Q: I have been searching for quality emerging market stocks with only moderate success to date. Does your information suggest that either of TIMB or VINP have the financial and marketing wherewithal to be strong long-term choices? Diversification and, to a lesser extent, income are my primary goals. Thanks!
Q: Hello Peter and Team
Is it still time to invest in basic material.
I would like to increase my exposure to a reasonable level.
Between CMMC, HBM, LUN or Teck.B what will be your choice, could you rank them for a year exposure.
Thank You
Raouf
Q: STC is supposed to report on 5/27 (about two weeks from now). What are the expected EPS, revenue and net income figures? As well, what would we see in the future guidance? Thanks.
Q: My timing of buying flutter was unfortunate, am I to assume that it has just been punished for being an expensive growth company along with the rest? Do you like a guy of Aritzia with today’s weakness due to financing? Thx as always for great service
Q: I hope all is well. Given the current market conditions are there any stocks that in your educated and experienced opinion that look to be just too cheap? Any suggestions for stink bids on some as well? I realize you do not have a crystal ball. Thanks so much. Dan
Q: Please name 5 companies in the USA and Canada that you think the market has punished unfairly in this tech sell off. Aggressive names with compelling fundamentals and huge growth opportunities would be the focus regardless of sector with a nod to companies with a 10 billion market cap or less. These would be companies in which the downside is fully priced in but nobody is giving them any credit for projected growth (and you believe that growth potential is substantial). If you could then pick your favourite from these in the US and Canada and add one sentence as to why I would be most appreciative!
Can you please provide your update commentary on SEDG and whether you would consider it a good investment right now? How would you compare it to some of the other companies in the renewable energy space?
Q: Thoughts on the quarter? Do YOU think HCG will reinstate dividend soon? Do they have the same restrictions from OSFI as the big banks where they can not raise their dividend during COVID?
Q: Please give me your thoughts on CNR's successful bid for Kansas City Southern. Is this good for CNR's stock in the short and long term. Any pertinent comments would be appreciated. Thanks
Q: Have fundamentals changed or have these just been caught up in the market shift? Down on these stocks, would you add or avg down to current positions at these levels or hold? Thanks!