Q: "We could see the mega-cap names move sideways relative to small and mid-caps in the near-term and intermediate-term, but we would not be willing to try to time this, as the probabilities from history and current valuations are on our side."
If someone were trimming mega-cap names to raise cash and capitalize on the potential for small and mid-cap names to outperform please name your top 5 Canadian and US companies that would be the first you put this cash into.
Q: I hold ALB and am down 50% in both a registered and non registered account. What are your views on ALB and lithium. Is it time to move on? If so what companies in the material sector do you suggest as a replacement. Thanks again Peter
Q: Good morning Gentlemen: Looking out 2-3 years, could U rank the above companies from most prefer (5) to least prefer (1)?
Secondly, If Trump get elected, Which of these companies will be affected negatively because of protectionism, if at all. Thank you
Q: Cipher Pharma made a major acquisition today that they say will double their sales and profits. The new products acquired are also superior to the existing treatment, which has 71% of the USA market, so lots of room there for growth, plus they plan to get approval in Canada and make a deal for ex-North America sales. They also have their drug for toenail fungus, a big market, set to produce final results in about 6 months, with sales expected starting in 2026. This looks like a good growth stock to me, trading at a cheap valuation, given the profit from the new products, and I am wondering what your take is on the acquisition and the stock.
Q: Hi Guyz, can I get an update on Block, its been taking another hit lately and your insight will help me make a decision on whether to hold or sell.
Thanks.
Q: I'm confused about the different Brookfield group of companies (I may not have them all listed), namely, which one should be held under which circumstance (income, growth, registered, unregistered etc) and is it beneficial to hold multiple, and if so which and why. Thanks!
Q: In your opinion does the insider selling at FTNT seem unusually high and for an unusually long time? The trend seems negative to me. Thanks for your opinion.
Q: What seems to be causing the volatility in the stock, post earnings ? It was supposedly a solid quarter and SPA issues appear to have been put to rest.