Q: I currently hold SU as my energy allocation and looking to add a non-integrated energy holding. My biggest concern in the current environment is balance sheet quality. Can you suggest 2 or 3 names in the sector with the strongest financial position. Thank you.
Q: Savaria's price seems to have reacted poorly in the "virus" market. For a health care stock this was a little surprising. Do you have any thoughts on what might be concerning investors?
Thanks
Mike
Q: S has issued a press release today on restructuring their debt. I have some bonds from them due in 2021 that I understand will now be due in 2027. There are some other related clauses in there that are difficult to figure out. Any way that can read the press release and figure out what the deal is? Thanking you in advance, Martin
Q: Could you please provide me with your you three picks from your Balanced Portfolio to deploy excess cash into once the current correction reaches near bottom (tough to time I know.)
Thank
Phil
Q: Hello,
In the short term, I expect that Lightspeed revenues will suffer if restaurant transactions are severely impacted due to the coronavirus (as you intimated in an answer to someone's previous question). As well, it's likely that people will be avoiding casinoes if the virus becomes widespread in Canada.
Can you please give me your rationale for suggesting cost averaging (I assume you meant buying into) Great Canadian Gaming? Would you wait until after earnings are reported on March 3rd to do so?
I currently have a significant position in GC, but was actually considering exiting for a while. Either decision may be a roll of the dice, but I would appreciate your opinion.
Q: Peter and team
I just received a notice and info re upcoming"Dutch Auction".
My shares are held in a self directed account. Just want confirm that if I want to continue to hold for long term I need not reply, nor take any action.
Thanks
Phil
Q: Hi Guys,
Coeur mining and Teck Resources are both under performer's who's share took quite a bit this week on bad news. Do you consider these companies fatally flawed, would you hold if already in a portfolio, or would you cut and run to more promising resource plays? On that note do you have any suggestions on miners / resource companies?
Q: With Gold appreciating a lot and the trend seems like will continue, do you think silver will catch up? Is it a good time right now to buy silver? Any ETF to recommend? Thank you!