Q: Hi Peter, Can I get your opinion on Grey Wolf's latest acquisition and your thoughts on the company, the stock and its valuation. Also is it a buy at this level. Can you also comment on ROE and debt.
Q: Hello 51 and Happy New Year! I would like your opinion regarding the following ETFS : VDY, XDIV and HDIV. Considering MERs for each and total return on investment which one in your opinion is a better buy?
Q: Greetings, would like your latest thinking on Vitalhub. I know you still like it. I know very little about technical analysis, but the chart lately looks a little different than past “dips”. In the past after a pullback it seemed to fairly quickly regain its upward momentum. Right now it seems to have stalled a bit and even make lower lows. I would like to think that maybe people are just taking some gains in the new tax year, but the valuation is making me a bit nervous if growth is slowing. Thanks for your insight.
Q: Happy New Year! I bought TFII in June and it's now at the same level. I was thinking of selling a chunk to reinvest in LMN, DSG, DOL and BN. What would your opinion on a hypothetical sell/buy be? How would you rank the purchase stocks? Happy 2025!
Q: I am looking at DNTL, ZDC, MDA AND VHI. Would appreciate your input and recommendations of which are good and which to avoid. Please put them in order of preference.
I recently tuned into an interview with Jim Roppel who was previously bullish on the pharma sector, especially Eli Lilly, but he now recommends staying away from Eli Lilly and other pharma stocks given the incoming Trump administration. His position was that although Eli Lilly is and will still be a good company it will likely underperform and it would be better to invest in sectors that the new Trump Administration prefers.
Would you agree with this premise and either lighten up your position in Eli Lilly or even sell a full position for the time being?
Q: SHOP is down heavy at 10:45 Tuesday. Only news I see is something about EMERGE selling domain names to SHOP (if I have it right). Is this causing the price drop or something else? Is it material? Yours thoughts ..., thanks
Q: You recently said that TSU has been frustrating and is a Hold. How would you rate holding it vs exchanging for EQB? Or maybe there is a better financial? There are no tax implications.
Q: Just double checking….. I sold TD on Dec 6 but as that was a Friday, it settled on Dec 9. TD goes ex-dividend on Jan 10. As my sell settled on Dec 9, am I correct that the earliest I can buy TD to avoid the superficial loss rule is Jan 9 (day 31) and this should settle on Jan 10 as the 9th is a Thursday, thus allowing me to get the dividend?? This is a follow up to an earlier question where it was indicated I could repurchase TD on Jan 8 but I suspect that did not take into account the delayed settlement date due to the weekend.
What are your thoughts on Citi these days? It seems to be getting a lot of positive attention following the restructuring(s) from last year, and seems to be a large US bank favourite for many well known analysts.
Any concerns if one was to consider initiating a 2% position?
Q: The second part of my question was maybe unclear. Understanding that portfolio weights are personal, what maximum weight would YOU be comfortable holding AVAV?
Thanks