Q: Good morning, Today, what stocks are catching your interest given their current prices? for both higher and lower risk investors. Does DND make that list?
Thanks for your services?
Q: Hi, Could you please comment on PBH earnings release. Results seem good, but can you help me understand, how food inflation is likely to impact company's bottomline, in near future. How is the current valuation ? Thank You
Q: Tou announced a $1.50 special dividend payable May 19th. Do you have to own the stock up until it is paid, or only have to own on the day it was announced?
Q: The last earnings were disappointing and the price trend negative for a period of time. What do you think of XTC.A and its opportunities going forward. Would you buy at this time or sell?
Q: Terrible markets with NQ in bear space. NVTA,PATH, PLTR,BL are at/near new lows. Reportedly PLTR reports before open,May 9. All in Investment a/c.,except BL in Tfsa. Thinking of selling at a loss before they get worse,which maybe offset by potential capital gain of other stocks at a later date. Appreciate u short view on each. Txs for u usual great views & services.
You are often asked if you could provide 2-3 "bargains" from the various portfolios - could you, given the current environment, provide
- 2-3 from the balanced / Income portfolios
- 2-3 outside of the portfolios (either Canadian or US please)
That you would consider a good opportunity to pick up at this time.
Q: What's your take on Brookfield Business Partners? Its stock value has been just about cut in half YTD and is currently at 7 PE which seems stupidly cheap. But I know Brookfield's entities can't always really be judged on PE multiples Why has this stock been hit as if it's a high-flying tech? And if the market is deeply undervaluing it might Brookfield buy it out as it did its real estate entity?
Q: What do you think of the Bloomberg commodity index going back to 2005, very big move off of the low. Commodity Cycles are very long lived are they not? Can go on for many years. They have been outperforming Global Equities for awhile now, do you see this continuing for the next 5 years?
What would your best way to participate in this shift.?
Thanks! Gord
Q: lithium america getting pummeled today. Is there anything stock specific going on here or is it just a sour feeling on equities in general? I need more lithium exposure. I have a small position in E3 which is paid for (got a double so I sold half) but it is still really a concept since their extraction plant is still only a pilot project. LAC seems to be the go to name for pure play lithium exposure. Is the downside on LAC substantial in your honest opinion?
Q: A question earlier this year was what price would you consider this really cheap. You said anything below 3. Today it is close to 2 and may go below it this week. That said do you think it is a good time to sell for a tax loss. My worry is any good news would make this pop. Perhaps I'm wrong though and in this environment barely anything will make that happen. Historically what is more likely.
I was looking forward to the US part of the answer to Aleem’s recent question.
Specifically, can I get your two top US picks for each of consumer cyclical, consumer defensive and industrials based on current valuation and long-term growth.
Q: Is there an ETF would would recommend for global shoreline protection? I'm looking for something that's specifically focused on this type of activity, rather than something that's a basket of large engineering construction companies?