordinate (LSPD)
Q: I hold the above companies in my TFSA and they represent my Tech holdings. I am getting a little overweight in my tech sector and am wondering if any of my holdings are in essence duplications. If so could you recommend which ones to sell.
I have a list of buys, including CAE, TFII, XBC, GOOS, and would redeploy the capital plus some of my cash to these positions. Of my potential buys in what order would you see as the best opportunities.
I have a list of buys, including CAE, TFII, XBC, GOOS, and would redeploy the capital plus some of my cash to these positions. Of my potential buys in what order would you see as the best opportunities.
Q: Can you please offer your top 7 picks from
Your tax loss selling report, and rank them
In terms of preference?
Thank you
Your tax loss selling report, and rank them
In terms of preference?
Thank you
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Restaurant Brands International Inc. (QSR)
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Premium Brands Holdings Corporation (PBH)
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A&W Revenue Royalties Income Fund (AW.UN)
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Keg Royalties Income Fund (The) (KEG.UN)
Q: I’ve been looking at these four particular stocks, KEG.Un, AW.UN, QSR and PBH as opportunities to invest in an area this will benefit I. The eventual recovery from the virus. Do you agree, if so rate your picks in order of preference.
Congratulations on your excellent work.
Roy
Roy
Congratulations on your excellent work.
Roy
Roy
Q: Bot this one at 14 and sold at 18 cause I was smart...it's now trading at 23 and I look really dumb... what's your view on to he price path going forward?
Q: Hi Team,
Do you think this is a good buy at these levels? It seems undervalued and has some good growth potential once all the cyclical businesses recover and they monetize some assets? Your thoughts on the long term potential of this company?
Thanks,
Do you think this is a good buy at these levels? It seems undervalued and has some good growth potential once all the cyclical businesses recover and they monetize some assets? Your thoughts on the long term potential of this company?
Thanks,
Q: Hi Team,
What are your 3 favorite value stocks in Canada and 3 in the USA?
Thanks!
What are your 3 favorite value stocks in Canada and 3 in the USA?
Thanks!
Q: Hi all,
For AC.TO and SU.TO, they are just like brother increased more than 5% today. I have brought those two stocks half years ago and finally now back to profit. I want to thank you fro your advise and actually no need to wait for 3 years :)
Which one will benefit more after COVID? Do you think keep holding now, since both hitting the high price for 3-6 months. After the COVID, how long will last for those two in benefit the raise? 1-2 years? Usually, I have difficult to sell the stocks in high price, do you think they are good for long term holding for 5-10 years? What is the possible in short term one year target price? Kindly advise.
For AC.TO and SU.TO, they are just like brother increased more than 5% today. I have brought those two stocks half years ago and finally now back to profit. I want to thank you fro your advise and actually no need to wait for 3 years :)
Which one will benefit more after COVID? Do you think keep holding now, since both hitting the high price for 3-6 months. After the COVID, how long will last for those two in benefit the raise? 1-2 years? Usually, I have difficult to sell the stocks in high price, do you think they are good for long term holding for 5-10 years? What is the possible in short term one year target price? Kindly advise.
Q: I bought Cargo jet at top do you see it regaining altitudes is decline because Air Canada will take market share once they get there corporate welfare ? Thanks
Q: Could I have your opinion on WFT. Is it a buy or sell or hold. Thank you.
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Leon's Furniture Limited (LNF)
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lululemon athletica inc. (LULU)
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Aritzia Inc. Subordinate Voting Shares (ATZ)
Q: Is it too late to buy ATZ? Are there others in the sector you like better?
Q: The share price is now about $1 above the deal price. Sell or is a higher offer coming?
Thank you.
Thank you.
Q: What is the outlook for a government bailout for Air Canada, and what would the impacts of a deal likely be for investors in your view?
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WSP Global Inc. (WSP)
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goeasy Ltd. (GSY)
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Real Matters Inc. (REAL)
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WELL Health Technologies Corp. (WELL)
Q: Hi Guys,
I would like to move one or two of these from a non registered account to my tfsa in the new year.
Please rank them from a growth perspective (3 to 5 years).
thanks
Jim
I would like to move one or two of these from a non registered account to my tfsa in the new year.
Please rank them from a growth perspective (3 to 5 years).
thanks
Jim