Q: How are you feeling about TOY these days? Management seemed to have dropped the ball last year but wondering if supply management issues and management themselves have been sorted out and if you think this is now buyable.
Q: After 4 years of holding ccl.b I'm at break even. I'm wondering if it's time to sell and move on. What's your opinion?
Any suggestions for high growth replacement? The stock is in a TFSA.
Thanks for all you do!
Q: I am underweight in US in my portfolio - for example in my communication sector AT+T represents only 2% -of a 17% weighting. What are some US communication funds that have performed well and appear to continue to do so - please list in order on rating. What are your thoughts on AT+T? Thank you for your excellent service.
Could I please get your 2 opinions on these US listed stocks? Would you consider them buys at the current prices? For NVTA can I get your opinion on their acquisition of ArcherDx?
Q: My ques. is about Co. Equity Financings and in particular related to small cap stocks raising additional capital for expansion or operating costs. Often these financings include both a share and a warrant. Typically there is a 4 month hold period before trading is allowed. There may also be Broker shares and warrants issued as well. My question is whether all of these shares and warrants issued under the financing (including the Broker's) are subject to the same 4 month hold period? Can some parts of the same financing be exempt from the 4 month hold, while other parts are not and why? Lastly, what may be the exceptions to the 4 month hold requirement for any Co. doing additional financing? Thank you.
Q: Teal Linde had 3 top picks today all seem to have good rationale
tdw with controlling interest by Berkshire
wef coming out of prices depressd from Covid with insider ownership
and CIT US with great outlook . All had div
Which if any would be a great buy today
Q: When requested to choose between Aw.un & QSR,you prefer QSR which was recently added to Port. I hold Aw.un(36% loss) & thinking of moving on . What is the best replacement- QSR or PBH or the best stock in u view(can be any sectors).Txs for u usual great advices& services.
Q: As a follow up to my earlier question about Preferred shares as a form of income. I currently hold about 53% of my portfolio in savings account funds only giving me 1.5% dividend which is low, however as you mentioned the price will not drop so it is safe and also very liquid. I was thinking about taking 1/4 of that money (12% of my total portfolio) and putting it is some preferred share because the dividends are much higher. I do not plan to utilize this amount of funds for a while and it would give me a bit of extra return on my money. I currently have about 8% in common shares of banks, 8% in XLB, 12% in gold stocks, 12% in technology stocks, the rest in other various stocks not in those groups. I use the Savings Account mutual funds as cash for when I decide to buy stocks and I have been increasing my holdings slowly since the March lows. Would it be better just to buy the common dividend paying stock or is there an advantage to buying the preferred. I know the preferred share have a higher hierarchy if a company goes bankrupt but they are very much more illiquid.
Thanks again,
Brendan
P.S. when are either you or Ryan going to appear on BNN market call again? Have not seen yee there for a while now.
Q: Hi 5I
Following the announcement on Friday of cgx shareholder rights plan... what does that mean for the company and for share price going forward? Is it a good/bad neutral action on company’s parts.
Thx
Jim
Q: I tend to dig deep in out of flavour sectors looking for the best companies(leadership, balance sheet resilience, cash flow, potential growth etc...). Have been watching Western Forest Products(WEF). Can you comment on it as a contrarian play, and possibly your top 3 choices in its sector. Thanks!
Q: A recent article in the Globe and Mail showed table of higher yielding stocks on the TSX and their payout ratios - showed CPX with a payout ratio of 250% - thought they had a payout ratio of approx. 50% - is that an error?? and is the dividend safe??