Q: Last year's volatility on acuity ads (AT) rewarded me since I traded it three times for very nice gains. I kept a small amount of shares since I am playing with the house's money. I looked at today and it is down to $2.17 on the Canadian exchange so the market cap is only about $130 million. From what I can tell them seem to have at least $80 million of cash on the balance sheet. I know their ad revenue will go down if there is a recession but they still have about two thirds of their market cap covered by cash. That is protection, right? If the company can't find an acquisition why don't they do a substantial buy back? The only time I have found a company with such a large amount of cash was a little natural gas producer in New Brunswick called Corridor Resources. I made a few bucks trading on the seasonality and one day, when I didn't own any shares, someone came in and bought Corridor for a healthy premium. Could this happen to Acuity? Are they vulnerable to be acquired with so much market cap covered by cash on the balance sheet?
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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.
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ECN Capital Corp. (ECN $2.77)
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WELL Health Technologies Corp. (WELL $5.02)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $17.01)
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Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
Q: Upside over the next 12mths. How would you rank the above in sequence of potential during this period.
Q: Good Evening
SYZ has not cut their dividend since 2010.
Can you provide your valuable insight with respect to the sustainability of their dividend going forward?
Thanks
SYZ has not cut their dividend since 2010.
Can you provide your valuable insight with respect to the sustainability of their dividend going forward?
Thanks
Q: WPRT - with advancing technology do you see this as a buy at these levels
Q: What would be your top 2 pure copper stocks.
Thanks
Bill
Thanks
Bill
Q: Lots of Management changes I see. CEO left (was he fired or did he go elsewhere)
CBO is leaving in the new year (wonder why)
New CEO has been promoted from one of the companies they purchased.
What is your take on each of these moves especially the track record of the new CEO?
Sheldon
CBO is leaving in the new year (wonder why)
New CEO has been promoted from one of the companies they purchased.
What is your take on each of these moves especially the track record of the new CEO?
Sheldon
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Methanex Corporation (MX $46.79)
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CAE Inc. (CAE $38.43)
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Cargojet Inc. Common and Variable Voting Shares (CJT $104.99)
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Medical Properties Trust Inc. (MPW $4.13)
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Zscaler Inc. (ZS $277.77)
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CrowdStrike Holdings Inc. (CRWD $432.12)
Q: Would you have a good proxy for CAE (I own AC), CJT, MX,MPW, CRWD for a tax loss or should I just wait for the stocks to recover?
Thanks for your service!
Thanks for your service!
Q: Worth sticking with NFI for a recovery given their pre-announcement?
I'm not as worried about the supply chain issues, which will get resolved eventually, but by their covenant with their lenders. A couple of quotes from TD sources:
Quote: "The company has re-engaged with its lenders for
extended covenant relief."
Quote: "NFI expects to finish 2022 with >$500mm of liquidity but will be in breach of covenants given negative cumulative EBITDA condition. NFI is in negotiations for extended covenant relief but reiterated that it does not believe additional equity is required."
Will the banks give them "time to breathe"? The company is still the largest producer of buses in NA and UK... How bad is this situation? Stick with it or cut the loss?
Many thanks!
I'm not as worried about the supply chain issues, which will get resolved eventually, but by their covenant with their lenders. A couple of quotes from TD sources:
Quote: "The company has re-engaged with its lenders for
extended covenant relief."
Quote: "NFI expects to finish 2022 with >$500mm of liquidity but will be in breach of covenants given negative cumulative EBITDA condition. NFI is in negotiations for extended covenant relief but reiterated that it does not believe additional equity is required."
Will the banks give them "time to breathe"? The company is still the largest producer of buses in NA and UK... How bad is this situation? Stick with it or cut the loss?
Many thanks!
Q: Thoughts on earnings...thanks all.
