Q: Hello, Stantec stock has seen good momentum and jumped from $79 to over $83, since, Friday, last week. Are you aware of any specific developments, or it's part of the relief rally in the infrastructure sector, after passing of Debt Ceiling bill in US. I am aware that Stifel bumped STN price target to $93 from $86, on Monday. Is it worth increasing our present 1.5% weighting in STN ( we are underweight in Industrials ) and if so, what will be a reasonable price level to add ? Or, it's prudent to wait for the stock to settle back to $78-79 level ? Thank You
Q: Retired, dividend-income investor. I know you "just recently" added to NWC. I had also planned to top up an almost full position, but was waiting for a pullback.
Since then NWC has reported and the market reaction is not kind...down 8% at the time of writing this question. What are you current thoughts, now that you have additional information? Would you add now or wait a few days for the dust to settle?
Q: We have held NWC in one of our unregistered accounts for a number of years and consequently have a 61% capital gain. In light of today's results would you advise to hold it or pay the tax and move on to something else?
Q: I JUST READ THE QUESTION ABOUT THE SPECIAL DIVIDEND OF $4.55,THIS SOUNDS TO GOOD TO BE TRUE, BUY 300 SHARES ON THE 15th get $1365 on the 16th Whats the catch or my math or understanding of this is way off.Thanks
Q: Please comment on EIF's Bought Deal of $100m at $52.25.What is the purpose?What will be the impact going forward? Txs for U usual great services & views
Q: Palantir stock has almost doubled over the past couple of months. Do the fundamentals warrant at least a starting position at this point or is it better to let it settle down for a while. What are the insider holdings and has there been much insider activity over the past six months. Thanks.
Q: Can you please help me to understand how safe money market funds are in “black swan” event like 2008? My broker often parks funds in money markets in a Cash account. Is there ever a danger of funds being lost, or simply a potential liquidity issue for a very short time? Are there any CDIC type guarantees up to a certain dollar amount per account?
Q: Looked promising for a while, then it corrected. Below IPO pricing. What is driving the negative momentum? Seeing other names gain without fundamentals close to NVEI.
Q: I am considering adding to my current position in ABBV.
The stock is down close to 18% since the last earnings report. I'm sure the whole Humira thing had been priced in all along, but as of the last report, has the company outlook really changed that much to justify the size of this pullback? Are you comfortable with adding at this point, or should one have patience? I think the debt continues to be reduced quarter by quarter, which should help.
Q: Do you think it worthwhile to buy both of these holdings (i.e. 3-4% each in an otherwise reasonably well-diversified portfolio) for the sake of making the best use of their respective growth/dividend potential? Their high degree of correlation seems the one factor mitigating against this strategy.
Q: I currently have a portfolio with these six holdings. What would be your current top 5-10 Cdn and/or US buys to diversify the portfolio and put a large cash balance to work for a 5-10 year time horizon with total return as the primary objective
Q: I read an article that suggested MPW is improving with its issues. Do you think this is the case? I am an income investor and have half a position that is underwater. I am wondering if I should add at this point? What would you recommend?