Q: I have a question about Grenville Strategic Royalty's announcement yesterday about their stopping their dividend (which I expected) and their new partnerships (which I did not expect). Do you think that these new partnerships are a good idea? Do you think that their debenture is a safe investment at this time (as part of a diversified 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.
Q: The price has been going up recently on high volume. Any reason that you are aware of?
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Park Lawn Corporation (PLC)
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Savaria Corporation (SIS)
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Chorus Aviation Inc. Voting and Variable Voting Shares (CHR)
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Morneau Shepell Inc. (MSI)
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Manulife Floating Rate Senior Loan Fund Class A Units (MFR.UN)
Q: Hallo I5, my cash position is over 25% and would like to buy one or more of the above stocks with div. income in mind and some growth. I would appreciate your help in my selection, perhaps suggest better ones. I like the chart of MFR.un but can not find any information MER, holdings, etc. I also own MAW104 and Maw105 in my portfolio and I am up 25% on both, should I take profit? Many thanks for your advise. J.A.P.Burlington
Q: I want to start a portfolio with my kids who are still in their 20s, while at the same time teaching a little of "how to". Do you have any suggestions? Any particular literature you prefer, or your own approach would be terrific.
I could always buy off of your list but then not much teaching would occur:)
I could always buy off of your list but then not much teaching would occur:)
Q: There is a good article (approx. 8 pages long) in the recent National Post regarding the Cannabis Industry both in Canada and the U.S. which has a few states where it is legal for retail sale.
One grower in Denver, Colorado (where there is a lot of regulations which constantly change) has a legal grow facility and 14 stores. The facility spends $150,000 per month on electricity alone.
It is not as easy to grow and harvest to the specs required as many people may assume the article shows to some degree.
http://news.nationalpost.com/features/o-cannabis
One grower in Denver, Colorado (where there is a lot of regulations which constantly change) has a legal grow facility and 14 stores. The facility spends $150,000 per month on electricity alone.
It is not as easy to grow and harvest to the specs required as many people may assume the article shows to some degree.
http://news.nationalpost.com/features/o-cannabis
Q: Good afternoon,
Could you please verify the yield on BIP.un after most recent increase in distributions? As well, any current thoughts on the company are appreciated.
Thanks,
Brad
Could you please verify the yield on BIP.un after most recent increase in distributions? As well, any current thoughts on the company are appreciated.
Thanks,
Brad
Q: With a market cap of almost $700mm and little to no sales revenue, investors are stampeding into Canopy and anything weed related.
When recreational marijuana is legalized should we expect bigger participants to enter the industry? I keep thinking that the current names are run by greedy white-collars who have little expertise but do have access to capital. Will these early RTO's get weeded out when big pharma and the gang step into the sector?
People are talking about weed as if it's the rediscovery of the wheel and fire. This is an easily replicated farm crop that requires very little skill, capital outlay and maintenance.
Care to share your thoughts on the zebra-striped elephant galloping through the green house?
Thank you
When recreational marijuana is legalized should we expect bigger participants to enter the industry? I keep thinking that the current names are run by greedy white-collars who have little expertise but do have access to capital. Will these early RTO's get weeded out when big pharma and the gang step into the sector?
People are talking about weed as if it's the rediscovery of the wheel and fire. This is an easily replicated farm crop that requires very little skill, capital outlay and maintenance.
Care to share your thoughts on the zebra-striped elephant galloping through the green house?
Thank you
Q: PUR and AYA are taking it on the chin today. PUR has been one of your favourites. Comments please?
Q: Could I have your thoughts on AC? Specifically current stock price run up vs business prospects? The sentiment and the stock trajectory is good but everything has its limits. I am looking for a reason to sell (so is the stock still a buy?). AC has grown to 3.5% of my portfolio (up 40% now).
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Aralez Pharmaceuticals Inc. (ARZ)
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Premium Brands Holdings Corporation (PBH)
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Exchange Income Corporation (EIF)
Q: I am thinking of selling ARZ and looking at PBH or EIF. Disregarding sectors, could I please have your opinion and what would favour or keep ARZ. Thanks
Q: https://www.thestar.com/news/insight/2016/10/16/justin-trudeaus-trillion-dollar-question.html?campaign_id=A100
Peter and Ryan ; Could you comment on this article with respect to (1) which companies would benefit most and (2) do you think this " Infrastructure Bank" will be a reality? Thanks. Rod
Peter and Ryan ; Could you comment on this article with respect to (1) which companies would benefit most and (2) do you think this " Infrastructure Bank" will be a reality? Thanks. Rod
Q: Slow but sure over the past 2 years or so have been putting in a small position into this company. How do you see their prospects looking ahead a couple more years.
