Q: Re my earlier re above,just realized that KXS was trimmed 2% & PHO 1% for port. management purposes, which likely result in hit today.Any other reason? Thanks for u usual great services & views.Have a nice weekend.
Q: Do you have any concerns with Cormarks downgrade of Great Canadian Gaming? I hold the position that GC has good management that would analyze all scenarios before making decisions on the GTA bundle or any other investment. The share performance over the last 5 years speaks for itself and I see the dip as a buying opportunity for long term shareholders.
Q: Can you comment on Q21 results? I’ve been watching this name for awhile, would now be a good time to tke a position in this small cap? What do you think going forward? Thanks!
Q: Hi 5i,
I understand that many high net worth and institutions have alternative assets in their portfolios. Can you please help suggest some stocks which may be available for purchase on a Canadian stock exchange for an individual investor representative of the asset class.
1. Private Equity: BBU.UN, ONEX?, stock?, ETF?
2. Hedge Funds: stock?, ETF?
Q: Hi all, With today's (16 Aug) climb, I am almost breaking even with this one after more than a year. I am trying to position my portfolio with dividend stocks that have some growth opportunity (like many I have observed here). Should I take the opportunity and get out and look for a dividend stock with more growth in this space? Or is this possibly the beginning of an uptrend in DR.
Q: Hi,i have these 10 stocks as my TFSA holdings.Down around 7% in last couple weeks.I have long term view of 8-10 years to retirement and would like your opinion on the group as a whole and if i should stay the coarse or would you suggest any changes?
thanks,
brad.
Q: Hi guys !
Already well covered in the Cdian consumer staple sector, I would like to add some holdings on the US side. What are your views on Medifast (MED), Big Lots (BIG) and Kors (Kors) ? Any others would have your preference in the sector ?
Have a good day,
Jacques
I have held a full position on NOC since March 2105 and am currently up by about 90%. NOC has pulled back by about 18% since reaching its highs 6 moths ago. I am thinking of switching from NOC to BA and would like to get your comments on this move. Thanks.
Q: Hi,I want to diversify my RSP which i already own a large position in Turtle Creek US Fund ,Barometer Global Macro Pool,and Edgehill International Advantage Fund and am thinking of adding the ETF's mentioned to this mix.
I am wondering your opinion on this group as a whole and if you would not endorse any of the additions i am planning.
Thanks,
Brad.
Q: Nice folks I hold 5% gold exposure split between GLD and FNV. Do you have an opinion on gold for the next quarter and/or year. There is some rumour that some central banks may be selling gold aggressively and some opinion that gold could be heading downward. Your thoughts on that as well would be great to read. Lastly would you suggest simply sitting tight with the current weighting and holdings I have as an appropriate "forever" holding. Thanks so much.
Q: I have zero allocation to minerals, mining and material stocks in my portfolio. Do you feel that some exposure is warranted for diversification purposes?
If so, what one or two companies would you suggest to achieve broad exposure while minimizing downside risk. I prefer larger companies that pay a dividend.
Q: Hi, how will NFI be affected assuming that the 25% tariff comes into effect September 1?
What other companies that you have in your portfolios would be affected most? Are there any companies on either side of the border that could actually benefit from the tariffs?
Q: Knight just bought about 4M shares of TherapeuticsMD @ $5.10. Oppenheimer just raised their target (I know!) to $14 and another to $15 which would provide Knight with a $36-$40M profit.
Would you buy TXMD and do you think Knight will get Canadian/Israeli rights to their recently-approved 12 month birth control product?