Q: If you were currently a shareholder of MDI and CCS with a small capital loss, would you deem the most prudent course of action as to sell, hold or hold and average down?
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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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Realty Income Corporation (O)
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Cencora Inc. (COR)
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Century Communities Inc. (CCS)
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NorthWest Healthcare Properties Real Estate Investment Trust 5.25% Convertible Debentures (NWH.DB)
Q: I would like to diversify my REIT holdings geographically. I currently hold a reasonable position in CAR.UN and an overweight position in TCN. I would appreciate any recommended REITS with operations in the USA or Europe that are registered in either Canada or the USA. Is there anything like another another Tricon Residential available?
With appreciation for your great service.
Ed
With appreciation for your great service.
Ed
Q: What's going on with CCS? It's down 17% in the past two days on heavy volume and there are no news.
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WSP Global Inc. (WSP)
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Stantec Inc. (STN)
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iShares Canadian HYBrid Corporate Bond Index ETF (XHB)
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Century Communities Inc. (CCS)
Q: How significant would it be for the Canadian lumber companies if the US removed the tariffs on lumber? Which stock would you recommend in such a scenario.
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Starbucks Corporation (SBUX)
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Roper Technologies Inc. (ROP)
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Century Communities Inc. (CCS)
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MEDIFAST INC (MED)
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Reliance Inc. (RS)
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Jacobs Solutions Inc. (J)
Q: Hi Team,
I was looking for a list of a few company's that appear to be strong buys today (Your fav picks), that are poised to continue to work in this so called "inflationary period" (non tech). Both US and cnd names. Thanks
I was looking for a list of a few company's that appear to be strong buys today (Your fav picks), that are poised to continue to work in this so called "inflationary period" (non tech). Both US and cnd names. Thanks
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AbbVie Inc. (ABBV)
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Cencora Inc. (COR)
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NIO Inc. American depositary shares each representing one Class A (NIO)
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Century Communities Inc. (CCS)
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Guardant Health Inc. (GH)
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Celsius Holdings Inc. (CELH)
Q: Hope you and yours have so far successfully avoiding covid-19.
Our portfolio is below
Cons Discr 5%: US:NIO, US:CELH
Cons Stpl 3.8% - US:COST
Energy 6.2%
Fin Svcs 38% - BNS, GSY, RY, SHOP, SLF, US:BAM, US:JPM, US:MCO, US:V
Health 4.2% - US:MDT
Ind 5.8% - US:RTX, CNR
Real Est 2.7% - US:RDFN
Tech 13.4%
Telcom 5.7%
Util 7.4%
Cash 8%
All the fin svcs are up nicely but V and BAM have only small gains. We like both but think we should reduce this overweight sector and re-balance among the Industrial, Health and Real Estate sectors.
We are down 41% on NIO and down 12% on CELH but we are prepared to wait unless you think their prospects aren’t worth the wait.
We’d appreciate your view on what to sell in fin svcs and what to buy in Ind, Health & Real Est.
Many, many thanks.
Our portfolio is below
Cons Discr 5%: US:NIO, US:CELH
Cons Stpl 3.8% - US:COST
Energy 6.2%
Fin Svcs 38% - BNS, GSY, RY, SHOP, SLF, US:BAM, US:JPM, US:MCO, US:V
Health 4.2% - US:MDT
Ind 5.8% - US:RTX, CNR
Real Est 2.7% - US:RDFN
Tech 13.4%
Telcom 5.7%
Util 7.4%
Cash 8%
All the fin svcs are up nicely but V and BAM have only small gains. We like both but think we should reduce this overweight sector and re-balance among the Industrial, Health and Real Estate sectors.
We are down 41% on NIO and down 12% on CELH but we are prepared to wait unless you think their prospects aren’t worth the wait.
We’d appreciate your view on what to sell in fin svcs and what to buy in Ind, Health & Real Est.
Many, many thanks.
Q: you had a very complementary view on CCS on March 15th...
do you have another construction firm you would prefer over CCS??
do you have another construction firm you would prefer over CCS??
Q: What is your opinion on this company?