Q: just released Q 2 would you recommend buying. book over $20 over one year back login orders, over $80 m in cash. but sales and per share earnings down.
Q: Do you know anything about a company cannabix technologies symbol bto on the cse. Dave
Q: Hi, Here is another stock in which I built up a full position over past 6-8 weeks. Based on your many comments, I believe that you like the company but last time decided to add Spin Master instead of Sleep Country, due to higher growth prospects.
The company also appears to be a favorite among many guests appearing at BNN and has been often compared to Dollarama, with respect to its future growth potential and expansion plans.
The stock quickly rose to a high of $33, but has been on a constant decline over past few weeks, losing over 12% of its value, closing at $29.01, today. Recent weakness has been attributed to soft results from Temper-Pedic and also a M&A few weeks ago which was completed at a much lower multiple than what Sleep Country had been trading.
When an expensive stock like ZZZ continues to trade lower, what could be the next event or catalyst, which could help stock reverse this trend and regain market confidence? Or, it's time to sell before stock loses more value and redeploy capital in more consistent names in your portfolio? Thanks
The company also appears to be a favorite among many guests appearing at BNN and has been often compared to Dollarama, with respect to its future growth potential and expansion plans.
The stock quickly rose to a high of $33, but has been on a constant decline over past few weeks, losing over 12% of its value, closing at $29.01, today. Recent weakness has been attributed to soft results from Temper-Pedic and also a M&A few weeks ago which was completed at a much lower multiple than what Sleep Country had been trading.
When an expensive stock like ZZZ continues to trade lower, what could be the next event or catalyst, which could help stock reverse this trend and regain market confidence? Or, it's time to sell before stock loses more value and redeploy capital in more consistent names in your portfolio? Thanks
Q: On Oct. 17 Bill asked about his half-position in PIH: Invest more or get out? Your reply was to "stick with it", but do you mean stick with what you have, or yes, buy more?
Q: I find the market expensive and would like to short 5 Canadian stocks for protection til Dec 31. Your best short ideas please and thank you.
Q: Just a comment on David's question about RRIF withdrawls. It was suggested on another board that if election for minimum Payment is set as one annual payment to be received in December, say December 15, it does not limit the flexibility to make RRIF withdrawls throughout the year, as and when needed.These are known as "unscheduled withdrawls". As long as total of these withdrawls does not exceed minimum amount for the year, the final December payment can be adjusted. David may want to confirm with TDW this as well as exemption from withholding tax for unscheduled withdrawls.
Q: Hi,Peter
I suggested sometimes ago to make response always available without having to open the link... I did get no reaction.
without loosing my commitment to your daily Q/A, I have another suggestion.
Context:I reopened a suscription to a London (UK) site which is very similar to yours in content and presentation, but geared more to the macro picture, balancing, I hope, your "permanent" positive views on the markets.
They also have 2 managers and I hold them in very high regards. They are allowing themselves to trade worldwide BUT they are reporting their trades on a regular basis wich force them to put their money where their mouth is.
I consider this arrangement in fine much better than prohibiting any trading, and give a lot of credibility to their comments, as well as a lot of weight to their judgement.
Another food for thought, and may solve your problem of hiring top notch analysts.
All the best,
Claude
Ps: publish at will
I suggested sometimes ago to make response always available without having to open the link... I did get no reaction.
without loosing my commitment to your daily Q/A, I have another suggestion.
Context:I reopened a suscription to a London (UK) site which is very similar to yours in content and presentation, but geared more to the macro picture, balancing, I hope, your "permanent" positive views on the markets.
They also have 2 managers and I hold them in very high regards. They are allowing themselves to trade worldwide BUT they are reporting their trades on a regular basis wich force them to put their money where their mouth is.
I consider this arrangement in fine much better than prohibiting any trading, and give a lot of credibility to their comments, as well as a lot of weight to their judgement.
Another food for thought, and may solve your problem of hiring top notch analysts.
All the best,
Claude
Ps: publish at will
Q: I normally keep my new additions to my portfolio for two quarters and evaluation if they are keepers by the third quarterly results.
I now have five stocks in this category and they are all either slightly above or under water at this stage. If I am going to keep just three of these five stocks (and drop the other two), what would be your ranking? Certainly the decision, as always, has to be based on projected forward earnings, growth in future cash flow, and the prospect of dividend increases.
The five are: INE, FSZ, SOT.UN, TCN and BLX.
Thanks for your insight.
I now have five stocks in this category and they are all either slightly above or under water at this stage. If I am going to keep just three of these five stocks (and drop the other two), what would be your ranking? Certainly the decision, as always, has to be based on projected forward earnings, growth in future cash flow, and the prospect of dividend increases.
The five are: INE, FSZ, SOT.UN, TCN and BLX.
Thanks for your insight.