Q: Please list your top 5 absolutely MUST-have stocks, regardless of sector or industry. (feel free to adjust the number of stocks, to more or less than 5 if you want)
Q: Some companies, such as Shopify, Docusign amd and Zoom Video, are proving to be massively valuable to their customers during the pandemic. Do you know if Kinaxis is proving its value to its customers during the pandemic? Or are they falling short of their customers expectations?
Q: I have held Cenovus for a few years in a registered account. Would you see better valuation and growth in Suncor or another company. Who has the better upside?
Thank you
Q: May I please have your thoughts on the current Canadian dollar strength,
and whether you think it might be timely to convert funds to US dollars?
With my portfolio currently weighted about 25% in US currency I'm finding (as usual) multiple and developing opportunities in the US, but with the larger Canadian component significantly in cash. I'm not sure how deep an exposure to the US dollar should be reasonably targeted.
Thanks in advance for your opinion.
Q: I have a 40% profit in NGLOY and I'm wondering aout exiting. I assume it is riding the copper price and the strenghening industrials but it has an interest in multiple minerals. The weird asset is deBeers. The dividend is great but the P/E seems low relative to peers. Is deBeers dragging this down? Is this a good time to sell or rather hold?
Q: I own a small position in OGN and would like to either add to make a full position or sell to eliminate the position. Taxes are not a factor.
Your thoughts on this company!
Q: Have their been any changes to SPG.to financials since your last post on it? Has your opinion changed in any way since your last question on SPG.to?
Thank you
Q: ZOMD The company issued a press release on October 27th that it expects to see at least 80% revenue growth this year. What comparable company do you suggest that would help in determining a possible value of the shares?
Q: According to their latest annoucement Athabasca is going to hedge 75% of their production at $66 for the next 18 months. With oil prices rising does this seem like a good idea and what would this do to the leverage of the company in the future? Also this was one of the highest leveraged companies for it size, is it still when compared to other similar sized companies.