Q: I would like to get your thoughts on TOST first day of trading and if all the interest bodes well for LSPD. What exactly does TOST have to offer that LSPD can’t?
Thanks
Thanks
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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.
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Aritzia Inc. Subordinate Voting Shares (ATZ $73.62)
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Gildan Activewear Inc. Class A Sub. Vot. (GIL $52.59)
Q: I admit to a "home country" bias, but try to temper that somewhat by investing in Canadian companies that derive significant portions of their income from outside Canada (e.g. I own AQN, ACO and others).
In this context, which do you see as a better fit as a consumer staple holding -- Aritzia or Gildan?
Or is it even, or also, a consumer staple or consumer discretionary question -- everyone needs basic clothing (Gildan) but fashion (Aritzia) is more discretionary?
In this context, which do you see as a better fit as a consumer staple holding -- Aritzia or Gildan?
Or is it even, or also, a consumer staple or consumer discretionary question -- everyone needs basic clothing (Gildan) but fashion (Aritzia) is more discretionary?
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ATS Corporation (ATS $41.81)
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Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
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TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT $5.02)
Q: For Telus International, why would current shareholders sell their 12M shares (in this case decent percentage of outstanding) and could this imply to the market lack of confidence? Also, in this instances, what price would they be sold at? Do you still see ATS Automation as a buy and why is Nuvei taking small hits everyday? Could this be that it went up quite fast after their earnings.. Thanks very much.
Q: Hi Guys
I think I know the answer to this, but here goes, I own enb, ppl and ala, I have owned ala for a few years and recently have bought enb and ppl, I sold my ppl at a lose. I got lucky with ala as I averaged down when the stock took a beating, I am up on the stock, I sold some and bought enb. I was hoping that the ala would recover to its old highs and increase the dividend, since they cut it by over 50%, but that does not look like in the cards, I am thinking of selling the rest of it and buying more enb, what would you do?, I like the yield and enb and the fact they seem to keep raising their dividend.
Thanks and keep safe
Auftar
I think I know the answer to this, but here goes, I own enb, ppl and ala, I have owned ala for a few years and recently have bought enb and ppl, I sold my ppl at a lose. I got lucky with ala as I averaged down when the stock took a beating, I am up on the stock, I sold some and bought enb. I was hoping that the ala would recover to its old highs and increase the dividend, since they cut it by over 50%, but that does not look like in the cards, I am thinking of selling the rest of it and buying more enb, what would you do?, I like the yield and enb and the fact they seem to keep raising their dividend.
Thanks and keep safe
Auftar
Q: In June you seemed fairly optimistic about FILO in a response to a member's question.
How do you feel about it today?
Thanks, John
How do you feel about it today?
Thanks, John
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Robert Half Inc Com (RHI $35.52)
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Caldwell Partners International Inc. (The) (CWL $0.74)
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ZipRecruiter Inc. Class A (ZIP $3.80)
Q: How best to play the labor shortage market present in Cad /USA. Head hunters may be a preferred option - your thoughts please
Q: Greetings, I have about 12-15% of my portfolio in cash. I am hoping to utilize it on opportunities during a correction or downturn. Would it make sense to invest in a conservative ETF until such time? Any low risk recommendations , instead of just cash, HSA and GICs?
Q: It looks like the gap has really narrowed down.
Better to sell now or wait for penn shares/cash?
Any benefit to waiting a little longer?
Better to sell now or wait for penn shares/cash?
Any benefit to waiting a little longer?
Q: Please help me understand why Versabank has popped on the pricing of thier US public offering at $10US (12.80CAD). I would have thought it would trade close to the 12.80 price today but it has been trading at 13.50-15.00. Thanks Rob
Q: Peter and co., a year ago you expressed some concern about Flagship Communities REIT, a US$ REIT that trades on the TSX, because it was a new IPO. May I have your current assessment of the company and stock valuation?
With appreciation,
Ed
With appreciation,
Ed
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Wynn Resorts Limited (WYNN $107.50)
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Las Vegas Sands Corp. (LVS $52.17)
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MGM Resorts International (MGM $35.02)
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Melco Resorts & Entertainment Limited (MLCO $8.89)
Q: Casino stocks have taken a beating because of the fear of Chinese Government intervention and renewal of licenses in Macau. Do you think it safe to initiate a position in the above companies? ThNks
Q: Can you tell me how sensitive North American nat gas is to general economic conditions? It seems to me heating and cooking demand won't suffer, power generation shouldn't suffer too much unless it is for industry.
I guess I'm asking is there some safety in Tourmaline if we get a serious correction?
I guess I'm asking is there some safety in Tourmaline if we get a serious correction?
Q: Hey Team,
I realize you have moved on from GUD, and I can understand, although I feel that you may have given up just before the value realization.
Am I reading their statements correctly in that they have over $5 per share on just current assets, and another $5 in long term assets?
This is on an arguably improving landscape for the company over the next 12 months?
Seems way too cheap to ignore, when fundamentals have turned positive, no?
I realize you have moved on from GUD, and I can understand, although I feel that you may have given up just before the value realization.
Am I reading their statements correctly in that they have over $5 per share on just current assets, and another $5 in long term assets?
This is on an arguably improving landscape for the company over the next 12 months?
Seems way too cheap to ignore, when fundamentals have turned positive, no?
Q: I have a full position in DUO with a 50% gain. What do you think about selling the position and replacing it with NVEI?
Q: Do you have any idea why NVEI is dropping so much today? Has anything changed?
Q: Would now be a good time to get into leaf mobile?
Q: I saw some advice awhile back about converting Canadian dividend companies that are also listed on the US exchange to their US listing, so that the dividends would then be paid in USD. I think the idea was to avoid the conversion from USD to Canadian dollars for companies that earn much of their money in USD. I'm not sure if I saw that on 5i or somewhere else. Can you comment on this - is it a good idea and are there any exchange or tax considerations?
Q: It appears that Mg is no longer one of your top favourites.It has a great run to reach $126 ATH in early June,2021,but since has declined to current $96.86.Is this a good entry point? Or U prefer one of U current favourites? Txs for u usual great services& views As a aside,I cannot find Acq in the Summary of accounts covered.It was on u previous list some time ago
Q: Hi ,
I find that he market cap of this company differs at the same point in time, depending on where you looking. This should not be the case, would you agree?
Could you please clarify that for me and would you consider this stock a good buy/ hold for the next 3 to 5 years out? High risk is not a problem.
Thanks
I find that he market cap of this company differs at the same point in time, depending on where you looking. This should not be the case, would you agree?
Could you please clarify that for me and would you consider this stock a good buy/ hold for the next 3 to 5 years out? High risk is not a problem.
Thanks
Q: I've been in Topicus since $60 so now it's a relatively large position in my TFSA. What do you feel would be an appropriate weighting for such a growth account? Thanks...