Q: I would like to invest for long term and am looking at either KXS or CCL as both are down. Would you have a preference? and what are the risks with either stocks?
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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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CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B $86.84)
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Premium Brands Holdings Corporation (PBH $93.04)
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Savaria Corporation (SIS $24.51)
Q: Morning guys:
I own the these 3 I’m down significantly with all three. All three of these have solid management teams and I have confidence to hold and dollar cost average for the long haul. Is it time to add at current prices.
Thanks
Mark.
I own the these 3 I’m down significantly with all three. All three of these have solid management teams and I have confidence to hold and dollar cost average for the long haul. Is it time to add at current prices.
Thanks
Mark.
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CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B $86.84)
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Transcontinental Inc. Class A Subordinate Voting Shares (TCL.A $23.36)
Q: Hi 5i:
I have held both before and sold for gains. Would you favour one over the other now or take partial position in both assuming they both are buys? TFSA or RIF or it doesn't matter which? I am a long term investor and I feel well diversified.
Thanks for your thoughts,
Tom
I have held both before and sold for gains. Would you favour one over the other now or take partial position in both assuming they both are buys? TFSA or RIF or it doesn't matter which? I am a long term investor and I feel well diversified.
Thanks for your thoughts,
Tom
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CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B $86.84)
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Intertape Polymer Group Inc. (ITP $40.48)
Q: Hello, I own an equal amount of CCL.B and ITP representing 4% of my total portfolio. Both of them have been down for a while. Do you think it is a smart move to sell ITP and concentrate on CCL.B? Thanks
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Constellation Software Inc. (CSU $2,651.30)
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CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B $86.84)
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Premium Brands Holdings Corporation (PBH $93.04)
Q: RRSP vs TFSA vs non-registered accounts. Sector balancing aside, what would be your top 3 picks for each type of account? Incredible site, thanks for all your work.
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CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B $86.84)
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NFI Group Inc. (NFI $16.95)
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Superior Plus Corp. (SPB $7.28)
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Whitecap Resources Inc. (WCP $12.66)
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Alaris Equity Partners Income Trust (AD.UN $22.21)
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Premium Brands Holdings Corporation (PBH $93.04)
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Savaria Corporation (SIS $24.51)
Q: I would like to top up these positions and trim them back in the future (12-24months?)
Are there any names on the list I should avoid or expect a longer recovery for?
Always appreciate your wisdom.
Are there any names on the list I should avoid or expect a longer recovery for?
Always appreciate your wisdom.
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CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B $86.84)
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Great Canadian Gaming Corporation (GC $44.98)
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Premium Brands Holdings Corporation (PBH $93.04)
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Savaria Corporation (SIS $24.51)
Q: Is there an update to forward 1 year p/e ratio on these companies? Thanks
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CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B $86.84)
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Methanex Corporation (MX $63.65)
Q: Hi 5I - I need some materials exposure and was looking at MX and CCL. Which one would you prefer for a 4-5% weighting or should I add both at say 3% each? Thanks, Neil
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Covalon Technologies Ltd. (COV $1.65)
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CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B $86.84)
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Boyd Group Income Fund (BYD.UN)
Q: Greetings, I have not asked a question for a while now (2 years?); here it goes. This seems like a good time to deploy some of my cash held in my TFSA. Can you suggest a stock similar to KXS in potential? Maybe GUD, PHO? Thanks as ever.
Henry
Henry
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Photon Control Inc. (PHO $3.60)
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CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B $86.84)
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Stars Group Inc. (The) (TSGI $37.49)
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NFI Group Inc. (NFI $16.95)
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Premium Brands Holdings Corporation (PBH $93.04)
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Savaria Corporation (SIS $24.51)
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goeasy Ltd. (GSY $128.26)
Q: Hello Peter,
First off, great job on BNN yesterday! Your comments helped reinforce on focusing on the long term and not quarterly results. Just to recap your theme, I have listed the companies with let's say "quarterly miss" , however, with a market over reaction to the downside. Can you add or delete other companies that fit in this category?
Thank-you for being in our investment corner.
Angelo
First off, great job on BNN yesterday! Your comments helped reinforce on focusing on the long term and not quarterly results. Just to recap your theme, I have listed the companies with let's say "quarterly miss" , however, with a market over reaction to the downside. Can you add or delete other companies that fit in this category?
Thank-you for being in our investment corner.
