Q: Hello
Why is Novo Resources following on days when gold stocks are up like today?
Thanks
Why is Novo Resources following on days when gold stocks are up like today?
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: Can i get your opinion on this junior gold company thanks harris
Q: Hello team,
Q2 results did not look too good. Can you please comment.
Q2 results did not look too good. Can you please comment.
Q: With Kelt’s sale of Monteny assets for 500M to ConocoPhillips, what is your view of the stock now and going forward? Would you recommend it?
Q: Spot gold is up significantly today and yet the above stock holdings are down a fair amount. Any comments on why this contrary prive movement?
Q: Hi
I have been renovating an old cottage on the east coast, it seems that the supply chain has “broken” when trying to get lumber supplies to the extent that builders are saying forget about new builds.
Is there a buying opportunity here for lumber companies and if so what companies would you suggest.
Thanks
Melissa
I have been renovating an old cottage on the east coast, it seems that the supply chain has “broken” when trying to get lumber supplies to the extent that builders are saying forget about new builds.
Is there a buying opportunity here for lumber companies and if so what companies would you suggest.
Thanks
Melissa
Q: hello
What is your view of Fax Capital ? I understand this is like buying a small cap mutual fund of sorts. So it all comes down to management prior success. Do they have a track record of active ownership either at Fax or previously ?
thanks
What is your view of Fax Capital ? I understand this is like buying a small cap mutual fund of sorts. So it all comes down to management prior success. Do they have a track record of active ownership either at Fax or previously ?
thanks
Q: Could you please comment on URL or NameSilo Technologies Corp.
Many thanks,
Dave
Many thanks,
Dave
Q: Hi,
My question is on Intermap Technologies Corporation. The stock has had a big run lately and mainly due to a debt restructuring deal. Its ~34M of debt (which was crippling the company before) will be settled in this private placement for 1M dollars. Moreover, it's subscription business is growing which should provide a solid foundation for the company. With a few more contracts and the debt settled, this company should be EPS going forward. If so, the companies $190M NOL carry-forwards should convert to deferred tax asset (which would be larger than the market cap). Not to mention, its tangible and off-balance sheet assets...
What are you thoughts on this company going forward? Am I missing something in my analysis.. this stock still seems cheap (assuming the debt conversion takes place). I look forwars to your reply.
My question is on Intermap Technologies Corporation. The stock has had a big run lately and mainly due to a debt restructuring deal. Its ~34M of debt (which was crippling the company before) will be settled in this private placement for 1M dollars. Moreover, it's subscription business is growing which should provide a solid foundation for the company. With a few more contracts and the debt settled, this company should be EPS going forward. If so, the companies $190M NOL carry-forwards should convert to deferred tax asset (which would be larger than the market cap). Not to mention, its tangible and off-balance sheet assets...
What are you thoughts on this company going forward? Am I missing something in my analysis.. this stock still seems cheap (assuming the debt conversion takes place). I look forwars to your reply.
Q: Hi Peter, Ryan, and Team,
I know you continue to like Loblaws, which we own. We also own Metro, which has a much better one-year chart. Is there a compelling reason to continue to hold L? Why is it such a laggard? It appears to me that the Shoppers Drug Mart acquisition didn't really yield the results that one may have expected. Am I wrong about this? Your insight is invaluable.
I know you continue to like Loblaws, which we own. We also own Metro, which has a much better one-year chart. Is there a compelling reason to continue to hold L? Why is it such a laggard? It appears to me that the Shoppers Drug Mart acquisition didn't really yield the results that one may have expected. Am I wrong about this? Your insight is invaluable.
Q: Hello,
recently I was listening to an interview of a portfolio manager of Artemis Capital. He was discussing portfolio construction and allocations to different types of investment classes.
His firm did research over an extended period of time and they devised an allocation model which performed the best over the time frame. The main point of the interview was diversification which would be in line with what 5i keeps saying time and time again when reading replies to member questions.
Having said all that, there is one point they made which I did not follow to well and would like your view on. They indicated that they would allocate a portion of a portfolio to volatility. Anyway, I did not understand and would like to know what they meant by this. They were talking about options so is it basically using puts and calls?
