Q: In the Canadian stock universe, including the Canadian companies you follow, which would you say could be takeover candidates over the next year or two?
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Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: Where would you put $10K for a year to take low risk but earn some return? I know a year is kind of short... what would you suggest? Can you give a couple of options? I was thinking total world stock market etf (XAW) but obviously that still exposed to lots of equity risk... but bonds don't really earn anything.
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Descartes Systems Group Inc. (The) (DSG)
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Enghouse Systems Limited (ENGH)
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Nuvei Corporation Subordinate Voting Shares (NVEI)
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Topicus.com Inc. (TOI)
Q: I hold a small position in ENGH. Since peaking on Sept 4th at just over $80, it has been in a long steady decline for 9 months, to the low $50's, a drop of about 1/3 of its value. The results just released Thursday night look very weak to me, especially compared to the previous year, although covid helped their video division significantly last year, and the stock is still trading at pretty high multiples, despite the decline in the stock price. I know you have mentioned many times that you feel ENGH is a good long term steady business. Wondering if you still feel this stock is worth adding to, or is it time to sell and move on to something that offers more growth? Or do you still think there is reason to expect good revenue and income growth from ENGH over the next few years? Would you sell ENGH and add to existing positions in NVEI, TOI or DSG? Thanks.
Q: I'm wondering what you think of Tiidal and the offering.
https://www.newsfilecorp.com/release/76818/GTA-and-Tiidal-Gaming-Group-Inc.-Announce-Subscription-Receipt-Private-Placement-Financing
Early days certainly, but the eSport future looks bright. Any thoughts are welcome.
https://www.newsfilecorp.com/release/76818/GTA-and-Tiidal-Gaming-Group-Inc.-Announce-Subscription-Receipt-Private-Placement-Financing
Early days certainly, but the eSport future looks bright. Any thoughts are welcome.
Q: I have owned ENB for many years. Many positives about the company and I have enjoyed the dividend.
But with on going pipeline concerns and the fact that the stock has is still below where it was 5 years ago, I am going to move on.
With Energy looking like a solid place to be right now, I am looking for something with more upside torque - without of course taking on excessive risk.
I already own OIH, XLE, KMI, EPD, BEP, CVX, and in Canada: WCP, ARX, and PKI.
Recognizing that the final decision is mine, is there one or two other energy companies (on either side of the border) that you would suggest or would you see adding to one of the above or adding a new ETF?
Thanks for your help here.
But with on going pipeline concerns and the fact that the stock has is still below where it was 5 years ago, I am going to move on.
With Energy looking like a solid place to be right now, I am looking for something with more upside torque - without of course taking on excessive risk.
I already own OIH, XLE, KMI, EPD, BEP, CVX, and in Canada: WCP, ARX, and PKI.
Recognizing that the final decision is mine, is there one or two other energy companies (on either side of the border) that you would suggest or would you see adding to one of the above or adding a new ETF?
Thanks for your help here.
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PayPal Holdings Inc. (PYPL)
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Crown Castle Inc. (CCI)
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MasTec Inc. (MTZ)
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Plug Power Inc. (PLUG)
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CommScope Holding Company Inc. (COMM)
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AECOM (ACM)
Q: In looking for growth in US market over the next 5 years, would you kindly list these in order of preference, with consideration given to both th growth and risk. Market sector is not a consideration here. If you see a better alternative please do mention.
Thanks.
Thanks.
Q: For a five year hold in the growth portion of my portfolio, should I go with Descartes or Kinaxis?
Q: How are the current valuations for pure (or close) lithium plays? if not overbought, which etfs, cos. do you prefer?
Thanks
Thanks
Q: Hi Peter, This seems weird to me.
Savaria declared a monthly dividend of 4 cents on May 21, payable on Jun 10th.
Scotiabank did a cash settlement amount of $314.25 on 2500 shares.
Did SIS declare a special dividend?? Or is this a mistake by either Scotiabank or Savaria because my usual monthly dividend is $100.
Savaria declared a monthly dividend of 4 cents on May 21, payable on Jun 10th.
Scotiabank did a cash settlement amount of $314.25 on 2500 shares.
Did SIS declare a special dividend?? Or is this a mistake by either Scotiabank or Savaria because my usual monthly dividend is $100.
