Q: Massive oil rally going on, yet MX has been a timid responder. What will be the drivers needed to propel this stock.
I understand that you hold it for materials exposure, but do you see the same level of growth ahead as you see for other stocks in the BE?
Thanks
Karim
Q: Hello team, The new website looks very good and user friendly. Congrats!
I have the following in my TFSA account with nearly equal weightage.
CCL.B, CPG, ENGH, XTC,KXS,GSY, SHOP, TOY,SIS.NFI
I am thinking of adding more to thIS with some extra money that I have.
What 3 stocks that you would recommend ? it could be an existing one in my portfolio too.
Thanks
Sriram
Q: In May 2017, you recommended the following stocks for a long term RESP:
BNS, KXS, MX, SIS, PBH and ZCL. With the recent earnings report from ZCL, would you remove it and substitute with another investment? Thanks!
Q: Happy to see you finally invest some of the cash sitting in the income portfolio. Regarding your addition of GS, can you add more detail of what you liked in GS earning release that prompted you to invest, and any forward looking statements in their release.
Q: thanks for putting covalon in the growth, i knew you would the way you answered previous questions on it.
it is a huge holding for me.
what is the rational for cutting pivot, echelon has it as a top pick for this quarter with a 6.00 target. will their earnings be poor, it seems like you know something , is the divvy safe. dave
Q: Hi
ZCL is dropping like a stone now down around $11.00
Do you see this stock dropping further, or would this be a good time to take a position? How do you feel about the dividend?
GUY R
Q: I note your recent decision to reduce exposure to TOY in the BE portfolio. If I do likewise, where should I reallocate the capital, based on today's conditions? I have only half positions in CAE and BYD.UN, should I add to either of those, or something else? I am overweight BNS and T, please do not consider either of these in your answer. Thank you.
Q: CRH appears to be heading much lower, with earnings miss and tax loss selling. At what point do you think it may look interesting to pick up later in the year? Or perhaps best to leave it be?