Q: Peter; In their recent purchase were the shares used for it tied up for a certain period of time - and if so how long? . Rod
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Meta Platforms Inc. (META $780.08)
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WELL Health Technologies Corp. (WELL $5.02)
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Enthusiast Gaming Holdings Inc. (EGLX $0.10)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $17.01)
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Digital Turbine Inc. (APPS $4.39)
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Dye & Durham Limited (DND $10.87)
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Palantir Technologies Inc. (PLTR $184.37)
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Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
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Unity Software Inc. (U $37.94)
Q: Hi,
Please take as many credits as you feel fit. Our portfolio is a hot mess. We’ve basically been ignoring this downturn for the past 6 months knowing we are are in for the long term. Retirement is 7-10 years out. The above holdings have fallen below a 1% weight in our portfolio. We have limited cash to deploy. Which of these would you add to? In what order? Any you would not add to and just hope that time allows for recovery? Any if these you would sell? For the ones that could be added too. Would you just buy now or put some stink bids in given the crazy volatility in markets? Any additional input is welcome.
Thanks so much,
Kerri
Please take as many credits as you feel fit. Our portfolio is a hot mess. We’ve basically been ignoring this downturn for the past 6 months knowing we are are in for the long term. Retirement is 7-10 years out. The above holdings have fallen below a 1% weight in our portfolio. We have limited cash to deploy. Which of these would you add to? In what order? Any you would not add to and just hope that time allows for recovery? Any if these you would sell? For the ones that could be added too. Would you just buy now or put some stink bids in given the crazy volatility in markets? Any additional input is welcome.
Thanks so much,
Kerri
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Amazon.com Inc. (AMZN $224.56)
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Alphabet Inc. (GOOG $203.03)
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Microsoft Corporation (MSFT $520.58)
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NVIDIA Corporation (NVDA $181.59)
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Accenture plc Class A (Ireland) (ACN $245.68)
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Salesforce Inc. (CRM $237.03)
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Palo Alto Networks Inc. (PANW $176.86)
Q: Which Sector would you recommend investing in at this time? A couple of stock selections in this sector would be appreciated. Thank you.
Q: thoughts on the quarter markets dont like it much?
Thx
Thx
Q: What is your opinion on the latest earnings report? Is there a cause for concern?
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Royal Bank of Canada (RY $187.03)
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Toronto-Dominion Bank (The) (TD $102.57)
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Bank of Nova Scotia (The) (BNS $78.01)
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Bank of Montreal (BMO $157.76)
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Canadian Imperial Bank Of Commerce (CM $100.92)
Q: Which Canadian Banks or near banks have the least exposure to investment banking and other capital markets?
Q: Hello your comment about this compagnie et the aquisition this week .
Thank you
Thank you
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Royal Bank of Canada (RY $187.03)
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Toronto-Dominion Bank (The) (TD $102.57)
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Bank of Nova Scotia (The) (BNS $78.01)
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Bank of Montreal (BMO $157.76)
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BCE Inc. (BCE $34.53)
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Canadian Imperial Bank Of Commerce (CM $100.92)
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Sun Life Financial Inc. (SLF $79.79)
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Capital Power Corporation (CPX $60.82)
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Savaria Corporation (SIS $21.29)
Q: Good Morning,
Thank you for the ongoing sage commentary.
Would you mind providing 3-4 dividend stocks with growth potential that are cheap at the moment?
Thank you
Thank you for the ongoing sage commentary.
Would you mind providing 3-4 dividend stocks with growth potential that are cheap at the moment?
Thank you
Q: Thermo Fisher has been on a downward spiral recently. Do you see a reason for the weakness and what are your overall thoughts on this company? Dp you see more upside in United Health? Thank You.
Q: I am waiting for an opportunity to buy back into bonds
My preference was tlt as the go to investment.
Recently a new etf has been introduced UTEN which is a 10 yr us t- bill.
It’s present yield is about double that of tlt.
Would you expect both to react the same if and when interest rate increases stop and actually reverse direction
My preference was tlt as the go to investment.
Recently a new etf has been introduced UTEN which is a 10 yr us t- bill.
It’s present yield is about double that of tlt.
Would you expect both to react the same if and when interest rate increases stop and actually reverse direction
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Enbridge Inc. (ENB $65.64)
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Canadian Natural Resources Limited (CNQ $41.20)
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Franco-Nevada Corporation (FNV $246.71)
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Tourmaline Oil Corp. (TOU $57.29)
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Agnico Eagle Mines Limited (AEM $183.99)
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Maverix Metals Inc. (MMX $6.53)
Q: Looking to buy 3 Energy stocks and 3 Gold stocks.
What would you recommend?
Thanks
Peter
What would you recommend?
Thanks
Peter