Q: LIF announced:
"TORONTO, May 28, 2021 /CNW/ - Labrador Iron Ore Royalty Corporation (the "Corporation") announced that Iron Ore Company of Canada ("IOC") has declared a dividend payable on June 25, 2021. The Corporation's portion is U.S. $60,400,000 or about CDN. $73.0 million"
This is over a dollar per share by itself (their last "quarterly" dividend), and doesn't account for royalties. Yet there is no announcement of their new "quarterly" dividend, or a date for same. Is there any further information besides this? ... and is this not a bit odd for them not to be able to make some decision in this regard, given that they had committed to a quarterly dividend? Perhaps you could suggest a reason(s) for this "delay"?
Thanks!
Paul K
"TORONTO, May 28, 2021 /CNW/ - Labrador Iron Ore Royalty Corporation (the "Corporation") announced that Iron Ore Company of Canada ("IOC") has declared a dividend payable on June 25, 2021. The Corporation's portion is U.S. $60,400,000 or about CDN. $73.0 million"
This is over a dollar per share by itself (their last "quarterly" dividend), and doesn't account for royalties. Yet there is no announcement of their new "quarterly" dividend, or a date for same. Is there any further information besides this? ... and is this not a bit odd for them not to be able to make some decision in this regard, given that they had committed to a quarterly dividend? Perhaps you could suggest a reason(s) for this "delay"?
Thanks!
Paul K
Q: Hi there can you please give an updated opinion on mdf following its reporting a few days ago? Thanks
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iShares Canadian Real Return Bond Index ETF (XRB)
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iShares TIPS Bond ETF (TIP)
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Quadratic Interest Rate Volatility And Inflation Hedge ETF (IVOL)
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iShares S&P GSCI Commodity-Indexed Trust (GSG)
Q: I need to add fixed income to my portfolio. I do not believe the inflation we are heading for will be transitory. Given that assumption, are there ETF's you can suggest that will react best to inflation? And how would they do with the inevitable higher interest rates? Thank you.
Q: Do you have any insights into Cango Inc. and do you agree that it is a good value stock at this price? It seems very cheap to me.
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iShares Russell 2000 Growth ETF (IWO)
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Vanguard Russell 2000 Index Fund (VTWO)
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First Trust NASDAQ CEA Cybersecurity ETF (CIBR)
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GLOBAL X FDS (BOTZ)
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iShares MSCI USA Momentum Factor ETF (MTUM)
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ARK Innovation ETF (ARKK)
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VanEck Vectors Semiconductor ETF (SMH)
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Invesco NASDAQ Next Gen 100 ETF (QQQJ)
Q: Good morning,
Thank you as always. Looking forward to the upcoming updates.
As a follow up would you please rank in terms of where you'd allocate capital. For the next 2-5 year hold. Assuming balanced portfolio etc. Most conviction sector or fund.
QQQJ
VTWO
IWO
SMH
MTUM
CIBR
BOTZ
ARKK
Thank you very much!
Thank you as always. Looking forward to the upcoming updates.
As a follow up would you please rank in terms of where you'd allocate capital. For the next 2-5 year hold. Assuming balanced portfolio etc. Most conviction sector or fund.
QQQJ
VTWO
IWO
SMH
MTUM
CIBR
BOTZ
ARKK
Thank you very much!
Q: please explain the difference between a bought deal financing and a private placement
Q: This company has been on a steady decline from high of $16, Is there upside or time to bail.
Q: Is it timely to buy/add to KXS after huge drop from some $223 in Nov & good $5.63 rise today to $141.32? What is u attractive price.James Telfser on BMM yesterday has some kind words & really like it for long term Txs for u usual great services & views
Q: Hello again May I have your thoughts on Camdem Property Trust
Thanks
Thanks
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Alibaba Group Holding Limited American Depositary Shares each representing eight (BABA)
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Baidu Inc. (BIDU)
Q: Your thoughts on BIDU? Any better options here?
Q: Hi,
According to estimates, E Commerce is set to grow rapidly over the coming years. Stocks like Shopify & Amazon are the one’s that come to mind. Is Lightspeed in or will be in that same category of E commerce?
Thanks
According to estimates, E Commerce is set to grow rapidly over the coming years. Stocks like Shopify & Amazon are the one’s that come to mind. Is Lightspeed in or will be in that same category of E commerce?
Thanks