Q: the score and lightspeed are by far my 2 biggest holdings.i like to overweight winners especially when they hit 52 week highs.
if lspd is added to the tsx in 10 days, obviously this is a positive but is it a one time blip or does it even matter.
and the score, new investor , huge volume very liquid , 52 week high. nfl starts thursday. can this company get taken out and can iyou see 1.50 in the stock.
dave
Q: This morning SIS announced that its CEO recently bought 50k shares @ $10.90 in the open market bringing his total shares to some 14.873m shares(29.5% of o/s shares).Should I follow & add a bit to my 2.75% position(p/p $17.28).Txs for u usual great services & views
Q: Crescent Point Energy just announced the sale of their Utah assets plus some Saskatchewan property, reducing their debt by almost a billion. With their reduced Cap/Ex, share buy backs, and paying down their debt is this the time to jump in? They appear to still have many years of proven reserves and a large 160000+BPD production and great potential for share appreciation.
Appreciate your opinion.
Thanks Gord
Q: I recently came back from a vacation in the US and thought it might be a good time to make an initial investment in the diabetes space.
Given the extensive research that you do can you recommend two or three top ideas for currently investing in this space for a medium to higher risk investor. I know you do not specialize in non-Canadian equities but country does not matter.
Thanks for all you do!!!
Q: Looking for a decent emerging market tax friendly ( non registered account) ETF to complement ZDI, or can you suggest 1 ETF that has a combination of emerging and developed (international) exposure.
Would the distributions be eligible for the canadian dividend tax credit in ZDI or the one you recommend?
thanks
jeff
Q: I have been investing in ETFs for several years, using a simple 5 ETF portfolio which includes VCN (27%), XUU (27%), XEF (19%), XEC(7%), and ZAB (20%). When I use the portfolio analytics, the suggested ETF portfolio includes about 15 ETFs. Just wondering what if the added complication of the additional funds is worth the effort. I assume that yours has better downside protection as it reduces some of the concentrated sectors and perhaps has better returns? My portfolio has grown in size over the past years so I am ok with the additional work to manage the portfolio, just wanted to better understand why.
Q: I have the following ETF's in the noted ratios and dividend yields %: HDV (3x) 3.32%, ZDV (2x) 5.37%, XTR (1.8x)5.88%, ZWU (1.7x) 6.60%, and CDZ (1x) 4.66%. I'm a dividend investor and good for 3-5 years. If we hit some hard times which of these would be hit the hardest? Any duplication? Should I drop one or more and add to others?
Q: Is .37 the price to get aggressive on this company? On their recent conference call they
expressed the opinion that at the current price which was around .42 there was little downside risk. How do you react? What could they conceive
ably do to turn the sentiment around? If there is continued negative news about the trade wars affect on the worldwide economy how might this affect a stock like Martello? I am thinking about a three year hold.
Q: Can you give me your general thoughts on Crew? Very cheap; not sure if there is something company-specific. As well, I guess my biggest concern is whether debt they have can be serviced by their cash flow. Debt does not seem that bad, $330M. Is this something I should worry about, because I am happy to wait for better times if debt concerns are relatively low risk. Thanks!
Q: What is your take on the recent run up of DREAM? It has been a long road to gains on the stock so I'm wondering what your outlook is for the company?
Q: How do you feel about this company? I know they've had some management "issues" but the numbers have historically and continue to look enticing. Would you buy?