Q: Can you update your opinion on DX please (from 5 years ago)
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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: I would appreciate your comments on the recent weakness in WSP’s share price. Could you please outline the main factors behind the sudden drop and whether this appears to be short-term market volatility or something more fundamental?
In particular, is the recent acquisition a significant factor in the decline, and if so, how do you assess the risks and potential long-term benefits from that transaction?
Additionally, at current price levels, would you consider WSP a buy, a hold, or a position to trim for a long-term investor? Any perspective on valuation, outlook, and key risks would be greatly appreciated.
Thank you very much for your insight.
Rick
In particular, is the recent acquisition a significant factor in the decline, and if so, how do you assess the risks and potential long-term benefits from that transaction?
Additionally, at current price levels, would you consider WSP a buy, a hold, or a position to trim for a long-term investor? Any perspective on valuation, outlook, and key risks would be greatly appreciated.
Thank you very much for your insight.
Rick
Q: Hello,
Stephen Harper, our past Prime Minister remarked recently that Canadians should not be complacent in the notion that post USMCA discussions we will go back to easy access to the US market. Are you able to comment on what independent investors should be taking from this and how to manage investment strategy accordingly? It would appear that there could be different layers to this worth considering, and also that a do-nothing solution should not be as reliable as it had been in the past. In fact, it seems that both past and present Prime Ministers are specifically saying that some anticipation of change is needed.
Stephen Harper, our past Prime Minister remarked recently that Canadians should not be complacent in the notion that post USMCA discussions we will go back to easy access to the US market. Are you able to comment on what independent investors should be taking from this and how to manage investment strategy accordingly? It would appear that there could be different layers to this worth considering, and also that a do-nothing solution should not be as reliable as it had been in the past. In fact, it seems that both past and present Prime Ministers are specifically saying that some anticipation of change is needed.
Q: Thoughts on the enbridge quarter please?
Q: The Canadian Investor Podcast gave CNR a right pasting for the capital allocation, specifically blaming them for borrowing money to purchase buybacks.
Can you speak to the management of each company? Which is the better long-term hold?
Can you speak to the management of each company? Which is the better long-term hold?
Q: If you had to choose between GE Vernova (GEV), Quanta Services (PWR) and Enersys (ENS), what would be your favorite?
Q: WSP stock has been dropping like a rock lately. Do you know why? Do you have any reason to expect Q4 earnings to be lower (or higher) than expectations of about 2.62? How confident are you of earnings progress in years going forward.? I'm thinking of buying this dip (or selling puts underneath it)
Q: Zero Point Cryogenics
What is your opinion on this company.
Will it become public?
Thank you.
What is your opinion on this company.
Will it become public?
Thank you.
Q: Dear Peter et al:
You have alluded to poor "Sentiment" as an important factor in poor performance of certain stocks. (CSU & it's off springs plus SaaS companies)
What kind of metrics and tools that you use to measure "Sentiment"?
Price or volume or Technical indicators or any other tools from proprietary services?
Many thanks.
You have alluded to poor "Sentiment" as an important factor in poor performance of certain stocks. (CSU & it's off springs plus SaaS companies)
What kind of metrics and tools that you use to measure "Sentiment"?
Price or volume or Technical indicators or any other tools from proprietary services?
Many thanks.
Q: Hi,
I have been holding AC for about 6 years, It's been going up and down, now with a little bit 14% gain in total. It is going to report earnings on the 13th. What is your view of its earnings this time? Should I hold on to this stock or move to some more promising ones?
Thanks a lot!
I have been holding AC for about 6 years, It's been going up and down, now with a little bit 14% gain in total. It is going to report earnings on the 13th. What is your view of its earnings this time? Should I hold on to this stock or move to some more promising ones?
Thanks a lot!
Q: thoughts on this company its at a 14 year low with a PE of 5.32,what can you tell me about management,headwinds,tailwinds and debt.. would you buy it here for a 1-3 year hold...thanks
Q: If GSY had completed any share buybacks in January would these have been reported in the regulatory findings by now?
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BMO International Dividend ETF (ZDI $31.66)
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Vanguard All-Equity ETF Portfolio (VEQT $56.09)
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Manulife Smart International Dividend ETF (IDIV.B $19.90)
Q: Hello,
For international exposure, I was thinking of buying equal amounts of Vanguard VEQT, and Bmo ZDI or should i diversify and buy equal amounts of the two plus the Manulife IDIV-B international dividend etf . These 2 or 3 three (based on your view) would be in addition to the US ETF , VUN on toronto and XIU on toronto ..Your comments would be appreciated .
For international exposure, I was thinking of buying equal amounts of Vanguard VEQT, and Bmo ZDI or should i diversify and buy equal amounts of the two plus the Manulife IDIV-B international dividend etf . These 2 or 3 three (based on your view) would be in addition to the US ETF , VUN on toronto and XIU on toronto ..Your comments would be appreciated .
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Constellation Software Inc. (CSU $2,328.99)
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Cameco Corporation (CCO $160.80)
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Element Fleet Management Corp. (EFN $33.74)
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WSP Global Inc. (WSP $224.13)
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Celestica Inc. (CLS $403.35)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $165.92)
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5N Plus Inc. (VNP $26.93)
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EQB Inc. (EQB $123.95)
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Aritzia Inc. Subordinate Voting Shares (ATZ $124.21)
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Zedcor Inc. (ZDC $5.97)
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Galaxy Digital Inc. Class A common stock (GLXY $30.60)
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Topicus.com Inc. (TOI $85.79)
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MDA Space Ltd. (MDA $37.94)
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Groupe Dynamite Inc. Subordinate voting shares (GRGD $81.34)
Q: How would you rank the listed names today for new positions in the TFSA of a growth oriented investor?
Q: I saw a news item about Brookfield taking Wealth Solutions back into the fold. Is this true, and if so, what would the mechanics be?
Q: I saw news item suggesting Information Services was up for sale. Any truth to this?
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Expedia Group Inc. (EXPE $206.69)
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Constellation Software Inc. (CSU $2,328.99)
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Lumine Group Inc. (LMN $18.30)
Q: You guys must be getting annoyed with all the questions on these companies, but I will press my luck with one more from a slightly different angle. I own them and I am trying to determine how low they go if earnings and commentary show any kind of slowdown. I am trying to better understand the risk/reward in continuing to hold versus just stepping aside until there is a clear reversal in trend. I am thinking that if there is no growth or a reduction in sales and earnings these could still fall much further, and I am hoping for your thoughts on how much.
Thanks
Thanks
Q: I am holding a small position in SRAD and I am down -30% on that investment. I was thinking of switching to ONDS which is also down from its peak similar percentage, in hope for a faster recovery. Would you endorse such a switch?
Thank you
Rob
Thank you
Rob
Q: Anything moving Sylogist on big volume today?
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Cameco Corporation (CCO $160.80)
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Silvercorp Metals Inc. (SVM $14.97)
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Global X Silver Miners ETF (SIL $101.36)
Q: I own both and just wonder if both SIL and SVM are needed? I would sell one to buy CCO.
Thanks
Thanks