Q: Not only B of A (today's Globe) but quite a few analysts and BNN Guests say that Canadian Banks are going to take a hit b/c of earnings, poor reserves, Loan write offs etc., With that in mind is it worth selling BNS,RBC,TD and buy them back later ? In RRSPs/TFSAs. So, capital gains/loss is a non issue. I "lose" 60 $ in trading fees. But selling now can save me from losing a lot more if they tumble a lot AND I don't have to wait for a longer period of time for them to recover. ( You know the cliché, if a stock goes down by 50%, I have to make 100% to break even!)
Q: Dan asked a question on May 11 about ranking the prospects of DOO, GOOS, CAE, LSPD over the next 5 years. Your answer was following ranking: LSPD, GOOS, DOO, CAE. My question is would you rank these 4 companies the same way for prospects over the next 12 months?
Thankyou
Q: Hi there, it seems at present there are supply shortages for beef due to COVID in meat packing plants. Will this materially affect PBH? Did they make any mention to this in their recent Q as it could affect their supply chain?
Q: Hi, I'm looking to add to the fintech world. I'm sure online purchases and contact-less (cash less) payments only continue to increase.
What is your favorite growth stock in this category (1) overall, and (2) one that is well positioned to succeed in both the physical space (contact less at stores) and online (web payments).
Q: Please comment on Cisco's earnings. Is right now a good entry time for the long term investment? If not, what are other options for the same theme or group? Thank you!
Q: I own BIP.UN and received a small interest in BIPC as part of the transition from a “Unit“ to a regular company. It was my impression that the shares of the old company would be automatically converted to the new company, but so far this has not been the case.
Do I have to sell the shares in order to convert?
Thank you for your advise.
Ernie
Q: I picked up a 2% position in SYZ in March which has moved very quickly to a 3.5% postion. I own CSU 7% and ENGH 4%. as my other tech holdings What would you do? SYZ is smallish market cap to me but I think that has worked for me. I also like the divvy. I am thinking of trimming back to 2% but also like the momentum. Thoughts Thx
Q: Not a question. Just to let your client know that have been claiming the subscription fee on my income tax for pass three years. Claim under investment advice. No problem. As long as it aids you in making decisions on your investments.
Another example subscription to G&M.
Thank you Peter and your team for your excellent unbiased advice.
Q: Investors seem very nervous about Wells Fargo. Just today (May 14th) someone on this site expressed some trepidation. What’s your opinion about buying Wells Fargo bonds at this time? One is for a three year hold, the other for six years. If Wells merged with another bank, how would that affect those bonds? Some are speculating that Wells could be another Lehman waiting to happen. Does that have any merit? Are their bonds safe? Thanks.
Q: Comments on their latest quarter? I own a lot "for the dividend" and not happy with the significant drop. However, I believe there must be value in their hospitals which would help them recover as things open up again. How do you see their ability to recover to a sustainable business level?
Q: Hello Peter,
While the god producers are leveraged to price of gold, it is also true that the market is forward looking and has driven the price up for the miners. So, is it gold miners or physical gold for now. Also, at this time which of MMX, KL, FNV, AEM provide the best bang for the buck. It would be great if you could rank them best first and perhaps I can take smaller positions in two; if the miners are still the way to go.
Thank you in advance for your suggestion.
Regards
How does the back log look at NFI? Will governments have any money to spend on new buses? Most of all, is the dividend safe? Should we be stepping in now?
Thank you as always
Ken & Cindy
P.S.
What do you think of CTS's quarter?