Investment Q&A

Q: Peter and Team:
I have done very well on SHOP (500%) and it now consists of almost 10% of my portfolio. I do not want to sell a winner, but was wondering if I should trim bit, put a stop loss order on it or ride the wave?
What are your concerns with "stops" in general.

Thanks
Phil

Q: Latest Q is ok with a Rev.beat & EPS miss.But stock is down sharply($3.83) to $45.01. Missed EPS the last 2 Qs & dropped from $56.32 high in early March.Please comment.Thanks for u usual great services & views.

Q: Hi Peter, I made some money pre-legalization on Hexo but I have been out of pot stocks complely. I am looking for a half position in US based ETF on US pot companies for both growth and safety. Thanks again for your outstanding work. Geoff

Q: I wish to buy some more Boeing. Read recent Q&A. Once future earnings are released and presumably less than past, and future litigation issues and costs, is it reasonable to expect prices below the current support level of $370?

Q: Is this company a buy at current price as it plans to convert to a REIT this year? Thank you Jack.

Q: Has flatlined of late. Is there any upside for Telus in the near future

Q: Results appears to be good,but dropped sharply afterwards.Is it due to sharp drop in oil price along with fall in N.Amercian markets?Any other news? It is prudent to add to my 2% position($42.59 p/p) Thanks for u usual great services & opinions

Q: Hello,
Do you know why CF stock price is at near 52 weeks low? Is it worth holding this stock?
Thanks
Victor

Q: I've own these 3 stocks, in your opinion, do you see these stocks providing some good upside over the next 6-12 months.

Q: How would you order these in terms of potential growth?

Thanks,
Milan

Q: I read the report that you just published on MRC and am very intrigued.

What strategies are available to Morguard in order for their stock price to realize their NAV or book value?

Do you see them taking any of these actions in order unlock their value?

Q: Which Canadian reits are worth buying now. Thank you rose

Q: Can you suggest a few reits to buy now that are stable and worth owning? Thank you rose

Q: What are your thoughts regarding Medison's open letter today to GUD shareholders? their campaign seams to have gathered quite a bit of momentum if we believe all that is written. Is this necessarily a bad thing? I have been here from the start and i'm not sure what to do. Not much reaction in the stock today. Your comments would be much appreciated as always.
thanks,
John

Q: Hello 5i
I have to increase the international component of my portfolio, according to the Analytics program. By a lot. I therefore have a couple of questions, as the analytics program gives only Canadian hedged products and I will be buying in US dollars.

First, VWO is currently 2.5 per cent of our portfolio. You often suggest that an etf should compose at least 5%. I have been hesitent with emerging markets. But, do you think that this would be a reasonable increase?

Second. Again in US dollars, I would like something to compliment this. I am thinking that it would be good to have one fund. An all the world except North America fund. In the analytics you suggest VDU. But, as I say, I am buying in US dollars. So, I am looking first of all for an etf suggestion. And secondly, whether this one stop shopping is the best approach. I have to raise about 27% in international, according to your program. I am pretty close to the US allocation, though, so don't need any US.
thanks

Q: Hi if 2020 earning forcast less then 2019, would you still hold on to the stock?

Q: Please commit on latest earnings.

Q: I am considering adding to this co. based on their earnings. The price is drifting lower which is giving me hesitation... what are your comments on the earnings? What about guidance provided?

Q: TIH is the top Industrial on my watch list. Recent earnings look okay with the exception of revenue growth, only up 3% - is this responsible for the drop, or is guidance weak?

Is now a time to initiate a position in TIH?

Cam.

Q: What are the 1Q estimates for Cineplex? Thank you.