Q: Thank you for all your solid advice - you really provide a great service. I am concerned about the lack of activity/inaction with GUD. Is there a timeframe you deem appropriate before you downgrade this company due to inactivity?
Q: nafta gets scrapped? besides magna, the lumber industry, and many other exporters dealing with the U.S., COULD THIS IMPACT THE ENTIRE CANADIAN STOCK MARKET I think the market is taking this issue too lightly Most of us have recenly profited from a bull market Is it time to cash in most of our chips or are there parts of the market we can buy that will not be effected by nafta bad news?
Q: I’ve been very impressed with you guys on bnn as as well as direction and opinions to questions asked here. Very pleased with your suggestions and commentary. I just sold vee at a substantial profit.
I’ve moved in a more conservative direction. Really don’t need to make a lot of money just keep what I’ve got. Maybe some additional income to supplement my pensions etc. I now have over 30% of my portfolio in cash. I can’t seem to find a good value play. I have enough preferred shares. Don’t like gics or bonds.
Q: I have been holding STN for a while and it has been going sideways for about 4 years with mediocre fundamentals. Do you think a switch into CAE would make sense at this time or do you find CAE too expensive? Would you recommend any other replacement or better stick with STN?
Thanks
Q: Alaris just keeps dropping. Bought in my RRSP for dividend and growth.
Down 30%
Small part (1.5%) of portfolio getting smaller all the time.
Market doesn't like this company anymore
Dividend cut coming?
More competition?
More trouble with investments?
If you owned what would you do?
Thanks
Derek
The stocks mentioned are examples of Canadian stories that remarkable runs in recent years. PHO had an amazing 2017 and obviously CXR made those who sold high a ton of money. Same with CRH. Question is, for 2018, can you name 3 Canadian stocks that may be under the radar but could emerge as darlings once better known? Specific interest would be in stocks with proven assets or concepts more so than those waiting for a stroke of luck like a drug approval or patent.
I haven't seen any coverage of this until something on a popular investment site the other day. LAS.A has gone from $80 to $256 in 5 years but seems to be completely unknown. It was just touted as a great growth stock for the next year. Does it offer value at $250/share? Any catalysts for growth to continue? Finally, Buy, sell or hold and why?
Q: Could you update on PMT (perpetual energy) bought some in Dec. can't understand they keep dropping . Is it just the price of gas or is it something I'm missing (good management I think).
Also would like your general opinion on gas stocks (PONY, BNP, KELT, etc.)
Q: I am a retired, conservative, dividend income investor with a company pension, CPP and 30% fixed income (annuities, Fisgard Capital) and equities comprised of 15% MFs, 15% ETFs (ZLB, ZWC, ZWE, XIT) and 40% mostly blue chip stocks (BCE, BNS, RY, TRP, ECI, FTS, ALA, CGX, AQN, AD, NFI, CSH, PBH, ABT, etc).
I have owned PBH since $17 (now $103) and have trimmed it 14 times! It is still a full position. When I compare it to NWC, NWC's metrics indicate much better value (P/E, P/BV, P/CF, P/S, Beta), not to mention a 4.4% dividend vs PBH's at 1.6%. However, PBH has demonstrated incredible growth so far. So, I thought about swapping out of PBH and into NWC...simple, right? To get the same annual dividend, I'd only need to deploy 1/3 of the capital. Nope...massive capital gain!
I know there is no escaping the tax man. Any suggestions...aside from being more aggressive in reducing my PBH position over the next few years, while building a NWC position? Thanks...Steve
Q: Can I get your assessment of this company in light of cannacord's recent endorsement as a promising stock for this year (being mindful that it's price jump today has breached the analysts' target price for the year) . Financial Post also noted that iAnthus' inclusion on the upcoming mjna growers index etf may impact its performance to the upside. Your valued thoughts pls
Q: What are your thoughts on Supernus Pharmaceuticals? Does insider selling concern you? What would be an appropriate weighting for an aggressive portfolio? Does the positive price action provide insight to additional short term gains? Thanks
Q: I believe badger daylighting's success is built around the quality of the teams they have operating their equipment. I took a good look at @glassdoor.com and the employee experience on BAD in the US is very mixed with lots of very negative commentary. I have researched employee thoughts for other companies, and there are obviously always some complainers, but BAD's employee commentary seemed worse than normal. Should I read anything into this or am I getting too much into the nitty gritty of the company?
Q: Does 5i have any concern about the tie between offshore accounts and Loblaws ?? I am getting nervous about Loblaw .. could you please offer your insight to this on going saga? And if you were going to switch out L in the Income Portfolio what would you switch to? Thanks for all you do.
Q: In your opinion, what would one use to short the SPX indexe. As things seem to be a little stretched, and getting more so. On the US and Can side
Thanks