Investment Q&A

Q: I have been monitoring the above list of stocks. I have some cash to deploy in the names. Can you please list the above names in your preferred order to purchase them. Which ones you like the best? Should I wait for tax loss selling season to see more pressure on the names. Thank you for your opinion.

Q: Hi, could you please post the earnings estimates for these companies. Thanks

Q: Hi, Badger Daylightinh was added to Balanced Portfolio recently, as it dropped from its high after last quarter's soft results, which you characterized as " one time". Induatrial alliance today downgraded the energy services sector as well as diversified energy companies, expecting more misses in coming quarter. BAD's was a Hold and its price target was dropped to $43 from $46. Lower rigs utilization south of the border was cited as one of the reasons.
My question is that BAD appears to be lumped with energy services sector, for its valuation and growth prospects, although most of its clients are in utilities sector. If this continues to be the case, how do you see BAD separating itself from energy services pack and receiving a more appropriate multiple. Do you expect this to be an ongoing overhang and if so, does it deserve a place in Balanced Portfolio ? It was added to the portfolio at $39.90 ( I think). Is it prudent to just take a smal loss and move on? Thanks

Q: Any valid reason why BAD has been on a downward trend over the last 3 months and lost more than 20%?

Q: Hi, Would you have any insight into Badger Daylight ? Stock moved up nicely and traded upto $43, after being added to Balnced Portfolio. But has declined regularly for past few weeks. It was indicated that a large part of Badger's customers are utilities and by extension, stock should have gained more interest ? Thanks

Q: in my unregistered account have these four: BNS, CSU,ENB and KXS. I would like to add one stock. can you recommend a couple choices please?

Q: Hello, I sold Descartes DSG quite a while back when you indicated that it was very expensive (and kept Enghouse ENGH), now that you have added DSG to the portfolio I'm wondering if I should sell ENGH and buy DSG back. Or are they 6 of one and half a dozen of the other going forward. In balancing my portfolio I trimmed some CSU because it was up around 17%, so now I do not want to invest in a much lesser quality technology company with the proceeds. Second somewhat related part to this question: I once owned QST, MCR, and BAD and sold them also quite a while ago. Now that you have renewed interest in them and added them to the portfolios I'm feeling a bit reluctant to add them back, I guess because I once sold them. Obviously you have renewed confidence in them. And I'm trying to keep to my principle of following the portfolios. Can you help me regain confidence in these three names. Thanks for great service, as always.

Q: Looking at adding one of these two to a diversified RSP. At this time, which way would you lean, and why, please . Many thanks as always.

Q: I currently own TCL.A and NFI in my RRSP account and underwater by quite a bit and wonder if it would be better to sell one of these stock and buy BAD? I would add BAD but then I will be overweight in this sector as I also own WSP, SIS and CAE.
Thanks

Q: Hey guys,

Would you recommend switching from GUD to BAD?
Thanks

Q: Would you purchase either company at their current price? This would be for a 3-5 year hold in a non-registered account. Thanks

Q: Would you please comment on results for BAD. I hold a half position and am considering adding to it with the pullback today. Thanks very much for your advice !

Q: I am continuing to take initial positions (about 1% each) in a TFSA to build a diversified set of stocks. Primary focus is income with some growth. I have a 10 year plus timeframe. Currently have SU, KXS, ENB. Looking to add either BYD.UN or BAD. Both seem solid and are close to 52 week highs. Which of these two (if either) is recommended first and why? I could possibly add the other later if it remains solid.

Thank you

Q: Hey, I would like to compare the relationships between short position on these two companies? From this question board the short on Bad in March 2018 was about 7.8 million shares. What is Bad's current short position? Bad share value today has increased dramatically. Eif share price has shown a substantial increase YTD and is at about a two years high. What is the short on Eif today?
I realize the only thing in common they have beside being heavily shorted is they both pay a dividend and have also been bashed by God's gift to all things Canadian, who has been wrong on so many of his calls. He has now taken to pumping stocks. Thanks for all your support eh. Regards

Q: Can you tell me what the expected growth rate is for BAD for the next year?

Q: I would like to buy a 5% position in one of these for a one year hold. I am looking for growth mainly, but also want to take risk into account. Which one would you suggest and why? Thank you for your help. Ian

Q: i see results impressed the markets. revenues are up big time, but i don t understand how earning are less than last year. is it mostly amortization?

Q: Could I have your views on the latest earnings for this company. Would this company be a buy at this time, even though it is closely tied to the oil patch?

Q: Can you please comment on the earnings from Badger.
In light of the pop on the stock today, would you consider
it expensive now?

Q: Can you please let me know if you have any concerns with the above shares? Are any worthy of adding to today? They are in a non registered account. Good for 5+ years.
Thanks.