Q: Hi, Could you please review Kinaxis earnings. 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.
Q: Any specific reason for SIA breakout?
Q: Thanks for recommending ABC a short while ago. It had a nice pop today. Do you know the reason?
Thanks for your insight.
Ian
Thanks for your insight.
Ian
Q: I was listening to the CEO on BNN a couple of days ago and he seemed quite surprised where the price of the stock was given the state of the company. He also reiterated the priority on the distribution. VET is considered, by many, as a well run company in a really bad sector. You would have to go back to 2005 to see the stock below its current value. Given their "rep" as a good company, their current low stock price and their diversification of assets, could one of the big guys (Exxon, etc) take a run them? Would you be comfortable taking a position here?
Q: Regarding COV. I don't usually play with this stuff and I'd only be thinking about a 1% or so position. But there seems to be an actual business underneath this mess. So lets assume the Saudi business is gone and the rogue salesman pulled off whatever he was trying to pull off. As I read their reports that leaves 60% of their business in the US. So the question is where does that leave us going forward ? And how to assess managements ability to grow from there ? If it drops to the $2.00 range is there some value there ?
Q: I have a half position in shop would you be comfortable adding here.
Q: Hello. In monitoring my equity investments, I note that SHOP is now 8.3% of my total stock portfoliio while CSU has reached 7.5% of that same total. My question is whether it is too risky to let these run -- or trim them back now. Thanks!
Q: Is this a good time to get into North American Construction Group? It seems to be stabilizing a bit, and wondered if its more stable trajectory is due to the recent blip uptick in oil/energy, or whether it's more company-specific? I note that in a comment last month you had said that its oil sands exposure was balanced by non-oil sands projects. What percentage, for instance, would projects in non-oil be compared to oil sands projects?
Q: Comments on the latest quarter? Seems like the market is really punishing the stock.
Q: Where would you stand with today's announcement? Is this still a sector go to name? Or time to cut loose. Don't answer if already dealt with today
Q: Your overview of the announcement of the agreement with Penn National and the potential impact on share price please.
Thank You
Thank You
Q: Your thoughts on the recent deal with Penn? The addition of access to 9 states would appear significant on the surface.
Q: I thought SLF's earnings were solid, yet the stock is taking a hit this morning. Do you have any insights? Thanks.
Q: Can you comment on COV's announcement to raise funds and what it means for company and shareholders. I have a very small position and based on your recent assessments, have stuck with this one. Are you still going to stick with the company or is it time to bail.
Q: With the the drop in share price as result of yesterday’s earnings report, do you think it would be a good moment to start a position in MX for a long term hold ?
Q: What is the best way to start investing in line with your proposed Balanced Equity portfolio? Many of the gains in the portfolio have already been achieved, so i'm concerned that buying positions in line with your portfolio now may be 'too late'.
Q: May I please get your thoughts on Smith Micro Software Inc (SMSI)? Recently reported results that the market reacted very positively to. Should I wait for the dust to settle a bit or do these results lend credence to starting a small speculative position (0.5-1%) for the high risk allocation of my portfolio at current price levels?
Q: DIV has been falling fairly steadily for the past few months.
1) Has there been any news / reasons for the drop in price [$3.25-$2.88]
2) Do you think this would be a good time to increase a position? I'm at about a 5% position now.
1) Has there been any news / reasons for the drop in price [$3.25-$2.88]
2) Do you think this would be a good time to increase a position? I'm at about a 5% position now.
Q: Have a RESP with a 15 year time horizon. Looking for your recommendation on a mix of (growth) Canadian and US stocks and allocation; already have amazon.
Thanks as always for your great service!
Thanks as always for your great service!
Q: Can you please comment on the quarter?
Thanks!
Thanks!