Investment Q&A

Q: After owning potash for a couple of years and now at exactly where I bought it, would you keep it? Is there growth potential? It has been in a narrow trading range for two years so is it ready to break out. Is the agrium/potash merger a good thing for potash stock.

Q: Hello Team,
Would you consider this for your list of forever companies and with it's size and diversity, what would you consider maximum allocationin one' portfolio.
Thank You,
Barry

Q: Hello Team,
I have been considering taking a position in ITP (Intertape Polymer Group) for medium to long term.
It has sold off quite a it lately and would like to to know if you guys think it a good time to buy now or is there a good reason for the sell off and i should wait to see if goes lower.
Thank you very much,
Denis

Q: Comments

Q: It has had an 8% drop at the end of the week. When I checked with Globe Investor there was an indication beside it - upgrades and downgrades. Do you know anymore than I do? DOO - (BRP) I notice that people have written in about the decline in the stock and you had mentioned about a secondary finance. What does that mean? Does that mean they issued shares, they borrowed money? Could they be falling in sympathy of Bombardier's court loss to Boeng? Thanks Dennis

Q: I haven't seen any news announcements. What happened to Norboard today? All gains for the past 7 days wiped out on decent volume.
Thanks,
Philip

Q: I have a loss on Clr,is it time to sell before tax loss selling to minimize damage?

Q: I own CFP,WEF,and WFT. All three are down 2 or more % points this morning. Would you read anything into this drop such as NAFTA or otherwise? With thanks, Bill

Q: Hi the great team, can you name a few stocks with good momemtum. Thanks always.

Q: Bird is up about 10% since announcing it's 50% acquisition of Stack Modular and is the best 3 month performer amongst it's peers (ARE, STN, WSP, SNC). Do you think further price gains and dividend increases will result from the Stack acquisition or will it remain range bound?

Q: I hold Metro in a diversified income portfolio where I reply on dividends and some growth to support my financial needs.I am wondering if you would advise selling and taking profit on Metro and replacing it with GC?Also could you explain from view Metro's recent news?

Thanks and I enjoy and appreciate your appearances on BNN.

Q: Hello Peter,
My Frescii shares have tumbled 50% and am not sure if it is worth holding. What is your opinion? Do i hold or replace it with prometic or crh medical or for longer term knight (gud). With respect to Jean Coutu, would you expect the stock to go above 24.50 at a later point (higher offer) as my average cost is about that range or simply let the merger go through and I will get cash and some metro stock. Thank you.

Q: I am reviewing my non-registered portfolio for cleanup and cash deployment. I have 29% in a global equity fund and 29% in cash; the rest are contained in 26 equities, for which this question is the focus. Diversification and risk not a concern.

I am looking for your advice as to whether I should sell, maintain, top up, or trim the following end member stocks in my portfolio:
ECN 0.2%
EFN 0.5%
ESV 0.03%
XTC 0.7%
HCG 0.9%
XEG 0.9%
LUC 0.4%
ASIX 0.1%
JAZZ 0.9%
HON 5.8%
MSFT 4.7%
SHOP 3.6%

With the equity fund as an anchor, a typical full position for me would be 2.5 - 3%. To deploy the cash, could you provide me with a list of 5 stocks (excluding SIS, ZCL, GSY, or KXS) you would buy today for growth and/or dividend growth. Based on this I will buy and top up the remainder of my portfolio.

Thanks for your help - deduct as many questions as necessary.

Q: Good day gentlemen,
I know this company recently reported earnings. Can you comment. Can you tell if there is a significant cash burn? Also do you put much stock in the fact that they will have production capacity of 5000 kg in a few months; 15000kg in 6-12 months. With a sale price of 8-10$ per gram, that is 50-150 million in revenue.
I know this implies many assumptions, not the least of which is the attainment of a sales liscensce, but if this scenario was to transpire can you surmise a possible stock price at this revenue level.
It appears that the 5000kg milestone will be financed through shareholder capital as is a good portion of the 15000 milestone. (28 million in cash).
Does this potential capacity as well as their pesticide free production distinguish them from the majority of the players in this business?
I know this sector is not your preferred but I would appreciate your opinion.
Thx

Q: Hi there,

Can you tell me what's up with the steady gains over the last little while? Has something changed at the company that has not been posted.

Cheers

Q: As a follow up question to that asked by Mary Ann about the ten "forever" stock ideas. You indicated a few names could be added to the list and I was interested if you could provide a few of the names you think could be added.

Q: Any reason dhx is crashing?

Thanks

Q: Hello Team- how do you feel about the the news release regarding the handling of cryptocurrencies by XAU?

Q: About a year ago (Nov 2016), you provided 10 "forever"stock ideas. Would you still categorize those same 10 stocks as "forever" stocks today?

Q: In March 2017 Metro had 32,227,000 Class A Multiple Voting Alimentation Couche-Tard Inc. ("Couche-Tard"), representing approximately 21.81% of the issued and outstanding Class A Multiple Voting Shares of Couche-Tard.
Do you think ATD.B went down today as some concern that Metro sells some of their shares to finance the merger with PJC.A?