Q: In response to a question from Pat, you suggested a 10% to 12% weighting in the oil/gas sector instead of the 16.44% in the TSX. If I didn't want to buy individual companies for oil/gas, what ETF/ETFs would you suggest to make up the 10% to 12%? If more than one ETF, what percentage would you have in each?
Q: What is your opinion of yesterday's quarterly report, in comparison to other companies like AEM? Is the Ontario Government announcement that it will fast-track the Great Bear Project, which is potentially huge, significant? Or too early to tell?
Q: Both GSY (go easy) and Well health float at annual lows. When are they expected to report? Is the current valuation "fair value" given what we know today? or are they trading at a discount
Q: I am seeking to increase my international exposure and financials. What do you think of this company at this current price? To what extent are current metrics comparable to other financials such as PRL or GSY? It is significantly lower than the IPO price and the prospects for growth has not disappeared. Buy, Sell, Hold? If a buy, would you recommend buying a third, half, or full position?
Q: I understand that both DLR and DLR.U trade on the Toronto Stock Exchange: one in Canadian dollars and one in American dollars. Does this mean that I can run Norbert's Gambit on the TSX without involving the New York Exchange?
Q: Has the downside potential to Celestica's connection to Microsoft ( in view of the rumoured production location change ) been clarified at all, in a way that might offer more longer term confidence in the stock?
Q: Ultra Clean Holdings Inc(UCTT) Is up 200% since almost a year ago and Ichor Holdings, Ltd. (ICHR) has followed suit by 220%.
Can you explain why they move in tandem so often or is that a fluke? Why the meteoric rise in a year’s time? What do the companies do ?Please comment on the outlook for both, their balance sheets, on insider ownership buys/sells and the industry they serve. How does your opinion of them now compare to past opinions. Buy, hold or sell?
Q: what is happening with HAI.TO? it keeps on running higher and higher,
Is this warranted in your opinion.?
Does the software malaise not influence HAI?
How much does ET.TO still own of HAi?
Q: both at near highs and are in different sectors but which one do you like better long term. just worried a bit if cnq is moving on oil price and possibly of iran conflict