Q: Hi Peter, wondering if you have comments on this company valuation wise. Perhaps too small to evaluate. Cheers.
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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: Pls disregard my previous question - here goes again.
I would like your advice on simplifying our IT sector holdings. My sector allocation is currently 16% and willing to go to 20%
VISA, SQ and PPYL have been placed in Financials [would have brought total allocation to 22% if included in IT].
GIB at 20% [of 16% total] is largest followed by SHOP at 12%. Next category between 5-10% are CSU, MSFT, SPOT, SSTI, TTD, ARKW, TD Science & Technology Fund, DOCU. Others at <5% [initial positions] are NVDA, KXS, NXPI, BOX, IQ, MU.
All are up except for MU. Pls advise which to discard, which to add to and any others that could provide growth on your "favorites" list.
Much appreciated
Sam
I would like your advice on simplifying our IT sector holdings. My sector allocation is currently 16% and willing to go to 20%
VISA, SQ and PPYL have been placed in Financials [would have brought total allocation to 22% if included in IT].
GIB at 20% [of 16% total] is largest followed by SHOP at 12%. Next category between 5-10% are CSU, MSFT, SPOT, SSTI, TTD, ARKW, TD Science & Technology Fund, DOCU. Others at <5% [initial positions] are NVDA, KXS, NXPI, BOX, IQ, MU.
All are up except for MU. Pls advise which to discard, which to add to and any others that could provide growth on your "favorites" list.
Much appreciated
Sam
Q: Hi there, I noticed QST has seen heavy downward pressure as of late, selling off again today. I know small caps tend to be quite volatile but even this seems somewhat extreme. Would you consider this a good time to step in? Are there any long term concerns? Thanks!
Q: Morning guys:
I am up 70 percent on this name . Should I sell and buy something else. Or stick with this name for the long term.
Thanks
Mark.
I am up 70 percent on this name . Should I sell and buy something else. Or stick with this name for the long term.
Thanks
Mark.
Q: Do you know of any reason or have an opinion for the recent decline in Questor?
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Restaurant Brands International Inc. (QSR $94.90)
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Recipe Unlimited Corporation Subordinate Voting Shares (RECP $20.74)
Q: hi there,
Today, which of these 2 would you add to a portfolio . QSR's P/E is cheaper and dividend is higher but given all the 'noise' around Tim's, there appears to be more risk around QSR. Your thoughts?
Today, which of these 2 would you add to a portfolio . QSR's P/E is cheaper and dividend is higher but given all the 'noise' around Tim's, there appears to be more risk around QSR. Your thoughts?
Q: Positive comment on G&M today.Co says reduce costs by US$25m by end 2018.Estimates Increases US$35m profit entering 2019.Resulting in some 8.36% jump.Happiness after long downturn,Go KWH.un Go.Your take please.Appreciate u usual great services & views
Q: Is it necessary to complete CRA form T1135 for investment of more than $100,000 in this ETF in a Cash Account.
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Covalon Technologies Ltd. (COV $2.59)
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Photon Control Inc. (PHO $3.60)
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Kinaxis Inc. (KXS $201.24)
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Savaria Corporation (SIS $20.04)
Q: VMD is up 300% since March while of RHT drop more than 50%. They were supposed to be in the same space and RHT was supposed to be the better company. It makes lower lows every week with no end in sight. Is there any other option that will provide growth in a TFSA account.?
Q: Am i right in thinking that if i don't tender my ECI (Enercare) shares capital gains on all the shares will be triggered?
TD direct investment got my notification to me by mail today after the deadline for tendering and I then spent over an hour waiting to get through to them by phone. A broker I was finally connected to is putting a best effort offer, but cheerfully noted that the worst case scenario is the units would be sold for $29! Not happy with TD direct investing!
TD direct investment got my notification to me by mail today after the deadline for tendering and I then spent over an hour waiting to get through to them by phone. A broker I was finally connected to is putting a best effort offer, but cheerfully noted that the worst case scenario is the units would be sold for $29! Not happy with TD direct investing!
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Toronto-Dominion Bank (The) (TD $101.01)
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Knight Therapeutics Inc. (GUD $6.05)
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Savaria Corporation (SIS $20.04)
Q: Morning guys:
I have a cash trading account. I need to put some names in a tax free savings account. Looking at the above names . Can I sleep at night with these names for tax free accounts. Thanks for your great work.
Best in the business boys.
Mark.
I have a cash trading account. I need to put some names in a tax free savings account. Looking at the above names . Can I sleep at night with these names for tax free accounts. Thanks for your great work.
Best in the business boys.
Mark.
Q: I only have enough cash for one company. Looking for long term growth and a dividend. I don't any exposure in this sector.
Thanks Greg
Thanks Greg
Q: What is causing the big bump in WestJet?
Q: Good Morning,
I see this morning that RNX announced over the weekend that they have found more gold at their Beta Hunt mine. I'm about break even on this after holding for a few years , any thoughts on this? Perhaps hold and let it run for a bit? I heard Eric Sprott over the weekend discussed it on his Podcast and seems to have even further interest in RNX.
Thank-you
I see this morning that RNX announced over the weekend that they have found more gold at their Beta Hunt mine. I'm about break even on this after holding for a few years , any thoughts on this? Perhaps hold and let it run for a bit? I heard Eric Sprott over the weekend discussed it on his Podcast and seems to have even further interest in RNX.
Thank-you
Q: I understand, above a certain amount, it is NOW more complicated to hold non-sheltered American stocks. Please explain.
Paul
Paul
Q: Peter ,Ryan and crew: Having bought Cineplex in the $50. range , I'm now faced with the prospect of growing old before I see the stock back in that price range. In your opinion, do I bite the bullet and take the loss , hang in or can you suggest a better place for growth.
Enjoyed Ryan yesterday on BNN
Enjoyed Ryan yesterday on BNN
Q: Just wondering about a switch from Alta Gas to IPL. The yield with IPL is lower however at this point seems to have more certainty.
Q: I would like to increase my global exposure and was looking at Cymbria, or would Edgepoint Global be a better investment? From your last answers on Cymbria, you stated it was trading at a high premium. What would be a good entry point to buy Cymbria? I notice it has come down a little bit since then. What about the management fee for these products, are they reasonable?
Thank you for all the advice I have received over the years!
Thank you for all the advice I have received over the years!
Q: Why the jump in Ceridian? Is this a good 5 year investment?
Q: This company seems to have changed its focus drastically within the cannabis space since your last assessment in Jan. Could you update the outlook for the company, including the spinout of Poda. Scotia research forecasts .04 earnings in 2019 and .13 in 2020; achievable?
Its trading symbol has changed, now GENE, perhaps to reflect the involvement of its Chief Evangelist Officer, Gene Simmons, whom I know Peter will meet on Friday. Perhaps Peter could find out the duties of a C.E.O.?
Its trading symbol has changed, now GENE, perhaps to reflect the involvement of its Chief Evangelist Officer, Gene Simmons, whom I know Peter will meet on Friday. Perhaps Peter could find out the duties of a C.E.O.?