Q: These 2 are laggards in my portfolio. PBH down 22%. SIS up 7%. They both hit my mental trailing stop of over 25%. Do you see any near term catalyst for them? While I am an investor and not a trader, if they are likely going to be "dead money" for another year, I probably like to sell and move on. What do you think? Would you also suggest replacements for them? They are in my TFSA account. Thanks again for all your valuable advice.
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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: I intend to start a position in ECN in the near future and would appreciate your advice as to whether to buy the common shares or the preferred, of which there appear to be 2 choices available A or C . What criteria should I be looking at to make this decision ?
Keep up the good work. John
Keep up the good work. John
Q: Peter; Just a comment really on the weather and FTS. My gas bill last month was $169. - this month it’s $215. And this is BC! Has to bode well for FTS.
Rod
Rod
Q: how was their earnings outlook?
Q: Hi, wrt the recent earnings question on DSG, was your answer for Q4 or full year?
(Brian did not ask for which reporting period, so I will. :))
I ask as your answer seemed out of line wrt their 3Q numbers...ie Earnings per share on a diluted basis of $0.10, up 25% from $0.08 in Q3FY18 and compared to $0.11 in Q2FY19 (from their Q3 release).
You indicated EPS=.32 (that's a huge increase from .10!)
Your reply also differed quite a bit from their stated Q4 and full year earnings release of the prior year.
To clarify, can you please give earnings estimates for both Q4 and full year .
Cheers,
Steve
(Brian did not ask for which reporting period, so I will. :))
I ask as your answer seemed out of line wrt their 3Q numbers...ie Earnings per share on a diluted basis of $0.10, up 25% from $0.08 in Q3FY18 and compared to $0.11 in Q2FY19 (from their Q3 release).
You indicated EPS=.32 (that's a huge increase from .10!)
Your reply also differed quite a bit from their stated Q4 and full year earnings release of the prior year.
To clarify, can you please give earnings estimates for both Q4 and full year .
Cheers,
Steve
Q: Hi,
After earnings from both of these companies, would you add to tsgi? I am down 20% on tsgi and position is now .75% in portfolio, would you be comfortably topping back to 1.5-2%? would you initiate a new position in GC here? Would you own both companies or just choose one? Thanks!
After earnings from both of these companies, would you add to tsgi? I am down 20% on tsgi and position is now .75% in portfolio, would you be comfortably topping back to 1.5-2%? would you initiate a new position in GC here? Would you own both companies or just choose one? Thanks!
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Brookfield Renewable Partners L.P. (BEP.UN)
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Brookfield Property Partners L.P. (BPY.UN)
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Brookfield Infrastructure Partners L.P. (BIP.UN)
Q: From your previous advice to other members, I am aware that these securities are best held in RRSP/RIF accounts for tax purposes. My question is whether the same advice applies to each company/partnership for their Canadian dollar preference shares? Are the dividends impacted by withholding taxes and are the shares eligible for the Canadian dividend tax credit.
Thanks
Thanks
Q: GC down 10%, TSGI up 15%. Can you comment on both please. Time to add to GC?
Q: I often read the expression "Markets Wrap". What does this mean?
Many thanks, Peter
Many thanks, Peter
Q: Any major concerns with the lawsuit against MU? I'm not sure how often this occurs with tech companies. Would it change your overall positive view of the stock?
Q: Do you see any concerns with the large buyback in shares in Q4 alongside the large number of insider selling at GC? I like share buybacks but at some point think a dividend would also benefit the shares.
When a company reports and restricts questions to Analysts only, is 5i considered an analyst?
When a company reports and restricts questions to Analysts only, is 5i considered an analyst?
Q: can you tell me whats going on with trading halt at abm.dave
Q: What are your thoughts on these two companies. What other two US stocks do you like better.
Q: Can I please have the earnings estimate for Descartes? Thank You.
Q: In 2018, Metro bought Jean Coutu. I would have preferred to convert a part of my PJc shares into Metro shares in order to defer the capital gain as long as possible. However, I have never received the document offering this choice from Disnat.
I contacted Disnat and the customer service told me that the document with which we had to sign our choice had been sent. I then consulted 2 colleagues who use the Disnat platform and they also confirm that they did not receive this document. The tax bill is important.
Are there any recourse or action to take?
Thank you
I contacted Disnat and the customer service told me that the document with which we had to sign our choice had been sent. I then consulted 2 colleagues who use the Disnat platform and they also confirm that they did not receive this document. The tax bill is important.
Are there any recourse or action to take?
Thank you
Q: The Company has seen some strong growth recently. Do you see this growth continuing in 2019 and do you consider this a good time to buy in.
Thanks
Thanks
Q: Could you please comment on the latest earnings of GSKY and this stock potential in general?
Thanks
Thanks
Q: Hi, are you aware of a source that reports earnings surprises on Canadian stocks? Thanks.
Q: any thoughts on this little one?
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Stars Group Inc. (The) (TSGI)
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Great Canadian Gaming Corporation (GC)
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Kinaxis Inc. (KXS)
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Savaria Corporation (SIS)
Q: I struggle between trimming positions as they get too big in my portfolio, or letting them run. In the line of thinking to make above average returns, you have to have at least one multi bagger, I have held all the above into overweight positions, only to take it on the chin - the jury is still out on GC, but I'm expecting a rough day. Currently have PEO at 168% return, but I've held for years and I sleep well with this little company. Dont have a company specific question here, maybe a few thoughts on the balancing act between letting them run and trimming to appropriate size?