Q: In your model portfolio you have moved TSU.TO to 4.5% position, question is why not 5% full position, do you think there may be another opportunity (shoe to drop) for an entry. Do you see clear path to SP movement what we had during end of 2022. I have read your answers recently on TSU and seems 5I seems to say that recent write off could be rear window occurance and SP should trade more on it's fundamentals which generated good SP momentem like in 2022 end
Q: A year ago BNS was $88.xx a share, it is now $68. CWB was $36.xx a share and is now $26.xx. Banks seem to be failing as far as investments. One gets 4.5 to 6% dividends but loses 20-30% on valuation in a year. Can we hope for a brighter future in 2023, or are there better choices for stocks the financial sector
Q: I thought the Paya acquisition would have really gave this some momentum. US exposure for growth. Couldn't think of better news. I guess I'm wrong about this. What am I missing. Do you think this is a strong buy.
Q: On Monday it was announced that TD Bank will pay US$1.2 billion to settle Stanford Ponzi scheme lawsuit. That being such a large sum will it have a great affect on TD Bank for this years financial statement?
Thanks for your usual response.
Q: I plan to top up 1 or 2 existing positions in my TFSA. What would be your 1st choice out of these 3 companies today based on 5 year growth prospects? 2nd choice? All 3 of these are long term holds for me. Thank you.
Q: Looking to add 1 new position to my TFSA in consumer cyclicals and based on Q&A and reports 5i is very positive on both of these companies. Which one would be your 1st choice today for long term (5 years+) growth? Would you split the new money between them? Thank you.
Q: I see that CSU is down $60 per share as of 4PM on 3/1, and I also see that a listing for Lumine has popped up in my online account, though with no value attached. I know those shares are not starting to trading until around 3/24 but do I assume correctly that some or all of today's drop in CSU is related to Lumine?
Q: we are looking at adding to our position in Well. We purchased at a higher price but it seems to be doing things right. We are looking at 5 years. What are your thoughts.
Thoughts on TSU’s earnings here? Do you believe in the adjust earnings after ANOTHER surprise one time loss. It’s down over 20% ytd. Is this a table pounding buy?