Q: hi Peter can you recommend 3 Canadian companies that offer long term capital appreciation have reasonable debt levels and derive better than 50 percent revenues from US operations thanks Richard
Q: I was wondering what your thoughts are on Blackberry? Although there has been some questions concerning his remuneration package it appears Mr Chen has turn around this company quite nicely. Thoughts on a small investment in an RRSP?
Q: I have positions in WFT,CFP, and WEF. All of these forestry stocks have had significant reductions the last few days. I can find nothing to account for these drops. Could you shed some light on this? With a booming housing market in both Canada and the US, one would think lumber stocks would be heading higher. With thanks, Bill
Q: If insurance co such as Great West, Sun Life etc. were start including Medical marijuana products under the prescription medications that would be covered under their various drug plans, (group or individual), would a company such as Loblaw (shoppers) be the (a) way to play this or is this eventuality already baked in? Would it be a material enough impact L or others? I have not to this point been able to see my way clear to investing an any of the producers which I sense you are in agreement. Any other suggestions as to how one might play this if in fact such a development would be material to the industry?
Q: Good day guys!
Question on weighting in different sector:
I am currently over weight on energy 17% (VET, ENB, ZCL,EFX,PKI,VII) and underweight on industry 4% (on has NFI), if I want to trim it, which stock would you recommend to sale in energy and add in industry? Thanks!
Q: CSU has been a beast because of good management and execution on M&A without dilution. BYD.UN has had similar success to a lesser extent. Still holding these after years - this is when buy and hold works. Who is the next CSU? They are hard to find. I am searching for the next small/mid cap with this type of potential. Appreciate your insight.
Q: I'd like to invest in the thesis that low-mid level income earners are going to start having more income based on a resurgent economy, lower taxes, and a very tight labor market along with reduced immigration. Can you suggest 3-4 companies that would really benefit from this scenario?
Q: A while ago you answered a question re. companies with large inside ownership. You gave a list. I am unable to find the answer now can you repeat the list please.
Thank You 5I
Q: Can you tell me a bit more about this company? As well, would you see it as a growth stock and recommend it at the current price level of around $20? Thanks.
Could you give me your thoughts on this stock?
Also which portfolio would you recommend putting it in?(income,balanced or growth).
My son is thinking about adding this to his portfolio.
I might be interested in picking up a half position.