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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: This week Smoak Capital had a write up on Leons in their Mid Year letter to investors. They figure that a combined value for Leon's for the business and the real estate is 40-60$ per share. Couple of questions what is your thoughts of the valuation of the stock right now ignoring the possible spin out of the real estate. The second question is Leons stated that they would spin out the real estate when the market looks better. I know that we have had a few days sell off but with interest rates dropping do you think things are lining up for real estate spin out. Thanks
Read Answer Asked by Jerome on August 08, 2024
Q: In preparation for putting proceeds of PLC tender to work, can you please rank these stocks for potential total return over a 5-7 year timeframe and taking current valuations into account?
Read Answer Asked by Chris on August 02, 2024
Q: I am looking to add BKNG to my Consumer Cyclicals. Currently I have a ATZ, LULU, MG, LNF, DOO, and CROX.

Long term growth investor.

Would you suggest trimming across the board or are there any names you would swap if one wanted to high grade their portfolio.
Read Answer Asked by Stefan on June 05, 2024
Q: We have a well-diversified Canadian portfolio (~30 holdings) focused slightly toward growth that is overweight in the Consumer Cyclical sector. Our current holdings, in approximately equal weights, are DOO, LNF, MG, BYD, PLC, ATZ. We are considering either reducing our holdings by one or a group trimming. Which would you prefer and why? For long term holds, how would you rate (1-10) these 6?
Read Answer Asked by Peter on April 24, 2024
Q: I am retired and looking to deploy some cash. Could you provide your top 5 dividend companies in Canada and US with some growth potential as well?

Thanks
Tim
Read Answer Asked by Timothy on April 08, 2024
Q: Hi Peter, I have about 15000.00 for an RRSP account. I know you can't personalize the account but could you suggest 5 - 10 good Canadian stocks for such an account if looking for income for a 66 year old investor. Thanks
Read Answer Asked by Nick on April 05, 2024
Q: Thank you for your answer to my earlier question. I just want to clarify. I had asked for current dividend growth ideas for a long term hold. In your answer you mentioned “high dividend”…same suggestions or a little different? Thanks again!
Read Answer Asked by Janet on March 26, 2024
Q: Can you please share your favourite Cdn dividend growth stocks for long term hold in a non-registered account.

Thanks,
Janet
Read Answer Asked by Janet on March 26, 2024
Q: Good afternoon,

Looking for a list of companies with safe , growing dividends and potential for some capital gain - Cdn or American.

Thank you,
Brad
Read Answer Asked by Brad on February 14, 2024
Q: Hi,
What would be your top 5 CDN consumer discretionary stocks in a RRSP for a 5-10 year hold.
Please list in order of preference for a buy today.
Thanks
Read Answer Asked by Marco on January 23, 2024
Q: Which ones would you buy for a TFSA and which ones for a RRSP? I have no holdings for consumer cyclical.

Thanks
Read Answer Asked on January 15, 2024
Q: I don't have any retaill type stocks in my RRSP. This would be for a mid to long term period. Looking for capital appreciation with possibily reasonable dividend gains. Any suggestions?
Read Answer Asked by Jacques on January 04, 2024
Q: Looking to add 2-3 names of the above small caps to my TFSA this month.With the exception, of LMN and GLXY all are down substantially. Question. Which have the biggest up side in 2024, for a long term hold. Please rate them 1-8 with short comments for growth and safety,
Read Answer Asked by Henry on January 04, 2024
Q: For the last 5 years LNF has done nothing. Yes it hs a dividend of 3.8%. But cheap as it is do you see it advancing much? EMA, EIF, and NWC pay higher dividends and have advanced quite a bit since bought. Would it be suggested that any of these three could replace LNF or should I hang on to LNF in the hopes that it may spring to life?
Read Answer Asked by STANLEY on December 11, 2023
Q: I'm interested in your thoughts on the quality of the management at these companies. All are negative in my portfolio at this point. Could you rank them by below average, good(average) and above average?
Thanks
Read Answer Asked by Raymond on November 20, 2023
Q: Question: My portfolio shows me the above are all down below my purchase price between 23 and 34 %. Would they be good candidates for a tax loss sell and repurchase after January 1
Read Answer Asked by Ken on November 13, 2023
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