Q: I'm a bit confused when I look at your assessment when you refer to ATD being a defensive position whereby it's considered a consumer cyclical in your classification. I understand that it could be an hybrid. How do I deal with my position weighting as my cons staples is underweight VS overweight in my cyclical by the same amount...
Q: xbc appeared to report good earnings. stock went up big one day and then down big the next. webroker reports new analyst ratings of 1 sell, 2 hold and 1 buy. can you make sense of this? why the market hesitation?
Q: I know this might be an impossible ask. But what happened with shop on Friday at the end of the close and after hours. Is this voodoo? Jk. An almost 20% move and large volume? Any insight into this would be appreciated. Thanks.
Q: Do you know how much business does Magna operate in China? Do you think its price will be impacted heavily in the future if any geopolitical issues happened in Asia? In this regard, this stock is risker than before thinking. Pls provide your opinion.
Q: Thinking of initiating a position in Magna for a 5 to 10 year hold at these prices. With the semi conductor and Russian issue aside any thoughts at $77.00 range ? thanks Steve
Q: Thoughts on earnings and fundamentals going forward? Looks like they beat on both top and bottom line. Looking to possibly average down and pick up some shares for a potential recovery. Thanks!
Q: Hi, One of my friends who is constructing a house told me costs of 2x4’s have gone up by five fold recently.. Is that reflected in the stock prices of companies like West Fraser? Is it too late to get in?
Also what are your thoughts on Aritizia going into this tough environment of higher interest rates and inflation..Will apparel companies typically prosper in such an environment? Thanks.
Q: ANRG's continuous share price slide to below $10 baffles me. I've read, extensively, the materials on their website and your Q&A's. The company continues to win new contracts and has a healthy backlog. I'm aware of the upcoming Year end and Q4 results. Fully invested, but afraid to take tax losses until after year end is announced. Can you provide any insight into the slide?
Q: In spite of a pretty good valuation, a not-so-bad quarter, and good potential Acuity Ads still continues to drift lower. A previous question on this company indicated that there might be some concern over management - that they were not too impressive. Could you provide your opinion on management and if they have what it takes to turn this company around over the next couple of years. Thanks.
Q: Mid and Micro caps continue to be obliterated. How does this stack up against the Covid crash and 2008 crash? With EGLX, do you still like it future prospects? Does it have enough cash to survive?
Q: I was thinking of switching BEPC to other Brookfield security. Which one of this three would have best risk reward outcome over next year or two given current prices.
Q: Considering buying shop.ca at these levels for a long term hold. Do you think their might be some more down side? what are your thoughts on this stock?