Q: Everything about NFI says it should be taken out behind the barn and shot. I can't think of a single reason to keep it because:
a) the momentum is horrible
b) the fundamentals are not good
c) there are many amazing stocks with better stories and momentum
The only reason I can imagine to keep it is for a potential bounce once tax loss selling abates. My question is why/how it can be justified to keep this in a portfolio in an environment with better opportunities elsewhere? Can you give me the case to hold vs the points above?
Q: Would it be possible for Westshore Terminals to convert their Point Roberts terminal to fill oil tankers rather than coal haulers ?
Just wondering
Thanks D
Q: I am currently considering Inovalis Real Estate Investment Trust, INO.UN and European Real Estate Investment Trust, ERE.UN for european property exposure. Which would you consider the better investment and why.
Q: I would like to buy in an RESP account 2 stocks for a child born in 2019
Can u suggest 3 stocks in order of preference with reasonable valuation
Thanks
Q: I have held these stocks for several years. I hold them in both a RRSP and TFSA accounts. Both stocks are about 6% of my overall portfolios. Reluctant to trim back. Should I continue to let them run or 6% too high ?
Q: Is there a financial benefit to cashing in on an option (46 on dec 20) before the expiry of the option or should I just let the brokerage take the cash out and assign the shares to my margin account on expiry?
Q: Hello. This stock is on a tear, up around 100% in the last two months. I'm trying to decide if I should sell, hold, or buy more. Do the stock's fundamentals support this steep rise, or this the trajectory based on nothing more than "irrational exuberance"?
Q: Bought this stock some time ago @ $1.25 and now $2.40 It has had a progressive positive climb. Thoughts about this company"s future?
Thank for your review!
Q: I bought shopify around 305 usd and it has gone up 25% now. So do you think it will continue to rise up to the new year or has it already reached its highest point.
Thanks
Q: I am down 20 % on LIT was hoping for a play on E Vehicles .... Also up the same dollar amount on Detour . Wondering about selling both to end up balanced from a tax prospective. Thoughts ? Opinions on these 2 going Forward .
Many Thanks
Greg
Would like your thoughts on the scary four letter word DEBT. The US is at $22 trillion and counting. I asked a chief market strategist of a major brokerage firm if I should worry about this and was told China's debt is more worrisome right now. they also said that the US may have a problem in 5 years. It seems the world is drowning in debt. A recent Forbes article said global debt is 251 trillion, 3 times global GDP.
How concerned are you about this? How can we protect our capital and when should we start? The Forbes article sited four countries Brazil, Italy, Greece and Argentina. I will call them BIGA because similar to the worries about PIIGS a few years ago, we could have a BIGA problem if any of them head towards default.
I look forward to reading your comments.
Q: I need to increase my allocation to financials.
Should I go with the US banks which currently have "Momentum" on their side .... plus great new jobs numbers in the US.
Or the Canadian banks which have been hurting and the only "M" seems to be down .... or are they in Value territory? (of course we in Canada just saw 70K jobs disappear).
Q: Hi Team,
I was contemplating buying either TTD, ROKU, or perhaps both. I understand both of these are a play on online advertising, which is no doubt set to be long term trend as more and more of the world gets online. Which do you prefer of these 2 names? And are they too expensive to buy at these levels? Any concerns with either of them at this point? My other part of this question will also be: I already own FB. Given that most if its revenue comes from social media advertising, and they are doing great at what they are doing, is there any reason to buy the other 2 names mentioned for exposure to the future of online advertising? Other than simply diversification? Thanks
Shane.