Q: What are your thoughts on today's acquisition of GhostPractice? The market response seems muted to the move. What are your thoughts on DND's 1-2 year outlook?
Q: Someone recently asked for a recommendation for some Consumer discretionary investments. You provided a couple of names, but not DOO. Has the shine come off for you? In any event, what is your current view? Buy, sell, or hold? And why?
Q: are they a pretty decent company or just an ok buisness in a small country that if it was i n the states would not be your radar . thanks for your time.
Q: After its recent pop, Shop has been sitting in a range. Just consolidating before continuing on an upward trend? Or will it stay flat for the foreseeable future?
thanks
Q: I just wonder about the analyst upgrades and downgrades reported by the Globe&Mail today on NTR. Here is the exact quote:
* Berenberg’s Aron Ceccarelli downgraded Nutrien Ltd. (NTR-N, NTR-T -1.84%decrease) to “hold” from “buy” and dropped his target to US$49 from US$92. The average target on the Street is US$85.59.
If the downgrade is so substantial (U.S. $49 vs. average of U.S. $85.59) don't they required some additional explanation? These "experts" should know many investors would take the numbers at face value and perhaps make some eventually regrettable decisions. Maybe the Globe just can't include all the details in such a short blurb, but if the numbers are so material should either the analyst, or the Globe, provide more details?
What's your view on this? And would you by any chance have those missing details? Thanks.
I currently hold the above mentioned 4 stock in my portfolio at a substantial loss. Just wondering if I should sell, hold or buy some more for each of these stocks.
As always, thanks for the great work.
H
Q: Hi, Could you please comment on ATS Corp results. Seems like a beat to consensus estimates revenue and adjusted earnings. Does it provide comfort for adding to an existing position ? Thanks
Q: Hi Peter
this stock has dropped about 5% in a week or so
is there any fundamental reason for it
I am looking for stocks for income and some appreciation in my rrif
have an existing position , can add
is $ 50 a good entry point? or you think I could wait for it to slide more?
thanks for your expert opinion
Michael
I am aware that 5i prefers ENB over TC energy
What’s your take on Dye and Durham these days? It seems to continue to be out of favor with the market. Do you still see this company as a hold or is it better to move on from it? What would you prefer between DND and Lumine?
Q: Are you able to confirm if Steve Hudson purchased 794,000 shares over the last 12months. At an average price of $5.88. If so, when did this exactly happen??
Q: I really can't understand CTS's stock price.
They beat earnings with .12 with estimates at .086. EPS which you have mentioned is 9X is supposed to rise 60% in the next 2 years.
Why is this tech stock at lows and not trading like its fundamentals?
Q: In your monthly reports, you have been rating NFI as B. At the same time you have been advising against acquiring it at this bargain price because of high debt load. Could you please explain how do you rate the companies?
1) When you recommended ECN as part of the portfolio I purchased EFN instead, a fat finger mistake. Unfort when I realized the 'mistake' I made I sold me EFN and bought ECN. A mistake I wished I hadn't corrected.
2)An analyst I follow, with a 65% success rate (wished I was that good) made this recco this am.:
"TD Securities analyst Mario Mendonca downgraded ECN Capital Corp. (ECN:CN) (OTC: ECNCF) from Buy to Hold with a price target of Cdn$0.00..."
I have seen your comments on ECN this am. Its performance has been abysmal ever since it was added to the port, how strongly do you feel ECN will survive and not hit 0?
Q: Would you consider the recent pull back in TRI to be sufficient for an entry point or would you wait for completion of the share consolidation before purchase. Thanks