Can you list 5 undervalued or beaten up Canadian stocks you feel are poised for growth in the next 2-3 years?
Also, RBC has had a real run, is it a good time to step in or would you wait? For a bank would you consider RBC’s stock price expensive?
Thanks for all you do!
Q: In the category of Defense equipment companies do you see CAE as a good buy or would Europe be a better place to look? I am not interested in U,S, companies.
AC announces terms of the $500 million issuer bid. The offer is a modified Dutch Auction at a price range $18.50 - $21.00, its not clear to me what price one can tender their shares . Please explain it to me simply.. Thanks , George
Our new PM frequently mentions modular housing as a way to rapidly build up Canada's housing supply. Since ATCO is apparently a large player in modular housing, do you believe that this could provide some tailwinds to ATCO stock? Your insight is highly valued.
Q: Hi, I'm considering adding a Canadian bank. I only hold TD. Which bank would you consider to be the best to add at this time for a longtime core holding? I'm thinking of doing a quarter position at this time and build that position over time. Also I started a quarter position in ATD recently and I'm watching it at the moment. Would you consider ATD to be fairly safe at these levels and an attractive stock to increase that position at the current price or wait to see if it's still in the bottoming process. Thank you as always for your expert advice!
Q: Can you tell me about ownership of the currently bought bitcoin? To whom it belongs in rough proportion? Institutions, individual investors ,foreign and domestic banks?
Thank you
Miroslaw
Q: HI,
I dont have any credits and if you can assist in answering the question would appreciate it. Is CSU, LMN, and TOI still buys at today's prices . At this point, Is Knight worth holding? Thanks for your service
Q: Can you please list your 5 highest conviction large cap and med cap stocks for a 5+ year hold? All US holdings please.
Also, is it fair to say the market has fully rebounded? Or is the worse still to come? I understand it’s impossible to predict, but your thoughts are much appreciated.
Q: Half of my equities EPS growth from 2022 to 2024 is negative (ATD, LNF, QSR, PPL, SU, BNS). I did not include projected growth for 2025, 2026, 2027 as this seems excessively optimistic. Should I include at least 2025? Should I be worried? Most of them are doing well in spite of this. Any suggestions aside from hold tight and do nothing? These are all blue chip. 79 year old income, dividend value investor.
Thank you
Q: Pros and cons of buying Cascades right now. Touching on industry, insider ownership, balance sheet, history of dividend increases or whatever else you think I need to know. Buy, wait or pass?
Q: For the last 5 yrs I have considered myself a dividend investor, and have a good grouping of Stocks that pay a decent average Dividend. But more and more I am interested in having a group of companies that are just great companies and want to develop a grouping of these -whether they have a dividend or not, as part of my portfolio. Companies that have a competitive advantage, great leadership, quality assets, not too high debt and continue to execute with continuous improvement. Could you give me what you consider to be the best Great Canadian Companies for each sector or industry. Thank you.