Angelo
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Photon Control Inc. (PHO $3.60)
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Brookfield Renewable Partners L.P. (BEP.UN $39.16)
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CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B $86.84)
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Methanex Corporation (MX $63.65)
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Colliers International Group Inc. Subordinate Voting Shares (CIGI $186.53)
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NFI Group Inc. (NFI $16.95)
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Kinaxis Inc. (KXS $146.06)
Q: These are a list of my stocks that I may sell for tax losses. I would like to have your opinion if I should sell and rebuy these in 30 days.
Q: Good morning team,
What are your thoughts on the 3 acquisitions announced today? Would you add today?
Thx!
What are your thoughts on the 3 acquisitions announced today? Would you add today?
Thx!
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CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B $86.84)
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Boyd Group Income Fund (BYD.UN)
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Great Canadian Gaming Corporation (GC $44.98)
Q: Hi,
I would like to deploy some cash that I had set aside for sometime. Could you please share your 3 best ideas right now, from your balanced portfolio? Thank you.
I would like to deploy some cash that I had set aside for sometime. Could you please share your 3 best ideas right now, from your balanced portfolio? Thank you.
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CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B $86.84)
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WSP Global Inc. (WSP $269.29)
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Enghouse Systems Limited (ENGH $18.43)
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NFI Group Inc. (NFI $16.95)
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Boyd Group Income Fund (BYD.UN)
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Premium Brands Holdings Corporation (PBH $93.04)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $186.82)
Q: Hi Peter, Ryan,
We have a few dogs with the downturn but we also cashed in all of our high runners in early October. Your insight is invaluable in our portfolio management strategy and we understand the decision to buy or sell is in our control. On that note, we have been buyers the past two weeks when a stock drops 25%-40% (i.e. KXS today at $67.99). Can you comment on the following opportunities (BYD.UN, WSP, NFI, CCL.B, PBH, SHOP, ENHG) to purchase now with a 3-5 year hold inside RRSP's.
1. Please rank (based on your expertise) the above stocks from best to worst as of today to add to an RRSP.
2. Which of the above, if any, are considered "prime" to purchase today.
Thank you
Jerry and Debbie
We have a few dogs with the downturn but we also cashed in all of our high runners in early October. Your insight is invaluable in our portfolio management strategy and we understand the decision to buy or sell is in our control. On that note, we have been buyers the past two weeks when a stock drops 25%-40% (i.e. KXS today at $67.99). Can you comment on the following opportunities (BYD.UN, WSP, NFI, CCL.B, PBH, SHOP, ENHG) to purchase now with a 3-5 year hold inside RRSP's.
1. Please rank (based on your expertise) the above stocks from best to worst as of today to add to an RRSP.
2. Which of the above, if any, are considered "prime" to purchase today.
Thank you
Jerry and Debbie
Q: You have already responded about the earnings - my questions is more about strategy. Both these stocks broke their intermediate trends (using 200 MA) sometime ago (I think you called it a technical breakdown) . But both price and now earnings momentum are horrible why hold? I realize in the long term maybe okay but when things get this ugly (down more than 20% from their high) would it not it be better to allocate capital some where else - rather than have dead money? Thanks
Q: Concerning reply to recent CCL.B question you state: we will review everything in more detail but are comfortable after the conference call.
What does this mean 'comfortable' and when will you release your review?
What does this mean 'comfortable' and when will you release your review?
Q: Both companies missed and are getting punished today. Would you consider them buying opportunities and would you add to existing half positions in either? Thanks
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CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B $86.84)
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NFI Group Inc. (NFI $16.95)
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Spin Master Corp. Subordinate Voting Shares (TOY $18.99)
Q: Tough to perform better than market when stocks get crushed like this. Are these turns or over-reaction?
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CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B $86.84)
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Surge Energy Inc. (SGY $7.34)
Q: Your thoughts on SGY and CCL.B earnings yesterday. What are your views for each going forward?
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CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B $86.84)
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Premium Brands Holdings Corporation (PBH $93.04)
Q: Hi Peter, Ryan,
For a long-term hold, is today a good entry point for PBH and CCL.B? If so, would you purchase a full or 1/2 position? If only one was to be purchased which has the best value and upside? One last question, are they best held in a TFSA or RRSP?
Please take the appropriate credits for our inquiry.
Cheers,
Jerry and Debbie
For a long-term hold, is today a good entry point for PBH and CCL.B? If so, would you purchase a full or 1/2 position? If only one was to be purchased which has the best value and upside? One last question, are they best held in a TFSA or RRSP?
Please take the appropriate credits for our inquiry.
Cheers,
Jerry and Debbie