Q: I am thinking about selling Couche Tard and buying GoEasy. I am concerned about what their confusing move for the French grocer meant. It was over so fast and they had to know the government would not been very keen. Was it signaling that they have run out of convenience store targets you think? What was that exercise telling investors? I know you like both but what one do you like better in my TFSA? When do you add sub prime exposure? When credit spreads are massive or when the economy gets back on solid footing? Thanks
Out of Topicus, goeasy or BRP inc, if you had to pick one... which stock would you “top up” hoping for the best one year gain?
Roku... your thoughts as it is down from 480 to 300. It had some huge gains and even at 300 it’s a big winner but it’s a big drop and I feel it’s overall trajectory as a company has only gotten stronger with recent acquisitions plus the overall move to streaming for consumers and companies alike, plus advertising potential growth etc. Thoughts on topping it up for 5 year growth I don’t see many better opportunities especially for potential for a quick turnaround within 1 year. (earnings tomorrow should be interesting in this market).
Q: I am interested by growth companies that have a lot of potential, and preferably relatively secure and not extremely volatile. I thought of the following companies: LSPD, NVEI. TOI, GSY, TAIG and LEV. If you would have to buy those companies, in what order would you buy them. Feel free to include other ones that are not on this list or exclude some of these if you think that they are not appropriate.
Q: hi guys i was wondering if you could explain in layman terms what is the reason for recent volatility .I realize they are selling debt but how does that facilitate shorting the stock
Q: I am a retiree with 14% financial sector exposure in banks (TD,BNS,RY) and insurance companies (MFC, SLF, BRK.B). I have been a long term holder (10+) of MFC and currently have a half position. Been happy with the dividend but very disappointed with share appreciation (still underwater). Would it make sense to sell MFC and purchase GSY for share appreciation and dividend growth?
Q: Hi.
The list of stocks make’s up my overall portfolio. Last month, during the sell off, my portfolio was down ~40% and started recovering slightly and lost steam again since late last week.
I don’t have any intentions to sell in the short term and I will prefer to hold for minimum the next 3-5 years.
Looking at the list of my holdings, do you feel there is any stock that should not be there?
Thanks,
Q: Is it possible that the pending issuance of the subscription receipts coincides with the large increase in shares shorted? Seems like some games are being played here.
Q: The Globe reported a big increase in GSY short interest today. Do you think that holders of the sub receipts are shorting as a tactical move, knowing they can cover when the sub receipts convert to shares? You often recommend GSY so I assume you would be OK buying into this (temporary) price decline.
Q: what am i missing with goeasy.
last week it was up 22 dollars as the market loved their deal and the financing.
yesterday it was upgraded to top pick by an analyst with a 169 target.
today its down 10 bucks.
is it something to do with the cdn budget that i missed.
dave
Q: What are your Top 3 cad and top 3 US stocks regardless of sectors /risk. please provide brief explanation as why you like them Thanks for your recommendations they are much appreciated
Q: Hi,
I generally prefer companies that have very little or no long term debt. It just gives me comfort of the ability for the company to survive massive drawdowns in the stock market.
Of the 4 companies listed, are any burdened with a high long term debt load?
Thanks ,
Q: Can you explain a subscription receipt at $122.45. Does it mean the buyers get shares at that price? Now that the receipts closed, GSY went up to $150. Why? And will it just go right back down?
Thanks for explanation.
Q: good morning i recently sold gsy at approx $140.00 per share. paid in the low thirties
thanks so much for the rec helped me you dont know how much putting risk aside, are there any other stocks that you might expect strong performance that you suggest i look at currently i am looking at real matters just showing some momentum coming off a bottom has a target price of about $26.00 currently $16.00 Any suggestions?