If you can expand on what would constitute investing in volatility and perhaps give a few examples i would appreciate it to help my understanding of this concept.
Thanks,
Dan
recently I was listening to an interview of a portfolio manager of Artemis Capital. He was discussing portfolio construction and allocations to different types of investment classes.
His firm did research over an extended period of time and they devised an allocation model which performed the best over the time frame. The main point of the interview was diversification which would be in line with what 5i keeps saying time and time again when reading replies to member questions.
Having said all that, there is one point they made which I did not follow to well and would like your view on. They indicated that they would allocate a portion of a portfolio to volatility. Anyway, I did not understand and would like to know what they meant by this. They were talking about options so is it basically using puts and calls?
If you can expand on what would constitute investing in volatility and perhaps give a few examples i would appreciate it to help my understanding of this concept.
Thanks,
Dan
Q: GUY is suppose to be taken over at $1.85 cash and close end of this month, but its trading at 1.78 currently, why the discount? Is there any major risk of this deal falling apart? Any major regulatory approval missing? Thanks
Q: WOULD YOU C ONSIDER THIS STOCK A BUY AT THIS TIME
Q: ACQ has ticked up but I am still at a 50% loss (registered act). In the interest of getting rid of laggards and an attempt to high grade into quality names currently at discounts...would you cut your losses on this one or hold for recovery
Q: Poor old TH is doing nothing. There drugs seem to be recognized as good. What is wrong ? Do they lack direction. Do they need something new. Are they working on C19 vaccine Should I start accumulating or leave it alone. RAK
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Park Lawn Corporation (PLC $26.48)
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Chartwell Retirement Residences (CSH.UN $18.17)
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Savaria Corporation (SIS $20.12)
Q: In the aging demographics trade, which of the three companies would you buy right now and which would you sell?
What are the valuation and growth projections for PLC and SIS?
What are the valuation and growth projections for PLC and SIS?
Q: Just reading about the new limited resource capital notes (LRCNs) that RBC is issuing to institutional investors at 4.5%. Since these pay interest, they are better for the banks than equity because they can deduct interest payments but not dividends. For investors, dividends are preferable from a tax point of view but I am wondering if banks are going to try and reduce traditional preferrred share offerings and issue more of these LRCNs. This is probably why preferreds have gone up recently. How do you see this playing out?
Q: hi folks:
i have read from several different sources that this will be one of the better and most likely survivors in the US pot biz
quarterly revenues are building and 'things' are looking good
it may be beyond your scope, yet if not, can you add any colour
thanks
i have read from several different sources that this will be one of the better and most likely survivors in the US pot biz
quarterly revenues are building and 'things' are looking good
it may be beyond your scope, yet if not, can you add any colour
thanks
Q: Good morning your thoughts on MNR thanks again
Q: Hi
If someone who already has a position in Gold and wants to add to their position from 2% to 10% AT THIS STAGE of Gold's cycle,
what would you suggest? 50/50 split between Junior Golds and Senior Golds (4% each) or asymmetrical buying of more Junior Golds than Senior producers? (Say 5% and 3 %)
Risk tolerance high.
Can add in any of my portfolios.
Question # 2: To one of my previous questions, you mentioned that Big boys moving the money around is 50% of the reason why the stock market is on a tear. (I am paraphrasing your words!)
When will these big boys take a liking for Gold? And how can one identify the smart money's movement into Gold?
If someone who already has a position in Gold and wants to add to their position from 2% to 10% AT THIS STAGE of Gold's cycle,
what would you suggest? 50/50 split between Junior Golds and Senior Golds (4% each) or asymmetrical buying of more Junior Golds than Senior producers? (Say 5% and 3 %)
Risk tolerance high.
Can add in any of my portfolios.
Question # 2: To one of my previous questions, you mentioned that Big boys moving the money around is 50% of the reason why the stock market is on a tear. (I am paraphrasing your words!)
When will these big boys take a liking for Gold? And how can one identify the smart money's movement into Gold?