Investment Q&A

Q: Hi Team,
Can you suggest one or two US Pharma company for a long term holding Please !
Thanks as always,
Tak

Q: What are your thoughts on this relatively small reit. Are its tenants substantial enough to have weathered the Covid - 19 crisis and is the dividend safe. Any other thoughts you may have would be appreciated.

Thanks for the great service

David

Q: Your thoughts on TRIP and would you feel comfortable owning the stock for a long term investment (5-10 years)?

Q: In relation to a Q&A on this name earlier today, I ready on Seeking Alhpa that UTCC was being removed from the Russell Index - not sure if this is true or if it explains the drop. If it is true, any idea on why it was removed? Thanks.

Jason

Q: UCTT appears to be tumbling last few days, any reason?

Q: Hi Peter,
why DPST is down today? Is it a good buy?
Thank you,
KT

Q: Despite being one of the top performing stocks on the TSX over the past 12 months there seems to be no mention about this Green Company by anybody on the street. Is this strange? In the last Q investor call the very conservative Management team even stepped outside their comfort zone indicating that revenue growth is coming very soon as big multinational companies are becoming their customers. When do you think the real attention from the investment community will come, despite that the company is flush with cash?

Q: Trz has climbed from $4.25 on apr 25 to well over $7.00 this week even though one financial institution has lowered target price to $3.00.
I know they announced recently they will begin flying to the South and Europe but this does not explain the runup in their share price.
Any ideas?

Q: Good morning, looking for your input on the mining sector and in particular the companies listed above, any cause for concern with the recent stock price retreat?

Q: Hi;

Would you recommend ODV at these levels for a speculative hold with a 2 to 4% weighting? I had not heard of the company until now, but like the tie to Osisko Royalty!!

Q: I see there was today (June 17) a rather substantial shift to Growth and away from Value which I did see you acknowledge in an answer today. Can you provide some insight as to why? I'm thinking Fed, but if so, what in their comments caused that? Should these gyrations be ignored in the medium/long run? After all, it was a pretty violent switch previously but from value to growth and for an extended period. Is there logic/fundamentals operating here? It was all fine with me as I am overweight growth/tech. As an additional question, I am playing copper with FCX but I see you suggesting other stocks for a copper play, and with the copper price downturn would you suggest switching FCX for another name? As always, thank you very very much for the service you provide.

Q: I am considering entering at this point.Comments please.

Q: This stock was up sharply just before gold crashed after the Fed's meeting. I'm assuming there must have been some very positive news on the company and this may be a opportune time to buy. Do you have any information that you can share? Thanks for your research.

Q: I currently own STN and have a 45% paper gain. Do you see value in selling STN now and moving to WSP. I bought STN because i like their water management business and they we undervalued at the time.

Thanks

Mike

Q: I like the website changes, well done.
I'm starting to think about tax loss harvesting. I have losses of 15% & 20% respectively in AQN & BEP.UN (only held since early 2021).
Would you consider this short holding period too short for meaningful tax loss harvesting (i.e. being too focused on short-term movements)?
I intend to add these two (or similar) back after the 30-day period, they are part of my longer-term plan.
Can you suggest one or two replacements for the interim (or longer?). Portfolio is appropriately diversified and already includes FTS. H? EMA? BLX?
Thanks.

Q: With the website upgrade is there a blog archive somewhere? I seem to be unable to access anything prior to April 2020.

Q: Not super happy about the 2% drop in the price of oil today; however, I am a bit more mystified by the 5%+ drop in the price of XME. Is this a function, for whatever, reason, of inflation fears? Your perspective would be extremely welcome. Thanks!

Q: Hello,

Is this a expensive stock compare it to its peers? Would you view recent pull back as a buy opportunity?

Thank you,

Q: Can you please give me an update on this company. Buy, sell or hold.

Thank you

Q: Recently, the group that bought a bunch of dental practices all over Canada and put them under the corporate umbrella of Dental Corp had an IPO on TSX.

I see dentists are generally affluent and high income earners.

So buying 400+ practices and making it a big business sounds like a good idea except for the part that there is a half a billion dollar debt or so on the balance sheet.

What is your long term opinion of Dental Corp? Maybe a slow burn winner?

Thanks.