Q: Of these 9 equities + ETFS, which would you see as reasonable to hold on to if one believes there is a prospect of recovering from the current economic storm from the virus? Some have been held for a long time are still positive, most are down; TOU is the worst (85% drop) and is now very small. They are held in a registered account, so tax loss selling is not an issue. Thanks for your excellent service.
Q: During the financial crisis, there were companies trading at or near their cash value. Do you see any companies trading near their cash value? Is it possible to make a list for us? Thanks
Q: Hi, what is your opinion on waste management companies as a result of this current climate? With a reduction of reusable products, do you think waste management companies will become more important? Do you think WCN would be a good play on waste management at this point?
Q: Hi 5i - Im looking at adding top quaity companies at "fire sale" prices. Do you see these 2 companies much higher 5-10 years from now? If not these 2, which companies from your balanced portfolio look most attractive right now? Thanks, Neil
Q: Acuity Ads down along with the market. Very small cap I can understand why.
There sales in my opinion are not virus or oil related and I see this dip as a buying opportunity. Your thoughts would be appreciated.
Also, in a prolonged economic downturn do they have the balance sheet capacity to "weather the storm".
Thanks
John
Q: You have probably answered similar questions but are there any companies you would buy here given the market turmoil? In particular, are there names that stand out in the sense that there are babies thrown out with the bathwater that are relatively immune to what's going on and because of strong balance sheets may actually “benefit” relative to their competition. Could you suggest some med. to large cap Canadian and US stocks that stand out to you? Thanks!
Q: Just wondering if 5G adoption will have any effect (positive or negative) to a company like Sangoma. Does the new network make older equipment obsolete?
Thank you as always.
Peter
Q: Based on a question from a month ago I took a half position in XBC. It’s up 43% since then (thanks!). I’m considering a full position and am okay with risk. My concern is whether there has been too large a run up in the past month, or would you still consider this early days for this stock in an emerging sector?
Q: This was a company discussed on market call today. That’s has had explosive growth and is on the verge of even more in the hot sustainable energy field what are your thoughts ?