Q: I have shares of Air Canada and would you rate this as a buy as wondering if I should buy more shares as I have a very small holding and thinking of increasing the %.
Thanks
Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: I know you sold AC out of the 5i portfolio this year but I opted to wait for a bit.
It has now crawled back to my avg cost price and I do plan on selling. I know this is a 'timing' issue, but could you dust off your crystal ball and give an opinion based on any current information you're hearing, on whether to sell now or wait until after results are announced ?
Thank you.
-
Air Canada Voting and Variable Voting Shares (AC)
-
Vanguard U.S. Total Market Index ETF (VUN)
-
Brookfield Corporation Class A Limited Voting Shares (BN)
Q: For an RESP with withdrawals starting this year, ending likely 10 to 11 years out for youngest child:
Largest holding is the ETF VUN (US) at 43% followed by BN and AC at around 12% each, then TOI, DOO , ATZ, SU, BAM in the 3-10% range each. Not included is the unfortunate loss of about 8% of the RESP due to failure of XBC.
So the focus remains on growth for the next 4-5 years to keep withdrawals mostly funded by growth.
Thoughts on keeping VUN as is? What about a higher-yielding ZWB in lieu of the individual stocks? Any concerns / risks that you know of for the stocks listed or maybe can offer some lower-risk substitutions?
Big thank you!
Q: I recently flew Air Canada from Toronto to NYC and Fort Lauderdale Florida and on both flights the planes were operating at pretty high capacity. The plane tickets were crazy expensive. Westjet has really contracted the places it flies and their frequency and AC seems to have practical monopoly on certain routes. I know that does not replace fundamental analysis but it means something.
Q: Switch AC for TFII? I want to keep the sector. I was thinking of first waiting for AC to bounce of its drop. What do you think? Thanks.
Read AnswerQ: What's your take on AC Q4 and year-end results? Thanks
Read Answer
Q: For long term growth I am considering trading my AC position in a TFSA account to add to my ATZ holding. Could I get your opinion please.
Q: I don't have any Air Canada in my TFSA but will be selling some CAE to make it a 2% weight. Would you use the cash from this sale to buy Air Canada since not yet owned?
Thanks
Q: Would you be a buyer of Air Canada at this time? I currently have a 1.5% weight and thinking of buying more to make it 2.3% weight.
Thanks
-
Air Canada Voting and Variable Voting Shares (AC)
-
Kinaxis Inc. (KXS)
-
Tamarack Valley Energy Ltd. (TVE)
Q: I am selling one or all of TVE,AC,KXS for tax loss. All are down similar amount . Would you please list from first to last your preference for disposal.
Read AnswerQ: What is your view on Air Canada ? when is it going to take off ?
Read Answer-
Air Canada Voting and Variable Voting Shares (AC)
-
Exchange Income Corporation (EIF)
-
WELL Health Technologies Corp. (WELL)
-
Enthusiast Gaming Holdings Inc. (EGLX)
Q: These 4 stocks, held in my TFSA, in roughly equal proportions, total approximately 5 % of my registered and cash portfolios. All are down except for EIF. My TFSA is where I put my riskier growth stocks ( EIF slipping in there somehow). Each has their own theme and while I am in no hurry to sell, I am looking for your opinion on them while I conduct my semi annual review. Your comment on their strengths/weaknesses, growth potential, ,management , buy hold sell ,would be appreciated. Derek
Read Answer
Q: thoughts on the quarter please?
Thx
Q: I have started travelling again and noticed that Air Canada flights are essentially full. I looked at a 3 year chart for the stock share price and it is down from about $50 to $18, obviously due to the pandemic. I noticed that you provided growth data in response to a question where the growth next year is expected to be 128%. This sounded good.
I used your symbol look-up tool to view the AC’s profile and compared it to Delta Airlines (DAL). AC has 359M shares out compared to DAL’s 641M. AC’s EPS and PB is -6.9 and 45.1 whereas DAL is +0.12 and 8.0. DAL is rebounded a bit more than AC but why was AC at $50/share anyway.
It seems to me AC is not managed well and probably has a lot of debt but your profile screen does not give me that info.
It seems DAL is much more attractive as an investment but I am just looking at very simple metrics. What are your thoughts, please?
-
Air Canada Voting and Variable Voting Shares (AC)
-
Advantage Energy Ltd. (AAV)
-
Agnico Eagle Mines Limited (AEM)
-
Sierra Wireless Inc. (SW)
-
Capstone Copper Corp. (CS)
-
Trisura Group Ltd. (TSU)
-
Nutrien Ltd. (NTR)
-
Converge Technology Solutions Corp. (CTS)
-
Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
-
Andlauer Healthcare Group Inc. Subordinate Voting Shares (AND)
Q: High growth stocks. A recent NP piece by Peter H. advised investors consider these vs. conservative picks coming out of a bear market. "Stocks that used to be 50X sales are now 3X sales and still growing at 50%+...a Bloomberg screen shows 982 companies with 50% sales growth in the next year."
Could you provide 10 Cdn. stocks in this category or better yet provide a link to the Bloomberg screen. Thanks.
-
Air Canada Voting and Variable Voting Shares (AC)
-
TECSYS Inc. (TCS)
-
WELL Health Technologies Corp. (WELL)
-
Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
-
Topicus.com Inc. (TOI)
Q: With free cash flow and/or sufficient ready liquid cash on hand and a healthy prospective new business list in the hopper, in which order would you liquidate. Obviously the weakest one being the 1st to go.
Carl
Q: If I was to sell Air Canada today for tax loss purposes what would you suggest replacing it with for a 30 day period (or longer)? Or perhaps I should just sit on the cash and buy it back after 30 days?
Read Answer-
CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B)
-
Air Canada Voting and Variable Voting Shares (AC)
-
CAE Inc. (CAE)
-
Kinaxis Inc. (KXS)
-
Agnico Eagle Mines Limited (AEM)
-
Savaria Corporation (SIS)
-
Balanced Equity Portfolio (BEPORT)
Q: I follow your Model Portfolio and want to add CDR Stocks - (AAPL, NVDA, GOOG, AMZN, META, DIS, and V) since I want to keep 25 stocks. Which one would you suggest selling from Balance Equity Portfolio and replacing it with 7 CDR stocks?
Thanks for the great service
Q: What's your view on this today after earnings release, and short and long term perspectives.
Read Answer-
Air Canada Voting and Variable Voting Shares (AC)
-
Lundin Mining Corporation (LUN)
-
Enthusiast Gaming Holdings Inc. (EGLX)
-
MEDIFAST INC (MED)
-
Unity Software Inc. (U)
-
Nuvei Corporation (NVEI)
Q: I'm down on these stocks, what are your thoughts currently and prospects going forward? Buy, sell, hold, add? They've all become less than 1.5% positions. Thanks!
MED, NVEI, AC, LUN, EGLX, U, AT